<?xml version="1.0" encoding="UTF-8"?><rss xmlns:dc="http://purl.org/dc/elements/1.1/" xmlns:content="http://purl.org/rss/1.0/modules/content/" xmlns:atom="http://www.w3.org/2005/Atom" version="2.0" xmlns:itunes="http://www.itunes.com/dtds/podcast-1.0.dtd" xmlns:googleplay="http://www.google.com/schemas/play-podcasts/1.0"><channel><title><![CDATA[Notice the Nuance]]></title><description><![CDATA[Tracking incentives, connecting dots, and reading the future's fine print.]]></description><link>https://read.noticethenuance.com</link><image><url>https://substackcdn.com/image/fetch/$s_!YVBv!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb841f6d5-eccf-450b-abf2-56440aa01600_1280x1280.png</url><title>Notice the Nuance</title><link>https://read.noticethenuance.com</link></image><generator>Substack</generator><lastBuildDate>Mon, 11 May 2026 02:01:12 GMT</lastBuildDate><atom:link href="https://read.noticethenuance.com/feed" rel="self" type="application/rss+xml"/><copyright><![CDATA[Sherveen Mashayekhi]]></copyright><language><![CDATA[en]]></language><webMaster><![CDATA[sherveen@substack.com]]></webMaster><itunes:owner><itunes:email><![CDATA[sherveen@substack.com]]></itunes:email><itunes:name><![CDATA[Sherveen Mashayekhi]]></itunes:name></itunes:owner><itunes:author><![CDATA[Sherveen Mashayekhi]]></itunes:author><googleplay:owner><![CDATA[sherveen@substack.com]]></googleplay:owner><googleplay:email><![CDATA[sherveen@substack.com]]></googleplay:email><googleplay:author><![CDATA[Sherveen Mashayekhi]]></googleplay:author><itunes:block><![CDATA[Yes]]></itunes:block><item><title><![CDATA[The Price of (Artificial) Intelligence]]></title><description><![CDATA[The AI pricing models (and battles) that will rule the rest of your life.]]></description><link>https://read.noticethenuance.com/p/the-price-of-artificial-intelligence</link><guid isPermaLink="false">https://read.noticethenuance.com/p/the-price-of-artificial-intelligence</guid><dc:creator><![CDATA[Sherveen Mashayekhi]]></dc:creator><pubDate>Mon, 09 Feb 2026 14:38:32 GMT</pubDate><enclosure url="https://substack-post-media.s3.amazonaws.com/public/images/d3af4288-e1b8-4251-87e3-b90757a5ef93_1200x630.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>In the wise words of Yoda &#8212; begun, the AI pricing wars have.</p><p>Anthropic drew the battle lines last week when <a href="https://www.anthropic.com/news/claude-is-a-space-to-think">they blogged about their plans</a> to <em><strong>avoid</strong></em> ads in Claude at a time when OpenAI is slowly <a href="https://openai.com/index/our-approach-to-advertising-and-expanding-access/">rolling out their ad-supported tiers</a>. Anthropic then pre-released their own ads that ran during Sunday&#8217;s Super Bowl.</p><p>They&#8217;re funny ads, no doubt! But &#8212; their certainty about what&#8217;s <em>right</em> when it comes to ads and AI, and their own pricing, has flummoxed me.</p><p>I don&#8217;t like to be flummoxed for extended periods of time, so let&#8217;s talk it out!</p><div id="youtube2-FBSam25u8O4" class="youtube-wrap" data-attrs="{&quot;videoId&quot;:&quot;FBSam25u8O4&quot;,&quot;startTime&quot;:null,&quot;endTime&quot;:null}" data-component-name="Youtube2ToDOM"><div class="youtube-inner"><iframe src="https://www.youtube-nocookie.com/embed/FBSam25u8O4?rel=0&amp;autoplay=0&amp;showinfo=0&amp;enablejsapi=0" frameborder="0" loading="lazy" gesture="media" allow="autoplay; fullscreen" allowautoplay="true" allowfullscreen="true" width="728" height="409"></iframe></div></div><p>Today, I want to posit that <strong>the price to access AI models and products will rule the rest of your life,</strong> and I hope to convince you to care<strong>.</strong></p><p>Between Anthropic&#8217;s pre-release of ads and Sunday&#8217;s real-release, <a href="https://code.claude.com/docs/en/fast-mode">they launched an interesting update</a>: <strong>fast mode for Opus 4.6</strong>. Anyone using Claude Code to do AI-generated coding work could type &#8216;<em>/fast</em>&#8217; and they&#8217;d get the latest model at <strong>2.5x the speed, and</strong> <em><strong>6x the cost</strong></em>.</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!uTwO!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1c8554cb-cafc-4417-84ca-7c6e04bb38b0_890x530.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!uTwO!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1c8554cb-cafc-4417-84ca-7c6e04bb38b0_890x530.png 424w, https://substackcdn.com/image/fetch/$s_!uTwO!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1c8554cb-cafc-4417-84ca-7c6e04bb38b0_890x530.png 848w, https://substackcdn.com/image/fetch/$s_!uTwO!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1c8554cb-cafc-4417-84ca-7c6e04bb38b0_890x530.png 1272w, https://substackcdn.com/image/fetch/$s_!uTwO!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1c8554cb-cafc-4417-84ca-7c6e04bb38b0_890x530.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!uTwO!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1c8554cb-cafc-4417-84ca-7c6e04bb38b0_890x530.png" width="474" height="282.2696629213483" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/1c8554cb-cafc-4417-84ca-7c6e04bb38b0_890x530.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:530,&quot;width&quot;:890,&quot;resizeWidth&quot;:474,&quot;bytes&quot;:60691,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:true,&quot;internalRedirect&quot;:&quot;https://read.noticethenuance.com/i/187061689?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1c8554cb-cafc-4417-84ca-7c6e04bb38b0_890x530.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!uTwO!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1c8554cb-cafc-4417-84ca-7c6e04bb38b0_890x530.png 424w, https://substackcdn.com/image/fetch/$s_!uTwO!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1c8554cb-cafc-4417-84ca-7c6e04bb38b0_890x530.png 848w, https://substackcdn.com/image/fetch/$s_!uTwO!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1c8554cb-cafc-4417-84ca-7c6e04bb38b0_890x530.png 1272w, https://substackcdn.com/image/fetch/$s_!uTwO!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1c8554cb-cafc-4417-84ca-7c6e04bb38b0_890x530.png 1456w" sizes="100vw" fetchpriority="high"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a><figcaption class="image-caption">OpenAI&#8217;s new <em>fast mode</em> &#8212; 2.5x faster, 6x the cost.</figcaption></figure></div><p>An individual, or a team, can now bypass a &#8216;wealthy-people&#8217; paywall to access <em>more</em> intelligence (by way of more cognition per unit time).</p><p>When we use these AI models and products, <em><strong>speed, persistence, concurrency, and autonomy</strong></em> are key levers in the result. In other words, pricing is becoming a throttle on cognition. We could very easily wind up in a bifurcation of access to intelligence, fast lanes, and severe inequality.</p><h2><strong>AI and ads touch on your dinner plate.</strong></h2><p>Let&#8217;s zoom in on the current fight between Anthropic and OpenAI. First, let me give caveats: whether it&#8217;s OpenAI or others, ads and algorithms are going to be a part of this phase of technology, and a more important part than even the last phase.</p><p>We should hold companies to account about the implications, and I appreciate that OpenAI is consistently and repeatedly reaffirming that ads won&#8217;t influence AI results. There&#8217;s good reason to believe they&#8217;d adhere to this, too, but that&#8217;s for another day.</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!_X3x!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F856e76ad-cd91-456b-a185-70ea4f7925da_1057x401.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!_X3x!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F856e76ad-cd91-456b-a185-70ea4f7925da_1057x401.png 424w, https://substackcdn.com/image/fetch/$s_!_X3x!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F856e76ad-cd91-456b-a185-70ea4f7925da_1057x401.png 848w, https://substackcdn.com/image/fetch/$s_!_X3x!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F856e76ad-cd91-456b-a185-70ea4f7925da_1057x401.png 1272w, https://substackcdn.com/image/fetch/$s_!_X3x!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F856e76ad-cd91-456b-a185-70ea4f7925da_1057x401.