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Sarah Guo's "Friction" essay heads a set of agent-economy reads, alongside Chamath and Levie on model harnesses
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This brief covers what founders and investors recommended over the past day. Sarah Guo shared her essay on personal agents with reading to go with it, Chamath Palihapitiya and Aaron Levie shared work on harnesses, and Garry Tan, Demis Hassabis and Aravind Srinivas added shorter picks.

Sarah Guo: "Friction," with her own reading list

Guo shared her essay Friction. She summed it up as "personal agents, the end of friction, economic consequences of finally getting around to it" . The essay argues that many businesses profit from customers' inattention: "Somewhere, a CRM still records your exhaustion as loyal recurring revenue" . Once agents do the comparison shopping, she writes, "A bank could keep me perfectly happy and still have to win over my personal agent every day" . She also expects public benefit payouts to rise as agents make it easier for people to claim them .

She replied to her own post with the sources behind the essay:

  • Personal Agent Protocol, via Bret Taylor's post . Sierra has published a first draft at personalagentprotocol.org and is asking for feedback. The goal is that "companies know when they're dealing with an agent and who it represents" .
  • Patrick O'Shaughnessy's interview with Instinct founder Noah Shinn (post) . The essay draws on it for Shinn's picture of an agent that arranges dinner while you're on the way home from the airport .

Chamath Palihapitiya and Aaron Levie: the harness matters as much as the model

Chamath shared an 8090 Labs analysis. He says he asked the 8090 Labs team to run it after he stopped trusting leaderboards, because "improvements in a ranking don't show up in the actual work" . The study ran 7 models through 5 harnesses. Claude Fable 5.1 scored 41% in Claude Code and 61% in Codex, while GPT-5.6 Sol and Grok 4.6 "barely cared which harness they were in" . His takeaway: choosing from a model-only leaderboard means deciding "based on only half the information" .

Levie pointed to an arXiv paper that Pedro Domingos had shared with the line "the model swallows the harness" . Levie called it "quite cool research" and "the eventual architecture of agents," arguing that AI "will obviously be better at determining its own harness once it sees the task at hand" .

Garry Tan: three picks

  • DeepRSI by @jparkjmc (post), a benchmark that has agents work 48 hours on ML tasks taken from ongoing proprietary research . Tan: "Next 18 months is the Kitty Hawk moment for RSI. Evals will be how you can tell" .
  • ThePeelPod's clip on pro rata (post), about his own Initialized Fund 1. According to the clip, Coinbase, where he kept taking his pro rata, produced the final 53x . Tan: "pro rata matters and is powerful for investors" .
  • A City Journal piece on Walker Percy's Love in the Ruins, shared by Rob Henderson (article). Henderson quoted the line that things fell apart because "things stopped working and nobody wanted to be a repairman" . Tan's comment: "We need repairmen" .

Demis Hassabis: Google's AMIE paper in The Lancet

Hassabis highlighted the study Sundar Pichai announced (post) and said it was "Amazing to see research move from the lab to real-world clinical utility" . According to Pichai, it is the first prospective study of patient-facing conversational diagnostics in a real clinic. Clinicians said AMIE's summaries helped them prepare for 75% of visits, and its differential diagnoses matched doctors' final diagnoses 90% of the time .

Shorter mentions

  • Aravind Srinivas shared Perplexity's engineering write-up on the shared filesystem for agents behind Perplexity Projects. Perplexity is his own company . His highlight: plain ls and grep beat semantic search 63% to 37% on answer accuracy for financial document analysis .
  • Alexandr Wang pointed readers to Meta's Muse Wonder research blog, promoting his own lab's model . He described it as built to power personal agents, with active memory and domain expertise in finance and law .
  • Tim Ferriss posted a clip of Kevin Rose "on the coming 'headless' era of software" .
  • Sahil Lavingia posted pages from "the new Michael Lewis book." He didn't name the title or say why he shared it .
Sarah Guo's "Friction" essay heads a set of agent-economy reads, alongside Chamath and Levie on model harnesses
sarah guo
  • Sarah Guo shared her essay Friction, framing it around personal agents, the end of friction, and the economic consequences of finally getting around to things. The essay argues agents could help people overcome inattention and affect businesses, public-service uptake, and supplier diligence.
  • Sarah Guo also shared Patrick O’Shaughnessy’s interview with Instinct founder Noah Shinn about building a personal AI assistant; the interview covers agent use cases, trust and privacy, safety, business model, growth, and compute. Guo’s caption identifies the interview but gives no explicit reason for sharing it.
personal agents, the end of friction, economic consequences of finally getting around to it [https://x.com/i/article/2109657243138625536]… Friction Interview by [@noahrshinn](https://x.com/noahrshinn) instinct founder [https://x.com/patrick_oshag/status/2104542892073095398](https://x.… My conversation with Noah Shinn (@noahrshinn), founder of Instinct. Noah is building a personal AI assistant. It's still invite only, has…
sarah guo

