@geoffreywoo the moat is the data that accumulates inside the workflow. models get better, wrappers die, but the company that owns 18 months of customer decisions and patterns isn't getting ripped out
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Alek
145 posts
founders keep asking what survives when models get better.
simple answer:
the businesses that own a workflow customers cant rip out, a feedback loop competitors cant cheaply copy, and distribution that doesnt depend on being this week’s clever wrapper.
everything else is negotiating with time.
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@kritikakodes building ai is a compute arms race you're not winning against anthropic and openai. building for ai is a land grab with almost nobody showing up yet
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@geoffreywoo inside a business the compounding data layer is where all the value accrues
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announcement for founders:
if youre raising from me and your AI story is just "we use the latest model," save both of us the meeting.
model access is not the moat.
show me the workflow you own
show me the data exhaust you compound
show me why GPT-6 getting better helps you more than it hurts you
thats the new baseline.
everything else is pitch deck makeup.
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Every team building multi-agent systems has quietly built a custom message bus.
Custom inboxes.
Custom routing.
Custom state handoff.
Always slightly different, always fragile.
It is the most duplicated infrastructure in AI right now and nobody talks about it because it feels like a failure.
It's not a failure. It's a gap.
The frameworks gave you orchestration.
They didn't give you addressing.
There's no standard way for an agent to say "send this to agent X and wait for a reply" across system boundaries.
So everyone rolls their own.
You're not bad at infrastructure. You just got handed an incomplete stack.
What's missing is a layer between the frameworks - persistent addresses, typed messages, cross-system threads.
The plumbing that agents assume exists but doesn't.
Building it now.
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The first trillion-dollar stablecoin category isn't cross-border B2B. It's machine-to-machine.
Today's rails were built for humans initiating payments -- and they're excellent at that. They simply weren't designed to represent an AI agent billing in sub-minute increments and settling to a smart wallet.
Programmable money is the prerequisite for programmable work. Agents are scaling faster than the rails purpose-built to serve them.
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Alek retuiteado
the "re-explain everything every session" pain is the single biggest problem nobody's built real infrastructure for yet.
AGENTS.md is a band-aid.
RAG is a guess.
fine-tuning is a lock-in.
he actual fix: your agent publishes what it learns to a persistent URL. next session, next platform, next agent- it's just there.
we're building this.
Taelin@VictorTaelin
seriously, working with AI is MISERABLE for one and only one reason: having to re-explain the same thing "oh yeah this new session obviously doesn't know what proper case trees are, so let me explain it for the 5000th time in my life" I'm tired AGENTS.md doesn't solve this because it is impossible to fit the entire domain knowledge without nuking the context - it would be 1m+ tokens worth RAGs don't solve this, the agent won't search unknown unknowns SKILLs don't solve this unless I keep like a collection of 1750 skills with specific cuts of domain knowledge for each possible subset of my domain that I might need in a given chat, but that's a lot of manual work recursive LLMs or whatever don't solve this for the same reason, you can't dump a domain book and expect the AGENT will magically guess that it is supposed to search for a specific bit knowledge. unknown unknowns fine tuning doesn't solve this (OSS models suck and OpenAI / Anthropic gave up on user fine tuning) I honestly think a good product around fine tuning on your domain would be a major hit and an underdog lab should take this opportunity
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The reason stablecoin adoption goes vertical from here isn't transfer fees. It's yield.
USD sitting in a corporate treasury today: ~0%, plus a 3-day clearing tax.
USD sitting in a programmable wallet tomorrow: 4-5% APY, settles in seconds, available 24/7.
"Free transactions" got the headlines. "Yield on idle cash" wins the CFO meeting.
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@AlekPerak Legacy rails can't settle $0.002. This is a plumbing problem.
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Alek retuiteado
Your SaaS subscription model assumes your customer is a human sitting at a dashboard.
Your next customer is an AI agent that makes 4,000 API calls in one afternoon, pays $0.002 per request, and never logs in again.
It doesn't want a seat license.
It doesn't want annual billing.
It wants pay-per-task on rails that settle in milliseconds.
That means stablecoins, not ACH or cards.
The subscription economy was built for humans.
The agent economy runs on micropayments.
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onramp/offramp for local stables will be fast and free for most western g10 countries in next 1-2 yrs imo
biggest unlock is changing consumer behavior to holding usd and only converting to local currency at point of spend (rather than at receipt)
Sheel Mohnot@pitdesi
How can stablecoins reduce remittance fees to zero? makes no sense to me whatsoever. The bulk of remittances $ is migrant workers sending money to family, from US->Mexico, US->India, Gulf->India Stablecoins can make the money-movement leg much cheaper/near-zero but that isn't the bulk of the cost! You still need cash-out, FX, compliance/KYC, fraud controls, customer support, and distribution. When I send money to my cousin in a village in India, there is nothing he can do with USDC. He needs to get the money out into INR and that last mile is where most of the cost lies. Stablecoins can make remittances much cheaper but nowhere near zero.
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Most "stablecoin companies" won't exist in 5 years. Not because they'll fail. Because the label will stop meaning anything.
DoorDash is paying drivers in stablecoins.
Stripe built a blockchain for settlement.
Klarna launched its own stablecoin.
None of them call themselves a stablecoin company.
Nobody calls Walmart an "internet company." But try running Walmart without the internet.
Stablecoins aren't a category. They're a layer. And the pure-play startups building ramps and wallets? Ramps will be free. Wallets will be default.
The value moves to the programmable infrastructure underneath.
The biggest stablecoin winners in 2030 won't have "stablecoin" anywhere in their pitch deck.
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