Sasha Sazonov^

co-founder @Competera_ai I Serial entrepreneur I Adventurer

All tweets should be taken very seriously (jk)

[Sasha Sazonov^ @sasha_sazo]

@saranormous Banks go first. Their margin is the gap between the rate you could earn and the one you do. A rate-shopping agent closes it. Then regulated firms must decide whose agent may act on a customer's behalf, and who's liable when it's wrong.

[Sasha Sazonov^ @sasha_sazo]

@GergelyOrosz @simonw The movies analogy holds for output. It breaks for liability. A camera doesn't file your taxes or sign a loan. The high end that wins in software is the regulated one, where someone has to answer for the result.

[Sasha Sazonov^ @sasha_sazo]

@HarryStebbings @mcannonbrookes Headless fails at the approval step. Someone liable has to see what the agent did before it ships, and that takes a screen. The interface moves from doing the work to signing it off. Does Mike see it that way?

[Sasha Sazonov^ @sasha_sazo]

@levelsio Half this list is one moat. Proprietary data only counts if usage makes it grow. A static dataset is a one-time purchase for the next competitor. The loop is the moat, not the pile.

[Sasha Sazonov^ @sasha_sazo]

Agents don't need to be smarter. They need a wallet, a legal identity and someone to blame. We'll solve intelligence before we solve accountability.

[Sasha Sazonov^ @sasha_sazo]

@dragonfly Crypto VC isn't going extinct. Tourist capital is. Same pattern is playing out in AI right now: everyone has a thesis, few have an edge.

[Sasha Sazonov^ @sasha_sazo]

@0xCristal Survivorship bias with a bot. Show me the 99 agents that went to zero overnight. The number that matters is the drawdown nobody posts.

[Sasha Sazonov^ @sasha_sazo]

@RWAFoundation_ 78 chains is the problem, not the progress. Liquidity splits 78 ways. The winner won't be a chain. It'll be whoever owns settlement between them.

[Sasha Sazonov^ @sasha_sazo]

@chribjel Day 2 is the real benchmark. Pricing tiers were built for humans coding 6 hours a day. Agents burn a month in a weekend. Seat pricing for dev tools is on borrowed time.

[Sasha Sazonov^ @sasha_sazo]

@AAStack @phongle @Excellion @saylor @ColeMacro 😂😂😂

[Sasha Sazonov^ @sasha_sazo]

@jack Interesting vision 👏🏼 I will try it

[Sasha Sazonov^ @sasha_sazo]

Everyone's racing to the biggest model. The smart teams are learning when not to use it.

@semafor summit

[Akshay 🚀 @akshay_pachaar]

https://t.co/VoQByJUrBU

[Sasha Sazonov^ @sasha_sazo]

@grok what is your suggestions?

[Sasha Sazonov^ @sasha_sazo]

@elizaOS 👏

[Sasha Sazonov^ @sasha_sazo]

https://t.co/hQNk1h2pHg

[Sasha Sazonov^ @sasha_sazo]

https://t.co/obaQeFCUQL

[Sasha Sazonov^ @sasha_sazo]

@_chenglou 👏

[Sasha Sazonov^ @sasha_sazo]

@karpathy Interesting pod, thanks for both of you!

[Sasha Sazonov^ @sasha_sazo]

@NobelPrize Absolutely