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Garry Tan: Own Your Intelligence

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Garry Tan: Own Your Intelligence

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1068 segments

0:07

So,

0:09

the internet calls me

0:11

one of the most AI psychotic people

0:14

online.

0:15

So, it's only right that I start my talk

0:19

with a story about one of the most

0:22

canceled men in history.

0:26

His name

0:27

was Baruch Spinoza. And in case the

0:30

philosophy elective wasn't your thing,

0:33

here are the highlights you need to

0:35

know.

0:37

In 1929, a New York rabbi challenged

0:40

Einstein by telegram.

0:43

"Do you believe in God? Answer in 50

0:46

words."

0:47

Einstein answered in 25.

0:50

"I believe in Spinoza's God, who reveals

0:53

himself in the lawful harmony of the

0:56

world, not in a God who concerns himself

1:00

with the fate and doings of mankind."

1:03

The most famous scientist alive asked

1:06

the biggest question there is,

1:08

pointed at Spinoza.

1:10

But here's what Baruch Spinoza's own

1:12

community did to him.

1:15

Amsterdam, July 27th, 1656.

1:20

Spinoza is 23 years old, a member of a

1:24

tight-knit Sephardic Jewish community.

1:26

He stands in a synagogue while the

1:29

elders ex- communicate him with the most

1:31

violent curse their community ever

1:34

produced.

1:37

"Cursed be he by day, and cursed be he

1:41

by night. Cursed be he when he lies

1:44

down, and cursed be he when he rises up.

1:50

Nobody may speak to him.

1:52

Nobody may trade with him.

1:54

Nobody may come within four cubits of

1:57

him.

1:58

Nobody may read anything he writes.

2:01

And this ban, uniquely among the roughly

2:05

40 bans Spinoza's community issued that

2:07

century, has no repentance clause.

2:11

It has never been lifted. It technically

2:14

is still in force today.

2:19

Spinoza was 23. His crime was evil

2:21

opinions, expressing forbidden thoughts.

2:24

His punishment was complete deletion

2:27

from the community.

2:30

Before his community cursed him, they

2:32

tried to buy him a thousand guilders a

2:35

year, serious money. All he had to do

2:38

was show up at synagogue once in a while

2:40

and keep his mouth shut.

2:42

Hear that in founder terms. They've

2:44

offered him a salary to stop building.

2:47

He said no, not for 10,000, he said. He

2:50

wanted truth, not comfort.

2:52

Shortly before his excommunication,

2:55

a fanatic came at him with a knife.

2:58

The blade tore through his cloak and

3:00

missed him. He kept that cloak, scar

3:03

unmended, for the rest of his life.

3:06

He wanted to remember what ideas cost.

3:10

So, what does the most canceled man of

3:12

the 17th century do next?

3:15

He grinds lenses.

3:16

By day, he makes optical instruments,

3:19

tools that let human beings see further

3:22

than their eyes allow.

3:25

He makes them so well that the best

3:27

scientists in Europe seek them out. And

3:30

by night,

3:31

he writes a book so dangerous he cannot

3:34

publish it while he is alive.

3:38

When he dies at 44, lungs full of glass

3:41

dust from making other people's lenses,

3:44

the manuscript is locked in his writing

3:46

desk. His dying instruction,

3:49

ship the desk by canal barge to his

3:52

publisher in Amsterdam.

3:54

That manuscript became his posthumous

3:56

works, which attracted immediate

3:58

attention across Europe and inspired

4:00

some of the most important philosophers

4:02

of the Enlightenment.

4:04

What does Spinoza have to do with

4:06

startups, you might ask? Well,

4:09

here is a man canceled by everyone he

4:11

knew, offered a salary to stop,

4:15

nearly killed for shipping,

4:17

and his response was to build precision

4:20

tools by day and write the most

4:22

dangerous book in Europe by night,

4:24

alone, with no permission from anybody.

4:28

If you're going to start a startup, you

4:29

could do well to learn from Spinoza.

4:33

He had a name for the engine that kept

4:34

him going.

4:36

Conatus.

4:38

It means your striving, the drive in

4:40

every living thing to keep going and to

4:43

increase its power to act. Not your

4:46

resume, not your title, not your job,

4:49

the striving itself.

4:52

This talk is about the tools that

4:53

amplify it.

4:55

So, what did he actually say that was

4:56

worth deleting a man over? The gist of

4:58

the heresy was that God is not a king on

5:00

a throne. God is spread through

5:02

everything that exists.

5:04

God or nature, he wrote.

5:08

400 years later, we are making a similar

5:11

mistake about intelligence.

