The Singularity Layer

sam: local inference is a terrible allocation of scarce resources “a lot of people want local inference, and somehow they assume that the problem is solved now because we have open-source models, we're going to be able to run them on our computers, and so we're not going to need all the stuff in the data centre but from a global allocation perspective, actually it's quite terrible to have everybody, like, have a bunch of the world's limited supply of DRAM sitting in their own computer and being used five percent of the time you want maximum utilisation in the cloud if you're trying to deal with this very supply-constrained environment somehow many people's intuition is the opposite of that”

The MOST obvious (but REALLY good) STARTUP ideas right now: 1. Zestimate for company data (what your data is worth to an AI lab) 2. Google Analytics for agents (see which agents visit your site and what they want) 3. Y Combinator for 1 person companies (back solo founders running a team of agents) 4. Okta for agents (who each agent is and what it's allowed to touch) 5. Marie Kondo for your company's data (clean it up so agents can use it) 6. FICO for agents (a trust score before an agent can spend money) 7. Geico for agents (insurance for when an agent makes an expensive mistake) 8. Datadog for agents (see every step your agents took) 9. Twilio for agents (phone numbers and texting for agents) 10. Upwork for agents (hire an agent for a job instead of a freelancer) 11. ESPN for AI (every model launch covered like a big game). 12. Shutterstock for robot training videos (get paid to film yourself doing chores) 13. Credit Karma for what AI knows about you (see it, fix it, delete it) 14. Norton for AI scams (protect your parents from fake voices and emails) 15. PayPal Buyer Protection for agent purchases (fixes it when your agent buys the wrong thing) 16. Geek Squad for AI (set up personal agents for families and small businesses) 17. Dell for private AI (AI in a box for firms that won't use the cloud) 18. Carfax for used GPUs (a health report before you buy secondhand) 19. Airbnb for idle GPUs (rent out computing power you're not using) 20. Rotten Tomatoes for AI models (real reviews instead of benchmarks) 21. G2 for skills (find the best skills for your agent) 22. Dropbox for your AI memory (take what your agent knows about you to any agent) 23. Canva for physical products (design it with AI and get it made) 24. ADT for your personal agent (alerts when your agent does something it shouldn't) 25. Hertz for robots (rent one for a move, a deep clean or an event) 26. Harvard Business School for internet businesses (a real education in building online) 27. Workday for agents (onboard, manage and offboard your digital workers) 28. Getty Images for your face and voice (license your likeness to AI safely) 29. Meta Muse for older adults (and other high LTV niche) 30. Google Ads for agents (pay to be what the agent recommends) 31. Loom for agents (a walkthrough of everything your agent did) 32. Plaid for agents (approved access to banks, airlines and stores) 33. Jiffy Lube for vibe coded apps (quick fixes when your AI built app breaks) 34. Ancestry for datasets (where your training data came from) 35. The organic label for human-made content (proof a person made it) 36. Strava for builders (track what you ship every week) 37. Honey that haggles for you (your agent negotiates the price) 38. SEM Rush for personal agent platforms (like Muse etc) 39. Frequent flyer miles for agents (loyalty programs built for agents)