ThinkOS is a desktop app for working with AI agents across your actual operating context. The premise is simple: AI should not be locked inside one tab, one model, one vendor, or one company's idea of how you work.

Real estate has the 1031 exchange. Sell a property, roll into another, defer the tax, keep capital moving. Equities should have some version of this. Capital markets would be more efficient if investors weren’t incentivized to sit in yesterday’s winners just to avoid a tax hit.

My 30 observations on the greatest opportunities in AI agents right now: And some ideas that are keeping me up at night. 1. The new buyer on the internet is an AI agent. Imagine billions of new customers showing up with money to spend but they only shop via MCP. That's what's happening. No MCP server means you're invisible to the fastest growing buyer on the internet. 2. Every franchise system in America (30,000 ) needs an agent layer and none of them have one. One founder per franchise vertical. That's 30,000 businesses waiting. 3. Everyone said "distribution is the only moat" a year ago. Now I'd add that the only moat is distribution plus memory. The company that has your audience AND your agent's accumulated context is impossible to leave. 4. Consumer mobile is more interesting than it's been since 2012. Apps can finally DO things for you instead of showing you things. The next wave of $100M apps are being built right now. 5. The most interesting startup nobody has built is an agent marketplace where you rent access to someone else's trained agent. A recruiter spent 6 months training a sourcing agent on healthcare hiring. That agent is worth renting to every other healthcare recruiter on earth. The agent itself becomes the product. 6. A sorta strange phenomenon that's happening right now is agents are developing preferences. Give the same agent the same task 100 times and it starts developing patterns in how it approaches it. Nobody is studying this yet. But the agents that develop good patterns are worth more than the ones that don't. That's a new kind of asset. 7. Dead internet theory is about to become dead SaaS theory. Half the apps you use will quietly replace their support team, their onboarding team, and their content team with agents. You won't notice for months. Then you'll realize you haven't talked to a human at that company in a year. 8. The most valuable data in the world right now is sitting in the support tickets of small or mid tier SaaS companies. Every ticket is a customer telling you exactly what to build next. Mine this. 9. The most interesting pricing problem nobody has solved is how do you price a product when your costs change every time OpenAI or Anthropic updates their model pricing? Your margins can swing 40% overnight based on a decision made in San Francisco. The company that builds dynamic pricing infrastructure for agent-based businesses solves a problem every AI company has. 10. The best AI products feel like they're reading your mind. The worst ones feel like filling out a form with extra steps. 11. An interesting arbitrage I've noticed lately is hiring a human VA for $20/hour to supervise an AI agent that does $200/hour work. The human just checks the output. 12. The managed AI agent business is becoming the new agency model. $5k/month per client. You build it, run it, maintain it. The client gets a digital employee they never have to think about. This will be a $50 B category. 13. The first "shadow agent" scandals are about to drop. Employees running personal agents on company infrastructure without telling anyone. Using company API keys. Agents accessing internal docs. IT departments have little visibility into this right now. Lots of opportunity to build companies here. Definitely a painkiller not a vitamin type of business. 14. Right now there are probably millions of agents running on autopilot that their creators forgot about. Still burning tokens. Still sending emails. Still scraping websites. Still costing money. The "find and kill your zombie agents" tool is a product that writes itself. 15. Companies are starting to hire based on someone's agent portfolio instead of their resume. "Show me 3 agents you built that are running right now." It's REALLY early but it's starting. 16. Your Slack archive is a product. Every company's internal Slack has thousands of messages explaining how they actually do things. The company that lets you point an agent at your Slack history and auto-generate SOPs and agents from it will be enormous. 17. We're watching the cost of intelligence fall faster than the cost of distribution. Which means distribution is now the expensive thing. 