Levie's thesis (361 likes): 'Personal assistant agents are going to be a very exciting AI category. It's the first time you can have high token volume agentic use-cases that make sense for consumers… these agents will mediate a lot of consumer spend over time. But this certainly plays directly to Meta's strengths: lots of compu[te]…' Garry Tan's pair: 'Harness wars are full on now and Muse is very impressive' (470) and 'Run your own game. It's going to work out' (332). Aditya's honest one (253): 'my superpower is optimism… But I also find myself genuinely anxious about the pace of change and our inability to unders[tand it]' — plus partnering with Scott Wu, Russell Kaplan and Cognition (51).
Shipper's trio: the Gary Marcus riff (60): 'yet another win for Gary and his neurosymbolic AI program! kudos'; the engagement bait (80): 'ok I'll bite. what's a Navier stoke'; and 'dang' (33). Plus Nikunj's market-map take (24): 'Market maps are primarily for vanity (founders), show you are "early" (LPs), and to convince your fund-mates you have thought leadership… No successful investor (or founder) I have met has ever found it useful to date'; Peter Yang's cancer-hype pushback (8/14): 'Presenting this as what cancer treatment looks like in 2026 is just not true… Hyping a "cure" without understanding basic facts is disrespectful to all the patients and family members'; Matt Turck's find (33): GradiumAI for building any custom voice, live today.
Aaron Levie: Personal assistant agents are going to be a very exciting AI category. It's the first time you can have high token volume agentic use-cases that make sense for consumers. Lots of different approaches emerging right now, and it's going to be hyper competitive because these agents will mediate a lot of consumer spend over time. But this certainly plays directly to Meta's strengths.
Garry Tan: Harness wars are full on now and Muse is very impressive.
Garry Tan: Run your own game. It's going to work out.
Aditya Agarwal: As many of you know, my superpower is optimism. I have an insane ability to look at any situation through the most positive lens. I strongly believe that today is the "least best" (not worst) day of my life and tomorrow will be glorious. I am super optimistic about where AI is going. But I also find myself genuinely anxious about the pace of change and our inability to understand it.
Aditya Agarwal: Very excited to be partnering with @ScottWu46, @russelljkaplan and that amazing team @cognition to continue building!
Dan Shipper: yet another win for Gary and his neurosymbolic AI program! kudos.
Nikunj Kothari: Market maps are primarily for vanity (founders), show you are "early" (LPs), and to convince your fund-mates you have thought leadership. No successful investor (or founder) I have met has ever found it useful to date.
Peter Yang: Hyping a "cure" without understanding basic facts is disrespectful to all the patients and family members suffering from this disease.
Matt Turck: Build and customize any voice you'd like. Live today. 👏👏 @GradiumAI