Todd Geist

Todd Geist

@toddgeist.me

Among other things, building @ottomatic.cloud with TypeScript, Supabase, FileMaker, and an awesome team at proofgeist.com Board member onesparkacademy.org and pacificzen.org. Transformation happens in the dark!

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Todd Geist
@toddgeist.me

This threatens every platform built on attention mining—Amazon, Google, DoorDash. The internet consolidated among 5-10 companies. Agent networks could reverse that through infrastructure players with asymmetric incentives.

Todd Geist
@toddgeist.me

Amazon blocking Perplexity isn't about transaction rules. It's about survival. Shopify's bet on agent commerce isn't just strategy—it's an existential threat to platform monopolies everywhere.

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Todd Geist
@toddgeist.me

Unlike Amazon, Shopify is infrastructure, not a destination. They profit when merchants succeed—regardless of which interface drives the sale. While Amazon blocks agents, Shopify is building the rails for them.

Todd Geist
@toddgeist.me

The proof: Shopify open-sourced the Agentic Commerce Protocol with OpenAI and Stripe. Partnered with Perplexity (yes, the company Amazon blocked). Results: 7x AI traffic, 11x orders since January. techcrunch.com/2025/11/04/s...

techcrunch.comShopify says AI traffic is up 7x since January, AI-driven orders are up 11x | TechCrunchShopify is bullish on AI-powered shopping agents, citing AI as an "incredible tool" to enable more entrepreneurs and calling it the "biggest shift in technology since the internet" during its third-qu...
Todd Geist
@toddgeist.me

Platform monopolies run on attention mining: capture users in a destination → steer them toward max platform profit → consolidation. AI agents eliminate the destination entirely. No destination = no attention to mine. The business model collapses.

Todd Geist
@toddgeist.me

The US AI strategy appears to be light a few trillion dollars on fire. China's strategy appears to be do way more with way less. x.com/Kimi_Moonsho... I'd like to believe that American innovation goes beyond financial speculation and vibes. but it's getting harder to believe.

x.comKimi.ai on X: "🚀 Hello, Kimi K2 Thinking! The Open-Source Thinking Agent Model is here. 🔹 SOTA on HLE (44.9%) and BrowseComp (60.2%) 🔹 Executes up to 200 – 300 sequential tool calls without human interference 🔹 Excels in reasoning, agentic search, and coding 🔹 256K context window Built https://t.co/lZCNBIgbV2" / X🚀 Hello, Kimi K2 Thinking! The Open-Source Thinking Agent Model is here. 🔹 SOTA on HLE (44.9%) and BrowseComp (60.2%) 🔹 Executes up to 200 – 300 sequential tool calls without human interference 🔹 Excels in reasoning, agentic search, and coding 🔹 256K context window Built https://t.co/lZCNBIgbV2
Todd Geist
@toddgeist.me

Well they haven’t cut them out “entirely”. I am still going to use switch to sonnet or gpt 5 for some tasks, but the majority of the tokens I am burning are now with composer

Todd Geist
@toddgeist.me

Cursor spent 2 years using Anthropic and OpenAI models, collected massive amounts of data and use cases, then trained their own frontier-level model and cut both out entirely. How is this not the playbook every AI application builder will follow?

Todd Geist
@toddgeist.me

I’ve said it before and I’ll say it again. The real unlock in this generations AI models is higher Bandwidth AI radically increases the bandwidth between your brain and the computer. All the wins stem from that. All the “the shit doesn’t work” takes stem from missing this point.

Todd Geist
@toddgeist.me

It also explains why some people experience bigger wins than others. Some people’s bandwidth was much higher than others. They could type faster and the needed less googling to make shit work. Those folks don’t get as much out of it as someone like me, who still can’t type with more than 2 fingers

Todd Geist
@toddgeist.me

this becomes even more obvious when you try to build multi-agent systems. If you have three agents that each fail 1 out of 4 times, your system is will only work 4 in 10 times, as the errors compound. .75 x .75 x .75 = .42 If each of these agents hides it memory the system as a whole can't learn.

Todd Geist
@toddgeist.me

But if your chat app, like Claude or Goose, uses tools from an MCP Server, and it fails 1 in 4 times, you can correct it. You can tweak the context and try again. YOU are the planning and correcting agent. It's not a perfect system, but it can result in workflows that feel fast and effective.

