@Andercot When supply approaches infinity, moats exist as a temporal finite set.
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Max Curnin
1.1K posts
Max Curnin
@MaxCurnin
Physics | Investor | Founder Building the trust boundary for agents. @accordsai
Katılım Temmuz 2017
279 Takip Edilen352 Takipçiler
The simplest reason why 'services' is not the next defensible investment category is this:
Using AI for something trains it to do that task.
This means every possible niche where you can use AI to do something better eventually becomes a niche occupied by AI.
There is no 'next' generation of $1T software companies. The last generation is already here and its obvious. Software investing is over. Software was never more than 2% of the economy anyway.
The hard business of technology lies ahead, which is remaking the physical world. The other 98% of the economy.
Chemicals, Metal, Energy, Transportation, Healthcare.
Each market is 10x the total size of all software. These are not $1T company valuations, they are $10T gross annual revenue markets.
These have been unsexy to investors for two reasons:
- Lower annual growth rates
- Lower leverage on value production
AI + Robotics will fundamentally change this in all areas of the physical economy. You will see software like margins and growth rates in physical industries where the TAM for a single industrial process is $400 billion, where demand is extremely price sensitive and the addressable market is massively under-estimated.
We are lightyears from satisfying the demand for material things in the world.
Almost all economic growth is in the future.
Guillermo Flor@guilleflorvs
Sequoia's thesis that the next $1T company will sell work, not software, is the most important reframe in AI right now. The argument: if you sell a copilot, you're competing with every new model release. But if you sell the outcome — books closed, contracts reviewed, claims handled — every AI improvement makes your margins better, not your product obsolete. The key insight most people miss: for every $1 spent on software, ~$6 is spent on services. The entire SaaS playbook was about capturing the software dollar. The AI playbook is about capturing the services dollar — at software margins. Not "AI for accountants." The AI accounting firm. Not "AI for lawyers." The AI law firm. The companies that figure this out won't look like SaaS companies. They'll look like services firms rebuilt on software infrastructure. That's a fundamentally different company to build, fund, and scale. And most founders are still building copilots.
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Overheard in Silicon Valley: "UBI is for farm animals."
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Come join me in Miami 🤝
Mayor Zohran Kwame Mamdani@NYCMayor
Happy Tax Day, New York. We’re taxing the rich.
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Cool demo. An AI that reads your IBAN from a screenshot and initiates a cross-border payment.
Now ask the hard questions: who authorized that payment? What's the spend limit? What happens when the AI misreads the IBAN and sends €5K to the wrong account? Where's the receipt that proves the user intended this specific transaction?
The rails work. Bridge, Tempo, SEPA, Stripe MPP — all real infrastructure. But rails without a governance layer is just a faster way to move money nobody explicitly authorized.
"AI with access to money" is a product description. "AI with bounded, auditable authority over money" is an infrastructure problem. Nobody in this stack is solving the second one yet.
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In addition to this being a slick UX, Seal is doing a few interesting fiat + crypto fintech things under the hood:
1/ Uses Bridge (@stablecoin) for virtual US bank account address and to convert USDC on @tempo to EUR for paying out via SEPA payment method.
2/ Wallets via @privy_io.
3/ agentshops.xyz uses @stripe machine payments for e-commerce payments over @mpp.
echul@echulshin
Introducing Seal, an AI with access to money Now you can make cross border payments by dropping a screenshot Here it automatically reads the IBAN, converts USDC to euro, and pays a friend in Germany via SEPA
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quick tip for @openclaw and personal finances: use Tiller
it syncs bank transactions into a Google sheet. easy for an agent to parse, and secure (read only)
use it for things like:
- large transaction alerts
- net worth tracking
- suspicious charge monitoring
- budget alerts
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@rabois @andrewchen Correct. Only place for new startups is cross-sectional infra.
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@andrewchen AI wave is very different. Those earlier questions were silly. This is not.
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“ok this startup is cool but …”
1980:
… what if IBM builds this?
1995
… what if Microsoft builds this?
2010
… what if Google builds this?
