
Sean
1.7K posts

Sean
@SeanMEverett
AI Defensibility Specialist for Enterprise SaaS M&A https://t.co/XilnPzgAqM


i can't believe they're really gonna do it again the last time stripe shipped a primitive this big, it literally birthed modern saas. shopify, substack, gumroad, all your fav indie hackers... they exist only because stripe's payments api let them easily accept money with a few lines of code yesterday stripe shipped the spending version. anyone can now get an agent to spend money on their behalf. if stripe's payments api created saas, this spending api creates autonomous commerce: a new category of businesses that run on agents buying, booking, restocking, and paying on your behalf to make that concrete for you, here's some cool ideas you can build now: 1. ai ad managers. you connect your meta, google, and tiktok accounts, set a monthly budget cap, and an agent runs your entire paid strategy. 2. ai procurement agents for ecommerce. they monitor supplier prices, auto-order when costs hit your threshold, send you a morning summary of what they bought and why 3. ai travel agents that actually work. they search, compare, book, and pay within your budget rules. no more toggling between 6 tabs to save $40 on a flight 4. ai bookkeeping agents. they handle the recurring operational payments your business already makes every month (contractor invoices, ad account top-ups, subscriptions, etc) the 18-month window after a new primitive ships is historically when the category-defining companies get built if i was building right now i'd pick one of these, find the narrowest possible version of it, and ship before it closes generational opportunities here imo. good luck!





SITUATION BREWING: OpenAI is reportedly working on its own phone to take on the iPhone, targeting a 2028 release. It will use custom processors from MediaTek and Qualcomm, running OpenAI's own OS that replaces traditional apps with AI agents.

NEW: @Gemini launches Agentic Trading, allowing users to connect AI models including Claude and ChatGPT directly to their trading accounts to autonomously monitor markets and execute trades via the MCP standard.

Jack Dorsey, co-founder of Twitter (now X) and Block, on why treating AI as a "copilot" is a losing strategy: @jack argues that most companies are approaching AI in a way that will make it nearly impossible for them to survive. "I think most of the industry is thinking about AI as like a co-pilot, as something that is augmented onto, rather than like how do you just rebuild our whole company with this as the core." His concern is that bolting AI onto existing structures produces companies that look indistinguishable from each other, and from the AI labs themselves. "If it doesn't make sense for your business to do that and you end up being or looking very similar or rhyming too closely with the frontier labs, then I think it's going to be very, very challenging to differentiate and survive." This thinking has been driving his decisions since early 2024, when these tools "really came to bear." That's when his team began building Goose, an agent coding harness, as part of a broader effort to rebuild around AI rather than layer it on top. The core insight? Speeding up old workflows with AI is a short-term gain every competitor will match. Real differentiation comes from rebuilding the company itself around intelligence.

How long have you been in AI? Where the OGs at? 👇

"post-AGI, no one is going to work and the economy is going to collapse" "i am switching to polyphasic sleep because GPT-5.5 in codex is so good that i can't afford to be sleeping for such long stretches and miss out on working"

AI has stopped being a feature and started being the foundation. We're excited about a new wave of startups rebuilding software, services, and silicon— and pushing AI into the physical world. ycombinator.com/rfs

