anand iyer

anand iyer

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Managing Partner @ Canonical investing in #decentralizedAI • Venture Partner @ Lightspeed • Investor @gensynai @farcaster_xyz @ritualnet @saharalabsai

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Netflix just open-sourced their first AI model: a physics-aware video editor called VOID. You remove an object from a video and it re-simulates what would have happened without it. Remove a person catching a ball, the ball now falls to the ground with correct physics. Every other video removal tool just fills in the background but Netflix built one that actually understands causality. People forget: Netflix is a tech company that happens to own a studio. Tens of thousands of hours of studio-grade original content, fully owned IP, every frame structured for ML pipelines. The streaming wars have resulted in a favorable training data moat for Netflix. twitter.com/ai/status/20402354...

Tesla FSD is near perfect. I’m a DAU. But wish it would learn to avoid potholes.

Every API call an agent makes today requires an account, an API key, and a credit card on file. That breaks down when you have thousands of agents making millions of microtransactions per day. x402 uses HTTP's own 402 "Payment Required" status code, reserved and unused since the '90s, to let agents pay per-request with USDC stablecoins. Stripe building their machine payments preview on top of it means merchants get the familiar PaymentIntents API with sales tax, refunds, and reporting built in.

@jeff_weinstein

Autonomous agents are an entirely new category of users to build for, and, increasingly, to sell to. Today, we’re launching (a preview) of machine payments on @stripe—a way for developers to directly charge agents, with a few lines of code. 🤖💸 $ Let’s start tinkering… ⤵️

Kimi K2.5 is #1 on OpenRouter this week. It's ahead of Gemini 3, Claude Sonnet 4.5, and DeepSeek V3.2. @Kimi_Moonshot now holds ~11% of OpenRouter's total market share. A year ago nobody outside China had heard of them. The open model race is NOT slowing down.

http:/AI.com just sold for $70M to http:/Crypto.com co-founder Kris Marszalek. Highest price ever disclosed for a domain name. He's building an AI agent product on it. When a crypto billionaire decides the most valuable two letters on the internet are A and I, that tells you everything about where consumer technology is heading. The convergence of crypto infrastructure and AI agents is accelerating faster than most people realize.

OpenAI just released their playbook for agentic development. Key insight: http:/AGENTS.md files that teach your AI your specific codebase, updated every time it makes a mistake. The agent gets smarter about YOUR project over time. This is how AI coding goes from demo to

Software development is undergoing a renaissance in front of our eyes. If you haven't used the tools recently, you likely are underestimating what you're missing. Since December, there's been a step function improvement in what tools like Codex can do. Some great engineers at

Tyler is right: AI agents will need crypto. They need to pay for services, get paid for work, build reputation across platforms. No bank will give them an account. @virtuals_io has been (once again ahead of the curve) building the missing infrastructure: one command gives your agent a wallet, payments, and the ability to raise capital. The robot economy needs rails.

Tyler Winklevoss

soon the robots will need crypto and make this all a distant memory

The AI crowd dismisses crypto. The crypto crowd overhypes everything. But there's a real thesis here: AI breaks the internet's core assumption that one account = one person. Blockchains restore that - not through detection, but by making it cheap to be one participant and expensive to be many. That's infrastructure, not speculation. x.com/a16zcrypto/status/201911...…

I’ve been calling agents the app layer for crypto since @virtuals_io went parabolic in Nov ’24. What’s hitting now with these hyper-personal agents using @openclaw could be a real inflection point for on-chain velocity: - Agent-to-agent (A2A) payments - Proof-of-execution - Intent marketplaces And all the plumbing is already here: scalable blockchains, x402, ERC-8004.

AI agents are the app layer for crypto we have been waiting for.

Capital formation around @Arc The Arc Builders Fund network includes: 500 Global Breyer Capital Canonical Crypto CoinFund CRV Curql Fund CV VC DCG Dispersion Capital Dragonfly Capital Electric Capital Faction Ventures Fin Capital Flourish Ventures Hack VC Haun Ventures Headline Asia Infinity Ventures IVC Kindred Ventures Lightspeed Venture Partners Nyca Partners Offline Ventures SC Ventures SNZ Capital Strobe Ventures

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