consumer investor prev. co-founder @momentworld (acq. by @patreon)
LA x NY
Joined April 2020
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- Following1K
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Nigel Egrari retweeted
pay attention to people who speak highly of others behind their back.
it's a rare and revealing sign of character.
Connor is a marketing genius
JAMS has the #1 engagement out of any consumer product company on social media in the last 60 days.
This was accomplished with $0 in paid media.
Being creative is all that matters.
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Patrick will outcompete you.
october was our biggest month ever
the thing we changed: we stopped running Atlas like a consumer product. it looks like one; card, app, membership fee. but our top 200 members have more than $1T in combined net worth and our typical member spends ~$1M/yr on cards.
so I started treating it like enterprise sales. built a Claude agent to find members we could be doing more for and started calling them. a few calls ended with a six-figure trip booked through our concierge. a couple ended with the member asking how to invest.
the bigger lesson: there’s a new category forming and I’d call it the super consumer. the playbook for super consumers is enterprise, not consumer. we’re going to see companies that look like consumer companies hit $1B in revenue with tiny user bases. I think that’s exciting.
also, I’ve been pretty passive on here. that’s going to change. my last company’s Series A came through a DM on this app, and so did a lot of our early members. expect more from me on building Atlas, and random ideas on the market.
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Nigel Egrari retweeted
linq is building essential infrastructure for a future that’s already here.
excited to be a small part of this with some incredible ppl.
I'm excited to announce our speaker lineup for Hello World on Nov 3:
@signulll // Skye
@shannonma and @drowny // OpenAI
@jgreze // Town
@BackseatVC // Stripe
@aryanxshah // DoorDash
@Altimor // Lindy
@pk_iv // Browserbase
@kimberlywtan // a16z
We're bring together founders, engineers, and investors building the future of agentic products and infrastructure.
this is SO GOOD
We believe voice is the most natural way to interact with intelligence, so we created Dessa, the most authentic full-duplex speech model ever built. Talking with it feels like talking with a person…full of emotion, nuance, pauses, and a natural cadence.
block.xyz/dessa
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Nigel Egrari retweeted
The first AI Assistant Consumer Travel Report is live!
We spent the past week testing travel capabilities across 5 AI assistants: Instinct, Muse, GrokBot, Dots & Miso
🥇 Miso - fastest & most capable, omitted budget flights
🥈 Instinct - very fast but couldn't do rescheduling
🥉 GrokBot - medium speed, fully capable, very verbose
💐 Dots - very very slow but fully capable
💐 Muse - fairly capable, fairly slow, very verbose
Each assistant was tested across the following dimensions:
1. Booking time
2. Onboarding flow
3. Booking execution
4. Seat selection
5. Travel profile
6. Cancellation
7. Rebooking
8. Proactiveness
The report outlines some unique findings:
> There are three different booking methods used across the board: browser use, API access & OTA
> Miso was the fastest, at ~3 min to book where as Dots was the slowest, at ~33 min to book
> All 5 succeeded in booking a flight, but Muse wasn't able to change/upgrade a seat
> Instinct & Muse were not able to change the flight as the API provider they use, Duffel, doesn't give them that functionality
> Everyone biased towards cheaper options except Miso, who wasn't able to book basic economy flights
> Miso was the only one to ask for traveler details, loyalty number, and known travel number unprompted
Want new dimensions tested for the next report?
Let me know!
Huge congrats to Joowon, Arnav, Young, and the rest of the Melius team! Couldn’t be prouder to back you guys!
Today, we announce our $25M fundraise to build the future of creative work.
For all of history, what you could create was dictated by the resources accessible to you.
That's why we built @trymelius, the agents lab for creatives, to tear down that constraint and let agents leverage generative models to bring all your ideas to life.
So that anyone can make anything.
Huge thanks to @yuris at @generalcatalyst and @verorellana02 + @reidRMC at @CRV for leading the round, and to @gefkovicz + @benmtaft at @geniusventures, @amosk1120 + @adamvalkin at @VineVenturesLP, @jakepaul + @geoffwoo at @antifund, @rauchg, @bykahlil and many more amazing investors for taking a bet on us.
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Big win for @OpenAI. Congrats @samyamiam, Drew and Shannon!
1/ I'm joining @OpenAI to lead Creator Product after over 13 years since starting @Patreon. Coming with me are my favorite crew Drew Rowny and Shannon Ma, Patreon's (now former) Head of Product and Head of Engineering. We're going to build together with Creators at OpenAI and share early access to a new set of tools that I think will be critically valuable to Creators and their communities.
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Worth 30 minutes of your time. The biggest disaster one of our lifetime has no root cause. Bill is the 🐐.
All-In Summit: Bill Gurley
(0:00) Bill Gurley takes the stage at the All-In Summit
(1:29) Bill's Presentation: Searching for Feynman
Links to additional resources mentioned in talk and used in research:
p3.institute/searching_for_f…
@bgurley
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Nigel Egrari retweeted
Sleeping on the Orion is like flipping your pillow to find “the cool side,” except that your whole entire bed is the cool side.
spr.ly/6012BGnvoK
Nigel Egrari retweeted
We Must Pace the Frontier: I’ve written a new essay on why the AI industry should slow down, with a three-part plan for doing so.
