
Moses Xu
225 posts

Moses Xu
@mosesxu
ML PhD, Startup Founder, AI Builder, Investor





im writing an essay in proof using codex's in-app browser. i type directly in the document, and codex loops in parallel on the left, collaborating with me in realtime. this is obviously the future:



When you gotta bike home from work but your codex needs to finish a task.



Now just 1.5 hours into this mini project I have replaced ALL my Chrome extensions with my own vibe coded ones for safety After another one of my extensions after updating suddenly wanted to read my entire browser history (probably to sell off to an ad company) My own Chrome extension is called 🚀 SuperLevels and now has: 🗑️ Tab Cleaner, auto closes tabs after inactivity (with host-based exclusions) 🍪 Cookie Editor, lets you nuke all cookies or edit any 🔀 Redirect Tracer, lets you see any redirects a site took you through 🌗 Dark Mode, changes websites to dark, per site or all sites 🎚️ X Dim, changes X background back to dark blue 🎶 Music Finder, records music in a tab and submits to find the name of the song 🗺️ Add back a Maps link to Google in EU (they hide it!) 🌠 Add back a View Image link to Google Images in EU (they hide it too!) I've deleted all my other extensions (except uBlock Origin for ad blocking!), much much safer because now I control the source code!

counterintuitive things I believe about AI: SaaS is not dead, it will be stronger than ever The userbase for SaaS will 10x over the next 3 years because agents will become users Knowledge work will change dramatically, but everyone will still have jobs (except very specific categories like personal injury insurance for car crashes) Humans will continue to be the sandwich at the beginning and end of every AI process (h/t @kieranklaassen and @trevin who came up with this) Personal software looks like OpenClaw, not a vibe-coded Salesforce clone You'll use Codex and Claude Cowork through your SaaS software, and use your SaaS software through Codex and Claude Code Because you'll use Codex with your SaaS, all software users will start to look like extremely technical users All SaaS will need to incorporate the idea of 'presence' for agents—making what agents are doing legible in real-time to users Agents are currently built for 1-1 interactions, they'll need to be built for one to many and many to many interactions Specialization will be just as important in agents as it is in humans, therefore we will live in a many-agent world Most software companies are not building for a world where everyone has an agent, and they're wasting a ton of time and capital developing capabilities that a user with Claude Code doesn't need

3/ Recaps We shipped recaps earlier this week, to prep for Opus 4.7. Recaps are short summaries for what an agent did & what's next. Very useful when returning to a long-running session after a few minutes or a few hours.



Compute constraints are a double bind: On the inference side you need to either (a) raise prices, (b) ration use, and/or (c) serve worse models. This hurts current growth On the training side, you can't train the next gen of models to stay competitive. This hurts future growth

The word "agent" is the most overloaded term in AI right now. Your backlog probably has 5-10 agent ideas. But one agent idea is a 6-week automation you can build with n8n. Another is a 6-month bet requiring a dedicated ML team. Putting them on the same spreadsheet and hoping impact-vs.-effort will sort it out doesn't work. Hamza Farooq and Jaya Rajwani—who teach two of the most highly rated and well-respected courses on building AI agents—spent 50+ hours putting together a guide that'll help you make sense of the different categories of "agents," how to prioritize across them, and how to avoid common pitfalls—with recommended tools and many real-world examples. Read this post the next time your team is going in circles on your agent strategy: lennysnewsletter.com/p/not-all-ai-a…



Things that make the jagged intelligence of AI harder to deal with than the jaggedness of humans: 1) Weaknesses are not always intuitive or identifiable in advanced 2) All LLMs have similar weaknesses, so you can't just hire a different one 3) Jagged frontier is moving outward