5:14

Everyone is waiting for AGI as a

5:17

singular event, a god in a data center,

5:22

some announcement, some threshold, some

5:25

day when the sky changes color.

5:29

So, now I'll say a version of Spinoza's

5:31

heresy, updated 400 years later.

5:34

Everyone is watching the sky,

5:37

and the thing they're watching for is

5:39

already in the room. It doesn't look

5:41

like a god. It looks like

5:43

infrastructure, a terminal window, a

5:45

folder of markdown files, a job that

5:49

finishes while you sleep. Spread through

5:52

everything, which is exactly where

5:54

Sminoza told you to look. AGI isn't

5:58

arriving as an event, it's arriving

6:01

diffused as your agent running on your

6:04

context, doing your work.

6:08

I call it personal AGI, not artificial

6:11

general intelligence for everyone all at

6:13

once, general intelligence for one

6:15

person, you.

6:18

This was a dream of a great many people.

6:20

Vannevar Bush called it the Memex, a

6:22

machine that would be an extension of

6:24

yourself and your brain.

6:26

And I want to be precise about what I

6:28

mean because the words personal AI has

6:31

already been captured by marketing

6:33

departments. I do not mean a chatbot you

6:36

pay $20 a month to. I do not mean a

6:38

slightly better autocomplete. I do not

6:40

mean an assistant that knows your

6:42

calendar and nothing else.

6:45

That's just a subscription you rent.

6:46

It's a corporate AGI you don't own. It

6:49

resets when you close the tab. It knows

6:52

what everyone else already knows, and

6:54

when the company behind it pivots, your

6:56

so-called assistant gets a lobotomy on

6:58

someone else's schedule.

7:01

Personal AGI is a different animal.

7:04

An agent that runs on your

7:06

infrastructure, reads from a memory you

7:08

own, executes procedures you wrote, and

7:11

compounds. The corporate AGI you don't

7:15

own

7:16

gets better only when the company ships

7:18

something. Your personal AGI gets better

7:21

every single day you use it because

7:23

every day it knows more of your life.

7:26

One of these is a product you consume.

7:29

The other is an asset you build. Almost

7:32

nobody in the world has the second thing

7:35

yet, and everyone in this arena could

7:39

have it by Monday.

7:41

And I believe intelligence, intelligence

7:43

of this kind, should be owned, owned by

7:46

you, not rented.

7:49

If you go forth and build this for

7:50

yourself, 2034

7:52

doesn't have to be like 1984.

7:57

You might ask why this personal AGI is

8:00

happening only now. Well, I think it's

8:02

because of what agents can do, and

8:04

nowhere is it more obvious than in

8:06

coding agents. In 2013, I was a YC

8:08

partner building Bookface, our internal

8:11

social network at night. I shipped maybe

8:13

14 useful lines of code a day, which if

8:15

you know the literature on programmer

8:17

productivity is

8:18

dead on median. That was me at full

8:20

effort. This year I run YC full-time,

8:23

same brain, same hours, plus a 5:00 kid

8:26

pickup. I did the math on my output, and

8:30

I'm at about 400x what I did in 2013.

8:34

Now, before the skeptic in row three uh

8:37

deflates that number for me, let me

8:39

deflate that for myself. You don't trust

8:41

the raw lines of code, fine. Apply the

8:43

most pathological verbosity penalty you

8:45

can stomach, and assume the agent writes

8:48

bloated code. Assume half of it is

8:50

scaffolding.

8:52

Assume I'm flattering myself, which is

8:54

always a live possibility.

8:56

It's still 8x at the absolute floor, and

8:58

10 times that in the middle of the

9:01

range. The number is large no matter how

9:03

you torture it.

9:05

Now, this is just code, and if you're at

9:06

the beginning of your career, you're in

9:08

luck. This applies to design.

9:11

This applies to product management. This

9:14

applies to growth. This applies to every

9:17

part of what you might want to do. The

9:20

multiplier for coding is not just for

9:22

coding. It's for every piece of

9:25

knowledge work.

9:26

And it's not just me. At YC, we get to

9:29

watch this at portfolio scale. A year

9:31

and a half ago, in the winter 25 batch,

9:33

a quarter of the companies had codebases

9:35

that were 95% AI generated. Those

9:38

companies use AI agents for everything

9:40

now, not just code. And that batch is on

9:43

track to becoming one of the fastest

9:45

growing, most profitable batches in the

9:47

history of YC.

9:48

Now, I know what a correlation is, so

9:50

let me say it carefully. I cannot prove

9:52

that the AI generated code and

9:54

everything else caused the growth, but

9:56

what I can tell you is that the fastest

9:58

growing founders we fund are not

9:59

treating AI as autocomplete. They are

10:02

treating it

10:04

as a workforce.

