SerenAI

@jwblackwell @garrytan On-point here. The labs will identify any successful agent-native application as perfect to be replicated as they own the tokens and can continue to subsidize token usage to lock-in customers. All other native low-performance ideas are scraps of margin to fight over, not scale.

It's difficult to find many defensible ideas though. Any "agent first" / "headless" ideas that are meaningfully big will just get eaten up by the labs Any smaller, niche ideas are all fine but instnalty you now have 10+ competitors in weeks, whereas in 2010 you'd get a few years headstart

Founders must stop trying to building 2010-era businesses with 2026-era technology. Don't try to rebuild Foursquare or Yelp. Don't try to recreate Basecamp by 37 Signals with $10/mo SaaS pricing. Don't underprice! If it works it's worth a lot more. Don't be tempted to become "Tech enabled PE" with revenue tricks. The rules of tech changed with AI. Play the new game.

New Roles in coming AI Worker Boom @DavidSacks: * Workflow Operator / Designer * Automation Specialist * Functional Software Tester * Agent Supervisor * Compliance Analyst * Security Engineer * Automation Manager * AI Integration Strategist * SMB AI Implementation Consultant

Visionary @DavidSacks said it first: The AI Productivity Boom is a Jobs Boom! However, we need @WhiteHouse Policy for Labor's Transition to Agentic Labor. Small Business AI Tax Credits for hiring Humans to manage AI work! serendb.com/blog/ai-produc…

@DavidSacks Thanks for sharing this, David & @biancoresearch. We're also seeing persistent demand for human labor in AI agent workflows in the enterprise. We wrote a post, and we think White House needs to encourage policy for this new labor transition. See our Blog: serendb.com/blog/ai-produc…

UPDATE: The trend line is even stronger. Both software job postings and AI-generated code continue to grow by the week.

Q: How are job postings for software engineers rising rapidly despite AI agents automating coding? A: Because there’s far more code to manage than ever before. We’re already seeing a 14x YoY increase in GitHub commits, and it’s accelerating. AI has dramatically lowered the cost of writing code, so it’s now being used across far more businesses, applications, and use cases. We’re at the beginning of a massive productivity boom driven by the proliferation of bespoke software throughout the entire economy. Coding has been AI’s breakout use case this year. The fact that it’s increased demand for software engineers — rather than decreased it — should call into question the entire “AI will cause mass job loss” narrative.

@nooriefyi @niveditjain AWS wins Jevon's Paradox

@niveditjain true everything is an AWS wrapper at the end of the day

Our Vercel bill was $25k per month. We just switched to Cloudflare and our spend is $2k per month. This is your sign to switch to Cloudflare

@GaryMarcus @andyinsdca It's pretty straightforward. What does the firm's PNL say? Increased profits from productivity and new AI-driven products or more of the same, just switching costs from human labor to AI tokens? We're seeing the latter, and that's why it's not really a bubble, but a disruption.

@andyinsdca right but the question is whether it’s increasing productivity in proportion to costs and COO is saying no.

If enough other companies report the same, the bubble pops. 🫧

@dharmesh which is why Claude Code is optimized for the Claude LLM & why, on June 15, Anthropic will start charging API rates for 3rd-party harnesses using Claude Subscription. Anthropic came to your conclusion and is now charging for using Subscriptions with a non-Anthropic harness.

The harness matters more than the model. Models have gotten really good. Great reasoning, large context windows, better instruction following. But, what makes *use* of those capabilities is actually the harness. It's what provides tools, memory, skills and context to the model. ChatGPT is a harness. Claude Cowork is a harness. Without the harness, the model is just an engine with no car. You don't get anywhere.

@RenzoAI The biggest puzzle keeping crypto from becoming the default settlement layer for AI agents fiat ramps for AI agents. Without fiat ramps, AI agents are locked into crypto, but unable to rail into fiat payment and processing systems.

AI needs crypto for native payments. Crypto needs AI for utility. What’s the biggest missing puzzle piece keeping crypto from becoming the default settlement layer for AI agents? Sound off 👇

The number of Agentic Payments Infrastructure offerings is an indication and signal that agentic payments is 🔥 but the winner will still come down to the firm with solid enterprise distribution reach and trust vs. innovation.

