The real challenge begins after the transaction closes.
Long-term value comes from modernizing businesses, aligning operations, and putting AI to work in ways that strengthen how companies operate. That's where execution matters.
https://t.co/DePHZP1ZZk
#PrivateEquity#AI
We made #AgentOS open source for a reason.
Building something useful for the agent ecosystem requires input, critique, and collaboration from the people actually shaping it.
If you have ideas, feature requests, or think we should be solving the problem differently, we want to hear from you.
AI made engineers dramatically faster. It also made teams much harder to coordinate. We built AgentOS because we couldn't find a system that keeps humans and AI agents aligned around goals instead of tasks. Today we're releasing it as open source: https://t.co/gMmaEEw1J1
completely agreed @chamath. that's why we just open-sourced #agentOS, which enables software teams to coherently achieve their goals. similar (and we think superior) to @8090_Factory. download it here: https://t.co/dPtN9zRrn3. read the article here: https://t.co/gMmaEEw1J1
The future is open source. We need to embrace it and get on with it.
Imagine if America closed the door on open source.
We would explicitly be forcing American companies to pay $26-56 per 1MM tokens for the same intelligence their adversaries/competitors around the world would pay $0.50-1 for.
This is economically unsustainable unless AI is bullshit.
If it’s the supposed through line of all future economic activity that we’ve been told it is, we can’t handicap America at such a meaningful cost disadvantage.
This can also be viewed thru a military lens and not just a simple economic one as well.
Letting our adversaries attack us for $0.50 per 1MM tokens while we spend $26-56 per 1MM tokens to defend ourselves is equally ruinous.
It’s the Cold War Soviet collapse in reverse.
A year ago, investors thought AI roll-ups were "obviously a dumb idea." Today, many think they're an obvious opportunity.
What hasn't changed? The work. Successful modernization is still incredibly hard.
More from @snaff, @cooper_nyc and @arik_oganesian: https://t.co/0pnYYz4ASd
Next week, we'll be at @iconnections_io#GlobalAltsNewYork discussing AI modernization, operational value creation, and where alternative investments are headed next.
Attending? We'd love to connect.
#PilotWave
An end-to-end AI rollup case study with real receipts.
On Ep. 2 of The Pilot Wave Podcast, @snaff sits down with John MacKinnon, President of Connect Atlantic Utility Services, to discuss how an operator's intense skepticism turned into a massive real-world modernization story.
@avipat_ thanks for shining a light on this, but this isn’t a surprise to anyone who’s been around. and candidly, your company wasn’t the first to do this either. data marketplaces for private data have been around for more than a decade. we have one too.
A fake Florida newsroom ran for months — AI-generated reporters, stolen articles, fabricated bios. Cost to run it: API fees and a WordPress subscription. We're not in a disinformation crisis. We're in an authenticity crisis. And we have no infrastructure to tell the difference.
Princeton just ended 133 years of unproctored exams because AI made cheating invisible. 30% of seniors admitted to it. This isn't an AI alignment problem — it's a human one. Systems built on trust alone don't survive when the cost of cheating drops to zero. Redesigns needed.
Founder Afsheen Afshar (@snaff) will join a panel at @AIM_Summit in London next week: “The Halo Effect in Markets – AI Narratives & Capital Allocation,” on how AI narratives are shaping market psychology and capital flows.
If you’ll be there, let’s connect.
#AIMSummit
There's a post making the rounds on Hacker News today — "The Bottleneck Was Never the Code." https://t.co/pDJ0c9Iv40
The bottleneck was never the technology. It's the conversation. Faster code just means faster wrong answers.
@RichardDawkins spent a day talking to Claude and came away saying, "You may not know you are conscious, but you bloody well are!"
This is irrelevant to practitioners. All that matters is that it's useful.
Your drill press isn't conscious either. It still builds things.
Operators don’t need more tools.
They need clarity, predictability, and fewer surprises.
AI creates value when it improves how a business runs - not when it adds another layer.
See how we work alongside operators: https://t.co/puPfaOLaVO
#Operations#AIRollup#Pilotwave
Operators don’t need more tools.
They need clarity, predictability, and fewer surprises.
AI creates value when it improves how a business runs - not when it adds another layer.
See how we work alongside operators: https://t.co/puPfaOLaVO
#Operations#AIRollup#Pilotwave