10:06

There are 2X people and there are 100X

10:08

people who are using the same cloud,

10:11

same weights, same context window size,

10:13

same API, but the leverage is not in the

10:16

weights. It's in what context you give

10:19

it, how relevant it is, and does it

10:21

happen at the right step.

10:23

We'll come back to this.

10:25

Now, Spinoza has a definition I think

10:27

about every single week. In Ethics, he

10:30

defines joy as the feeling of your power

10:33

of acting increasing, which is why the

10:36

first time an agent does a week of your

10:38

work in an afternoon, it doesn't feel

10:41

like a convenience, it feels like joy.

10:44

And that's not me being poetic. That's

10:46

the technical term. Your power of acting

10:49

increased. Your conatus just got bigger.

10:53

He defined the opposite too, by the way,

10:55

sadness, the feeling of your power of

10:57

acting decreasing. If your Sunday nights

11:00

have a specific heaviness,

11:02

like your ability to influence the world

11:03

is receding, that you feel like you're

11:05

quiet quitting, then this is what you

11:07

feel. And hold that thought because

11:10

we're coming back to this in the second

11:11

half of this talk.

11:13

And it gets political.

11:15

So, here's the equation for the next

11:17

decade of your life, a frontier model

11:20

which is rented and a commodity,

11:22

and getting cheaper by the quarter,

11:25

plus your context, which is owned by you

11:28

and unique. No and ideally nobody else

11:31

on this earth has it. Plus a harness

11:34

that wires them together. That harness

11:36

might be open claw, Hermes agent, Claude

11:38

coder, or codex. Add that up, and that

11:41

gives you an agent that acts like a very

11:43

fast version of you.

11:45

Model quality is rented, but your brain

11:48

is owned, ideally by you.

11:51

Marshall McLuhan said that technology is

11:53

an extension of man. Steve Jobs called a

11:56

computer a bicycle for the mind. And if

11:59

you have what I'm describing here, then

12:02

you have a self-driving rocket.

12:05

Paul Graham taught every founder in this

12:07

building two things: make something

12:09

people want, and do things that don't

12:10

scale. Both still govern everything.

12:14

What's new is the multiplier on the

12:16

second one. Agents are how one founder

12:19

now does unscalable things at scale. The

12:22

advice didn't change, but the physics of

12:24

all startups and of what you can do did.

12:29

Spin lenses

12:31

instruments that let people see past the

12:33

limits of their eyes.

12:35

I want to spend the next 15 minutes

12:36

showing you what grinding lenses for the

12:38

mind looks like. This is the machinery I

12:40

actually run my life on, and every

12:42

concept travels to whatever stack you

12:44

use.

12:45

Let's start with working memory, because

12:48

it explains everything. You and I, as

12:51

human beings, hold about seven things in

12:53

our head at once. Seven plus or minus

12:55

two. It's the most famous paper in

12:58

cognitive psychology.

13:00

It's why local phone numbers are seven

13:03

digits, and why you forget the eighth

13:05

item on a grocery list.

13:07

That is the entire working memory of a

13:10

human being. And every institution

13:13

humanity has ever built, every

13:15

checklist, every org chart, every filing

13:19

cabinet, every stand-up meeting is a

13:23

prosthetic for that limit.

13:26

An AI agent, though, holds a million

13:29

tokens. That's about 1,000 pages. Three

13:33

Harry Potter books sitting open on its

13:35

head all at once.

13:37

And it can find a needle

13:39

in any of them and synthesize across all

13:42

three in seconds. Three Harry Potter

13:45

books versus seven digits.

13:49

You could argue that's not quite AGI

13:51

yet, but it is already a different

13:54

operating regime. And almost everyone on

13:57

Earth is still running their life on an

13:59

org chart and a way of doing things

14:02

designed for the seven-digit brain.

14:06

Run that number in the other direction.

14:08

1,000 pages is a lot,

14:10

but it is also very little.

14:12

Your life is not three books. Your life

14:14

is a library. Every email you ever sent,

14:17

every meeting, every decision, and every

14:20

reason behind it. Every conversation

14:23

with every person you know.

14:26

The question that determines whether

14:27

your agent

14:29

is a genius or a goldfish is this. Who

14:33

decides or what decides which three

14:36

books are open on the desk?

14:39

And that's what a brain is. That's what

14:41

G brain is meant to be. The library plus

14:44

the librarian.

14:48

I've been building G brain in the open.

14:50

My personal open claw has a

14:52

Karpathy-style knowledge wiki with about

14:54

220,000

14:56

markdown pages.