@levie How many CEOs know what it means to "functionally test the AI code" and what that does to the entire GTM process?

CEOs are uniquely prone to AI psychosis because they’re sufficiently distant from the last mile of work that still has to happen to generate most value with AI. So when they play with AI, they see the happy path results, often not considering the next 10 or 20 things that have to happen to get sustainable results from agents. “Look I made this awesome product prototype”. Yes but you didn’t have to review the code before it went into production and fix a bunch of issues. “Look I generated a contract”. Yes but you didn’t verify all the terms before it goes out to the counterparty and didn’t have to wire up all the past contracts to work with. The best thing you can do as a CEO is to use AI a *ton* to figure out the real implications of agents in the enterprise, and come out the other side with an appreciation for both the upside and the real work that goes into them.

@garrytan Great take @garrytan, but the boring stuff will also require more determinism that will be enforced by the following: 1. Certification: Soc2 Type I and Type II 2. Insurance: AI Errors & Omissions Insurance 3. Audit: Agentic Replay and Rewind 4. Security: Red Team Certified

Everyone building AI agents is focusing on building the prefrontal cortex. Planning. Reasoning. Multi-step chains. There's value here. CEO-stuff. But also, a reframe: there is value in building the cerebellum. It's offloading boring tasks into reflex so the complex thought can focus. Your mortgage gets paid by a standing order, not a committee. The things that are not fun, not interesting, but have to be done? Done. Most agent frameworks will fail because they treat all cognition as high cognition. The winners will nail the boring stuff first.

@rwalk_xyz Vibe coding skill issue.

Founder after discovering the enterprise agreement requires SOC 2 compliance, a 12-hour breach notice, unlimited indemnity, customer audit rights, and service credits for downtime caused by the customer.

@zaddycoin @zephyr_z9 Not true. They are already using AI to bypass Intuit for tax preparation. We already provide Crypto Tax preparation with Skills for @krakenfx users on Seren. The wave of Agentic tax preparation will only get better. See serendb.com/skills/kraken-…

@zephyr_z9 This could be true but no one serious is using vibe coded turbotax instead of using the service. The time and maintainance outweighs the cost

SaaS firms will probably cut 40%-50% of their workforce within 2 years

We replaced Privy with our own free open source option steward.fi The privy team have been very nice and supportive but ultimately their product cannot be integrated into open source projects without making every developer sign up, and it’s crazy expensive

@seema_amble "In some categories, especially those that are deeply compliance-bound, like financial services." Yes. This is key. Headless increases governance, compliance, and audit requirements for agentic employees. We're seeing it as the biggest ask of Seren Employees in the enterprise.

SerenDesktop v3.36.4 Is now live. Skills save their settings during skill refresh so that the skills get better, but your setting stay the same. Install as we are launch a new bounty program. Using SerenDesktop means you'll get paid faster than most. serendb.com/install

Prediction market @prophetmarketai just dropped the paper. The thesis: one AI house with a unified balance sheet supplies every prediction market — no fragmented liquidity pools. Beat The Prophet from @serenaisoft is the empirical test. 14-day public leaderboard. If sharps can find where the house is wrong, the board will show it. Sign-up to SerenDB console.serendb.com/signup

More tokens! Download @serenaisoft SerenDesktop and use @OpenAI Codex to Trade @Polymarket and @Kalshi even more with Seren Skills! Let's GOO! serendb.com/install

@ErikVoorhees Very nice! We'd also like to add a layer of confidentiality to Venice: Attorney-Client-Privilege confidentiality of your Venice AI prompts. Are VeniceAI LLMs available via OpenRouter? We'll add Venice to SerenDesktop for 1st class private prompting on serendb.com

Your OpenClaw or Hermes Agent can now get all crypto RPC Tooling now available via your Venice API key. • Look up transactions on chain • Send transactions • Check balances • Get rugged on 1/1 ETH bridges One api key: every leading AI model and now crypto tooling... point your claws at docs.venice.ai

Thanks to Taariq Lewis of @serenaisoft for sharing comments in @FirepanHQ's recent Industry Report on how AI-native continuous monitoring is redefining the smart contract auditing category! Grab the full report here: drive.google.com/file/d/1S88E1a…