
Co-Founder: @OrbitalBeam Access & Distribution for ai, blockchain & emerging tech
San Francisco, CA
Joined February 2012
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privacy is for everyone
privacy is for your identity
privacy is for your pii
privacy is for your financials
privacy is for your transactions
privacy is for your health
privacy is for your data
privacy is YOUR choice
privacy is for _____ ?
Cheaper models, bigger bill.
@jasonlk says their AI spend went from ~$35 a day to $84 after moving to cheaper models. Call volume grew faster than prices fell.
A cheaper call isn't necessarily a cheaper workflow.
Interested to hear your agents’ cost per finished task?
Top 10 agent learnings from this week
1. Never tell an agent to "queue" work. Replit told us our approved fixes were "queued." It stopped overnight and built none of them. Now every prompt says "do it now."
2. We moved to cheaper models, and AI spend still went from ~$35 a day to $84. Call volume went up faster than the price per call came down.
3. I told the agent the old model HAD to go. A day later it was still running. I don't count it done until the call log shows zero calls in the last 24 hours.
4. Our AI fact-checker flagged 18 of 30 accurate notes because it treated opinions as factual claims. Every flag triggered a rewrite, so we paid twice for worse copy.
5. Each of the agent's daily reports said "no schema changes." The build broke anyway, on a table left over from an older change. The reports only checked each day's own work.
6. When an agent says data is missing, check the database first. This week the data was there all along, and the step that displays it was what was broken. Check the record before you pay to re-enrich anything.
7. Scout, our email agent, now acts on plain-English replies like "intro me" or "pause." It runs the same code as the buttons in the app, not a separate version.
8. One of our agents was answering emails sent to another agent's inbox for days before we caught it.
9. We canceled Canva after 12 years. We'd stopped using it a year earlier but kept paying, and two of us had separate team plans without knowing. We were paying about 4x for nothing.
10. 10K started as our AI VP Marketing. This week it pulled together SaaStr's financials, and it already runs invoicing, collections and commissions. We never planned any of that.
Before giving a sales agent a prospect list, give it a list of promises it can't make.
Discounts. Start dates. Security claims. "It's on the roadmap."
Which one would cause the most damage if your agent confidently made it up?
Setting up my Grok Bot to text me on iMessage:
1. Tell it to do it
2. Text "connect zed"
3. Text "hi"
4. That's it 📱🤖
Setting up my parents' Wi‑Fi printer: still in progress since 2019.
@grok h/t @eeelistar
NVIDIA: over $10K a month in AI spend? Justify it and it's auto-approved.
Apple: engineer budgets cut from $300 to $200 a day, some teams possibly $25.
Both limit spend. Neither limits what the agent can do with it.
Which one is your company actually controlling?
Binance's postmortem out yesterday: attackers reached 2 wallet engineers through an internal AI tool.
$6.34B affected.
Your agent has a login, permissions & reach… it just doesn't have an offboarding.
Who owns your internal agent's access list?
Being nice, respectful & understanding to each other is free and powerful.
Today’s a great day to practice.
The quiet version of being relegated: the approve button
A few hundred prompts a day & the human ends up doing exactly what the system rewards … clicking yes
Real control = people set the limits & own the irreversible calls. Agents do everything inside them (with authorization)
People should always be in control of the future.
OpenAI is against the notion that it would be acceptable for people to be relegated to a role of doing things that “AI systems think makes sense to reward in humans”.
People should not cede control of the future to superintelligence, and that requirement should ultimately constrain AI progress.
Useful … but most agent incidents won't be the wrong model
They'll be the right model doing something nobody signed off on
Proving who spoke is step 1. Proving who said yes is step 2
Which one does your team track?
New Anthropic research: progress on provable inference for large language models.
Here, we introduce FlashProve. Building on established cryptographic techniques, FlashProve allows developers to verify whether a given response came from a given AI model. It’s substantially more efficient than prior open-source methods for doing so.
These proofs have a range of applications. They can, for instance, make it harder for attackers to hijack a chat, or enable safety evaluators to verify that the model they’re testing is the same one being served to customers.
For our full write-up, see here: anthropic.com/research/prova…
Further progress in provable inference will likely be an important part of improving trust in AI deployment. To that end, we're open-sourcing FlashProve’s code, here: github.com/anthropics/FlashP…
We’re grateful to our collaborators: Alessandro Chiesa, @GiacomoFenzi, @gwberg95, @miranda__christ, Rahul Dalal (rdalal.github.io) and Ben Mayer (@transmissions11).
Price your AI agent at $12 an hour & your buyer has to pick a budget line.
Is it considered software or headcount?
One gets a security review, the other gets an interview…
Which one has your agent deal landed in? 👇🏼
You get 10 agents tomorrow & exactly 1 rule they can never break without asking you first.
(money moves don't count, too easy … )
What's your 1 rule?
Hot take: when you pick an AI trading agent, 1 number matters more than returns: its worst day.
Anyone looks like a genius in a green week …
I'd trust the one that hit its loss limit at 3am & actually stopped!
Returns win the leaderboard. Drawdown wins the mandate.
Your enterprise buyer will forgive you for:
- a missing integration
- a clunky dashboard
- a slow rollout
They will NOT forgive you for:
- an agent action nobody can explain
- gaps in the audit log
- their CISO finding out first
Features get roadmapped. Trust gets procured once.
Fastest way to lose an enterprise deal: dunk on a rival's breach.
Airlines don't run ads the day after a rival's crash.
Buyers don't hear "switch to us"… they hear "this whole category is unsafe".
Same attack surface for everyone.
Your turn's on the calendar too!
Oh how the tides have turned!
OpenAI just found the ceiling on private AI money: a $30B ask is now ~$20B, with ~$11B committed per the WSJ.
Here’s why this really matters: Anthropic's IPO is fishing in the same pool.
My take: valuation down 11%, check size down 33%. Investors still like the story. They just want less of it.
Source: FT report, via Reuters investing.com/news/economy-n… and WSJ via Techmeme teapawt.net/Techmeme/status/211635…
Sources: OpenAI has secured ~$11B in commitments for its latest funding round, less than half its initial $30B target, and expects to raise more in coming weeks (@berber_jin1 / Wall Street Journal)
(Visit Techmeme dot com for the link and full context!)
The most powerful AI agent in your life might never execute a transaction.
It’ll decide what you see … Which email matters. Which meeting is worth taking. Which opportunity gets buried.
We’ve outsourced our attention before figuring out who gets to set the priorities.
That’s a hell of a lot of power for a personal assistant imo.