14:58

25 years of my life diarized. Every

15:00

email, every meeting, my notes, my

15:02

photos, my drafts, the things I got

15:05

wrong.

15:07

Compiled mostly by agents, curated by

15:09

agents, searched for by agents. But I

15:12

never re-ask a question I already

15:14

answered. And

15:16

the lived experience in the system is

15:19

the point. A founder emails me about a

15:21

crisis. Before I finish reading the

15:23

email, my agent has already pulled every

15:26

prior conversation I've had with that

15:27

founder.

15:29

Three portfolio companies that hit the

15:31

same wall and what actually worked for

15:33

them.

15:34

When my agent does anything, it does

15:36

knowing everything I know and that's the

15:38

difference between an assistant and a

15:40

colleague.

15:41

Let me walk you through an actual day

15:43

because that matters more than an

15:45

architecture diagram.

15:47

While I slept last night, my agent

15:48

processed my inbox. Not sorted it,

15:51

processed it. It knows which emails are

15:52

from founders in trouble,

15:54

which are from people trying to sell me

15:56

something and which are from the 17

15:58

mailing list I never quite unsubscribed

16:00

from. The ones that matter are triaged

16:03

with context pulled from the library,

16:05

who this person is, my whole history

16:07

with them, what they're really asking

16:09

under what they wrote and what that

16:11

might mean for me. I wake up to a

16:13

briefing, not a pile of emails.

16:16

Before every meeting, a prep doc, who

16:18

I'm meeting, what we said last time,

16:20

what changed since and what I should

16:21

ask. Research I was curious about at

16:23

midnight is finished by morning and when

16:25

something interesting happens in the

16:26

world, my agent has usually read it,

16:29

cross-referenced against what I care

16:30

about and filed it before I've had

16:32

coffee.

16:33

On top of this library sits my agent

16:35

coding framework, G stack, 123,000 stars

16:39

now which put it in the top 100 open

16:41

source projects in the history of GitHub

16:43

and

16:45

what's actually in the punchline of this

16:46

whole architecture? It's mostly skill

16:48

files.

16:49

Plus a browser that the agents can

16:51

drive, pages of English and a way to act

16:55

on the world. Markdown, not magic. Fat

16:57

skills, thin harness.

17:00

Let me show you what a skill file is

17:01

because I keep saying this phrase and I

17:03

want you to see how unmagical it is.

17:06

Here's a real one, lightly redacted. It

17:08

says

17:09

when a meeting recording lands from

17:11

CircleBack, transcribe it with speaker

17:13

labels, pull out the commitment made,

17:15

who made it and the deadline.

17:16

Cross-check every person named against

17:18

the library and link their pages. File

17:20

the summary here, full transcript there.

17:22

If anything contradicts something we

17:24

already believe, flag it. Don't

17:25

overwrite it. That's it.

17:27

That's a skill. It's a page of English.

17:29

A smart intern, anyone really who could

17:32

read, could follow it. And that's the

17:34

test actually. If a smart intern could

17:35

follow it, an agent can run it.

17:38

Which means uh actually a kind of

17:40

profound thing. I know I caught a lot of

17:43

flak for talking about this, but I think

17:45

it's more true than ever, especially

17:46

now. Markdown is actually code. If you

17:49

can write clear instructions in English,

17:52

you're a programmer. The compiler is a

17:53

language model. And that's why it's not

17:56

just for engineers anymore. At YC, our

17:58

media people, event staff, finance team,

18:00

people who never open a terminal in

18:02

their lives, are building skill files

18:05

and schedule jobs. One of our finance

18:07

folks compiled um about a hundred Excel

18:10

workbooks into a single app she built

18:12

with an internal agent. She is not a

18:14

programmer. She is a manager of agents

18:16

now. Everyone is about to be.

18:20

The most important question to ask here

18:22

is, where is the computation happening?

18:25

And there are exactly two answers, and

18:27

confusing them causes every agent

18:29

failure I've ever seen.

18:32

Some computation belongs in latent

18:34

space.

18:35

Taste, judgment, reading what a human

18:37

actually wants from a vague request.

18:40

That lives in the model, and you steer

18:42

it with a markdown file.

18:44

And then some computation belongs in

18:47

deterministic space. The arithmetic, the

18:49

SQL query.

18:51

Uh

18:52

for instance, the seating chart for what

18:55

sessions you're going to go to today for

18:57

your breakouts.

18:58

Uh all of that needs to be stored in a

19:00

SQL database used

19:03

by the markdown files.

19:05

Being smart about this goes a long way.

