$480m seed round for a frontier AI lab. Wtf. what are they building? a layer one blockchain with lots of conference travel, side events, KOL rounds and parties?
After going through AI agents in detail, I think its an unstoppable force (AI) is meeting an immovable object (enterprise). Expectations set by self contained agents eg @claudeai code are way too high and we are entering another era of erm... systems integration ('tool calling')
Moral from the @xai incident: explicitly forbid your best nerds from doing media interviews. They aren’t your best nerds because of their social skills, political skills or situational awareness. Their models are hyper optimized for engineering
Meanwhile. fintech ppls: we need innovation in consumer stablecoin payments @WalletConnect innovates with Ingenico to launch WalletConnect pay fintech ppls: no not you guys, we should innovate $WCT 🚀