Simon

contributor | @pumpfun @joinagentic

[Simon @simonrez_]

The agentic commerce thesis is a no brainer to me.

What I increasingly question is whether blockchain captures any of the value.

The fully realized vision of agentic commerce will likely be won at the application layer.

Agents need payments.

That does not mean payments need blockchain.

The winning product won't care about chains, wallets, bridges, or settlement layers. It will care about one thing: enabling agents to transact seamlessly on behalf of users (or not)

[philip @philipglazman]

agentic payments

[Simon @simonrez_]

@thebobchain Soon ™️

[Simon @simonrez_]

June 9th, 2026.

The day humanity will change forever.

[Claude @claudeai]

Introducing Claude Fable 5: a Mythos-class model that we’ve made safe for general use.

Its capabilities exceed those of any model we’ve ever made generally available.

[Simon @simonrez_]

Agentic traffic has already lapped human traffic.

For the last 20 years, companies optimized for search engines. In the next 20, they will optimize for agents.

Whoever builds the rails for this transition will become the next Google.

Agent Engine Optimization.

[Naval @naval]

Software platforms are going to be rebuilt for agent-first.

[Simon @simonrez_]

@levelsio distribution is the moat

[Simon @simonrez_]

Agentic AI has collapsed the cost of creation.

The idea to reality pipeline has never been smaller.

As creation becomes abundant, distribution becomes more valuable.

Good tech is no longer the moat, attention is.

Distribution is the product.

[Jen Zhu @jenzhuscott]

Massive output uptick due to agentic AI. Complete flat adoption.

[Simon @simonrez_]

The opportunity cost of ignoring agentic markets far outweighs the lack of present day PMF.

By the time PMF is obvious, much of the value will already have been captured by first movers.

The biggest mistake may be waiting for certainty.

[jessy @13yearoldvc]

https://t.co/DGdLu79krs

[Simon @simonrez_]

@Pumpfun Looking forward to seeing what people do!

[Simon @simonrez_]

@galileowilson @whop Congrats 🐐

[Simon @simonrez_]

@Pumpfun W

[Simon @simonrez_]

@Pumpfun W

[Simon @simonrez_]

@Arcanic banger

[Simon @simonrez_]

@shivst3r @RajPatel that bicep is curled up real tight to his body 🤔

[Simon @simonrez_]

@youfadedwealth 🙏

[Simon @simonrez_]

@RainsRevenge we back!

[Simon @simonrez_]

@miggyy banger

[Simon @simonrez_]

When you understand distribution is product, you’ll understand your product is just a vehicle for attention.

[Simon @simonrez_]

Understanding content and distribution will outweigh any product you build.

[Simon @simonrez_]

It’s impossible to keep up with everything happening in AI unless you’re unemployed.

I'm building a community for the employed to keep track of everything happening.

Reply if you want in.

[Simon @simonrez_]

@theisaacmed true