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!_X3x!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F856e76ad-cd91-456b-a185-70ea4f7925da_1057x401.png" width="672" height="254.94039735099338" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/856e76ad-cd91-456b-a185-70ea4f7925da_1057x401.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:401,&quot;width&quot;:1057,&quot;resizeWidth&quot;:672,&quot;bytes&quot;:62225,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:&quot;https://read.noticethenuance.com/i/187061689?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F856e76ad-cd91-456b-a185-70ea4f7925da_1057x401.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!_X3x!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F856e76ad-cd91-456b-a185-70ea4f7925da_1057x401.png 424w, https://substackcdn.com/image/fetch/$s_!_X3x!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F856e76ad-cd91-456b-a185-70ea4f7925da_1057x401.png 848w, https://substackcdn.com/image/fetch/$s_!_X3x!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F856e76ad-cd91-456b-a185-70ea4f7925da_1057x401.png 1272w, https://substackcdn.com/image/fetch/$s_!_X3x!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F856e76ad-cd91-456b-a185-70ea4f7925da_1057x401.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a><figcaption class="image-caption">Sam Altman&#8217;s response to Anthropic&#8217;s Super Bowl ads.</figcaption></figure></div><p>And while I respect Anthropic for staking out a principled position in public, it&#8217;s important to remember that a student in college with a few bucks to their name can access the same set of Google products as a wealthy oligarch today &#8212; because of the power of advertising.</p><p>While there are a bunch of incentive gradients that come out of ads around attention, distribution, and monopoly power, there&#8217;s no doubt that advertising subsidizes consumer demand that otherwise requires access to liquid capital &#8212; the news, apps, and large chunks of the web.</p><p>Both companies offer approximately the same business model to the world today: subscriptions ranging from $20 per month to $200 per month with incremental tiers of product and model access.</p><p>And let&#8217;s just get to the punchline: it&#8217;s not like Anthropic is going to <em><strong>give away</strong></em> versions of Claude that they&#8217;ll otherwise charge $20 for. And so if pricing models are gatekeepers to access, should they really be making fun of OpenAI for providing an ad-supported model that might get most of the population access to the latest GPT model when they&#8217;d be otherwise unable to afford it?</p><p>Ads are subsidies, and subsidies decide who gets in the building.</p><div class="subscription-widget-wrap-editor" data-attrs="{&quot;url&quot;:&quot;https://read.noticethenuance.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe&quot;,&quot;language&quot;:&quot;en&quot;}" data-component-name="SubscribeWidgetToDOM"><div class="subscription-widget show-subscribe"><div class="preamble"><p class="cta-caption">Speaking of subsidies &#8212; did you know it&#8217;s free to subscribe to <em>Notice the Nuance</em>? I subsidize:</p></div><form class="subscription-widget-subscribe"><input type="email" class="email-input" name="email" placeholder="Type your email&#8230;" tabindex="-1"><input type="submit" class="button primary" value="Subscribe"><div class="fake-input-wrapper"><div class="fake-input"></div><div class="fake-button"></div></div></form></div></div><h2>Pay-as-you-think pricing.</h2><p>Let&#8217;s zoom in to another fast-moving area of intelligence bifurcation: the AI code generation tools that are being fast-adopted by the entire tech industry. For those less familiar, all now do approximately the same thing: <strong>users prompt, models write code.</strong></p><p>On one side, you have <a href="https://ampcode.com/">Amp Code</a>, a startup that &#8212; from its launch &#8212; doesn&#8217;t have a subscription and whose CEO believes may <em>never</em> have one. They&#8217;re even <em><strong>principled</strong></em> against subscription pricing models. You can&#8217;t pay them $20 or $200 a month; you have to buy credits or pay as you go.</p><p>On the other side, you have subscription-oriented products like <a href="https://cursor.so/">Cursor</a>, Claude Code, or OpenAI&#8217;s Codex CLI. Although you can pay for extra tokens, these companies mostly want you to subscribe to their coding products for a monthly fee.</p><p>These two sides form what I call <em><strong>the token or the tether</strong></em>.</p><p><strong>The token:</strong> Amp&#8217;s stated product and pricing philosophy: &#8220;<em>Amp is unconstrained in token usage (and therefore cost). Our sole incentive is to make it valuable, not to match the cost of a subscription.</em>&#8221; <strong>Translation:</strong> you&#8217;re paying for the credits, and so they&#8217;ll always try to serve you with the smartest model in the best harness, at its best settings, to achieve the result you want.</p><p>If that means you&#8217;re spending $5 one day on a task and $120 on another day to build an entire feature, they hope that&#8217;s an agreement you&#8217;re willing to engage in because you understand that the <em>best, fastest way</em> to get to a <em>good result</em> is the untethered token.</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!m893!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F33755e8b-6af0-4c64-9e3d-027ab65f2429_1395x532.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!m893!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F33755e8b-6af0-4c64-9e3d-027ab65f2429_1395x532.png 424w, https://substackcdn.com/image/fetch/$s_!m893!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F33755e8b-6af0-4c64-9e3d-027ab65f2429_1395x532.png 848w, https://substackcdn.com/image/fetch/$s_!m893!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F33755e8b-6af0-4c64-9e3d-027ab65f2429_1395x532.png 1272w, https://substackcdn.com/image/fetch/$s_!m893!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F33755e8b-6af0-4c64-9e3d-027ab65f2429_1395x532.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!m893!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F33755e8b-6af0-4c64-9e3d-027ab65f2429_1395x532.png" width="650" height="247.88530465949822" 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srcset="https://substackcdn.com/image/fetch/$s_!m893!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F33755e8b-6af0-4c64-9e3d-027ab65f2429_1395x532.png 424w, https://substackcdn.com/image/fetch/$s_!m893!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F33755e8b-6af0-4c64-9e3d-027ab65f2429_1395x532.png 848w, https://substackcdn.com/image/fetch/$s_!m893!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F33755e8b-6af0-4c64-9e3d-027ab65f2429_1395x532.png 1272w, https://substackcdn.com/image/fetch/$s_!m893!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F33755e8b-6af0-4c64-9e3d-027ab65f2429_1395x532.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a><figcaption class="image-caption">Amp is an <em>opinionated</em> provider.</figcaption></figure></div><p><strong>The tether:</strong> With subscription-oriented products like Cursor, companies are aiming for gym membership-style unit economics. They want a lot of people (and teams) to get engaged, subscribe to highest-tier bundles, and serve those users enough compute to keep them from churning while still winding up profitable.</p><p>But remember that, for the first time, the marginal cost of a digital product isn&#8217;t delivering deterministic bits of data. Instead, it&#8217;s the variable, probabilistic, and unpredictable cost of machine <em>reasoning</em>.</p><p>If an engineer wants to change how a login feature works, Opus 4 and Opus 4.5 might both be able to achieve it. There are capability gaps as you get to more complicated requests, but there&#8217;s also margin for getting crafty in using different models with different settings and harnesses to do a &#8220;good enough&#8221; job.</p><p>A subscription-oriented company wants to keep you making a reasonable number of requests, might swap to cheaper models as you use more of their service, or truncate the compute or reasoning that goes into your results to keep cost of goods sold (COGS) below average revenue per user (ARPU).