AI-Native & Agentic Founder/Operator (New AI company going into private beta in the next few weeks!)

New York, NY
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There are massive opportunity areas in AI adoption that no one is thinking about yet.
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Rob Bailey retweeted
Databricks CEO @alighodsi went off on @a16z pod about enterprise AI adoption: "They're just so far behind in the adoption curve of actually automating things and getting value out of this stuff." Ali says most companies are still just using chatbots. There's hardly any agentic transformation. Why is that? "The models are smart enough, but they just don't have the context that exists inside of any organization." "They have not been in every meeting. They don't know what's in everybody's heads. They don't know all the processes." "If you just fused that and gave that context into the AI models...there's so much productivity gains you could get for any organization on the planet." Context Creation is the biggest opportunity in AI right now.
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“We are a pretty successful hedge fund. and We just got priced out of SoHo by AI companies. We are moving to midtown.” Crazy. :)
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Rob Bailey retweeted
This graph takes Alexandr Wang's essay 'Why I'm Building Muse' and maps it in three layers: what the text actually argues, the behavioral and motivational science that supports or challenges it, and the broader context and critiques. intuibloom.com/share/D3E7T2G…
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OH: “Antisemitism is the gateway drug to fascism.”
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Time for new leadership? :) I’ve seen hundreds of examples of companies cutting operational costs using AI. (Have posted examples) Why is Blue Cross / Blue Shield different?
Blue Cross Blue Shield says hospital use of AI tools led to an additional $942M in healthcare spending over a two-year period. spr.ly/6011BGmVdv
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Anybody out there crushing it w generative voice for b2b use cases? Especially sales? I’d love to intro you to a big $$$ potential fintech customer. Serious companies only. :)
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Rob Bailey retweeted
Palantir's AI platform runs inside some of the most secure organisations on earth. Their architecture docs show what an agent stack actually needs. Most of it you can copy into your own project 1. Ontology instead of raw data The agent sees business objects (orders, customers, assets) and a fixed list of actions it is allowed to take on them. For you that means typed tools like update_order_status, never raw SQL. 2. A layer between the agent and the model PII is masked before the prompt leaves, responses are cached, failed calls retry, rate limits and token usage are tracked. Route every LLM call through one gateway, LiteLLM or your own wrapper. 3. Swappable models A model catalog plus bring your own model, so any agent can switch provider. Keep the model name in config and switching becomes a one-line change. 4. Three ways to start an agent On a schedule, on an event, or through an API call. Cron, webhook and endpoint, with the same agent behind all three. 5. Evals inside the lifecycle Agents are tested before release and again after every change. A small eval set that runs in CI on every prompt edit covers most of it. 6. Every action is logged Tokens, tool calls, who triggered what. Trace each run end to end with Langfuse or OpenTelemetry. On top of that, access is checked three ways: by role, by data marking and by purpose. Your agent should get only the permissions of the user who runs it.
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Rob Bailey retweeted
a YC partner who closed millions in founder-led sales just laid out her 8 rules for cold email
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My toxic trait this year is giving honest feedback when I am asked for it. :)
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Amazing catch-up with Sharad! When I first met him he was climbing the ranks at a top 5 consulting firm. Hanging out with founders inspired him to strike out on his own and start DSilo (dsilo.ai/). Fast forward a few years and his company is exploding---200+ people, cashflow positive, etc. Thanks @Boldstartvc for introducing us!
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Four months after our firs line of code...we have our first active enterprise customer using our platform daily! Such an incredible milestone. Amazing work being done by our team. 🩵
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Rob Bailey retweeted
Co. Sign. Every. Word.