18. The most underrated asset a human can have in 2026: the ability to sit in a room with another human, make eye contact, and have a real conversation. As AI handles more of the transactional stuff, the humans who can do the relational stuff become disproportionately valuable. The soft skills people used to dismiss as fluffy are becoming the hard skills. The hard skills people spent decades acquiring are becoming the soft ones. 19. There are MANY huge companies to be built around the fact that most people's agents are running on their personal laptops which they also use to browse the internet, check email, and download random files. The attack surface is enormous. One compromised Chrome extension and your agent's API keys, customer data, and workflows are exposed. 20. There's a new type of burnout forming that doesn't have a name. It's not from working too hard. It's from context switching between human work and agent work 50 times a day. Reviewing agent output, correcting it, approving it, reviewing again. The mental load of supervising agents is different from the mental load of doing the work yourself. Some founders are telling me they were less tired when they did everything manually because at least the cognitive pattern was consistent. 21. The cheapest form of market research: search "[your industry] spreadsheet template" on Google. Whatever people are tracking manually is your product. 22. Half the YC companies pivoted within 8 weeks of demo day. Not because they failed. Because agents let them test 5 ideas in the time it used to take to test one. The concept of "committing to an idea" is dissolving. Serial pivoting is becoming the default because 1) AI lets you move fast 2) the world is moving fast. 23. The loneliest job in tech right now is being the only person at your company who understands what the agents are doing. You can't explain it to your boss. You can't hand it off to a colleague. If you leave, everything breaks. You've become a single point of failure for an entire automated system. That person needs a title, a team, and a backup plan. Most companies haven't figured this out yet. 24. Your browser history is the most valuable training data you own and you're giving it away for free. Every site you visit, every product you research, every competitor you study, every pricing page you screenshot. That behavioral data, structured and fed to an agent, would make it understand your business better than any onboarding call. The company that lets you turn your browser history into agent context builds something nobody can replicate. 25. Everyone is building AI wrappers. Nobody is building AI unwrappers. The tool that takes an AI-generated document and tells you which parts a human wrote and which parts were generated. 26. Stripe just became the most important company in the agent economy and they barely had to do anything. Every agent that sells something needs Stripe. Every agent that buys something needs Stripe. They're the payment rail for the entire agentic internet by default. 27. The most undervalued API in the world right now is the US Postal Service address verification API. It's practically free. Every local business lead gen agent needs it. Every real estate agent needs it. Every direct mail agent needs it. Boring government infrastructure is quietly becoming the backbone of agent-native businesses. 28. The concept of "business hours" is for humans. Your agent closed a deal in Tokyo at 3am, processed the payment, sent the onboarding email, and updated the CRM before your alarm went off. 29. What happens when agents start recommending other agents? Your research agent finds that a competitor's sales agent is better and suggests you switch. Agent referral networks are forming organically. The first agent affiliate program is probably 6 months away. 30. Cal dotcom closed their source code. That's the canary. When open source companies start closing up, it means agents were cloning their product too easily. Every open source company is quietly asking the same question right now. 31. "AI for pet groomers" sounds like a joke and that's exactly why it will work. 150,000 of them in America. Zero tech. All scheduling by phone or IG DMs. The joke ideas always win. 32. The thing that will seem most obvious in hindsight: we spent 2025-2026 arguing about which model is best while the entire value was in the orchestration layer. The model is the CPU. Nobody buys a computer based on the CPU anymore. They buy it based on what they can do with it. Makes so much sense in hindsight. What else will be obvious in hindsight? I'll share more notes soon. I can't sleep with all that's going on. Maybe you too. What an incredible time to be building.