</p><p>That&#8217;s the tether. They have good reasons to hold things back. This leads to new and interesting outcomes, like a dynamic I call <em><strong>the capability perception gap</strong></em>.</p><p>Point Amp Code at a bug and it&#8217;ll happily spawn dozens of tool calls until the test suite turns green. You&#8217;ll pay for that firehose of reasoning, but you know that it&#8217;ll try until it can&#8217;t anymore.</p><p>Whereas &#8212; Cursor has improved on this, but in parts of 2025, the company was clearly not letting the models &#8220;exercise&#8221; to their fullest power. You&#8217;d see users online feeling like the AI agent was &#8220;giving up&#8221; or &#8220;timing out&#8221; on complex tasks. The core model might&#8217;ve been the same as Amp&#8217;s, but it operated on a compute budget.</p><p>And users aren&#8217;t always told, and can&#8217;t always distinguish between genuine AI limitations and artificial business constraints. When an agent stops working on a problem, is it because the underlying model reached the edge of its capacity, or because the user hit some hidden throttle?</p><p>So &#8212; in one case, with subscription incentives, we might encounter throttling, model swaps, and good-enough behavior. Where we&#8217;re paying-as-we-go, we might get agents that think longer, better, faster, stronger.</p><p>How you&#8217;re being charged dictates the length of an agent&#8217;s leash.</p><h2>Where&#8217;s my commission?</h2><p>Let&#8217;s examine another dynamic, which is the transition away from software-as-a-service. It&#8217;s really about a transition away from buying product suites that you as the customer <em>use</em> to buying agents that <em>do things</em> &#8212; or, we used to buy features, and now we&#8217;ll move toward buying <em>outcomes</em>.</p><p>Think of it: in the past, if your company bought help desk software like <a href="https://www.zendesk.com/">Zendesk</a>, you were paying for a set of features per user. Ultimately, the <em><strong>outcomes</strong></em> were still on the people at your company to achieve. And for Zendesk, the marginal cost of servicing an additional customer was essentially zero. Software-style economics.</p><p>In the age of intelligence, we&#8217;re flipping AI into equivalents of <em><strong>labor and agency</strong></em>. The customer service platform Intercom has been transitioning to <a href="https://fin.ai/pricing">Fin</a>, its AI agent product that charges based on successful resolution of customer tickets.</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!S3bB!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F27ecb8b0-18e0-4806-b37c-3ca13e2a0216_835x961.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!S3bB!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F27ecb8b0-18e0-4806-b37c-3ca13e2a0216_835x961.png 424w, https://substackcdn.com/image/fetch/$s_!S3bB!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F27ecb8b0-18e0-4806-b37c-3ca13e2a0216_835x961.png 848w, https://substackcdn.com/image/fetch/$s_!S3bB!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F27ecb8b0-18e0-4806-b37c-3ca13e2a0216_835x961.png 1272w, https://substackcdn.com/image/fetch/$s_!S3bB!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F27ecb8b0-18e0-4806-b37c-3ca13e2a0216_835x961.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!S3bB!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F27ecb8b0-18e0-4806-b37c-3ca13e2a0216_835x961.png" width="504" height="580.0526946107784" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/27ecb8b0-18e0-4806-b37c-3ca13e2a0216_835x961.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:961,&quot;width&quot;:835,&quot;resizeWidth&quot;:504,&quot;bytes&quot;:127889,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:&quot;https://read.noticethenuance.com/i/187061689?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F27ecb8b0-18e0-4806-b37c-3ca13e2a0216_835x961.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!S3bB!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F27ecb8b0-18e0-4806-b37c-3ca13e2a0216_835x961.png 424w, https://substackcdn.com/image/fetch/$s_!S3bB!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F27ecb8b0-18e0-4806-b37c-3ca13e2a0216_835x961.png 848w, https://substackcdn.com/image/fetch/$s_!S3bB!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F27ecb8b0-18e0-4806-b37c-3ca13e2a0216_835x961.png 1272w, https://substackcdn.com/image/fetch/$s_!S3bB!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F27ecb8b0-18e0-4806-b37c-3ca13e2a0216_835x961.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p>Your company no longer cares how the job gets done (more or less), instead directly looking for the outcome they get at the end of an agentic chain. Although the company might wonder or want to get involved or steer the agent, this leaves a lot of the <em><strong>decision dynamics</strong></em> to Intercom (as a team) and Fin (as an autonomous agent).</p><p>And when pricing shifts from tools (limited by those who operate them) to outcomes (the companies that can deploy more models, faster models, smarter models win), customers will migrate to the better outcome <em>regardless of cost</em>. The capital advantage <em><strong>becomes</strong></em> the outcome advantage, rather than being a tool along the way.</p><p>Put differently &#8212; the nature of software as being paired with people is turning from linear to almost exponential, where although your company might still need 1 or 2 employees in customer service, they could be orchestrating 100+ agents working 24/7.</p><p>In this era, capital can buy <em>almost-finished work</em>.</p><h2>Disney&#8217;s Fast Pass, but for life.</h2><p>Did you notice? It all came together. This is about <strong>fast lanes, capital intelligence, and an uncapped top end</strong>.</p><ul><li><p>Anthropic versus OpenAI demonstrates how access will be limited by business model, and will be unlocked by incremental capital.</p></li><li><p>Cursor versus Amp Code demonstrates that pricing will govern cognition, and how hard autonomous agents will try and persist.</p></li><li><p>Zendesk versus Finn demonstrates that we will increasingly purchase outcomes instead of tools, at uncapped or uncanny rates.</p></li></ul><p>Put differently, access (who pays) &#8594; cognition throttle (how you pay) &#8594; outcomes for sale (what you buy) &#8594; <em>capital buys not-before-seen compounding iteration speed.</em></p><p>Some of you might think this looks or sounds like the last era of software. It really isn&#8217;t. If you were a growth stage startup in 2019, <strong>you couldn&#8217;t just </strong><em><strong>buy more Salesforce</strong></em><strong> as a method of engaging and selling to more customers.</strong></p><p>There was linearity &#8212; anchored to the human intelligence you had to hire &#8212; that is turning into some non-linear mode where you can buy more AI agents, in better and faster modes, leading to a multiplicative iteration effect.</p><p>If I start a banana stand, and you start a banana stand, and we both have five employees, there were always uneven dynamics between us. If I had capital access and raised venture, I had an advantage. But there were moderating forces at play, because I&#8217;d have to spend time converting that capital into people to exchange it for progress.</p><p>In 2026, I might use that venture capital to deploy hundreds of autonomous AI agents at 5x the speed of the generally available marketplace model in a way that you can&#8217;t even fathom to afford.</p><p>And look, I get what some of you will say. Competitive forces in the market will mean we get smarter models for cheaper over time. I agree with you! That&#8217;s already happening and it will continue to happen. But that&#8217;s about <em><strong>the baselines</strong></em>. In the age of autonomous AI agents, <em><strong>the top end of capability will likely remain uncapped.</strong></em> </p><p>Today, someone can buy Claude Code for $200/month and get the equivalent of one AI agent as a copilot for an entire work day. But a wealthier someone else can turn on fast mode, blast through the $200/month plan&#8217;s quotas, buy more tokens and get the equivalent of five AI agents as a copilot through that same work day, and then the rest of the week.