Anthropic is unilaterally committing to the first of these steps. We’ll provide third-party evaluators with permanent, employee-level access to our systems, so that they can verify adherence to our safety measures, report on incidents, and assess models’ alignment during training.
You can read the full post here: darioamodei.com/post/we-must…
Martin, Spencer, Nick & team have built a wonderful product for a big and nuanced category. miso.com makes booking and managing travel so easy, all through iMessage. Congrats guys! Proud to back you!!
DM me if ur on waitlist and want to try :)
18 months ago we set out to build an AI-native travel agent in iMessage.
We booked the first trips ourselves and learned one thing fast: travel is fucking complicated. Points. Delays. 2am support. Business Lie-Flat vs Suite. A thousand edge cases.
But complicated isn't the hard part. Specific is.
Nobody wants "a flight to Tokyo." They want the 11pm nonstop, the aisle in front of the wing, the points they forgot they had, and the hotel they liked last time, without explaining any of it again.
So that's what we built.
One thread that already knows.
Some of our users have texted their way to $100K+ in bookings. Some just want out of 45C, away from the screaming kid.
We book both. The pretzels are free either way.
Live today at try.miso.com
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8/31…Pay attention!
Rarely do you get an organic shoutout from @JamesonCamp
So to milk it, I wanted to share a feature that we’re about to release: seatmaps through text.
Miso finds your flight, pulls up the seat map, and books you the best seat.
It knows your status, so if you've got it, you skip the seat fees everyone else pays.
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Miso is incredible. I’ve had many joyful moments using it. Can’t wait for the world to try it.
$6,500 for a business class seat from Barcelona to LA
At 6'2, 11 hours in economy is a nightmare. I refuse to pay that, and couldn't find a flight with miles.
But I knew there was a better way.
My friend @martinmartinmro gave me early access to Miso.com I sent them one message (you just text it).
15 minutes later they came back with a business class seat on KLM for 30k miles more than my premium economy booking.
Then they changed my ticket for me. That part alone was worth it.
No digging through point(.)me. No Amex portal. No bouncing between 10 platforms. No sitting on hold with a call center overseas trying to change a ticket.
Using it again to book a trip to London in October.
If you travel more than a few times a year, stop doing this yourself.
Nigel Egrari retweeted
This argument gets thrown at consumer / prosumer startups all the time.
IMO, it’s almost always deeply flawed. Here’s why:
- Products that feel magical might seem easy to use, but they are almost never easy to build. There is a lot of thought and craft that goes into them. You can reverse engineer the product but not the intuition behind it. This will keep the startup’s product ahead of the game
- If a bigco could do it, they would have done it. I have seen many cases of a bigco attempting to replicate what seems like a “thin” product and failing to the degree that it never even ships. To the Siri example - we’ve been talking about a functional Siri for 15 years, and for three years now post-LLMs. Apple has 170k engineers and a $4.5T market cap…if it was easy to fix Siri, they would have fixed Siri
- Turning a large boat is hard. Sometimes, fixing or improving a legacy product isn’t actually about the technical complexity of doing so. Large companies have infinitely more bureaucratic hurdles and political battles that prevent progress. They also have existing business lines that they need to be careful about cannibalizing, especially when they are accountable to quarterly earnings reports. Google has a whole army of VPs holding back innovation 😂
- Big companies are stuck in their existing product interfaces. When you have 100M users on your product, changing how something little works in that product - or even introducing something new - is a big deal (which, to the point above, could mess up those numbers you’re responsible for!) The risk of screwing up something that is technically “working” at major scale is often not worth it. They are also stuck in their existing operating systems - whereas a startup can ship a product or feature that is device / OS-agnostic. Apple is unlikely to build a Wispr Flow clone that works on Android - so if you have an Apple laptop and a Google phone, you’re out of luck
- New products can achieve lock-in before incumbents catch up. This is especially true for product with network effects or compounding data advantages. Say Apple did perfectly replicate Granola tomorrow. I already have 2.5+ years of very valuable meeting data stored there, and it has context on me that is not transferable or ingestible by Apple. If you’re asking “what if X big co builds this….” the startup product usually has enough psychological, behavioral, or contextual loyalty that it is too late to just rip and replace it
Nigel Egrari retweeted
The $1T consumer AI company is a “harness for human improvement”
Think “/loop make me happier”
Product problem: what are the life loops, what is happy?
Interface problem: i think the chatgpt desktop omni voice approach is the right one
Economic problem: need cheaper models or higher willingness to pay, both are happening
The big thing is the product design problem .. that requires creativity and courage .. we need RSI for consumers .. their money, friendships, self development, fulfillment, hijinks and fun .. each of those things is huge huge huge