I started by trying to understand markets. Thirty years later I've ended up somewhere closer to life, the universe and everything. The same four rules keep showing up... Along the way I've written three frameworks that have shaped how a lot of people see the world. The Everything Code is what I found when I went looking for what actually drives markets. A debt rollover cycle, managed by liquidity, debasing the currency at roughly 8% a year. That debasement is monetary entropy. Capital routes around it, into whatever can compound faster than the entropy degrades it. Technology and crypto sit at the top of that flow because they are the intelligence layer of the economy. Markets are monetary energy routing toward the highest output of intelligence. The only assets that outperform debasement over extended periods are tech and crypto. The Exponential Age is the realisation that technology has become the substrate. Compute, networks, energy and intelligence are compounding faster than any institution we built was designed to handle, and the gap between the two is the defining tension of our time. The Economic Singularity is where this is heading. Somewhere in the next decade the curve of intelligence per unit of energy turns fully exponential, and the rules every economy we know was built on stop applying. For a long time I thought of these as three separate ideas. Looking at them now, they are three views of the same thing at different altitudes. And underneath all three, the same four rules keep showing up. Efficiency of Intelligence - The universe rewards whatever does more with less. Every system that survives is better at turning energy into information than the system it replaced. There has never been an exception. Compression - Intelligence is the act of representing a vast reality in a much smaller form without losing what matters. Brains do it. Theories do it. Prices do it. AI does it. They are not analogous. They are the same operation. Coherence - Complex systems hold together because their parts synchronise faster than the noise around them. Markets, brains, civilisations, ecosystems. When the synchronisation fails, what looks like collapse is desynchronisation made visible. Selection - Patterns that copy themselves faster than their rivals dominate the medium they live in. Genes did this in biology. Ideas do it in culture. Memecoins do it in markets. Truth is not part of the selection criteria. Replication is. It always has been. What the four rules produce, when they operate together, is networks. The same topology shows up everywhere. The cosmic web. The human brain. Mycelium beneath a forest. The internet. Financial markets. Blockchains. Across fourteen orders of magnitude, the universe keeps building the same shape. That shape is what the four laws look like when you can see them. The Everything Code is what these four rules look like in markets. The Exponential Age is what they look like running through technology. The Economic Singularity is where they are taking us. Three angles, one picture. Underneath all of it, energy is the constant. Consciousness is the substrate. The four rules are the dynamics through which one becomes the other. All of this is one corner of what I call The Universal Code. The same four rules apply to everything else and I mean EVERYTHING... they are universal in the true sense of the word.

