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Box CEO Aaron Levie
Box CEO Aaron Levie predicts that personal agents will create the biggest consumer-tech shakeup since the App Store: products will compete to be chosen and used by agents acting for people. Discussing task delegation through products such as Muse, he argues that agents need to complete work end to end through MCP or CLI tools, website navigation, and transactions. In his view, services that best support agents booking flights, ordering food, shopping, and accessing personal information will get used most.
Box CEO Aaron Levie 预测，个人 agent 将带来 App Store 以来消费科技领域最大的变革：产品需要争取被代表用户行动的 agent 选择和使用。他以 Muse 这类产品的任务委托方式为例，认为 agent 必须能通过 MCP 或 CLI 工具、网页操作和交易功能，把任务从头到尾完成。在他看来，最方便 agent 订机票、点餐、购物和访问个人信息的服务，会获得最多使用机会。
FPV Ventures partner Nikunj Kothari
FPV Ventures partner Nikunj Kothari spends roughly two hours a day programming, building side projects, and trying repositories to understand where AI is heading. He breaks his investment research into model capabilities, infrastructure for longer-running tasks, and the software that coordinates models to help build autonomous companies. Conversations with researchers and founders remain useful, but he says hands-on experimentation is how he learns best as the field changes rapidly.
FPV Ventures 合伙人 Nikunj Kothari 每天花大约两小时编程、做个人项目和尝试新的代码仓库，以理解 AI 的发展方向。他把投资研究分为三个层面：模型能力、支持长周期任务的基础设施，以及协调模型、帮助构建自主运营公司的软件。他仍然重视与研究人员和创始人的交流，但面对快速变化的领域，亲手实验是最适合他的学习方式。
SPC General Partner Aditya Agarwal
SPC General Partner and former Dropbox CTO Aditya Agarwal believes some major companies have already been infiltrated by nation-state actors without knowing it. He links that suspicion to the rush of agent announcements from Google, OpenAI, and Anthropic; the post offers no evidence of a specific breach, so this is a security opinion, not a reported incident.
SPC 普通合伙人、前 Dropbox CTO Aditya Agarwal 认为，一些大型公司可能已在不知情的情况下遭到国家级攻击者渗透。他把这一怀疑与 Google、OpenAI 和 Anthropic 密集发布 agent 相关功能联系起来；帖子没有提供任何具体入侵的证据，因此这是一项安全判断，并非对已确认事件的报道。
AI tutorial creator Peter Yang
AI tutorial creator Peter Yang uses a Markdown file and a `/tastemaker` skill to record his ratings for movies, TV shows, and books. Each week, the skill checks new releases and titles he has not seen, then recommends options based on that history. He describes the suggestions as highly relevant; the post does not provide an open-source release.
AI 教程创作者 Peter Yang 用一个 Markdown 文件和 `/tastemaker` skill，记录自己对电影、电视剧和书籍的评分。这个 skill 每周检查新作品和尚未看过的内容，再根据评分历史给出推荐。他表示推荐很合自己的口味，但这条帖子尚未提供开源版本。
[Source](https://x.com/petergyang/status/2101503916743749878) · [Related media](https://t.co/fusUV0JonN)
Vercel CEO Guillermo Rauch
Vercel CEO Guillermo Rauch sees renewed enthusiasm for building as the most encouraging part of the recent AI wave. His observation is that people want to create and ship rather than only consume; he presents this as a positive cultural change, without offering adoption or usage figures.
Vercel CEO Guillermo Rauch 认为，近期 AI 浪潮最令人振奋的地方，是人们重新燃起了动手创造的热情。他观察到，大家希望制作并发布自己的作品，而不只是消费现有内容。他把这视为积极的文化变化，但没有提供采用率或使用量数据。