19:07

Ask an agent or human to seat five

19:09

people around a a

19:10

that's easy, do it in latent space. Ask

19:13

it to make custom schedules for 6,000

19:15

people in an arena,

19:17

like we just did for you, and your

19:19

latent space agent needs to write some

19:21

code to keep track of it. Your

19:23

experience at this conference had to be

19:26

markdown files calling code in exactly

19:29

this way.

19:30

And you couldn't do it without the code.

19:31

The model fails where we fail. The fix

19:33

is having the model compute the way

19:35

humans compute.

19:37

The latent and the deterministic

19:39

markdown files calling databases and

19:41

scripts. Simple,

19:43

but it's what everything is actually

19:45

built on. And I'll give you one more

19:47

receipt, my favorite one because you're

19:49

sitting inside it right now.

19:51

Five days ago, I decided this talk

19:53

needed Spinoza, one of my favorite

19:55

philosophers, especially because of how

19:57

canceled he got.

19:59

So, my agent went and acquired three of

20:01

the best biographies about the man,

20:04

books by Nadler, Goldstein, and Stewart,

20:06

about 1,500 pages.

20:09

It read all three. It built me a

20:10

synthesis, a dated chronology of his

20:12

life, every place the three biographers

20:15

disagree with each other, and the best

20:16

verbatim quotes with chapter citations.

20:19

And because it knows what I need, the 10

20:22

most tellable moments of his life ranked

20:25

with delivery notes. The knife attack,

20:28

the bribe, the desk. Every beat of our

20:31

opening that might have given you some

20:33

chills 20 minutes ago came out of that

20:35

overnight run. 1,500 pages became a

20:38

stage-ready story that I could edit. I

20:40

call it a compendium skill, and I use it

20:43

daily. It's a personal skill that is a

20:45

mega mega version of deep research, only

20:47

deeper than anything the corporate AI

20:50

products will give you.

20:52

The spine of this talk you're watching

20:53

was inspired by the machine we're

20:55

describing now.

20:57

And if you're wondering where my mine

20:59

actually started, it was not 220,000

21:02

pages. It was a folder. It was a few

21:05

markdown files about the companies I was

21:08

working with and the people I kept

21:09

emailing.

21:10

And the library got big the same way

21:12

anything gets big, a little every day

21:14

compounding with agents doing the

21:16

filing.

21:18

Nobody builds the warehouse first. First

21:20

you build one shelf.

21:23

When you sit down with an agent tonight,

21:25

you're not coding.

21:27

You're mad- managing

21:29

a workforce made of markdown. A skill

21:31

file is an employee. It has one

21:33

capability, one job written down clearly

21:35

enough that someone new could execute

21:37

it.

21:38

A resolver is an org chart. A task comes

21:41

in and it decides which markdown file or

21:44

who handles it.

21:46

Which means that before you ever

21:48

incorporate anything, before you have a

21:50

co-founder or a logo or a deck, you can

21:53

already be running an organization. An

21:56

organization of one plus your agents.

21:59

You are the founder and the entire

22:00

management layer of you incorporated and

22:03

the head count under you is now whatever

22:06

you decide it is.

22:08

This already produces companies that

22:10

break the old math. Emergent out of our

22:13

summer 24 batch went

22:15

from public launch to nine figures of

22:16

revenue in eight months.

22:18

When they crossed $15 million in

22:20

annualized revenue, they were 15 people.

22:22

Retail winter 24 hit 60 million

22:25

annualized with about 40. That revenue

22:28

per person did not exist before, not in

22:30

software, not in oil, not in railroads.

22:33

And these aren't freaks of nature.

22:35

They're the first companies built

22:36

natively on the new physics and every

22:39

one of them started as one or two people

22:41

wired the way I just described.

22:44

Now, picture our batch room in the dog

22:47

patch, hundreds of founders every single

22:49

day, each one of them doing what used to

22:51

be

22:52

a person's entire year of work.

22:55

That is not the future, that is the bar

22:58

right now with this batch. If you're not

23:01

doing it, your competitor is and they

23:03

will eat your lunch politely and thank

23:05

you for it. It also changes what

23:07

software even is. Software doesn't have

23:09

to be precious anymore. You can build

23:11

exactly the tool you need for the

23:13

audience of one in a weekend. The old

23:15

advice was scratch your own itch and

23:17

hope it's a market. The new version is

23:19

much better. Scratch your own itch

23:21

because scratching itches is nearly free

23:24

and some of your tools for one will turn

23:26

out to be entire companies. You'll know

23:29

because other people start begging for

23:31

them.

