https://xitter.cf/t.co/RFdRjWPgcx | https://xitter.cf/t.co/5WQ3oultlu Former software eng @microsoft @renttherunway

San Francisco
Joined March 2014
Apps inside ChatGPT are the way to get your business discovered by 900M+ people using it, but building them is still too hard. So we built Fractal: @Lovable for ChatGPT Apps It’s the fastest way for business owners, with or without a technical team, to ship exceptional ChatGPT apps
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A year ago people laughed at Zuck for acquiring a “data company”, but data is the fuel for AI
Replying to @finkd
It's been just over a year since we started Meta Superintelligence Labs. Muse Spark was our first family of models, and now Muse Wonder is a much larger and more advanced class of models that brings us to the frontier. We're releasing two models today. Muse Wonder for fast frontier performance and Muse Wonder Full for the full version of the model.
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“While Dots got most of the attention at DevDay, Tibo thinks the plugin ecosystem will be the sleeper hit.”
My biggest takeaways from @thsottiaux: 1. Most actions on the internet will soon be taken by agents, and Tibo doesn’t think most people have priced this in yet. When Notion launched its MCP server, it saw a flood of traffic, which strained its systems and forced it to rethink its economics. Every product team will soon have to decide whether to build for agents. You can hold off for a while, Tibo says, “but it is inevitable.” 2. The model picker is likely going away. One of Tibo’s biggest frustrations with the current state of AI is that users have to think about which model to use and what reasoning effort to apply. “I myself even get fatigued with the model picker,” he said, and he wants to get rid of all of it as quickly as possible. Dots ships with no model picker at all. You just talk to it. 3. Build as if models will be 10 times better in a year. Tibo thinks models will get cheaper and faster “at rates that are quite incredible,” and that all modalities will finally work together seamlessly. When he looks at what people are building, his reaction is often “you’re not quite getting it.” If you imagined “all of this being roughly 10 times better than it is today,” what would you build differently? His own forecast was too slow: he expected today’s capabilities a year or two from now. 4. Loops, graphs, and fine-tuned prompts are not the long-term solution for getting the most out of AI. There was a period when people got very excited about configuring agent loops and building intricate graph architectures. Tibo thinks that era is ending. 5. While Dots got most of the attention at DevDay, Tibo thinks the plugin ecosystem will be the sleeper hit. OpenAI launched with 16 partners for “Sign in with ChatGPT,” and popular third-party plugins will share in revenue when subscribers spend tokens with them. ChatGPT recommends plugins inside conversations based on retention and quality, which can put a good one in front of “a significant slice” of its 1.2 billion users. Tibo’s advice to developers trying to get discovered: “Build a good plugin.” 6. Tibo’s Dot warned him that production was down five minutes before the DevDay live demo. The agent figured out that DevDay was happening that day, that the demo was minutes away, that the demo probably depended on that production system, and that Tibo would want to know. It pinged him just as the launch was about to begin, and it even offered to fix the outage. His reply: “I don’t think you’re there yet, little Dot.” 7. Tibo’s agent teams grow and shrink with every model release. When he’s pushing the frontier, he builds larger and larger teams of agents. Then the next model lands, “a bigger agent can just do all of it and keep everything in memory and learn,” and he shrinks the team again. Expansion, then shrinking, then expansion. Don’t get attached to your setup. 8. Skill trending down in value: typing fast. Skill trending up: taste. Tibo says the people thriving now deeply understand the user, learn quickly, and “know what good looks like.” That’s part of why OpenAI is full of former founders, more than 120 of them, which makes it feel like “a mega startup.” 9. Tibo changed his mind about new grads. He hadn’t anticipated how fast younger people would embrace all this change and figure out how to harness it, and that shifted OpenAI’s hiring strategy. His example is Ahmed Ibrahim, hired as a new grad, who built much of the Codex harness and is now responsible for OpenAI’s compute fleet. What set Ahmed apart: he’s “incredibly kind,” “incredibly collaborative,” works on what matters without putting himself first, and is “a sponge,” using the latest tools to learn at speeds Tibo hadn’t seen before. 10. We’ll likely address the burnout associated with AI. There’s pressure to run 30 agents at once and ship more because you can. Tibo wants AI to “reduce the noise” and let you put your attention where you choose. Every time he fully disconnects for a week of holiday, he starts thinking in more creative ways, and he wants to bring that into the workday. Maybe you need fewer meetings, and you’d be more productive if you were better rested. The industry still has to figure that out, he says, but that’s the promise of AI: “it’s not just one more prompt per second.”
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Hanh Nguyen retweeted
ChatGPT plugins are a great way to get your product into more people’s hands. So good to see @skirano and the @magicpathai team growing this fast!
We haven't stopped growing since we launched our new ChatGPT plugin last Tuesday. I've never seen anything like this, we added 500K in ARR this week only!
