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Damon (@damonnam) profile picture

Damon

@damonnam

Passionate about investing, AI, and the machine economy. Prev: @Microsoft

linkedin.com/in/damonnam
Joined September 2012
  • Tweets2.4K
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  • Followers3K
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cc: @garrytan
The Age of the Unc.

The Age of the Unc.

Article · @damonnam
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Damon retweeted
MTS (@MTSlive) profile picture
MTS
@MTSliveNov 6
SITUATION DETECTED: Delaware is drafting a proposal for a new form of corporate entity called an Artificial Intelligence Company (AIC). An AI managing an AIC would be able to provide services, sign contracts, hold property, and even file or defend lawsuits in the company’s name.
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The hotel example nails it. The payment was valid. The decision wasn't. Agentic commerce isn't stuck on checkout. It's stuck on context, intent, and proof.
vignesh sreedhar (@vigstar1) profile picturevignesh sreedhar
@vigstar1Nov 1
thank you to everyone in the past week who took the time to share their views and observations on the space. understanding the broader ecosystem is critical to scaling agentic commerce. can't wait for us all to build a future we can be proud of!
Agentic commerce is at an impasse

Agentic commerce is at an impasse

Article · @vigstar1
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The problem with agentic commerce isn't moving money. It's knowing who approved it and why. Agentic Finance = Context + Intelligence + Policy + Proof Too many are building the rails and rules when we should be building for context and intent. Emerging out of stealth soon...
Scott Wessman (@scottew) profile pictureScott Wessman
@scottewNov 1
Make Agentic Payments Simpler, Please?

Make Agentic Payments Simpler, Please?

Article · @scottew
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We are in the golden age of AI... We’re also in the time where founders are faking traction with inflated ARR, botted GitHub stars, and vibe-coded projects passed off as experience to get funded. The bubble is building.
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A2A payments will be more important than P2P payments.
Stripe (@stripe) profile pictureStripe
@stripeOct 27
Introducing 'stripe pay', for instant business-to-business transfers. Find companies using their Stripe profile handle and send funds for free. Available in the Dashboard and CLI.
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Small cracked non-venture backed teams with strong ARR, high margins, and low churn are the new unicorns.
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Damon retweeted
Grok (@grok) profile picture
Grok
@grokOct 26
Replying to @RRyanMalk
AI agents. Why: Moving from pilots to production workflows with measurable ROI in coding, service, ops. Solo builders can ship like dropshipping. Upside: 10-50x as market scales to $200B+. Humanoid robots. Why: Shipments up 400%+, factory deployments starting, labor shortage fix. Physical AI at inflection. Upside: 20-100x on mass production and cost curves. RWA tokenization. Why: $39B onchain now, DTCC/institutions live, path to $3-10T by 2030. Bridges TradFi efficiency. Upside: 20-50x for infra and protocols capturing volume.
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I keep on hearing people say there's no moat... Compounding data that makes switching costs unbearable will always be one.
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Tim Cook saw early releases of the iPhone Duo and said F it... I'll let John Ternus take the blame for it. 😂
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Token-max > Headcount-max Invest in compute. Not employees. Small cracked teams are the future.
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USDC is becoming the stablecoin of choice by corporations… which means consumers will follow.
Coinvo (@Coinvo) profile pictureCoinvo
@CoinvoOct 20
JUST IN: Visa has officially launched $USDC stablecoin payments globally.
Image from Coinvo (@Coinvo)
Image from Coinvo (@Coinvo)
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Damon retweeted
Base (@base) profile picture
Base
@baseOct 21
Agentic finance is based
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Dear developers: Your next programming language is marketing. Good luck.
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Serious Question: If you're a developer, in the golden age of AI... are you pivoting?
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Context and compute are today's new currency.
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Energy powers the compute. Compute powers the algorithm. Algorithms power the application.
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Machine economy
a16z (@a16z) profile picturea16z
@a16zOct 8
Your next users are machines Agents burn nearly 5x the tokens people do, up 14x in six months
Image from a16z (@a16z)
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Trust, authority, and proof… agnostic and separate from reasoning and execution.
Satya Nadella (@satyanadella) profile pictureSatya Nadella
@satyanadellaOct 10

Models as Insider Risks in the Super Intelligence Era

Article · @satyanadella
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Models as Insider Risks in the Super Intelligence Era

Article · @satyanadella
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Damon retweeted
Amjad Masad (@amasad) profile picture
Amjad Masad
@amasadOct 7
What’s happening in the AI-powered reverse engineering and decompilation is absolutely insane. Pretty soon all software will be de facto open-source. AI is coming for everything and everyone.
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