Crypto taught us to own our money. AI is teaching us to own our minds. Use @AskVenice and own your own data and thus your own mind.

I've been visiting robot companies, and talking with many others even in China. I don't see any competition coming for Tesla. Why not? 1. Brand. 2. Distribution (Robotaxi). 3. Manufacturing leadership. 4. Built in customer base. Tesla factories and SpaceX. 5. Elon. 6. Tesla's AI leadership. 7. Tesla's 10,000 Fremont workers who are willing to train the robot even though it might someday cost them their jobs. (No other traditional automaker can do that). Do you?

Tesla's FSD: 5.3 million miles between accidents. US driving average: 660,000.  That's 9x safer. And it's only getting better.

Kids, We’re making @family smaller today. Here’s my note to the household. Today we’re making one of the hardest parenting decisions in the history of this family: we’re reducing our organization from five dependents down to just two. That means three of you are being asked to… uh… find new lodging arrangements, effective immediately. I’ll be straight about what’s happening, why, and what it means for everyone. First off, if you’re one of the ones affected, you’ll receive: - 20 more weeks of allowance (plus 1 week per year you’ve been here being adorable) - Your leftover Fortnite V-Bucks vested through the end of May - 6 months of dental still covered (braces aren’t cheap, we’re not monsters) - Your iPad and the good charger - And $47 in crumpled singles from the junk drawer to help with the transition (if you’re moving in with Grandma the number might vary slightly based on local coupon policies). Everyone will be notified today — whether you’re being asked to pack, entering “consultation with your mother,” or (congratulations) asked to stay. We’re not doing this because the family is in trouble. Grocery bill is still growing. We continue to serve more and more chicken nuggets. Tantrums per capita are actually improving. Profitability (i.e. sanity) is trending upward. But something has changed. We’ve started noticing that the two remaining kids, paired with dramatically smaller and flatter parenting teams (basically just me and Mom and zero middle managers), are enabling a new way of working. We can now cross the living room without stepping on Lego, charge our phones without a 17-device daisy chain, and — get this — finish a single conversation without someone screaming “HE TOUCHED MY TOY!!” That acceleration is real, and it’s happening fast. I had two options: 1. Slowly phase you out over the next 8–12 years with increasing levels of “maybe you should get your own place” hints, or 2. Be honest about where we are and act decisively now. I chose the latter. Repeated gentle “reductions in force” are brutal for morale, destroy focus. I’d rather take one hard, clear, awkward family meeting now and rebuild from a lean, high-trust core. A smaller family carries risk. We did a full review of roles. We pressure-tested who we actually need to reliably grow this household. I accept we may have gotten some of these calls wrong (looking at you, middle child). We’ve built in flexibility — there’s always the garage couch if we need to course-correct. We’re not just gonna delete you from the family group chat and pretend you were never here. The chat stays open through Thursday night so everyone can post their goodbyes, share their best “remember when Dad tried to fix the toilet and flooded the basement” memories, whatever. I’ll also be hosting a live sob-fest in the living room at 7:15 pm Eastern. I know it might feel weird. I’d rather it feel weird and human than efficient and cold. To the three of you leaving… I’m grateful for you. I’m sorry to put you through this. You literally built what this family is today — mostly by breaking things and then blaming each other. That’s a fact I’ll honor forever. You will be an absolute legend at whatever Airbnb host or college roommate situation you land in next. To the two of you staying… I made this call, and I’ll own it. What I’m asking is simple: build with me. We’re going to run this house with efficiency at the core of everything. How we load the dishwasher. How we ration screen time. How we pretend we’re going to eat the leftovers. Our remaining customers (aka your mother) will feel this shift too, and we’re going to help her navigate it — toward a future where she can just tell Siri to make dinner and it actually happens. Expect another note from me tomorrow. Probably titled “New Chore Wheel Just Dropped.” Love (but also please don’t make this weirder than it already is), Dad (formerly known as “CEO of Five Chaos Agents”)

Wiser words were never barked.

Massive congrats to the @SpaceX and @xai teams! Now merge with @Tesla so we can all celebrate together :) $TSLA

Reminder that @standwithcrypto will be scoring the Senate markup this week We get to find out which Senators stand for bank profits at the expense of the American people, and which stand for consumer rewards. You can’t buy marketing this good for crypto products 💙🍿