37 mistakes companies make with AI transformation: 1) Not investing in your data foundation/not having a data “clean-up” strategy. Often people expect that with tools, everything gets solved. 2) Starting with “we need AI” instead of a real problem (this is true for every tech cycle ever). 3) Underresourced AI center of excellence that serves every part of the organization. Backlog builds up, employees get disenfranchised, shadow AI explodes. 4) Trying to automate the same workflow vs rethinking from scratch. Building AI add-ons to existing processes rather than rethinking processes from the ground up. 5) Thinking too big and flashy. Not considering the implications day-to-day and the value of quick, unsexy wins. 6) Over-engineering. Sometimes you dont need a full agentic system and traditional software works just fine. 7) Obsessing over cost before proving feasibility of a use case (i.e using a smaller model first before validating technical feasibility with larger models). 8) Encouraging/pushing employees to use AI without real depth. Widespread rollout with limited education/lack of training for employees. 9) Telling your people that AI won’t impact jobs. 10) Overprotecting data + spend to the point of limited experimentation from your workforce. IT/Security blocking this or slow rolling it out (which is fair but bad for the speed in which this is moving). Culture doesn’t encourage AI use. 11) Not having places to go to ask questions / knowledge share. Whether that be a skills library, shared repo, or internal AI office hours. 12) Failing to solve the last mile. Everyone’s so focused on models, but successful applied AI is a complex last mile problem: governance, data, observability, context management, people, process, etc. 13) Shipping it and call it done. Lack of discipline to go beyond the shiny demo and ensure sustained adoption that meaningfully empowers teams. 14) Slop is tolerated. 15) No governed way to build for non-technical people. No Citizen SDLC to empower SMEs to build and share production apps. 16) Assuming AI transformation is the responsibility of one person within the org. 17) Run like an IT project. No senior exec actually owns injecting AI across the business, therefore initiatives stall and leave no lasting impact. There is no clear owner. 18) CEO is not a driving force. Leadership enforcement without the leaders actually knowing how or what to enforce. 19) Not getting the buy in of the “bad guys.” Bring Legal, Finance, and IT along for the ride early. 20) Not investing in / underestimating change management. Easy to get the folks who are excited on board, but it's a long process to make others feel comfortable. 21) Not measuring baselines before any adoption. What are the metrics pre-AI tool to post AI tool? No baseline = no roi story, and thinking that all AI usage is positive ROI without measuring usage/tying it to real outcomes fails the same way. 22) Inventing new KPIs for AI instead of focusing on having AI accelerate existing functional KPIs. 23) Reducing AI to headcount and being overly stringent on ROI too early into programs. 24) Being driven by FOMO and not having the patience to treat AI transformation as the multi-year migration it actually is. 25) Being married to past purchasing mistakes and not choosing the best technology at the moment. 26) Not anticipating the complexity of getting systems to work nicely together (a kind of scope creep as the reality blows up work required). 27) Not being agile enough to change course when the landscape changes drastically. 28) Locking in to a single provider ecosystem. 29) Not providing employees access to the underlying systems needed to make AI useful to take action, not just chat. 30) Underestimating how much of an impact AI can actually have. It is both a cooler and scarier time than ever before to be an incumbent. 31) Outsourcing thinking to AI - everyone can prompt, the differentiation is how you wield the tool to multiply the work you're doing. If you have good judgement you can do a lot more. If you don't, you end up wasting a lot of tokens spinning your wheels. 32) One functional department thinking they should own AI transformation. It treats AI as a vertical solution vs. horizontal capability that’s more than just technology. 33) Executing on AI initiatives before anchoring your work in a clear strategy that’s tied to business goals, a map of key processes, understanding of your technology and data reality, and clarity around how to meet your people where they are. 34) Not solving data permissioning and RBAC considerations before rolling out agentic tools firmwide. 35) Not giving people dedicated time to experiment or carving out time in their roles for it. 36) Not understanding how a business function ACTUALLY works before trying to apply AI. In someone’s head, the process for generating some end state dashboard is simple: systems generate the data, it gets consistently transformed and warehoused, then read into the dashboard that the VP sees. In reality, it’s a complete mess. 37) Neglecting internal evals to constantly test and evaluate how new models/harnesses perform company tasks on a $ per successful task basis. What's missing?
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Crazy Prediction: What if Muse becomes the primary consumer agentic interaction layer for all the B2C sites that didn’t adopt agentic fast enough? Will B2C e-commerce cos will become legacy systems of record?
