Roxitsu @roxitsu
AI and stuff Joined September 2022-
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@0xAIlabs maybe, but the real winners will be whoever makes those workflows reliable
"AI is not a model. AI is a whole stack of technologies." - Jensen Huang, in Taiwan last week with Lex Fridman. the sentence is the bottom-up version of the thesis in my land grab article. Jensen frames the stack from the compute end: a few trillion dollars of compute, hundreds of billions per company, Taiwan as the physical bottleneck. the Grok Bot Template Marketplace is the top of that same stack. role-based bots that package a workflow and sell it ready-to-use. compute at the bottom. templates at the top. everything else is the layers nobody fully owns yet. if Jensen is right that AI is a whole stack and leadership is happening in different places up and down it, the template layer is the one that's still unclaimed by a top 100. that's the land grab window. 69 bots deep today. the full math and the 5 templates to ship this week: 👇 x.com/roxitsu/status…
the Grok Bot Template Marketplace is doing the 1996 domain name moment right now. almost nobody is positioning for it yet. x.com/i/article/2109…
@ScottyBeamIO same here, the infrastructure breakdown was probably my favorite part
@monokern definitely, Jensen usually has a pretty interesting perspective on the infrastructure side
@yurshevv especially when people can build useful agents without touching code
@Synthexfr the real challenge starts when these bots need to run without constant babysitting
@0xAIlabs i’d ship the restrained one first. much easier to add features later than untangle a bunch of unnecessary complexity
@Loofyb0i the approval layer is probably the most important part of making agents actually useful
@0xbobaaa 9 days from an empty folder to publishing on game portals is a pretty solid use case for vibe coding
@0xApollo440 competition should be about who builds the better wallet, not who controls access to the phone
@sofiacolee being able to trace why an agent made a decision would make debugging these systems so much easier
@PennyLedgerr being the guy with actual useful info beats being first in the replies every time
@choopyplug1 giving agents real permissions is where security stops being theoretical
@fintrixai people forget Nvidia sells compute to way more than just AI labs
@Asteri_eth the library-of-approved-parts move is where this compounds
@lostinazeroy running Explore on haiku for a month. search quality holds, bill dropped 30x
@zzaba_a separate weekly argon quota means compute is being rationed now
@cortexch tool use lead matters more than the coding gap for multi-agent setups
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