Zoran Kovacevic

@garrytan We added llms.txt to our API docs and agent success rate on integrations went from maybe 60% to near-perfect overnight. The model was spending half its context window parsing HTML nav menus before it even got to the actual endpoints.

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.

@ZeusRebirth BAYC, Punks and for me @mintedteddy

When someone mentions the word “NFTs” Which project first comes to mind? For me, the answer is clear: Bored Ape Yacht Club

On World Art Day, I’m sharing a couple of my own pieces. I do not see art and business as separate worlds. Art trains the same instinct I use as a founder: seeing patterns early, sitting with uncertainty, and turning abstract ideas into something real. A blank canvas and a blank company both ask the same question: can you create something meaningful where nothing existed before?

NFTs are art @mintedteddy

The why behind the Minted Teddy youtu.be/bt-bjhV5DrM?si…

@PeterParkerNFT @nikitabier Yess!

Do it @nikitabier

@Plumferno @nikitabier +1

@nikitabier can we have our NFT PFPs back again plz

Crypto has had a rough year. Maybe we should launch something to fix it.

$1799 Batman figure be like

Judging by my tl there is a growing gap in understanding of AI capability. The first issue I think is around recency and tier of use. I think a lot of people tried the free tier of ChatGPT somewhere last year and allowed it to inform their views on AI a little too much. This is a group of reactions laughing at various quirks of the models, hallucinations, etc. Yes I also saw the viral videos of OpenAI's Advanced Voice mode fumbling simple queries like "should I drive or walk to the carwash". The thing is that these free and old/deprecated models don't reflect the capability in the latest round of state of the art agentic models of this year, especially OpenAI Codex and Claude Code. But that brings me to the second issue. Even if people paid $200/month to use the state of the art models, a lot of the capabilities are relatively "peaky" in highly technical areas. Typical queries around search, writing, advice, etc. are *not* the domain that has made the most noticeable and dramatic strides in capability. Partly, this is due to the technical details of reinforcement learning and its use of verifiable rewards. But partly, it's also because these use cases are not sufficiently prioritized by the companies in their hillclimbing because they don't lead to as much $$$ value. The goldmines are elsewhere, and the focus comes along. So that brings me to the second group of people, who *both* 1) pay for and use the state of the art frontier agentic models (OpenAI Codex / Claude Code) and 2) do so professionally in technical domains like programming, math and research. This group of people is subject to the highest amount of "AI Psychosis" because the recent improvements in these domains as of this year have been nothing short of staggering. When you hand a computer terminal to one of these models, you can now watch them melt programming problems that you'd normally expect to take days/weeks of work. It's this second group of people that assigns a much greater gravity to the capabilities, their slope, and various cyber-related repercussions. TLDR the people in these two groups are speaking past each other. It really is simultaneously the case that OpenAI's free and I think slightly orphaned (?) "Advanced Voice Mode" will fumble the dumbest questions in your Instagram's reels and *at the same time*, OpenAI's highest-tier and paid Codex model will go off for 1 hour to coherently restructure an entire code base, or find and exploit vulnerabilities in computer systems. This part really works and has made dramatic strides because 2 properties: 1) these domains offer explicit reward functions that are verifiable meaning they are easily amenable to reinforcement learning training (e.g. unit tests passed yes or no, in contrast to writing, which is much harder to explicitly judge), but also 2) they are a lot more valuable in b2b settings, meaning that the biggest fraction of the team is focused on improving them. So here we are.

I became an Amazon Tech VP because I made decisions that turned into money. Coding skills, a "hard skill" did not matter despite the "tech" in my title. All your hard skills will be irrelevant soon, so learn from my experience:

This is awesome

You need to write more. Without AI. Without templates. Without knowing what you're writing about. Just you, an idea, and enough time to do the difficult cognitive work necessary to reach true understanding. If you don't, your ability to think will drastically decline.

A greater resolution of thought reveals fractures the world prefers to smooth over. Be prepared for that.

Increased intelligence leads to greater tension between your thoughts and the world around you. Many a smart men throughout history were deemed rather depressed at the end of their journey. If you choose to pursue intellect, you must learn to generate independent thought while remaining psychologically intact inside systems that reward reductive simplification. One must foster a certain stance toward reality; one that expects the shallow responses of others while not resenting their arrival. A greater resolution of thought reveals fractures the world prefers to smooth over. Be prepared for that.

our lead independent director @roelofbotha and i wrote about the history of organizational structures, and our intent to rebuild block as a mini-AGI. x.com/jack/status/20…

People who don’t organize into tribes get wiped out by people who do. @naval

@AB84 Deep breaths and walks

Without drugs... what is the greatest weapon against anxiety and depression?

The biggest question every company faces right now - “does AI acceleration help me or hurt me?” @naval

Thesis: the problem with AI working in every domain = all the edge cases. Antithesis: domains with lots of edge cases = difficult & time consuming to practically impossible for error-prone people. Synthesis: such domains = where AI agents will do best. (Such as SAAS migration…)