Simon Tiu retweeted
We are excited to announce we are partnering deeply with Muse to enable agentic checkout with Shop Pay on all Shopify stores, offering people an easy and delightful way to shop and check out with Muse.
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Ohhhh snap, we’re back
Opening access for developers to build Muse connectors. You bring the API -- Muse brings the agent, the browser, and the context of what the person actually wants. People reach your service just by asking for it, and their agent takes it from there. New connectors are live today. Come build with us. muse.ai/platform
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Simon Tiu retweeted
Great conversation at the @GoldmanSachs Americas Financial Technology Conference, where @getVGS CEO Chuck Yu joined a panel on the future of payments and commerce. 💳🤖🚀 One line that stuck with us: "The last 12 months were about building all the payment infrastructure for agentic commerce. Now it's about how quickly the agents can connect to it." As AI agents start transacting on behalf of consumers and businesses, the winners won't just be the ones who built the rails. The winners will be the ones who make it fastest and safest for agents to plug in. Thanks to Goldman Sachs for the invite and to everyone who joined the discussion. 👏 #VGS #GoldmanSachs #AgenticCommerce #Payments #Fintech #AI
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Simon Tiu retweeted
the main thing i was excited about launching this week will be next week instead, but imo worth the wait!
big 🚢 this week and then for devday 🚢🚢🚢🚢🚢🚢
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Simon Tiu retweeted
If you are yet to set up @Muse or @bot , wait few days to see what is coming on Openai dev launch.
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You think AI is on the verge of wiping out humanity? Dude have you actually tried booking a flight with an agent? You know that demo that every LLM company shows? Try that first, you’ll sound less stupid.
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Agree
I'm just going to call it: The fact we now have a routing intermediation layer on AI token usage means we'll soon see a 'regular' version where you pay full price, and a subsidized version where results on commercial prompts like ecommerce/travel are skewed slightly in exchange for cheaper token costs (or have outright 'sponsored' results that display separately). AI-enabled consumer apps with weak monetization (compared to money-gusher enterprise usage) will opt for the sponsored token pipe to float their computation costs. The third-party AI ad exchange of the future will be injecting the 'sponsored' part of the subsidized results into the token stream, combined with an attribution loop around the sponsored AI result that credits the app layer for surfacing the result. The commercials might even be a rev-share on the downstream monetization, much like referral agreements, combined with dynamic bidding from the merchant on agentic attention (based on human user history, managed in a GDPR-safe way, in which the app owns the user data and relationship). Trillions.
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Simon Tiu retweeted
We've reset usage limits for all Grok Bot users. Enjoy!
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The chance there isn’t some seriously epic major hack for one of these consumer agents is 0. It’s going to be truly massive. I bet it happens within a year.
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grok bots, town, instinct, codex, claude, hermes, openclaw. all connected to everything. full access. full control. what could go wrong
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Simon Tiu retweeted
We're hiring! @getVGS is the infrastructure that powers how the world's largest merchants, banks, and fintechs handle sensitive payment data. Right now, we have five open roles across GTM, G&A, and R&D, with remote/hybrid options available: 💰 Strategic Finance Manager 🤝 Senior Account Manager 🔗 Enterprise Account Executive 🖥️ Senior Infrastructure Engineer ⚙️ Staff Product Engineer If you want to be part of the team building the systems that secure payments across multiple ecosystems, check out the link below and apply. Open roles ➡️ lnkd.in/dWFURAP #VGS #Hiring #Fintech #Engineers #Engineering #HiringEngineers #EngineerRoles
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Simon Tiu retweeted
Amazing how quickly the Overton window shifted on aggressive computer use and storing credentials. Payments will be next.
In case you haven't been paying attention, ChatGPT Work (web) now has the following primitives: - its own browser w/ best-in-class persistent auth - a 16gb RAM 9 core computer - plugins to all the apps you use - 5.6 w/ Codex compaction 🤲 here is your always-on personal agent
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Thanks for the swanky LOTR book @itsurboyevan! 1 hour to build a personal website at The Leverage Launch with @cursor_ai. So I built a Bomberman thing where you can play against other plp visiting my website in real time. Lo-fi architecture or 2 palantiri staring at each other?
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I somehow won. Terrible precedent. Very happy about it. Unrelated, except it isn't. My cursor agents built a functioning multi-player game in <1 hour but still can't buy anything for me? Ew. Working on that at @getVGS .
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X influencer in SV be like, insert deliberate typo to prove I’m a human
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Holy…
The first-ever measured silicon numbers for @NVIDIA Vera Rubin NVL72 are in 😲 First measured performance shows 10x more tokens per megawatt than Blackwell. No projections. Real results from live hardware.
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"loop engineering" is moronic and meaningless
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Agentic commerce won't be won by the slickest shopping demos, it'll be won on trust and payments. That's one of the reasons I'm thrilled to join @getVGS. I first got to know VGS as an investor at @VertexVUS, now I get to help build it from the inside. Full circle. Let's go! 🚀
Welcome to VGS, Simon Tiu, our new Senior Vice President of Finance! 🎉 Simon joins us from @vertexventures, where he served as an early-stage software investor (including for VGS!), partnering with technical founders building tools that help developers and companies leverage AI more effectively. 🤖 Earlier in his career, Simon was an investment banker at @qatalystgroup, where he advised enterprise software companies on nearly $100 billion in M&A transactions. He also held roles in management consulting with @Deloitte and in product at @Google Cloud, bringing a rare combination of financial, strategic, and technical perspectives to his work. Simon's blend of financial expertise, operator's insight, and genuine technical fluency makes him an outstanding addition to our leadership team. Please join us in welcoming Simon to @getVGS 👏 #VGS #Fintech #Payments #Leadership #SeniorVP #Finance
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This is a really good idea
Our intern just built the first zero-person company. Listen's agent ran a loop: - Interview users - Build - Test with real people - Fix issues - Repeat 2,000 interviews and 100 concepts later: an app with 100s of paying customers. Here’s how it works:
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