Everyone is racing to build the best AI agent. But it's the wrong race. The agent is who answers your ask. The surface is where you ask. Who answers gets better, cheaper, and/or cloned quickly. Where you ask is the enduring moat. Surfaces are tectonic plates. Surfaces are: WhatsApp, iMessage, the phone in your pocket, the device on your nightstand. They're much harder to get right, and they move slowly. But once they settle, everything else gets built on top of them. They stop feeling like products and moments of delight and start feeling like a core part of your daily life. You have years of group chats and contacts in WhatsApp. You are not easily leaving. Most of the conversation stays on the agent: the model, the UI, the demo. It's easy to see, so it gets the attention. But a great agent on the wrong surface is an app you forgot you downloaded. The part I'm most excited about: for the first time since the iPhone, the tectonic plates are moving. Every surface we have assumes you'll operate it. Tap here, open that, scroll. AI means you can just ask. There's a chance to design surfaces from scratch, not bolt agents onto old ones. So the incumbents keep the chat window. Fine. The real opening is the surface nobody owns yet: the one you never have to open. In our 2036 day, the most important computer isn't a screen. It's your AI Jarvis: a new device on your nightstand that moved your 9am before you woke up.

In 2007, Steve Jobs turned three devices into one: the iPhone. Over the next decade, I believe one becomes three: a workstation, an entertainment machine, and a remote control for your life. Here's a day in your life in 2036 🧵 (1/10)

yesterday went to a cool board games & pizza night by @parable_vc so many impressive people there, founders, founding engs, vcs and more, most were younger than me... and i am 20. a lot of them speedran highschool / uni, how is everyone so cracked in SF wtf defo had an amazing time though, nowhere else in the world exists such concentration of talent 🤯💪🇺🇲

kids who did olympiads & research competitions are the nerd equivalent of young professional athletes met many of my favorite people through RSI & ISEF. a few underappreciated things about that season of life: - you see what world-class looks like at ~15-17 & can already predict who will become the next nobel laureate, ceo, senator. spikiness reveals itself early - people meet their best friends and future spouses here. in the past week I've seen ~11 close friends I met at 17 through these communities. two are marrying each other in a few months - the money and travel are stellar. $10k–$100k prizes are life-changing at ~15-17 and you can make friends from 80+ countries for free - it's a pressure cooker before you have any coping mechanisms. some people come out grounded, some don't. stress reveals resilience fast and the division happens young (for better or worse) - intrinsic vs. extrinsic motivation is fully legible…you can tell who's there for their parents or a college app. the most talented people i met had profound inner drive - for many nerds, it's the first taste of true belonging…intoxicating to find your people that young the risk: the measure becomes the mark. once olympiads or research competitions are a known path to founding companies, goodhart's law kicks in. i worry about these communities no longer being under-the-radar talent hubs for the quirky & nerdy

Excited for the future of drug development to supercharge all of us! This is a team that's AI-native, biology-first, and relentlessly focused on getting to a therapeutic (hint: in consumer productivity). If you want to work on a hard problem in drug development, reach out to Isaak 👇@Erinlens @parable_vc

Why you should work with @anneleeskates at @parable_vc if you’re building the next great consumer company. She recognizes special founders before anyone else does.

Personal trainers cost $100+/hour. Most workout apps are just video libraries. @joinladder from @GregoryFStewart bridges the gap: pick an expert coach, join their team, get new programming every Sunday. We love the built-in progressive overload, coaching, nutrition, and team accountability. This feels like a personal trainer in your pocket.

Spotted: @PhiaCo_ from @PhoebeAdellle and @SophiaKianni. We love the "Google Flights for fashion" interface. Left brain happy: 40,000+ retail and resale sites compared, secondhand alternatives surfaced, resale value calculated. Right brain happy: personalized recommendations, style expression, fashion as play.

Spotted: @joinbloomapp from @allanmaman, @samuely4ng, and @sonnymo_. Learning to invest is daunting when apps assume you already know what to buy. Bloom flips it: describe what you believe, AI builds the portfolio. Or skip the thesis entirely & mirror top investors with one tap. Ideas as investment interface.

Had an amazing time at @parable_vc tonight! Lead a short unconference session on the future of AI creativity and we discussed our worries and optimism about the future. Followed by a great panel moderated by @matty_v3rse about the state of AI video and what is on the horizon for the space. Huge thanks to @anneleeskates and @Erinlens for the invite! It was a real honor.