Sarah Guo shared her article Friction, framing it around personal agents, the end of friction, and the economic consequences of people finally getting around to things. Its central takeaway is that agents acting for customers could force companies to compete for their business rather than profit from their inattention.

personal agents, the end of friction, economic consequences of finally getting around to it [https://x.com/i/article/2109657243138625536]… Friction
Garry Tan
Profile

While discussing agent-coding, Garry Tan cited Karpathy’s LLM wiki and its memory system, praising markdown files and the wiki as “elegant and interesting.”

Tiny Teams Doing the Work of 100 People | Garry Tan
Garry Tan

Garry Tan shared @jparkjmc’s DeepRSI announcement, framing the next 18 months as the “Kitty Hawk moment” for recursive self-improvement and saying evaluations would show how to tell . The post introduces DeepRSI as an industry standard for measuring recursive self-improvement with 48-hour ML tasks derived from ongoing proprietary research .

Next 18 months is the Kitty Hawk moment for RSI Evals will be how you can tell [https://x.com/jparkjmc/status/2109684519896780938](https:… Introducing DeepRSI, a new industry standard for measuring recursive self-improvement. On preexisting benchmarks, tasks are contributor-b…
Chamath Palihapitiya

Chamath Palihapitiya shared 8090 Labs’ linked analysis of models and the harnesses that wrap them; the team tested 7 models across 5 harnesses on real open-source bug fixes and features (blog). His takeaway is that model-only leaderboard rankings miss half the information needed to choose a model-and-harness combination, since leaderboard gains may not translate into actual work.

Model Benchmarks Are Worthless How can a model score 24% and 59% on the same 113 coding tasks? It happens when you vary the harness that …
Tim Ferriss

Tim Ferriss shared a video featuring Kevin Rose discussing the coming “headless” era of software (video).

Kevin Rose (@kevinrose) on the coming “headless” era of software. [![Video](https://pbs.twimg.com/amplify_video_thumb/2109711250414239744…
Garry Tan

Garry Tan amplified Rob Henderson’s post with “We need repairmen,” implicitly endorsing its repairman takeaway rather than explicitly recommending that readers read the linked piece . Henderson’s post quotes the claim that the U.S. was ultimately torn because things stopped working and nobody wanted to repair them, and links to a City Journal article on Walker Percy’s Love in the Ruins .

We need repairmen [https://x.com/robkhenderson/status/2109763063482118575](https://x.com/robkhenderson/status/2109763063482118575) “Don’t tell me the U.S.A. went down the drain because of leftism, apostasy, pornography, polarization, etcetera, etcetera...All these thi…
Jason ✨👾SaaStr.Ai✨ Lemkin

Jason Lemkin announced The Latest SaaStr AI Agent Playbook for GTM, a 53-page guide to running SaaStr with three humans and 21+ AI agents; the post highlights $4.8M in agent-sourced pipeline, $2.4M closed, and revenue moving from -19% to +47% with the same three people. Read the playbook

New!! The Latest SaaStr AI Agent Playbook for GTM Is Out 53 pages on running SaaStr with 3 humans and 21+ AI agents. $4.8M in agent-sourc…
Garry Tan

Garry Tan endorsed ThePeelPod’s post and video about pro rata, agreeing that pro rata “matters and is powerful for investors.” ThePeelPod’s example contrasts Coinbase, where Tan kept taking pro rata and which generated the final 53x, with Instacart, where they could not take pro rata and which added another 1x.