Todd Geist
@toddgeist.me

writing code is about as "digital content creation-y" as it gets. so I guess I won't have to pay taxes on my wage... er "tips" I get every 2 weeks 😜

Unusual Whales@unusualwhales.bsky.social

BREAKING: "Digital content creators" are among the dozens of occupations that the Treasury Department has deemed eligible for the "no tax on tips" deduction, per BI. They explicitly name streamers, influencers, podcasters

Todd Geist
@toddgeist.me

Then I joined Ronnie and the RCC FileMaker Tv crew for a recap and Q and later that day. www.youtube.com/watch?v=5Vwk...

youtube.comClaris Corner: FileMaker 2025 AI Features Q&A with Ronnie and ToddYouTube video by FileMaker Training Videos
Todd Geist@toddgeist.me

Claris FileMaker 2025 is out with some pretty cool new AI features. I joined the Claris team to talk about some of the new features and show some of the stuff we have been working on at Proof+Geist community.claris.com/en/s/externa...

community.claris.comClaris Community (English)
Todd Geist
@toddgeist.me

How long before LLMs become LTMs? Large Thought Models It’s all about the IO. How fact can I get thoughts into the model and how fast can I get them out

Todd Geist
@toddgeist.me

The strange little side effect of using LLMs is that I no longer even wanna type. I just wanna speak to the applications that I’m using and let the LLMs fix all of the punctuation errors and grammar errors. It’s just way faster. High IO for the win!

Todd Geist
@toddgeist.me

Here is another way to think about what AI is doing to the software industry. Salesforce and all other SaaS companies have been charging rent on work that they did in the past. You paid a fee to get to use the particular combination of bits that make up salesforces source code. Those days are over

Todd Geist
@toddgeist.me

They can still charge something, but it will be for the compute and other infra to run the sales force application. But they can’t charge for old work. It’s like imagine if once you built a house, you couldn’t charge for it. Because anyone can build a house now.

Todd Geist
@toddgeist.me

It is now faster and easier to write a node.js script to remove the white background from an image from scratch than it is to remember how to use an app with a GUI that has that as a feature.

Todd Geist
@toddgeist.me

@leerob.com Running an MCP server on Vercel using the Vercel Mcp adapter. Connecting via Claude over http. It all works great in Claude. 😍 But I am getting killed on compute.😟 How do I get the connection to close? Each request stays open for the full 800 seconds. Why?

Todd Geist
@toddgeist.me

@leerob.com Running an MCP server on Vercel using the Vercel Mcp adapter. Connecting via Claude over http. It all works great in Claude. 😍 But I am getting killed on compute.😟 How do I get the connection to close? Each request stays open for the full 800 seconds. Why?

Todd Geist
@toddgeist.me

@leerob.com Running an MCP server on Vercel using the Vercel Mcp adapter. Connecting via Claude over http. It all works great in Claude. 😍 But I am getting killed on compute.😟 How do I get the connection to close? Each request stays open for the full 800 seconds. Why?

Todd Geist
@toddgeist.me

Another hot take on where AI is taking the coding industry. Licenses and IP based on code will increasingly be worthless. AI can already code just about anything Working code is not a moat anymore. Proprietary data and RUNNING code that can do difficult things cheaply are the new moats

Todd Geist
@toddgeist.me

All of the major AI model makers released new coding tools and or better coding models last week. Now these tools can run for long periods of time, hours even, in the background. It’s not going to be like paired programming anymore. It’s going to be more like managing a team.

Todd Geist
@toddgeist.me

The main problem with content is that it only needs to be harvested once and then it can be resold over and over again. But apis can charge per use, because they are doing something other than just pointing at a resource. I wonder if that becomes a thing. A new kind of Content behind an API?

Todd Geist@toddgeist.me

There is just no way that the trade traffic for content economic engine that drove the last 20 years of the internet revolution survives. AI search has already killed it. It just hasn’t figured out it is dead. What comes next? Ads in Chat will likely be tried. Not sure it will work.

Todd Geist
@toddgeist.me

There is just no way that the trade traffic for content economic engine that drove the last 20 years of the internet revolution survives. AI search has already killed it. It just hasn’t figured out it is dead. What comes next? Ads in Chat will likely be tried. Not sure it will work.

Todd Geist
@toddgeist.me

Ok call me a fan boy. I don’t care. The Wheel Of Time tv show is hot fire. Soooo good. The casting is fantastic. The writing is great. The sets and the costumes are awesome. The performances are gripping. Rafe Judkins and team are killing it.