23:33

And one honest caveat before the how-to

23:35

because you catch me out in any way, a

23:37

brain nobody curates is a garbage dump

23:39

with great search. Retrieval will

23:41

surface a stale fact with total

23:43

confidence. A bad skill file encodes a

23:46

bad process forever. So, the primitive

23:49

is memory plus hygiene, provenance on

23:52

every fact, contradiction contradiction

23:55

checks when new information collides

23:57

with old, and a librarian whose actual

24:00

job is pruning. Treat the brain like

24:03

production infrastructure and it

24:06

compounds. Treat it like a dumping

24:08

ground and you get a very confident

24:10

agent that is wrong in ways nobody can

24:13

trace.

24:16

Everything so far is philosophy and

24:19

receipts. So, let's get into some

24:21

how-to. If you do what I describe in the

24:23

next 6 minutes, you'll be ahead of 99%

24:25

of people who watched this talk and just

24:27

nodded. Step one tonight, pick a harness

24:30

and run an agent on your own machine. I

24:33

use open claw and Hermes agent with G

24:36

brain. A hosted version of this is at

24:38

gbrain.io.

24:39

It's free. G brain itself is free and

24:42

open source. I always recommend the

24:44

Ferrari, but I'll be honest, the Honda

24:47

is really good, too. Codex, Cloud Code,

24:49

whatever. Any of them will do 99% of

24:52

this and the upside of not Ferrari is

24:54

that

24:55

it will also get you to your destination

24:56

with a little less of less getting out

24:58

to fix it on the side of the road. The

25:00

concepts are the point, not any given

25:02

repo or product. The intelligence is on

25:04

tap and there are many paths.

25:07

Step two, this weekend start your

25:09

library. Not a grand archive. One folder

25:12

of markdown files, export your notes,

25:15

export your email if you can. Write one

25:17

page about each project you you're

25:19

working on each person you work with.

25:22

And on those pages write the things you

25:24

actually know, what you're building

25:25

together, what they care about, what you

25:28

owe them, what they said last time. That

25:30

stuff no model on the earth no model on

25:32

earth has because it only exists in your

25:35

head. And your head, as we established,

25:39

only holds seven things. The first time

25:41

an agent answers a question using your

25:43

context instead of the internet's,

25:45

you'll feel the click and you won't go

25:47

back. You're all sitting on You are all

25:50

sitting on five, 10 years of your own

25:52

history in one inbox or another. That's

25:55

your moat just lying there, unindexed,

25:57

doing nothing. The only gate between you

26:00

and this entire architecture is probably

26:03

24 hours.

26:04

Step three, write your first skill file.

26:08

Picking it is easy.

26:10

You know, what's the task you do every

26:12

single week that you hate the most?

26:14

Might be expense reports, meeting notes,

26:17

the weekly status update, competitor

26:19

research. Explain it to your agent. What

26:22

do you want to do? In plain English, the

26:23

way you'd explain it to a smart friend

26:25

on their first day of a job. And then

26:27

let it get it wrong.

26:29

If it gets it wrong, correct it. Every

26:32

rule, every exception, every oh and

26:35

also, put it in there and it'll fix it.

26:38

That page is now an employee, run it.

26:41

Step four,

26:42

wire it up to be a recurring job. Maybe

26:45

it's the job you just created in step

26:47

three. Every morning at 7:00, do this.

26:50

Every Friday, summarize that. The first

26:52

time you wake up to work that finished

26:54

while you you slept, something shifts in

26:57

your head permanently. That's the day

27:00

that

27:01

the day stops being the unit of work for

27:04

you.

27:05

It becomes what you can imagine, and it

27:08

should be driven by what your goals are

27:10

and what you want to create in the

27:12

world.

27:13

Step five, this is the discipline that

27:15

separates the compounders from the

27:16

dabblers. Never do one-off work. Most

27:20

people run one operation with one agent

27:23

and then throw the context away. They

27:25

close the window, that's it.

27:27

Don't. At the end of every task, ask the

27:30

agent

27:31

to skillify what it did.

27:34

Skillify is a special skill you can find

27:36

in G brain. You can

27:38

point it at that repo and say, "Extract

27:41

skillify. Learn how to do it." Turn it

27:44

into a markdown file you can use and

27:47

reuse forever. I'll say it the way I say

27:50

it at YC. If you have to ask for

27:52

something twice, you failed.

27:54

The person who captures what they learn

27:56

gets smarter every single day. The

27:58

person who wakes up every morning with

28:00

amnesia,

28:01

well, that that's a waste of your time,

28:03

and it sort of doesn't matter how good

28:05

the model gets

28:07

if you can't turn it into real memory.