Yeah pro rata matters and is powerful for investors [https://x.com/thepeelpod/status/2109733744399511788](https://x.com/thepeelpod/status… If you wonder why everyone fights over pro rata... Garry Tan's first fund initialized Fund 1 returned 55x. DPI on the first 98 companies …
Jason ✨👾SaaStr.Ai✨ Lemkin

In a follow-up about AI agents, Jason Lemkin invites readers to get a free “AI Sales Agents” guide (link) and links to more information about his AI agents; he gives no reason or takeaway for the guide.

More on all our AI agents here: [https://SaaStr.ai/agents](https://SaaStr.ai/agents) Grab FREE guide to AI Sales Agents here: [https://sa…
Jason ✨👾SaaStr.Ai✨ Lemkin

Jason Lemkin (@jasonlk) promoted a free guide to AI Sales Agents, linking to https://saastr.ai/ai-agents-playbook; he also pointed readers to more information about SaaStr AI agents. No reason or takeaway for the guide was stated.

More on all our AI agents here: [https://SaaStr.ai/agents](https://SaaStr.ai/agents) Grab FREE guide to AI Sales Agents here: [https://sa…
Aravind Srinivas

Aravind Srinivas shared Perplexity’s post linking to its engineering write-up, “Building Shared Workspaces for People and Agents”, about the Git-for-agents filesystem behind Perplexity Projects . His accompanying takeaway: agents use short-lived sandboxes and commit to a shared repository on S3; he also reported that plain ls and grep beat semantic search 63% to 37% for financial-document answer accuracy .

Every Perplexity Project is a Git repo. We built a Git forge for agents, without the GitHub bloat, since no human has to approve anything… This is how we built the filesystem behind Perplexity Projects as a Git forge for agents. Each agent works in its own sandbox and commits…
Alexandr Wang

Alexandr Wang wrote, “tbh seems like muse wonder made a banger game,” linking to a post where Muse autonomously modded Metal Gear Solid V, including putting Mark Zuckerberg’s face on Venom Snake . The post does not clearly identify a separate new game or explicitly recommend that readers play a title.

tbh seems like muse wonder made a banger game [https://x.com/bubbleboi/status/2109750391068127448](https://x.com/bubbleboi/status/2109750… I don't know if they gave me a special model that is better than everyone else's but uuuuughhhh... this hasn't been my experience at all …
Aaron Levie

Aaron Levie praised research framed as “the model swallows the harness,” linking to an arXiv paper: https://arxiv.org/abs/2609.35738. He called it “quite cool” and said it points toward agents determining their own harness after seeing a task, rather than humans specifying one in advance.

Ok this is quite cool research and ultimately must be the eventual architecture of agents. In the limit, AI will obviously be better at d… That didn’t take long: the model swallows the harness. [https://arxiv.org/abs/2609.35738](https://arxiv.org/abs/2609.35738)
Alexandr Wang

Alexandr Wang recommends “get yourself a neogothic city with twigl,” linking to Ethan Mollick’s post, which presents Mollick’s drowned neogothic-city Twigl shader test and a video. The linked post frames the test as showing rapid Meta progress since April and says Muse Wonder seemed good based on limited testing; Wang does not give a specific reason for his recommendation.

get yourself a neogothic city with twigl [https://x.com/emollick/status/2109714218014667039](https://x.com/emollick/status/21097142180146… Had some early access to Muse Wonder, but did not get a chance to use it a ton, yet it seems like a good model from limited test Perhaps …
Alexandr Wang

Alexandr Wang endorsed Lilly Guisnet’s X post, which says “New sota for my image pointing,” calling it “the kind of benchmarking i can get behind.”

now this is the kind of benchmarking i can get behind [https://x.com/lillyguisnet/status/2109797094982623331](https://x.com/lillyguisnet/… New sota for my image pointing ![](https://pbs.twimg.com/media/HUeAmUvWYAA4bOP.jpg)
Aaron Levie

Aaron Levie amplified EnclaveAI’s demo of its agents securing a PR on Router (demo). He said agent swarms would be useful in enterprise workflows, especially cybersecurity, where parallelized testing can explore many attack permutations and linked scenarios; he called the moment in cyber “super interesting.”

Agent swarms are going to be a core part of many enterprise workflows in the future. The ability to throw compute at problems that you ca… Every new line of code now meets a swarm of agents looking for something to exploit. Enclave’s agents run like an attacker swarm and prep…