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Rob Bailey retweeted
SpaceXAI engineer, Nick Miller: "99% of people run one GrokBot and call it done, only 1% build teams of bots that talk to each other. i'm running a team of 20+ GrokBot agents in a loop & graph. I have a Chief of Staff bot, PM bot, QA bot and 15+ workers - that's the new stack" In a 27-minute demo, a SpaceXAI engineer explains how to build a team of GrokBot agents from scratch worth more than a $500 agentic engineering course skip Netflix today and watch this, then read how to build a fleet of GrokBot agents in the article below
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Rob Bailey retweeted
the price of AI has fallen faster than for any other transformative technology in history we really are getting intelligence too cheap to meter
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The amount of change that used to happen every ten years in the tech industry….now happens weekly.
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Rob Bailey retweeted
Pay attention to this new wave of System One models if you are building custom harnesses. First Jev. Now, Contrastive Language Model (CLM). CLM is 9x faster than Jev. CLM seems to be a better verifier than Jev, particularly at long-horizon tasks. How do Jev and CLM differ? CLM is contrastive, and Jev is trained with Reinforcement Learning for Calibrated Decisions (RLCD). Jev receives a situation plus predefined questions, and returns typed decisions with probabilities. CLM embeds the situation and candidate actions, compares their similarity, then ranks or selects the best match. The point is that there are several ways to attack this problem, which is exciting. You can see my recent guide on combining System One and System Two models for building custom harnesses. academy.dair.ai/resources/je…
Introducing Contrastive Language Model (CLM): an ultra-fast System One Model trained with a contrastive learning objective that connects states and actions. CLM-8B is pre-trained on internet-scale data and delivers up to 9× faster inference than Jev ⚡ while achieving comparable performance across computer-use, gaming, and tool-calling tasks. With lightweight fine-tuning, CLM-8B sets a new SOTA on challenging agentic coding benchmarks, such as DeepSWE (81.6%) and Terminal-Bench 2.1 (87.6%). In contrast, Jev fails to serve as an effective verifier for these long-horizon tasks. We also build an efficient training and serving infra for CLMs by disaggregating states and actions, allowing their embeddings to be cached and reused independently. This substantially reduces inference latency in settings where the state evolves continuously while the action set remains fixed. Finally, we establish scaling laws for CLMs and show that the test contrastive loss decreases predictably as a power law in training compute, model size, and dataset size. 📄 Blog: contrastive-lm.notion.site 💻 Code: github.com/Contrastive-LM/CL… 🗣️ Discord: discord.gg/5dAQEDJBs 🤗 Data & Models: huggingface.co/Contrastive-L… More details on CLM’s architecture, data recipe, and scaling laws in the thread below 🧵
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nailed it
Been a venture backed ceo for 15+ years and basically nothing pre 2026 means shit anymore so I am actually only 9 months in on this job
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Rob Bailey retweeted
ANTHROPIC JUST REVEALED HOW CLOSE THEY ARE TO RECURSIVE SELF IMPROVEMENT The transparency around their internal R&D acceleration is staggering. AI agents now handle 26% of all research at Anthropic. That number was under 1% just six months ago 🤯 The oversight metrics are equally massive → 30,000 autonomous agents running concurrently → Over a billion decisions reviewed last month → Only 50 weekly transcripts escalated to human review They explicitly stated this data shows how close the world is to RSI
AI systems are getting more powerful, and they're increasingly being used to build the next version of themselves. We want to illuminate that progress for the public. Today, we're sharing three measurements that help track AI development: 1. How much AI R&D is done by AI. 2. How well AI agents are overseen. 3. How compute is allocated. We provide a snapshot of these metrics from inside Anthropic. Any frontier developer could publish the same measures, and third parties could verify them. As the world considers pacing the frontier, we should do everything possible to minimize the gap between what frontier labs know and what the public knows. This means better measuring the development of AI, publishing our findings, and giving society an opportunity to decide how to use this information. Read the full post and methodology: anthropic.com/institute/meas…
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