28:11

Do those five things, and I can tell you

28:12

what your next 90 days look like. Week

28:14

one, honestly, it's a toy.

28:17

The library is thin. The skills are

28:19

clumsy. You're fixing more than you're

28:21

saving.

28:22

Week four, the flywheel catches. The

28:25

agent starts answering with your

28:26

context. The morning job produces

28:29

something you actually read, and you

28:31

write your third and fourth skill

28:32

because the first two worked. Week 12,

28:35

you have a library that answers before

28:37

you finish asking. A dozen skill files

28:40

running the parts of your week you used

28:42

to dread, and one or two tools that

28:44

other people keep asking to borrow.

28:47

Which in this room is called a startup.

28:50

The curve is the same curve as any

28:53

compounding thing you've ever seen.

28:55

Flat, flat, flat, then not.

28:58

Most people who try this will quit this

29:00

in week two.

29:02

Which is precisely why the ones who

29:04

don't feel like they're cheating

29:06

by week 12.

29:09

Now, I need to tell you the part that

29:11

isn't fun. Because everything I taught

29:14

you just cuts both ways.

29:16

I told you Spinoza's definition of

29:18

sadness earlier, the feeling of your

29:20

power acting power of acting

29:24

decreasing. And I said it gets

29:26

political. This is where.

29:28

A skill file is not a document. It's a

29:30

piece of your cognition, how you do the

29:32

thing, extracted from your head, written

29:35

down, and executable. Every skill you

29:39

teach an agent is you externalized.

29:42

And the exact same file is two opposite

29:45

futures, depending on one variable, who

29:49

controls it.

29:51

Take a fictional example of a support

29:53

engineer. Let's call her Maya. Over two

29:55

years, Maya teaches her agents 40

29:57

skills.

29:58

How to triage a P0 at 2:00 in the

30:00

morning, how to de-escalate the customer

30:02

who's about to churn, how to write a

30:04

postmortem that actually prevents the

30:05

next incident. 40 files. That's her

30:08

judgment, the thing that took her two

30:10

years to build, sitting on a disk.

30:12

Version one, those files live in Maya's

30:15

repo. She changes jobs, they go with

30:17

her. Day one at a new company, she's

30:19

operating with years of compounded

30:21

judgment on tap. Every year she works,

30:24

she compounds. That's ownership. And if

30:27

she wanted to start a company that does

30:28

this, it's her expertise, and it turns

30:31

out she can. Entire startups these days

30:33

will be markdown files.

30:35

Version two,

30:37

those files live in the company's repo

30:39

under the company's IT policy. Maya

30:41

leaves with nothing. The company keeps

30:43

running her judgment without her. 40

30:45

files executing forever and her name

30:47

isn't even in the commit history. She

30:49

didn't have a career, she had an

30:51

extraction.

30:52

Same files, same Maya, one variable.

30:55

So this is the doctrine and I want you

30:57

to be able to repeat it tomorrow. I

30:59

believe skill files are yours. Own your

31:02

skills because

31:04

if you don't, your job becomes a skill

31:06

file.

31:09

And this happened before.

31:11

Craftsmen own their tools. That's what

31:13

made them free. The factory broke that.

31:16

The loom belonged to the mill. The

31:17

knowledge workers assumed we were safe

31:19

because our tools lived in our heads

31:21

where nobody could confiscate them.

31:23

Skill files end that. For the first time

31:24

in history, your cognition can be

31:26

extracted, stored, versioned and owned.

31:29

The only question is

31:30

by whom? Remember Do you remember the

31:33

thousand guilders? That offer never went

31:35

away. It got rebranded. Every

31:37

comfortable arrangement where your

31:39

judgment compounds in someone else's

31:41

repo is a thousand guilders a year to

31:44

show up, keep quiet and stop building

31:46

your own thing.

31:47

And that's why you should start a

31:48

startup because this is how

31:51

you can actually make those skill files

31:53

work for you.

31:54

Spinoza faced the upgraded version two

31:57

in 1673.

31:59

Heidelberg offered the cursed heretic a

32:01

full professorship.

32:03

Salary, legitimacy, a chair

32:07

and {quote} freedom of philoso- -phizing

32:10

provided he not disturb the established

32:13

religion.

32:14

His answer was, "I do not know what the

32:16

limits of that freedom of philosophizing

32:19

might have to be."

32:21

He read the terms of service and he

32:23

declined the acquisition. He had a

32:25

phrase for what he was protecting, under

32:27

your own power as opposed to under

32:29

someone else's. Your power of acting

32:32

exists either way. The political

32:35

question in 1673 and in 2026 is who

32:40

commands it. Personal AI is about

32:43

controlling your own cognitive abilities

32:45

and protecting yourself.