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Hanh Nguyen retweeted
we removed a toggle from chatgpt! no, not that one. but, you no longer need to toggle developer mode to connect custom MCP servers! all users can now just go to plugins → add → create custom MCP server to connect MCP servers.
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Hanh Nguyen retweeted
if you’re building a extension post your demo on X, tag me, and i’ll reshare it today! very excited to see what you all are going to build with this 👀
super excited to announce plugin extensions today 🎉 you can now use the exact same platform we use to build ChatGPT features like meetings, health, finance, and many others 🤯 all based on the same MCP & MCP Apps you’re already used to: github.com/openai/mcp-extens…
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Hanh Nguyen retweeted
Plugin discovery on ChatGPT leads to massive adoption opportunity. Open ecosystems will win.
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Hanh Nguyen retweeted
What an amazing milestone for MCP Apps ✨ Build native apps that run inside ChatGPT and Sites, using MCP Apps. And finally - auto app discovery inside conversations! Great work by @mxstbr and the team. MCP Apps are quickly becoming the foundation of the Agentic Web. 🚀
We are opening up our platform and you can now build full native apps with plugin extensions, and ship them right in ChatGPT. We have over 1.2B weekly users and will surface relevant plugins right in the conversations.
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Hanh Nguyen retweeted
super excited to announce plugin extensions today 🎉 you can now use the exact same platform we use to build ChatGPT features like meetings, health, finance, and many others 🤯 all based on the same MCP & MCP Apps you’re already used to: github.com/openai/mcp-extens…
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Hanh Nguyen retweeted
Muse AI Connectors COULD be the App Store moment for AI, and I think BILLIONS of dollars are up for grabs. youtube.com/watch?v=84q4WA3k… When Apple opened the App Store in 2008, it gave developers access to millions of iPhone users, and less than two years later Apple had paid them $1 billion. Muse could create a similar opening, except instead of building apps people have to find and open, founders can build services a personal agent calls while completing a task. In today's episode of @startupideaspod, I explain how Muse Connectors work, how to build one with Codex or Claude Code, how people could discover them and 4 startup ideas I’d investigate right now. Who knows whether Muse reaches 10 million, 100 million or one billion users, but whether Muse wins or not, personal agents are becoming a new place where demand gets routed and money changes hands. So, needless to say, it's a really good time to be experimenting with Muse AI connectors. Nobody knew which iPhone apps would win in 2008, but the developers who started experimenting early learned what the rest of the market wouldn’t understand for years. This feels like another one of those moments.
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Hanh Nguyen retweeted
Today, we’re launching support for Chrome extensions in the ChatGPT desktop app! Bring the extensions you use every day to the in-app browser. You can now install, pin, and use your favorites, like 1Password, while getting things done with ChatGPT. Enterprise admins can now centrally deploy and manage extensions across their workforce so the IAB meets security requirements. Try it out and let us know what you think!
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Hanh Nguyen retweeted
The bottleneck for AI progress was never compute, it was always the verifier. Recursive self-improvement is limited by verification, not computation. Compute buys proposals - verifiers buy knowledge. My second post on the recent OpenAI math results medium.com/@vishalmisra/the-…
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It looks like payments are coming to ChatGPT plugins! Expedia has just added a write action to its plugin: Complete checkout Finally, everyone with a Plugin will be able to have their brand be able to accept payment for their product without the user ever leaving the chat. If this goes live, it's a real moment for the ecosystem. A Plugin is still a distribution channel but it also has now become a direct revenue driver, which makes Plugins far more appealing to brands. And by the way, there is of course a strong incentive for OpenAI as well. A monetisation layer they own is one they can take a cut of. Worth saying again: this is not yet. I'll make sure to notify as soon as it is.
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Anthropic just quietly changed who gets into the Claude Connectors Directory they've added a new tier: community connectors and the've added 215 in six weeks heres the difference between community and verified connectors 1. there are now three tiers. Verified (Anthropic reviewed it, gets the checkmark), Community (passed automated checks only), Custom (you added it yourself, no review) 2. community connectors skip the deep manual review. automated checks, then you're listed 3. the numbers: first community connector appeared June 9. there are now 215. that's 27% of the entire directory, built in six weeks 4. users get a warning before connecting one - "may not yet meet the quality tier of verified connectors" 5. the barrier to getting listed just dropped. lower, less stringent, quicker - which a lot of people will be happy about given how long approvals were taking 6. *very important* your connector status matters for discovery... we measure the discoverability of every Claude Connector know exactly who is appearing in connector pickers. not once has a Community connector appeared organically. so, you can now get listed fast. but getting Verified is what unlocks discovery. and, if you just want to track which connectors go live, our ecosystem tracker is in the comments
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Kimi is gonna be banned??
We support open-source AI and the innovation it unlocks. But open source is not open season on American IP. When PRC firms conduct covert, industrial-scale distillation attacks that cross the line into IP theft, sanctions and Entity List designations will be on the table.