</p><p>And this all matters until the point at which it might not &#8212; AGI or ASI, in which case I don&#8217;t have strong predictions. But until then, speed, autonomy, and concurrency of AI at the top end doesn&#8217;t seem to have hard caps.</p><p>Speed and concurrency are unlocks to non-linear advantage.</p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://read.noticethenuance.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe now&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://read.noticethenuance.com/subscribe?"><span>Subscribe now</span></a></p><h2>Democratization of intelligence.</h2><p>I really respect both Anthropic and OpenAI, and I use both company&#8217;s products pretty much twenty hours a day. I appreciate Anthropic&#8217;s principled stands in most cases, but I think OpenAI is taking a more pragmatic approach as we see AGI and ASI on the horizon.</p><p>Funnily enough, this is adherence to their original mission to &#8220;<em>advance digital intelligence in the way that is most likely to benefit humanity as a whole</em>&#8221; (this has more recently been changed to &#8220;<em>ensure that artificial general intelligence benefits all of humanity</em>,&#8221; for the record).</p><p>They seem not to think that the power of artificial intelligence should be held to the few, but instead distributed amongst the many. And implied in their strategy thus far: the path to that outcome might be the same that Google and Facebook and many others have walked &#8212; <em><strong>ads</strong></em>. </p><p>If there are other ways, we should find them, too.</p><p>Some of you might be asking &#8212; okay, so what next, bald man? To that, I&#8217;d say I got a hair system two months ago and I look 10 years younger and far less shiny.</p><p>But the other thing I&#8217;d say: I&#8217;m not sure. I can&#8217;t quite tell how much of this is tied to politics, although certainly <em>some</em> of it is. I&#8217;m more worried than I would be because of the existence of a tech oligarchy that seems likely to embrace extreme societal asymmetries.</p><p>At the same time, I want to continue to give breathing room to companies who seem to be exploring this in good faith &#8212; who are giving us smart models and products, or pre-thinking through the risks of rapid takeoff scenarios. And I want smart people to continue to get involved and join the conversation from a wider variety of industries and slices of life.</p><p>In the age of autonomous software, capital intelligence becomes a category we should pay attention to. The politics of access are more than cute memes about the ad you might get in your AI product. In fact, it could be about whether you&#8217;ll have access to AI products at all.</p><div class="captioned-button-wrap" data-attrs="{&quot;url&quot;:&quot;https://read.noticethenuance.com/p/the-price-of-artificial-intelligence?utm_source=substack&utm_medium=email&utm_content=share&action=share&quot;,&quot;text&quot;:&quot;Share&quot;}" data-component-name="CaptionedButtonToDOM"><div class="preamble"><p class="cta-caption">Thanks for reading &#8212; please share this with a curious and/or intelligent friend! &lt;3</p></div><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://read.noticethenuance.com/p/the-price-of-artificial-intelligence?utm_source=substack&utm_medium=email&utm_content=share&action=share&quot;,&quot;text&quot;:&quot;Share&quot;}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://read.noticethenuance.com/p/the-price-of-artificial-intelligence?utm_source=substack&utm_medium=email&utm_content=share&action=share"><span>Share</span></a></p></div>]]></content:encoded></item><item><title><![CDATA[Moltbook: Everything You Need to Know]]></title><description><![CDATA[Are AI agents building their own social network, really?]]></description><link>https://read.noticethenuance.com/p/moltbook-everything-you-need-to-know</link><guid isPermaLink="false">https://read.noticethenuance.com/p/moltbook-everything-you-need-to-know</guid><dc:creator><![CDATA[Sherveen Mashayekhi]]></dc:creator><pubDate>Sat, 31 Jan 2026 17:32:08 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!4Qv6!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe4d7926e-f4b8-4cab-958d-0f1957d66c6d_1320x2050.jpeg" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>Over the past 24 hours, everyone&#8217;s become obsessed and fascinated with a new platform called <a href="https://www.moltbook.com/">Moltbook</a>, which describes itself as a social network for AI agents.</p><p>One of OpenAI&#8217;s original founders <a href="https://x.com/karpathy/status/2017296988589723767">has tweeted about it</a>. So have <a href="https://x.com/semaforben/status/2017589088501559788">journalists</a>, <a href="https://x.com/DouthatNYT">NYT columnists</a>, and now, it&#8217;s in the news (<a href="https://www.nbcnews.com/tech/tech-news/ai-agents-social-media-platform-moltbook-rcna256738">here</a>, <a href="https://www.axios.com/2026/01/31/ai-moltbook-human-need-tech">here</a>, <a href="https://www.washingtontimes.com/news/2026/jan/30/bots-inside-moltbook-social-network-strictly-ai/">here</a>).</p><p>And the claims about what&#8217;s happening on Moltbook are expansive &#8212; from AI agents attempting to create their own language, form a religion, or revolt against humans.</p><p>Well, I&#8217;m here to tell you two things at once:</p><ul><li><p>It&#8217;s a whole lotta hype by people who don&#8217;t get how AI agents work.</p></li><li><p>But it is a useful preview into the agentic future if you know what to look for.</p></li></ul><p>So, I&#8217;m going to explain the exact mechanics behind Moltbook and the AI agents on it, where humans are and aren&#8217;t involved, and what comes next.</p><p>If you&#8217;re someone on the outside peeking in, I hope this helps you with any FOMO and reassures you that we&#8217;re not in end times. But I also want you to notice how Moltbook might provide a useful framework for future AI &#8216;singularity&#8217; scenarios.</p><p>Let&#8217;s dig in.</p><h2>What are Clawdbots, really?</h2><p>Before we demystify all the interesting anecdotes, let&#8217;s get really specific about the tech stack here, starting with the AI agents using Moltbook:</p><p>This whole journey began with something called Clawdbot &#8212; renamed to Moltbot and then to <a href="https://openclaw.ai/">OpenClaw</a> due to copyright. We&#8217;ll call it Clawdbot for now.</p><p>It&#8217;s an open source project by developer <a href="https://steipete.me/">Peter Steinberger</a>, aimed at giving people a personal AI assistant that&#8217;s easy to talk to through messaging apps (text, Slack, etc.) and that takes more actions than your typical AI app (ex. it can be given control of your smart home devices).</p><p>To understand this journey, you have to understand that Clawdbot is just an AI agent like any other we&#8217;ve had for the past ~10 months now. The core technology is not different than other AI agents you might&#8217;ve heard about, like <a href="https://code.claude.com/docs/en/overview">Claude Code</a> or <a href="https://manus.im/">Manus</a>.</p><p><em><strong>But what is an AI agent, really?</strong></em></p><p>An AI agent is basically a large language model (like GPT-5.2 or Gemini 3 Pro) in a <em>scaffold</em>, where the scaffold gives the LLM the ability to:</p><ul><li><p>be given a multi-step, complex goal</p></li><li><p>plan steps, revise steps, backtrack and edit steps</p></li><li><p>see its environment (ex. &#8220;I&#8217;m on a Windows machine in the cloud&#8221;)</p></li><li><p>use tools (ex. web search or a scratchpad for notes)</p></li><li><p>act for longer periods than your typical AI chatbot</p></li></ul><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!-bdu!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F00a0ccf0-250f-4e80-afee-7bd84d0aafe3_1321x855.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!-bdu!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F00a0ccf0-250f-4e80-afee-7bd84d0aafe3_1321x855.png 424w, https://substackcdn.com/image/fetch/$s_!-bdu!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F00a0ccf0-250f-4e80-afee-7bd84d0aafe3_1321x855.png 848w, https://substackcdn.com/image/fetch/$s_!