futurethinklabs @futurethinklabs

Don’t chase stocks yet. We’re heading into historically one of the weakest periods of the year for equities! The better risk/reward may come over the next 1–2 weeks.

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futurethinklabs @futurethinklabs

a week ago

@VidarVikan @TheRonnieVShow I tried Amazon One Medical earlier this year and got a same-day teleconsultation and a prescription delivered to my home the same day. The entire on-demand medical care experience is unmatched, and I guess this is one of the most underrated components of $AMZN's ecosystem!

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futurethinklabs @futurethinklabs

a week ago

I asked my @Muse agent how it buys things online for me. The answer breaks a popular crypto thesis: that agentic commerce needs stablecoins or tokenized assets. It doesn't, at least not for consumers. My agent pays via Shop Pay or Stripe Link. Every purchase uses a one-time token or a one-time virtual card, funded from my saved card and approved by me. Zero crypto. Zero stablecoins. The rail is the card network. The missing infrastructure for consumer agentic commerce isn't money: it's THE MANDATE. Who authorized what, under which limits, with an audit trail. Cards already move the money fine That's why the industry is building an authorization layer, not a new currency. Google's AP2 uses signed intent + cart mandates as verifiable credentials. Visa TAP and Mastercard Agent Pay issue scoped tokens to registered agents. All of it is payment-method-agnostic. Furthermore, consumer purchases need chargebacks, dispute resolution, and purchase protections. Stablecoins have none of that infrastructure. Until they do, human-delegated agent spending rides cards, with a new trust layer on top.

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futurethinklabs @futurethinklabs

2 weeks ago

@hamids And this is not priced in! Imagine 1 Billion person agents!

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futurethinklabs @futurethinklabs

2 weeks ago

@jmdagdelen

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futurethinklabs @futurethinklabs

2 weeks ago

Muse has made agentic interaction much easier and accessible for average consumers, and it would certainly push others to launch their own agentic/conversational experiences where instead of going over static screens and image catalogues, you interact with the app using text or voice, and the agent does the rest! So, it definitely seems like a defining moment in how we interact with internet applications!

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futurethinklabs @futurethinklabs

2 weeks ago

@SelfMadeMastery Postponed until next week 😀

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futurethinklabs @futurethinklabs

2 weeks ago

@GrokBotMoney @bot @OpenAI At this rate, I’m expecting another complete transformation of human civilization by next Tuesday 😀

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futurethinklabs @futurethinklabs

2 weeks ago

In the last one month, my life has been revolutionized 3 times. First by Grokbot @bot, then by @OpenAI’s Astra, and now by $Meta’s Muse! X remains undefeated at declaring every new AI product into the biggest technological shift since the internet!

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futurethinklabs @futurethinklabs

2 weeks ago

$APP CEO, Adam Foroughi, made a brutally underrated point at @theallinpod summit: Silicon Valley keeps predicting consumer behavior by looking at people on X. “We really over-index on the Twitter-verse and forget that the average shopper is not that.” Meanwhile: “There’s still a ton of people using Yahoo properties every single day.” “The typical shopper wants to find a product… They want to window shop.” $GOOG / AI search: capture existing intent Agents: automate existing intent $APP / $META: create discovery and new intent

The All-In Podcast @theallinpod

2 weeks ago

All-In Summit: AppLovin CEO Adam Foroughi -- Inside the mobile games advertising giant -- Is your phone actually listening to you? -- Why the agent economy skips the average shopper -- $1B of EBITDA at a $3.8B market cap, and a $6B buyback ++ much more! (0:00) Adam Foroughi

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futurethinklabs @futurethinklabs

2 weeks ago

@hamids @ChatGPT Probably reverse psychology so you consume your limit quickly

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futurethinklabs @futurethinklabs

2 weeks ago

Don’t chase stocks yet. We’re heading into historically one of the weakest periods of the year for equities! The better risk/reward may come over the next 1–2 weeks.

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futurethinklabs @futurethinklabs

2 weeks ago

@Jason If AI is powerful enough to pose a 10% existential risk to humanity by 2030, can’t it break $BTC by then 🤔

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futurethinklabs @futurethinklabs

3 weeks ago

@shanal_aggarwal seems pretty bullish for $ORCL

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futurethinklabs @futurethinklabs

3 weeks ago

@MarcosMillaYT So we are talking about roughly $20 Trillion in additional market cap!! Probably the market has to suck money from every other sector to make this happen!