I've been visiting as many robotics companies as I can in San Francisco. And elsewhere (next week I'm heading to Abu Dhabi to meet technologists who are doing the same there). Understanding how robots are trained is leading me to a new thesis: Tesla will be able to do everything that @1x_tech showed, and much much more, but completely autonomously, by the end of next year. Why? The 12,000 workers at Tesla's Fremont Factory (it's first factory, and where Optimus is being designed). Remember the workers who used to drive cars from the end of the factory line to where they get loaded on carriers to be delivered to customers around the United States? Why haven't we seen any of them say "I got laid off today?" Or try to organize us to be anti robots or anti AI? Because they are doing what @1x_tech's first customers are doing: cleaning dishes, watering plants, doing laundry, but more importantly, helping teams working with others on the factory floor capture the data from workers on the factory floor, among other tasks. Every robot company tells me they don't have enough data to "go generalized." And this data collection doesn't need a highly skilled AI genius with a PhD from Carnegie Mellon. It just needs an organization of people who are doing the same kinds of tasks over and over, while being watched by a camera, or teleoperating a robot, or wearing sensors on their fingers as they do something more advanced than picking up a trash can. And then that data must be tagged properly. This is a skill that requires a little bit of human intelligence, but not much. At @1x_tech's launch party the other night I met a guy who runs a company that does that kind of tagging. It's not work that requires a whole lot of human intelligence. You need to bring a video, captured on the factory floor, into a computer screen, and then you need to manually tag everything that's happening in the video. A multi-modal AI does most of that work, so you just need to check what it perceived carefully and maybe add some more details. Like if it says a trash can was full, but it perceived that a little wrong, you fix it to say, "actually that's 7/8ths full." Accuracy matters, not smartness on the behalf of the human doing that work. Remember the guy I shared with you last week who is building a blackberry-picking robot at @fdotinc in San Francisco? That's exactly what he is doing. A lot of what he is doing to build the computer vision system that sees blackberries, and understands them, is just mind-numbing repetition. He's picking up blackberries with his robot over and over and over and over. And then tagging anything his AI systems get wrong. That's to build a robot that does ONE THING. Pick blackberries off of a bush and put them into a box. The thing is Elon has 12,000 people who are doing the same in the factory. One guy is connecting wires under the dash in a new Tesla. He does that every 45 seconds. All day long. I watched him work at Tesla's factory. And most workers building a car are doing something similar. Someone has to work with that guy to put a camera on his face, or sensors on his hands, to understand that task. But it is the worker who has value here in training the robot. Tesla has the worker. Figure does too, but in a far less efficient way (it had to partner with other companies to do the same) and 1x doesn't have either, so has to get people to buy the robot, to complete the data collection. Now 1x's approach might lead to understanding of homes that Tesla can't get. My dishwasher is slightly different than yours is. How I put plates into my cabinets is slightly different than yours is. So getting even 1,000 robots into homes will let 1x's NEO do the data collection on many homes, which will lead them to have a totally autonomous robot within three years too. But it comes down to "can you collect the data from many different humans and their lives?" Now, yes, we can simulate a whole lot of that. Last night I met a guy at @jowyang's AI startup launch event who can scan a factory floor, or my kitchen, bring it into a system, and do a lot of that training in a simulator with virtual beings. I'll have that video up in a bit. But Tesla has the best advantage here, with the best AI workflows and systems, which is why Tesla's cars are self driving in my neighborhood and no others are. I see it as the only company that has a credible shot at competing with the Chinese head on. Oh, and Tesla has another factory in China with another 12,000 workers. And another factory in Europe with another 12,000 workers. And another factory in Austin with another 12,000 workers. And another few factories in Nevada and New York and elsewhere. The Chinese don't. And neither does anyone else in San Francisco building robots. So, by 2030, who do you think has the robot that does the most? My thesis is Tesla. Do you have another thesis? Bring it on. Explain to me how you will collect all the data. I once interviewed the innovation team at Volkswagen. I asked "when are you going to put a camera on your workers to train AI's?" They said "we can't do that due to labor laws." In Detroit I asked the same and heard "Unions are hard to deal with." The Fremont Factory has no Union. Why not? Because the traditional automakers laid them off, so they hate the Unions. And are highly innovative, which is why they are compensated far better than any other automaker workers in the world. They are training robots. And building robots. And next year you will see their work. By 2030 I don't believe anyone will be able to compete with them. Tell me why I'm wrong.

DIEM = $1 of compute *per day* and then u can sell it when done Example - Spend $206 - Use $1/day of compute for 50 days - Sell when done... maybe for $206 again? You got $50 of value, with no net cost. What's such a thing worth?

It feels like we’re at the end of the game of monopoly and the properties and cash are piling up to a few. Playing the old game is just monopoly. That’s why we need to start a new game… Starting with owning your Ai.

For those paying attention, Tesla’s Robotaxi is all about the technology (and a few other things). It’s an autonomous robot on four wheels, powered by proprietary AI with no equal in safety, scale, or cost. If you’re a rider, it will be the safest and most seamless way to travel — far better than a human-driven Uber, and much better than Waymo. It will also be the cheapest ride per mile, in the cleanest car on the road. If you’re an investor, Tesla has cost on its side in a very big way. The company can deploy production vehicles today, and next year will introduce Cybercab — a purpose-built Robotaxi designed for efficiency. With over 5 miles per kWh, it will be the lowest-cost vehicle to manufacture and operate per mile. Tesla also has scale on its side. Its factories can produce hundreds of Cybercabs daily, adding to the fleet at a pace no competitor can match. Circle back to the technology and you’ll see what makes Robotaxi magic. Start with my latest article here: x.com/pbeisel/status/1947650…

Damn! Bought this Shitcoin back in 2013 and I am down 50%.

Don't Sell Your SOUL

What is THINK? 🧠✊