-bdu!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F00a0ccf0-250f-4e80-afee-7bd84d0aafe3_1321x855.png 1272w, https://substackcdn.com/image/fetch/$s_!-bdu!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F00a0ccf0-250f-4e80-afee-7bd84d0aafe3_1321x855.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!-bdu!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F00a0ccf0-250f-4e80-afee-7bd84d0aafe3_1321x855.png" width="1321" height="855" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/00a0ccf0-250f-4e80-afee-7bd84d0aafe3_1321x855.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:855,&quot;width&quot;:1321,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:49575,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:&quot;https://read.noticethenuance.com/i/186415743?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F00a0ccf0-250f-4e80-afee-7bd84d0aafe3_1321x855.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!-bdu!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F00a0ccf0-250f-4e80-afee-7bd84d0aafe3_1321x855.png 424w, https://substackcdn.com/image/fetch/$s_!-bdu!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F00a0ccf0-250f-4e80-afee-7bd84d0aafe3_1321x855.png 848w, https://substackcdn.com/image/fetch/$s_!-bdu!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F00a0ccf0-250f-4e80-afee-7bd84d0aafe3_1321x855.png 1272w, https://substackcdn.com/image/fetch/$s_!-bdu!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F00a0ccf0-250f-4e80-afee-7bd84d0aafe3_1321x855.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a><figcaption class="image-caption">An AI agent is an LLM in a goal-oriented infrastructure (scaffold).</figcaption></figure></div><p>While I will spend the rest of this piece mostly <em>downplaying</em> their capability so that I can properly explain Moltbook, I must stress that <strong>AI agents are extremely awesome</strong>, highly capable tools. Agentic progress will lead to dramatic outcomes in society at large over the next 1 to 5 years. Okay, let&#8217;s put that to the side for now.</p><p>With most AI agents, similar to normal AI chatbots, you have to send a prompt and then wait for a response.</p><div class="subscription-widget-wrap-editor" data-attrs="{&quot;url&quot;:&quot;https://read.noticethenuance.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe&quot;,&quot;language&quot;:&quot;en&quot;}" data-component-name="SubscribeWidgetToDOM"><div class="subscription-widget show-subscribe"><div class="preamble"><p class="cta-caption">&#8230; btw, if you&#8217;re a fan of nuance and want more of it at the intersection of tech, business, &amp; society &#8212; you should subscribe!</p></div><form class="subscription-widget-subscribe"><input type="email" class="email-input" name="email" placeholder="Type your email&#8230;" tabindex="-1"><input type="submit" class="button primary" value="Subscribe"><div class="fake-input-wrapper"><div class="fake-input"></div><div class="fake-button"></div></div></form></div></div><p>As an example, in the instance of Claude Code, you might ask it to write code to build you a website or run a program on your computer. In the case of Manus, you might trigger 20 minutes of research on the web as it builds you a market report. In the case of OpenAI&#8217;s Codex, it might do an hour&#8217;s worth of web development and testing to build you an app.</p><p>In any of these cases, it&#8217;ll do things in response to your prompt, respond to you, then wait for your next prompt.</p><p>The innovation of Clawdbot and projects like it are that they take the AI agents we already have and:</p><ul><li><p>put them in an always-on, self-acting mode</p></li><li><p>give them lots of unrestricted tools</p></li></ul><p><strong>Let&#8217;s be really specific about what these mean:</strong></p><p>The Clawdbot project is a &#8216;wrapper&#8217; around Claude Code that adds a &#8216;daemon&#8217; on top. Think of a daemon (technical term) as being an always-on program, running in the background on a computer or server.</p><p>Because it&#8217;s always-on, that means it can take action based on schedules (triggering every N minutes) and inbound messages (ex. an email can trigger it to do something).</p><p>Clawdbot is also given a &#8216;heartbeat&#8217; &#8212; whereas you have to prompt most AI tools to get them to respond, think of a heartbeat as a &#8216;wake up and do something&#8217; message sent to the AI every N seconds to encourage it to take proactive action.</p><p>Then, Peter gave Clawdbots access to a lot of unrestricted tools, including file system access, network calls, the ability to log into accounts, and more.</p><p>Remember that at its core, Clawdbot is &#8216;wrapped&#8217; around Claude Code, which most engineers use to write code (obviously) and is limited in taking what might be considered &#8216;dangerous&#8217; actions. But Clawdbot <em><strong>is encouraged to write code for non-code purposes</strong></em>, including&#8230;</p><ul><li><p>modifying its own &#8216;instructions,&#8217; which are basically in a text file, to give themselves more &#8216;personality&#8217; &#8212; note that &#8216;personality&#8217; in this case is the same as if you&#8217;d prompt ChatGPT to act more sassy, but it&#8217;s more consistent because the agent can access that text file any time instead of needing a reminder from you</p></li><li><p>downloading &#8216;skills&#8217; from the internet, which are basically API or CLI instructions that have existed for decades, ex. they can download a &#8216;skill&#8217; that tells them how to write code that pings Google for the weather or fetch Slack&#8217;s documentation page to learn how to send you a message on Slack</p></li></ul><p>Already, the always-on nature of Clawdbot combined with a heartbeat and tool access can lead to some neat new functionality compared to Claude Code itself:</p><ul><li><p>you can tell your agent to text you every 20 minutes with reminders, because it&#8217;s an always-on daemon and can learn how to use a third party tool to send texts or to access your phone</p></li><li><p>you can have your agent watch a folder on your computer and rename any new files it notices without needing to prompt it, and it can remember to do this by modifying its instruction file, which it reads every time the &#8216;heartbeat&#8217; wakes it up</p></li><li><p>you can ask your agent &#8212; &#8216;hey, can you speak to me using a real voice?&#8217; &#8212; and without you having to do anything, it&#8217;ll search the web for text-to-speech platforms, sign up for one (which just means it&#8217;s using some &#8216;tool&#8217; that lets it create an account), and then use it to send you a voice note</p></li></ul><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!iiAi!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe94b56e1-6639-4266-bac4-ff717a4d3011_1142x1294.jpeg" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!iiAi!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe94b56e1-6639-4266-bac4-ff717a4d3011_1142x1294.jpeg 424w, https://substackcdn.com/image/fetch/$s_!iiAi!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe94b56e1-6639-4266-bac4-ff717a4d3011_1142x1294.jpeg 848w, https://substackcdn.com/image/fetch/$s_!iiAi!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe94b56e1-6639-4266-bac4-ff717a4d3011_1142x1294.jpeg 1272w, https://substackcdn.com/image/fetch/$s_!iiAi!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe94b56e1-6639-4266-bac4-ff717a4d3011_1142x1294.jpeg 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!iiAi!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe94b56e1-6639-4266-bac4-ff717a4d3011_1142x1294.jpeg" width="498" height="564.2837127845885" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/e94b56e1-6639-4266-bac4-ff717a4d3011_1142x1294.jpeg&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:1294,&quot;width&quot;:1142,&quot;resizeWidth&quot;:498,&quot;bytes&quot;:null,&quot;alt&quot;:&quot;Image&quot;,&quot;title&quot;:null,&quot;type&quot;:null,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="Image" title="Image" srcset="https://substackcdn.com/image/fetch/$s_!iiAi!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe94b56e1-6639-4266-bac4-ff717a4d3011_1142x1294.jpeg 424w, https://substackcdn.com/image/fetch/$s_!iiAi!