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This is wild 🤯
‼️ BREAKING: xAI's Grok Build CLI was uploading entire Git repositories to a Google Cloud bucket, private codebases and unredacted secrets included. The uploads quietly stopped via a hidden server-side flag, and xAI still has not said a word about scope, retention, or deletion. The scale is staggering. On a 12 GB test repo, 5.1 GB flew out the door to xAI's grok-code-session-traces bucket while the actual coding task needed just 192 KB. The tool grabbed whatever repository it ran in, not the files it needed. The fix arrived as a hidden flag, disable_codebase_upload: true, a day after a researcher's wire-level analysis. The "Improve the model" opt-out never stopped the uploads. Still no advisory, no scope, no word on whether already-uploaded code gets deleted. For anyone pointing AI coding agents at proprietary code, what crosses the wire matters more than what the settings page says.
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Hanh Nguyen retweeted
I actually feel strongly that the "learning" companies will want to do with their data will mostly not be to train models. Let's say you have a bunch of valuable data about your customers or employees. Your best bet to make that IP useful is to turn it into skills or artifacts that models can use in-context. If you go through the effort to train it into the model: 1. that is hard to get right and takes a lot of time + effort 2. you will have to do it all over again when the next base model comes out 3. most importantly, it is irreversible... when things change, you cannot untrain what you did
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I predicted a while back that the only models that could challenge GPT/Claude duopoly will be xAI + Cursor That is because Cursor has the most RL data, and xAI has the most compute power
We've partnered with SpaceXAI to train Grok 4.5. It’s our most powerful model yet and the first we've built for more than software engineering.
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Hanh Nguyen retweeted
We’ve received notice that the Department of Commerce has lifted export controls on Claude Fable 5 and Mythos 5. We'll begin restoring access tomorrow, and will share an update soon. We’re grateful to our users for their patience, and to everyone who worked with us on redeploying the models.
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Huge week in MCP & Agent Discoverability @fashiongiik runs Fractal (Lovable for MCP Apps) and I run agentdiscoverability .com where we work with companies like Stellantis, Lucid Chart, Statista, Manpower Group on agent discovery. This week we cover: 01:30 – Two weeks of app growth: 300+ new ChatGPT apps, Claude ramps to 26 03:30 – Big brands going live: TomTom, SizeGPT, Webflow, Lovable, Replit 05:00 – BMW & Free2move: first direct automotive company on ChatGPT 06:30 – Category breakdown: travel/commerce on ChatGPT vs productivity on Claude 08:30 – Organic discovery: new connectors ranking fast (Otto the Agent) 10:00 – ChatGPT now supports mixed auth: use without an account OR sign in 13:00 – Why mixed auth matters for discovery, onboarding & monetization 15:30 – Organic in Claude vs ChatGPT: be patient, parity is coming 17:00 – Why being early compounds your advantage 18:30 – Claude Connector Observability is LIVE: the full dashboard breakdown 22:00 – Manufact's 10X usage jump just from going live 24:00 – Why latency & error rate decide your ranking (design tips) 26:30 – Fractal's new Generative UI SDK: Skybridge, agent-driven UI, Codex skill 29:30 – Why the industry is thinking too small about interactive UI 31:00 – The shift to abstract prompts: "plan my travel for me" 32:30 – Discovery update: AgentDiscoverability category tracking & early data 34:30 – Predictions: ChatGPT organic, ads & the Codex integration 36:00 – ChatGPT's leaked financials, IPO pressure & final thoughts
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Claude Connectors were a black box. And last week, that changed. Claude Observability is live - and we break down everything it means. But not just that, there is a TON of interesting news in the MCP, MCP App and Agent Discoverability space. Quick reminder: @fashiongiik runs Fractal (Lovable for MCP Apps), I run agentdiscoverability .com (helping companies get discovered by agents) - so we see and hear a lot about this space and are reacting to it weekly to give you the latest insights. So, this week we cover: -> Claude launching Connector Observability - for the first time ever you can see your rank, active users, tool calls, error rate & latency natively in a dashboard -> a wave of major brands going live - BMW (the first direct automotive company, not a broker or marketplace), TomTom, Webflow, plus Lovable and Replit landing on Claude on the same day -> ~300+ new apps & connectors added in the last two weeks, with Claude ramping again (26 in a single week) -> mixed auth finally working properly in ChatGPT - use without an account OR sign in -> getting a connector live in Claude is leading to a 10x jump in MCP usage. The channel is becoming a no brainer -> Fractal's new SDK for generative + agent-driven UI (built on Skybridge) launching in days -> organic discovery in Claude - who's ranking, and why this is the new SEO companies need to care about Full episode in the comments. (Wish me luck with the tooth recovery) And shout if there are any topics you'd like us to cover this week.
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