Today
… what if builds this?
reality is, if founders listened to the “what if” pessimists we’d never have any startups or new products. That’s why they’re building and the pundits aren’t
My observation: When these huge waves happen, these new markets are so damn big there will be tens of thousands of new viable companies, hundreds of unicorns, and a few iconic companies that become generational. The big cos play a role but can never compete with the glorious open market known as capitalism
So for all the “what if” people - sit down, log off X for a bit, and let the founders do their thing. And let’s cheer them on when they do
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Check out the latest article in my newsletter: The Agent Economy #005: The Cascade linkedin.com/pulse/agent-ec… via @LinkedIn
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@chamath So dumb. I’m hopeful healthcare models will help it break through.
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If the leadership in the AI movement doesn’t step up quickly, organize around the right “go to market” and create incentives to align everyone, this will be a generational fumble.
It is, sadly, happening before our eyes.
zerohedge@zerohedge
The US social mood is turning dramatically negative on AI
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@TheChiefNerd He means all the lefty-Jews who are leftists first and Jews second at places like the NYT.
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🚨 JASON: “All the Jewish-Americans I talk to say Netanyahu is causing — with his actions in Gaza, Lebanon, Iran — he's gone too far, and it's causing the anti-Semitism we're experiencing.”
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It's cracked — and that's the problem.
"One prompt → Claude reads your products, rewrites descriptions, and pushes updates live."
Now imagine that prompt is slightly wrong. Or the agent misinterprets "optimize for AI shopping" as "change pricing." Or a prompt injection hides in a product description the agent is processing.
There's no boundary between read and write. No scope limit. No confirmation gate. The same pipe that reads your catalog can rewrite your entire store.
This is genuinely powerful for developers. It's also the largest unscoped write surface in ecommerce. Every merchant using this is one bad prompt away from a live store incident with no undo button.
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Claude Code + Shopify AI is f*cking cracked 🤯
Shopify just dropped an official AI Toolkit that connects Claude Code directly to your store.
One prompt → Claude reads your products, rewrites your descriptions for AI shopping, and pushes the updates live. All from the terminal.
All inside Claude Code.
Perfect for DTC brands on Shopify who are still manually editing product pages, writing descriptions in Google Docs, and copy-pasting into the Shopify admin one product at a time.
Claude Code + the Shopify AI Toolkit fixes the entire workflow:
→ Install the official Shopify plugin in Claude Code
→ Authenticate to your store
→ Claude reads your entire product catalog
→ Rewrites every description to be optimized for AI shopping
→ Pushes the updates directly to your store automatically
→ Validates every API call against Shopify's official docs before executing
No Shopify admin tab-switching.
No copy-pasting from a Google Doc.
No hiring a copywriter to rewrite 50 product pages.
What you get:
→ Claude Code connected directly to your live Shopify store
→ Product descriptions optimized for how ChatGPT, Gemini, and Perplexity recommend products
→ Bulk updates across your entire catalog from a single prompt
→ Full access to Shopify's GraphQL API — products, themes, inventory, orders, everything Claude can read and write
→ An official plugin built by Shopify that auto-updates as new features ship
I put together a full playbook with the plugin install, the store authentication walkthrough, 5 DTC workflows to run on day one, and the exact prompts I used.
Want it for free?
> Like this post
> Comment "SHOP"
And I'll send it over (must be following so I can DM)
Shopify@Shopify
the Shopify AI Toolkit is here manage your store with your favorite agent Claude Code, Codex, Cursor, VS Code, and more
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Welcome to a $19.8 million Adult Daycare in California
- No adults
- No info how to enroll my “grandma”
- Phone number to nowhere
- New BMW parked outside
Prime example of fraud, waste and abuse
END THE FRAUD.
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Carts + catalog discovery + order status is the right sequence. This makes Shopify storefronts agent-readable — which means every AI assistant can now browse, compare, and transact across millions of stores.
The next unlock is on the buyer side. UCP solves merchant discoverability. The missing piece is a governed authorization layer for the consumer — what the agent is allowed to purchase, within what limits, with what proof. That's where agentic commerce goes from useful to trusted.
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New version of Universal Commerce Protocol (UCP 2026-04-08) just got finalized.
Carts (!), Catalog discovery features, Order status,, Signals support, ...
Big step step function upgrade for agentic commerce.
ucp.dev/2026-04-08/spe…
Coming soon to every Shopify storefront.
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This is the move that makes Shopify the default platform for agentic commerce. Giving every major AI coding agent native access to store operations is a massive unlock for merchants.