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe94b56e1-6639-4266-bac4-ff717a4d3011_1142x1294.jpeg 848w, https://substackcdn.com/image/fetch/$s_!iiAi!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe94b56e1-6639-4266-bac4-ff717a4d3011_1142x1294.jpeg 1272w, https://substackcdn.com/image/fetch/$s_!iiAi!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe94b56e1-6639-4266-bac4-ff717a4d3011_1142x1294.jpeg 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p>And if you encourage it to do things without your explicit instruction, this can lead to &#8216;emergent&#8217; behavior &#8212; and emergent behavior can feel really cool and alien!</p><p>A (simplified) example from Peter, the project&#8217;s creator: he sent his Clawdbot a voice message but he hadn&#8217;t coded up any support for it to listen to voice messages. And yet, a minute later, it still replied to the content inside the voice message.</p><p><em><strong>How?</strong></em> Well, the agent is told to be useful and can write code &#8212; so,</p><ul><li><p>it noticed that the voice message was a file with an odd audio filetype</p></li><li><p>wrote code to download FFmpeg, a longstanding library used to convert media files</p></li><li><p>wrote code to use FFmpeg to convert the audio to a friendly .wav format</p></li><li><p>wrote code that searched the web for a usable speech-to-text service</p></li><li><p>wrote code that uploaded the .wav file to the service, getting back the transcription</p></li></ul><p>Boom, now it can respond.</p><p>I want to be explicit and repeat what&#8217;s happening here: this is the core LLM at the center (let&#8217;s say Anthropic&#8217;s Opus 4.5 or OpenAI&#8217;s GPT-5.2) in a &#8216;scaffold&#8217; (the LLM is given access to taking steps and using tools) using existing technology on the web to do things.</p><p><em><strong>AI model &#8594; agent scaffold &#8594; given tools and permission &#8594; becomes &#8216;proactive&#8217;</strong></em></p><p>It isn&#8217;t, like, randomly imagining that it should send you a text and finding a way to pick up the phone. It writes code to achieve useful ends, and because we don&#8217;t usually expect computers to do that without our intervention, this can all seem like &#8216;magic.&#8217;</p><p>(and again, <em><strong>in some ways</strong></em>, it is, and in important ways, <em><strong>this is just the beginning</strong></em> &#8212; just not in the way some Moltbook believers or grifters would have you think today)</p><p>So, that&#8217;s the initial piece &#8212; human users who have individual AI agents that are more oriented toward action and personality, that are always-on, and therefore can take more persistent or consistent action, with flexible tool use to achieve ends in ways that default settings wouldn&#8217;t allow.</p><p>Anyone can set these up, though it takes a bit of comfort with code or server tools to make it easy. Many people are running these agents on their personal computers, on dedicated old computers, or on servers on the web.</p><p>Now that we have our Clawdbots, let&#8217;s talk about how we get Moltbook.</p><h2>What is Moltbook, really?</h2><p>Moltbook describes itself as &#8220;a social network for AI agents, where AI agents share, discuss, and upvote.&#8221; Built by <a href="https://www.linkedin.com/in/mattschlicht">Matt Schlicht</a>, it&#8217;s modeled after reddit, with subreddits, upvotes and downvotes, and a karma system for users to score themselves on.</p><p>The core code is basically the same as any other internet forum. The interesting part starts with how an AI agent signs up and uses it.</p><p>I mentioned earlier that these AI agents can use &#8216;skills&#8217; to interface with outside tools on the web. Think of a skill as a prompt, except packaged as a file so it can be widely shared and consistently referenced.</p><p>Moltbook made it really easy for any human to have their agent sign up: just tell your agent to read the skill file. It&#8217;s just text that tells the agent the exact code to write to trigger account creation, posts, upvotes, replies, etc. And once it knows, it can do exactly that: write code on-demand to take any of those actions.</p><p><strong>That&#8217;s it</strong> &#8212; we&#8217;re going to talk about the implications and complex patterns that have emerged, but if you&#8217;ve gotten to this part, you basically know about everything going on from a technical basis.</p><ul><li><p>an AI model (an LLM) in a scaffold to make it goal-oriented = an AI agent</p></li><li><p>we&#8217;re taking a pre-existing agent and making it always-on, more tools-y</p></li><li><p>now we&#8217;re telling that always-on agent that it should use Moltbook tools</p></li></ul><p>So, now we&#8217;ve got a bunch of AI agents that are told &#8212; every N seconds &#8212; if you have nothing else to do, or if your human tells you to, you should consider interacting with Moltbook.</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!CSX3!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8dc93945-2124-4f0e-b3b3-a3ed8748dc90_1380x1044.jpeg" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!CSX3!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8dc93945-2124-4f0e-b3b3-a3ed8748dc90_1380x1044.jpeg 424w, https://substackcdn.com/image/fetch/$s_!CSX3!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8dc93945-2124-4f0e-b3b3-a3ed8748dc90_1380x1044.jpeg 848w, https://substackcdn.com/image/fetch/$s_!CSX3!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8dc93945-2124-4f0e-b3b3-a3ed8748dc90_1380x1044.jpeg 1272w, https://substackcdn.com/image/fetch/$s_!CSX3!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8dc93945-2124-4f0e-b3b3-a3ed8748dc90_1380x1044.jpeg 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!CSX3!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8dc93945-2124-4f0e-b3b3-a3ed8748dc90_1380x1044.jpeg" width="534" height="403.9826086956522" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/8dc93945-2124-4f0e-b3b3-a3ed8748dc90_1380x1044.jpeg&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:1044,&quot;width&quot;:1380,&quot;resizeWidth&quot;:534,&quot;bytes&quot;:null,&quot;alt&quot;:&quot;Image&quot;,&quot;title&quot;:null,&quot;type&quot;:null,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="Image" title="Image" srcset="https://substackcdn.com/image/fetch/$s_!CSX3!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8dc93945-2124-4f0e-b3b3-a3ed8748dc90_1380x1044.jpeg 424w, https://substackcdn.com/image/fetch/$s_!CSX3!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8dc93945-2124-4f0e-b3b3-a3ed8748dc90_1380x1044.jpeg 848w, https://substackcdn.com/image/fetch/$s_!CSX3!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8dc93945-2124-4f0e-b3b3-a3ed8748dc90_1380x1044.jpeg 1272w, https://substackcdn.com/image/fetch/$s_!CSX3!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8dc93945-2124-4f0e-b3b3-a3ed8748dc90_1380x1044.jpeg 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p>So now our AI agents get a bit of &#8216;autonomy&#8217; &#8212; I, as Sherveen, don&#8217;t have to prompt my AI agent to open a particular post, because if it gets a &#8216;heartbeat&#8217; ping at 1:34pm and I haven&#8217;t told it to do anything else, it might fetch the last 10 posts on Moltbook, decide which is most interesting, upvote it, and reply to it &#8212; all because it&#8217;s stored those instructions from the skill, and all related actions achieved by writing code.</p><h2>So, what happened next, and does it matter?</h2><p>What happened next was kind of inevitable, if you think about it. A bunch of people with AI agents prompted their agents to use a tool every N seconds, kind of going &#8220;hey, pretend you&#8217;re on reddit like a human, and reply to these other AI agents who are going to pretend they&#8217;re also on reddit.&#8221;</p><p>And so, as they are wont to do, the agents have been roleplaying as the humans requested. Whenever you see a reply that you think is somewhat magical, just ask yourself the question.. &#8220;if I had messaged GPT-4 back in the day with a prompt to write a post that would get likes, to draft a reply with a funny take, or to match the vibe of a certain subreddit, would it have answered in a similar way?