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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
lsandgrepbeat 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 .
| Source | Docs | Insights | Status |
|---|---|---|---|
| Guillermo Rauch | 9 | 1 | |
| Alexandr Wang | 89 | 11 | |
| Aaron Levie | 6 | 2 | |
| Marc Benioff | 0 | 0 | |
| Amjad Masad | 0 | 0 | |
| Kevin Systrom | 0 | 0 | |
| Tim Sweeney | 2 | 0 | |
| Mike Krieger | 0 | 0 | |
| Adam D'Angelo | 0 | 0 | |
| Brad Gerstner | 0 | 0 | |
| Nat Friedman | 0 | 0 | |
| clem 🤗 | 7 | 0 | |
| Tony Fadell | 0 | 0 | |
| Matt Mullenweg | 2 | 1 | |
| Sahil Lavingia | 3 | 0 | |
| Demis Hassabis | 2 | 1 | |
| Aravind Srinivas | 6 | 1 | |
| Jessica Livingston | 0 | 0 | |
| Drew Houston | 0 | 0 | |
| martin_casado | 6 | 0 | |
| Sarah Tavel | 0 | 0 | |
| Ryan Hoover | 2 | 0 | |
| Reed Hastings | 0 | 0 | |
| Jeff Lawson | 0 | 0 | |
| Stewart Butterfield | 0 | 0 | |
| Howie Liu | 0 | 0 | |
| Eric Schmidt | 0 | 0 | |
| Palmer Luckey | 8 | 0 | |
| Elon Musk | 25 | 0 | |
| Satya Nadella | 2 | 1 | |
| Jeff Bezos | 0 | 0 | |
| Shaan Puri | 0 | 0 | |
| Not Boring by Packy McCormick | 0 | 0 | |
| Jason ✨👾SaaStr.Ai✨ Lemkin | 12 | 3 | |
| Ben Thompson | 0 | 0 | |
| Li Jin | 0 | 0 | |
| Morgan Housel | 1 | 0 | |
| delian | 2 | 0 | |
| Daniel Ek | 0 | 0 | |
| No Priors: AI, Machine Learning, Tech, & Startups | 0 | 0 | |
| Invest Like The Best | 0 | 0 | |
| Lenny's Podcast | 0 | 0 | |
| 20VC with Harry Stebbings | 1 | 0 | |
| Garry Tan | 14 | 3 | |
| Brian Armstrong | 0 | 0 | |
| andrew chen | 4 | 0 | |
| tobi lutke | 2 | 0 | |
| benahorowitz.eth | 0 | 0 | |
| jack | 0 | 0 | |
| scott belsky | 0 | 0 | |
| David Sacks | 1 | 0 | |
| Vinod Khosla | 0 | 0 | |
| Chamath Palihapitiya | 3 | 1 | |
| Fred Wilson | 0 | 0 | |
| Tim Ferriss | 1 | 1 | |
| Sam Altman | 0 | 0 | |
| balajis.com | 0 | 0 | |
| Book of the Day from The Next Big Idea Club | 1 | 0 | |
| The Foresight Playbook | 0 | 0 | |
| Seliria’s Newsletter | 0 | 0 | |
| The Generalist | 0 | 0 | |
| Lenny's Newsletter | 0 | 0 | |
| Elad Gil | 0 | 0 | |
| No Priors | 2 | 0 | |
| sarah guo | 13 | 2 | |
| Bill Gurley | 0 | 0 | |
| Chris Dixon | 0 | 0 | |
| Keith Rabois | 0 | 0 | |
| Patrick OShaughnessy | 0 | 0 | |
| Bill Gates | 0 | 0 | |
| Reid Hoffman | 0 | 0 | |
| Naval | 0 | 0 | |
| Farnam Street | 0 | 0 | |
| Shane Parrish | 0 | 0 | |
| Patrick Collison | 0 | 0 | |
| Balaji | 0 | 0 | |
| Sam Altman | 0 | 0 | |
| Marc Andreessen 🇺🇸 | 0 | 0 | |
| David Perell | 0 | 0 | |
| Paul Graham | 1 | 0 | |
| Parker Conrad | 0 | 0 | |
| Palmer Luckey | 0 | 0 | |
| Suhail | 0 | 0 | |
| Tom Blomfield | 0 | 0 | |
| Guillermo Rauch | 0 | 0 | |
| clem 🤗 | 0 | 0 | |
| Jeremy Howard | 0 | 0 | |
| aileenlee | 0 | 0 | |
| @jason | 0 | 0 | |
| Ryan Hoover | 0 | 0 | |
| Nat Friedman | 0 | 0 | |
| Gokul Rajaram | 0 | 0 | |
| Ivan Zhao | 0 | 0 | |
| Chris Dixon | 0 | 0 | |
| Eric Schmidt | 0 | 0 | |
| Susan Wojcicki | 0 | 0 | |
| Jeff Weiner | 0 | 0 | |
| Kevin Systrom | 0 | 0 | |
| Sundar Pichai | 0 | 0 | |
| Tony Fadell | 0 | 0 | |
| Scott Belsky | 0 | 0 | |
| Drew Houston | 0 | 0 | |
| Marc Benioff | 0 | 0 | |
| Brian Chesky | 0 | 0 | |
| David Heinemeier Hansson (DHH) | 0 | 0 | |
| Sahil Lavingia | 0 | 0 | |
| Andrew Wilkinson | 0 | 0 | |
| jack | 1 | 0 | |
| John Doerr | 0 | 0 | |
| Satya Nadella | 0 | 0 | |
| Mark Zuckerberg | 1 | 0 | |
| Garry Tan | 1 | 1 | |
| Jensen Huang | 0 | 0 | |
| Michael Seibel | 2 | 0 | |
| Daniel Gross | 0 | 0 | |
| Shane Parrish | 0 | 0 | |
| Fred Wilson | 0 | 0 | |
| tobi lutke | 0 | 0 | |
| David Sacks | 0 | 0 | |
| Jeff Bezos | 0 | 0 | |
| Elon Musk | 0 | 0 | |
| Bill Gates | 1 | 0 | |
| Sam Altman | 1 | 0 | |
| Peter Thiel | 0 | 0 | |
| Elad Gil | 0 | 0 | |
| Keith Rabois | 0 | 0 | |
| Reid Hoffman | 0 | 0 | |
| Balaji Srinivasan | 0 | 0 | |
| Tim Ferriss | 0 | 0 | |
| Brian Armstrong | 0 | 0 | |
| Ben Horowitz | 0 | 0 | |
| Naval Ravikant | 0 | 0 | |
| Patrick Collison | 0 | 0 | |
| Marc Andreessen | 0 | 0 | |
| Paul Graham | 0 | 0 | |
| Tomasz Tunguz | 0 | 0 | |
| Brad Feld | 0 | 0 |