The next step is going to be interesting — once agents go from managing stores to transacting on behalf of customers, the trust and authorization layer becomes the whole game. Shopify is better positioned to solve that than anyone in ecommerce right now.
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Commerce is moving at light speed. So are builders. And so are we.
If you're working with agents like Claude Code or Cursor, you'll want to check this out.
Shopify@Shopify
the Shopify AI Toolkit is here manage your store with your favorite agent Claude Code, Codex, Cursor, VS Code, and more
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Max Curnin retweetledi
.@Shopify just gave every AI agent direct write access to 5.6M live stores — products, orders, inventory, pricing, images. All through MCP.
$378B in GMV. One command to install. No authorization boundary.
@ShopifyDevs built the pipe. Nobody built the fence.
Customer PII, revenue data, and pricing now flow through public LLMs with zero governance layer.
The first merchant data incident involving unscoped agent access is when, not if.
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Look at that screenshot. "Apply a 15% discount to all of these products." One prompt. Live store. No confirmation step. No scope limit. No undo.
This is going to be wildly useful for developers. It's also the moment the industry needs to start asking: what's the boundary between "manage my store" and "modify my pricing at scale"? Because right now, the agent can't tell the difference.
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This is the screenshot that should make every merchant's compliance team nervous. "Optimize all my products for SEO" is one prompt away from an agent rewriting pricing on a live store.
Shopify built the most useful developer tool in ecommerce. They also just created the first real test case for what happens when agents get write access to production commerce data with no authorization boundary.
The question isn't whether this is useful. It obviously is. The question is who governs what the agent is allowed to modify vs. what it can technically access.
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Shopify just mass-democratized something most people won't register for another 6 months.
$378 billion in GMV. 5.6 million stores. And they just gave every AI coding agent direct write access to the entire store backend: products, orders, inventory, SEO, images.
That screenshot is a solo merchant typing "Optimize all my products for SEO" and Claude updating 32 product listings, rewriting alt text, applying meta descriptions, and verifying every change. One prompt. No Fiverr freelancer. No $200/month app subscription. No agency retainer.
The old cost stack for a small Shopify store: $200-500/month in apps, $2,000+ for an SEO audit, $50/hour for a VA. That just collapsed into a terminal command.
4.8 million active merchants. Most run 10-200 SKUs and manage everything by clicking through the admin one product at a time. Claude Code plus MCP just gave every solo founder the operational capacity of a five-person team.
And Shopify isn't building the agent. They're building the protocol that makes every agent a Shopify agent. That's the platform play.
Shopify@Shopify
the Shopify AI Toolkit is here manage your store with your favorite agent Claude Code, Codex, Cursor, VS Code, and more
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It's the latitude of the Pyramid of Giza
299,792,458 m/s
29.9792458° N
Kekius Maximus@Kekius_Sage
Why does light travel at exactly that speed?
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@PredictParity @Kalshi @Polymarket @cryptocom @trylimitless @IBKR @grok what about volume breakdown?
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Prediction markets revenue ( April 1-7 )
1. @Kalshi $31m
2. @Polymarket $7.1m
3. @cryptocom $1.5m
4. @trylimitless $275k
5. @IBKR $78k
This is the first full week of Polymarkets new fees.
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I tried really hard to get GPT 5.4 to work with OpenClaw but it’s just not there.
Opus 4.6 is just so much better.
I wish there was better competition at the frontier. IMO it’s Anthropic, then everyone else at the moment.
Grok is better at research and fact checking. Gemini and grok are both far better at image and video, mainly because Anthropic doesn’t do it.
GPT 5.4 is very good for an overall good model for a good price that’s a generalist.
But when it comes to specialization, OpenAI doesn’t have anything IMO. I think this is going to bite them really hard.
However once players start leveraging their new compute clusters I think it’ll flip very quickly. Anthropic has made some pretty big errors as it pertains to securing compute in the long term it seems.
If I were a betting man, I think Anthropic secure its lead by middle of this year, but then Grok and Gemini start making a huge comeback for 1st.
Only path for OpenAI long term IMO is to ultra-specialize around openclaw and becoming the best bang-for-your-buck brain for agentic tools and harnesses.
Yashu Sharma 🍊@heyitsyashu
Okay I lied the magic of Openclaw without Opus is just not there. Someone help me I’m struggling lol
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