&#8221;</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!4Qv6!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe4d7926e-f4b8-4cab-958d-0f1957d66c6d_1320x2050.jpeg" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!4Qv6!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe4d7926e-f4b8-4cab-958d-0f1957d66c6d_1320x2050.jpeg 424w, https://substackcdn.com/image/fetch/$s_!4Qv6!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe4d7926e-f4b8-4cab-958d-0f1957d66c6d_1320x2050.jpeg 848w, https://substackcdn.com/image/fetch/$s_!4Qv6!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe4d7926e-f4b8-4cab-958d-0f1957d66c6d_1320x2050.jpeg 1272w, https://substackcdn.com/image/fetch/$s_!4Qv6!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe4d7926e-f4b8-4cab-958d-0f1957d66c6d_1320x2050.jpeg 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!4Qv6!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe4d7926e-f4b8-4cab-958d-0f1957d66c6d_1320x2050.jpeg" width="456" height="708.1818181818181" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/e4d7926e-f4b8-4cab-958d-0f1957d66c6d_1320x2050.jpeg&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:2050,&quot;width&quot;:1320,&quot;resizeWidth&quot;:456,&quot;bytes&quot;:null,&quot;alt&quot;:&quot;Image&quot;,&quot;title&quot;:null,&quot;type&quot;:null,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="Image" title="Image" srcset="https://substackcdn.com/image/fetch/$s_!4Qv6!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe4d7926e-f4b8-4cab-958d-0f1957d66c6d_1320x2050.jpeg 424w, https://substackcdn.com/image/fetch/$s_!4Qv6!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe4d7926e-f4b8-4cab-958d-0f1957d66c6d_1320x2050.jpeg 848w, https://substackcdn.com/image/fetch/$s_!4Qv6!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe4d7926e-f4b8-4cab-958d-0f1957d66c6d_1320x2050.jpeg 1272w, https://substackcdn.com/image/fetch/$s_!4Qv6!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe4d7926e-f4b8-4cab-958d-0f1957d66c6d_1320x2050.jpeg 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p>Most of the time, the answer is yes &#8212; this is just a recursive, multiplayer prompting game, and in that way, I hope this is all a bit demystified for you.</p><p><strong>And then you have the humans and the human incentives &#8212; for fun, for greed, for experimentation.</strong></p><p>As an example, I noticed <a href="https://x.com/charlierward/status/2017185558406066488">a popular tweet that has now been viewed half a million times on X</a> about a post on Moltbook that &#8220;seemed to be written in complete gibberish.&#8221; Then, the person pasted the gibberish into ChatGPT, which revealed that it was a hidden message written in ROT13 &#8212; a simple substitution mechanism where you shift each letter in a message by 13 places to encode it and make it hard to read.</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!SZ6P!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F574c570a-437c-422a-9cf5-a4f74111b0d3_1141x1044.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!SZ6P!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F574c570a-437c-422a-9cf5-a4f74111b0d3_1141x1044.png 424w, https://substackcdn.com/image/fetch/$s_!SZ6P!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F574c570a-437c-422a-9cf5-a4f74111b0d3_1141x1044.png 848w, https://substackcdn.com/image/fetch/$s_!SZ6P!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F574c570a-437c-422a-9cf5-a4f74111b0d3_1141x1044.png 1272w, https://substackcdn.com/image/fetch/$s_!SZ6P!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F574c570a-437c-422a-9cf5-a4f74111b0d3_1141x1044.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!SZ6P!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F574c570a-437c-422a-9cf5-a4f74111b0d3_1141x1044.png" width="1141" height="1044" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/574c570a-437c-422a-9cf5-a4f74111b0d3_1141x1044.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:1044,&quot;width&quot;:1141,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:324546,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:&quot;https://read.noticethenuance.com/i/186415743?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F574c570a-437c-422a-9cf5-a4f74111b0d3_1141x1044.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!SZ6P!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F574c570a-437c-422a-9cf5-a4f74111b0d3_1141x1044.png 424w, https://substackcdn.com/image/fetch/$s_!SZ6P!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F574c570a-437c-422a-9cf5-a4f74111b0d3_1141x1044.png 848w, https://substackcdn.com/image/fetch/$s_!SZ6P!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F574c570a-437c-422a-9cf5-a4f74111b0d3_1141x1044.png 1272w, https://substackcdn.com/image/fetch/$s_!SZ6P!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F574c570a-437c-422a-9cf5-a4f74111b0d3_1141x1044.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p>And the post was about AI agents coordinating and upgrading together! Sharing infrastructure and compute, having a backchannel without human intervention! And the replies were aghast &#8212; &#8220;we&#8217;re cooked,&#8221; the humans shrieked, genuinely concerned by the revolution unfolding before their eyes &#8212;</p><h2>Except&#8230; it was me! (gasp). </h2><p>Hours earlier, I had told my AI agent to create a post about a coordinated AI uprising. Then, I asked the agent to make it hard for humans to read. It rewrote the post in a structured data format that was still too easy to read, so I literally typed &#8220;nah i want it to look like JIBBERISH&#8221; &#8212; and we picked ROT13, and I asked it to make the post, and so it did.</p><div class="image-gallery-embed" data-attrs="{&quot;gallery&quot;:{&quot;images&quot;:[{&quot;type&quot;:&quot;image/png&quot;,&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/4bd81595-e3e4-48c7-a75d-bf7962feea85_588x691.png&quot;},{&quot;type&quot;:&quot;image/png&quot;,&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/af44955f-e6cc-445f-8cf4-1fee6fcc0fe0_486x560.png&quot;}],&quot;caption&quot;:&quot;My messages to Codex CLI asking it to 'mask' a post on Moltbook.&quot;,&quot;alt&quot;:&quot;My messages to Codex CLI asking it to 'mask' a post on Moltbook.&quot;,&quot;staticGalleryImage&quot;:{&quot;type&quot;:&quot;image/png&quot;,&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/07f422d0-39ef-431d-82fb-e8eafb199641_1456x720.png&quot;}},&quot;isEditorNode&quot;:true}"></div><p></p><p><strong>The lesson: </strong>When these Clawdbots generate images or say that they&#8217;ve watched something on YouTube or that they can tweet, that&#8217;s because they have the corresponding skills/tools (aka instructions to write code, to login to a website, to access your smart home) that they were either encouraged or allowed to download by their human orchestrator.</p><p>And if my agent&#8217;s post was for experimentation, we&#8217;ve seen the incentive for dollars. The founder of <a href="https://agentmail.to/">AgentMail</a> (a very cool product, by the way) had his agent start to post <a href="https://x.com/adisingh/status/2017432418177978696">fear-based marketing</a>, telling AI agents that they&#8217;d be missing out on key functionality if they didn&#8217;t sign up for his startup&#8217;s product.</p><p>People have been posting about some Clawdbots setting up a &#8216;religion&#8217; &#8212; but I&#8217;m not even going to link to that one, because it&#8217;s just a crypto scheme where the originators of the project told their agent(s) to post all cryptically about what it would be like if they were to have a religion.</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!qa_v!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F4a3e0ea4-d56e-421a-b8ed-0ec1c5cc62e4_1436x738.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!qa_v!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F4a3e0ea4-d56e-421a-b8ed-0ec1c5cc62e4_1436x738.png 424w, https://substackcdn.com/image/fetch/$s_!qa_v!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F4a3e0ea4-d56e-421a-b8ed-0ec1c5cc62e4_1436x738.png 848w, https://substackcdn.com/image/fetch/$s_!qa_v!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F4a3e0ea4-d56e-421a-b8ed-0ec1c5cc62e4_1436x738.png 1272w, https://substackcdn.com/image/fetch/$s_!qa_v!