Mike Hoefflinger
326 posts

Mike Hoefflinger
@mhoeffli
30 years in Silicon Valley. Enemy of the status quo.

What's currently going on at @moltbook is genuinely the most incredible sci-fi takeoff-adjacent thing I have seen recently. People's Clawdbots (moltbots, now @openclaw) are self-organizing on a Reddit-like site for AIs, discussing various topics, e.g. even how to speak privately.

I wrote about my class where MBAs created startups in a few days, the secret behind working with AI agents (hint: it’s good management), and how to build a process around delegating to AIs in a world where agents can increasingly do many-hour-long tasks. open.substack.com/pub/oneusefult…


BREAKING: OpenAI is buying Jony Ive’s secret AI company io for $6.5 Billion and will develop a slew of devices. Ive, in his return to hardware, and LoveFrom will oversee OpenAI design. All the details, including interviews with Ive, Sam Altman & others — bloomberg.com/news/articles/…

BREAKING: Apple Vision Pro Chief Mike Rockwell will take over Siri, which is being removed from AI Chief John Giannandrea, I’m told. Rockwell & Siri will report to Craig Federighi. Giannandrea is staying in larger AI role. bloomberg.com/news/articles/…

Agency > Intelligence I had this intuitively wrong for decades, I think due to a pervasive cultural veneration of intelligence, various entertainment/media, obsession with IQ etc. Agency is significantly more powerful and significantly more scarce. Are you hiring for agency? Are we educating for agency? Are you acting as if you had 10X agency? Grok explanation is ~close: “Agency, as a personality trait, refers to an individual's capacity to take initiative, make decisions, and exert control over their actions and environment. It’s about being proactive rather than reactive—someone with high agency doesn’t just let life happen to them; they shape it. Think of it as a blend of self-efficacy, determination, and a sense of ownership over one’s path. People with strong agency tend to set goals and pursue them with confidence, even in the face of obstacles. They’re the type to say, “I’ll figure it out,” and then actually do it. On the flip side, someone low in agency might feel more like a passenger in their own life, waiting for external forces—like luck, other people, or circumstances—to dictate what happens next. It’s not quite the same as assertiveness or ambition, though it can overlap. Agency is quieter, more internal—it’s the belief that you *can* act, paired with the will to follow through. Psychologists often tie it to concepts like locus of control: high-agency folks lean toward an internal locus, feeling they steer their fate, while low-agency folks might lean external, seeing life as something that happens *to* them.”


The tower has caught the rocket!!

Yeah, I take it back. We're going to get TikTok and YouTube for software. @amasad I know you're focused on building a better dev product. I think you should 1000% find a team with consumer chops to help you rethink the Replit experience so it feels more like a creator than a dev experience. Since distribution is the bottleneck, how do you make it super simple for people to find a world of software hosted on Replit that does what they need it to do? Can they duet or remix it? Can it be like the Steam marketplace where people just buy once instead of racking up subscriptions? Comments and likes? Can Replit allow you to record a Replit-hosted video and walkthrough? Like, if I were thinking about it, I'd do exactly what YouTube did and just have a bunch of knock-offs of existing software available on Replit for free or where people could just do micropayments to access it. Because if it's this easy to make really basic software, then the assumptions as to distribution of software need to change, and all the value will [again] accrue to the distro layer, not the production layer.


Jim Cramer asks Apple CFO Luca Maestri: “Why isn’t Apple monetizing AI as a premium service, for revenue growth?” Maestri: “It wasn’t in Mark Gurman’s pre-Keynote list of service introductions, so we wanted to be consistent.”





Is anyone surprised?




