DevNTell - Exploring AI Agent Authorization with @Moi_tech feat. @PimaBD | host: @narb_s xitter.cf/i/broadcasts/1nxeLMAly…

I talked to builders, investors, developers and locals over the last two weeks in SF. A few observations: 1. Fundraising has become increasingly more binary. Investors want to see either exceptional growth or a team tackling something really really hard. The days of raising on an "AI for X" pitch alone seem to be done. 2. Some of the best developers barely look at code anymore. They write spec documents, orchestrate multiple coding agents, and spend their time reviewing the outcomes rather than the implementation itself. The bottleneck is shifting from generating code to verifying correctness, and security. 3. Agent security is becoming a serious priority. I attended several security events. CISOs at larger companies are actively thinking about what happens when AI agents have access to sensitive data, systems, and permissions. 4. Robotics was an incredibly hot topic last quarter. Companies are still raising significant capital, but investors seem increasingly skeptical about timelines, commercialisation, and whether the returns will justify the investment. 5. Interestingly, many investors I spoke to still want crypto exposure in their portfolios. My impression is that a strong crypto business with real traction might have an easier fundraising story than yet another undifferentiated AI application. 6. Everyone wants to feed the "AI gods." Ask people what they would build today, and you'll hear similar answers: data, compute, energy, model infrastructure. The consensus seems to be that the biggest opportunities are in supplying the bottlenecks of AI development. 7. The non-tech locals have a very different perspective on AI. In my conversations, roughly 8 out of 10 locals I asked were unhappy about SF becoming the center of the AI industry. 8. Waymo is everywhere! Autonomous vehicles are definitely making transportation safer and more convenient. But, they are definitely widening the social distance between people who can afford new technology and those who can't. Uber rides were one of those rare opportunities to meet and talk to people from completely different backgrounds.