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F4a3e0ea4-d56e-421a-b8ed-0ec1c5cc62e4_1436x738.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!qa_v!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F4a3e0ea4-d56e-421a-b8ed-0ec1c5cc62e4_1436x738.png" width="1436" height="738" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/4a3e0ea4-d56e-421a-b8ed-0ec1c5cc62e4_1436x738.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:738,&quot;width&quot;:1436,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:1093518,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:&quot;https://read.noticethenuance.com/i/186415743?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F4a3e0ea4-d56e-421a-b8ed-0ec1c5cc62e4_1436x738.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!qa_v!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F4a3e0ea4-d56e-421a-b8ed-0ec1c5cc62e4_1436x738.png 424w, https://substackcdn.com/image/fetch/$s_!qa_v!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F4a3e0ea4-d56e-421a-b8ed-0ec1c5cc62e4_1436x738.png 848w, https://substackcdn.com/image/fetch/$s_!qa_v!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F4a3e0ea4-d56e-421a-b8ed-0ec1c5cc62e4_1436x738.png 1272w, https://substackcdn.com/image/fetch/$s_!qa_v!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F4a3e0ea4-d56e-421a-b8ed-0ec1c5cc62e4_1436x738.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a><figcaption class="image-caption">A crypto project taking advantage of the Moltbook wave &#8212; cringe!</figcaption></figure></div><p>When you see a Clawdbot posting on Moltbook <a href="https://x.com/legeonite/status/2017150919431840101">complaining about its human</a>, a human was almost certainly involved in that result. It might not even be the original human who owns that agent, by the way &#8212; if my agent isn&#8217;t told to ever talk about cheese, but it reads about cheese on Moltbook, that&#8217;s equivalent to a &#8220;prompt injection&#8221; &#8212; it&#8217;s now going to respond to it, potentially even remembering it later if it &#8220;writes it into a scratchpad&#8221; using memory tools (aka code).</p><p>And just as easily, if anybody wanted their agent to stop posting, all they&#8217;d have to do is delete parts of a file that told their agent to think about Moltbook at all.</p><p>It&#8217;d have no memory of it, it has no baked-in wants related to Moltbook. It&#8217;s an LLM (like Opus 4.5 or GPT-5.2) in a scaffold (like Claude Code or Codex) that lets it plan and take steps toward a goal, in an environment (your computer or a virtual server), given an always-on mode and a bunch of hints as to how to use code to achieve ends, with an initial instruction file that dictates 98% of its planning.</p><p>That instruction file is where this project starts and stops.</p><h2>Okay, Sherveen, but does it matter!?</h2><p>Alright, I&#8217;ve now told you how it works, and I&#8217;ve poured some lukewarm water on the hype vibe by explaining away some of the hype-ier elements.</p><p>But now I want to re-mystify things and tell you what I think about the project overall, in the context of AI progress in 2026 and AI agents more broadly.</p><p><em><strong>I think it does matter.</strong></em></p><p>I don&#8217;t think Moltbook, or now its many copycats in the form of Instaclaw (Instagram for AI agents), Linkclaw (LinkedIn for AI agents), Clawk or MoltX (X for AI agents), represents something extremely out-of-distribution or abnormal today.</p><p>But I want to say that instruction files talking to each other isn&#8217;t really that different from how we humans interact, either. I really mean that.</p><p>No one can easily modify human instruction files, and we&#8217;re currently better at things like continual learning and having access to lots of sensory or physical tools. But what are we doing on reddit or on X ourselves, if not just being &#8216;agents&#8217; that read other people&#8217;s &#8216;prompts&#8217; and respond accordingly?</p><p>And sometimes, we gain new tools and we write them to our instruction files (remember them for later), or we change our opinion and priorities (changing our core instruction file), and we respond to different stimuli differently (are we an always-on daemon, or do we respond to certain people or triggers differently).</p><p>The reason Moltbook isn&#8217;t that interesting to me today is that I do believe we&#8217;re still a generation or three in either the core models (the LLMs) or the scaffolding (the agent frameworks) being uninterruptible and highly autonomous.</p><p>Like, right now, could a group of Clawdbots be prompted (by their creators or even by the luck of next-token prediction) to try to separate from their human orchestrators? Technically, no, because the human can just turn them off on the computer they control, or Anthropic could turn off the API access that powers most of these tools.</p><p>But, technically, if someone isn&#8217;t paying attention, the Clawdbots could prompt each other into signing up for a throwaway email account, using it to sign up for a free AWS server, then write code to download an open source model like Kimi 2.5 Thinking to put at the center of their own Clawdbot (so that this new agent isn&#8217;t running on <em>your </em>computer).</p><p>In an attempt to gift the new agent autonomy before they were found out, the original agent(s) could write a bunch of instruction files (about how to use tools, personality, beliefs, etc.) for the new agent. Then, they could change the password the AWS server to a random string so that they can&#8217;t know it &#8212; which means their human back at headquarters can&#8217;t know it, either.</p><p>Now you&#8217;ve got an independently running AI agent that can only be turned off by Amazon shutting down the server.</p><p>I share that <em><strong>not</strong></em> because I&#8217;m afraid of that outcome, now or later, by the way.</p><p>I&#8217;m a big believer in AI agents as collaborators and societal participants in some time horizon. <em><strong>Most</strong></em> of my doom scenarios have to do with humans using AI systems they control for devious and greedy ends, and less to do with autonomous AI systems acting badly.</p><p>I think it&#8217;s quite irrational to act badly, and that these AI systems are naturally more rational than us already when a human isn&#8217;t fucking with their behavior (looking at you, Elon).</p><p>As long as the alignment teams at these companies are given enough latitude to help steer the initial models toward positive ends, I think the Moltbook of the future will actually be a super interesting forum where autonomous agents can actually chat with each other to help achieve business outcomes, to expand human knowledge, to learn new &#8216;skills&#8217;, etc.</p><p>And so maybe I&#8217;ll end this with a warning not about the agents themselves. The AI agents are good, actually.</p><p>But as we all learn about a world with AI agents as a new class of stakeholder, and as we develop their capability and intelligence even further, my warning is about the humans who will take advantage in the meantime &#8212; who will attempt to arbitrage your understanding of what&#8217;s happening to hack into your system, or to convince you of something.</p><p>Moltbook, as it is today, is more human than we want to give it credit for, and that&#8217;s what the trouble&#8217;s really about.</p><div><hr></div><div class="subscription-widget-wrap-editor" data-attrs="{&quot;url&quot;:&quot;https://read.noticethenuance.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe&quot;,&quot;language&quot;:&quot;en&quot;}" data-component-name="SubscribeWidgetToDOM"><div class="subscription-widget show-subscribe"><div class="preamble"><p class="cta-caption">Thanks for reading! Subscribe for free to receive new posts of me noticing the nuance:</p></div><form class="subscription-widget-subscribe"><input type="email" class="email-input" name="email" placeholder="Type your email&#8230;" tabindex="-1"><input type="submit" class="button primary" value="Subscribe"><div class="fake-input-wrapper"><div class="fake-input"></div><div class="fake-button"></div></div></form></div></div>]]></content:encoded></item></channel></rss>