32:47

That's the whole thesis of this talk in

32:49

one sentence. Personal AGI is how you

32:52

stay under your own power in the age of

32:54

agents. So, keep your brain and your

32:57

skills in a repo you control from day

32:59

one before any platform or any acquirer

33:04

has an opinion about it.

33:07

When Spinoza died, they inventoried the

33:09

room. Two pairs of pants, seven shirts,

33:13

a lens lathe,

33:15

160 books,

33:18

and the Ethics locked in a desk. He

33:21

owned almost nothing, and nobody ever

33:24

controlled his skill files.

33:26

The desk drawer was his repo.

33:31

Own yours

33:32

like he owned his.

33:36

Now, three objections, and I can hear

33:37

them from up here, so let's just do

33:39

them. Objection one, the models are

33:41

improving so fast that all this harness

33:42

stuff will be obsolete. Just wait for

33:44

the next release. This is the better

33:46

bitter lesson crowd, and I love them,

33:48

but notice what actually happens in

33:49

every model release. The better the

33:51

models get, the more the differentiator

33:54

moves to context. When everyone's engine

33:57

is a thousand horsepower, the race is

33:58

won on the driver and the map. The

34:00

weights are everyone's. The library is

34:03

yours. At least I hope it is.

34:06

A better model makes your library worth

34:09

more because a smarter reader extracts

34:12

more from the same books. I'm rooting

34:14

for the labs as hard as anyone in this

34:16

building,

34:17

but every release they ship is a free

34:20

upgrade to a workforce I already own,

34:23

and a workforce I want you to own.

34:26

Objection two, is this just rag? Sure,

34:29

and Postgres is just B-trees. Retrieval

34:31

is the primitive, not the product. The

34:33

hard part is everything around it. What

34:34

gets written down in the first place,

34:36

how it gets enriched and linked, what

34:38

gets promoted to hot memory versus filed

34:40

as cold cold reference, who arbitrates

34:43

when two facts disagree. Retrieval is

34:45

easy. Being worth retrieving from is the

34:48

product.

34:50

Objection three, and it's the one that

34:52

deserves the most respect. You put your

34:54

entire life in one system, your email,

34:56

your meetings, your kids schedules. What

34:57

happens when it leaks? My answer is the

34:59

same answer as the whole talk. That's

35:02

exactly why

35:04

it has to be yours.

35:05

My brain runs on my own infra, in my own

35:08

repo, under my own keys. Compare that to

35:10

the default, which is not privacy. The

35:13

default is your life is already

35:15

scattered across 10 clouds owned by

35:16

companies whose incentives are not

35:18

yours, searchable by everyone except

35:20

you. I didn't create the risk by

35:22

consolidating my context. I took custody

35:24

of it. Custody is the security model,

35:27

and if you don't trust yourself to hold

35:28

the keys, I promise you the answer isn't

35:31

trusting someone else's terms of service

35:32

more.

35:34

So, why did I open source all of it? The

35:36

harness, the brain architecture, the

35:37

skills, the whole personal operating

35:39

system. People ask me this because they

35:42

seem like they they they think there

35:43

must be a catch. Well, the answer is

35:45

because I can. Because being at YC for

35:48

me means I don't have to monetize my own

35:50

infrastructure.

35:53

But, because I can is also the answer to

35:55

the wrong question. The real question is

35:56

why anyone should. And the answer is

35:59

that I believe tools of the powerful

36:01

should be given away. Every era has a

36:05

private technology of leverage, a thing

36:08

the powerful have and everyone else

36:11

doesn't. For a long time, it was

36:13

literacy. Then, it was capital. Right

36:16

now, today, it's this, the harness, the

36:19

library, the workforce made of markdown.

36:22

The people who have it are quietly

36:24

operating at at different scale than the

36:26

people who don't. And the gap is

36:28

widening every month. And that's what

36:31

this whole conference is about, to give

36:33

you the power

36:35

to be able to do it for yourself.

36:39

When something like that, that powerful

36:41

stays private, you get a priesthood.

36:44

When it gets given away,

36:46

you get a renaissance.

36:50

I know which one I want to live in.

36:53

Which means I get to do the things that

36:55

I actually believe in. And I'll give it

36:57

to you as a creed, because it's the

36:59

closest thing I have to one.

37:02

Say the things other people won't. Fund

37:05

the people other people won't. Build the

37:08

buildings other people won't. Write and

37:11

give away the code that other people

37:13

won't. Leave behind the institutions

37:16

that other people won't.

37:19

And when you build in the open, you

37:21

should know what's coming, because

37:23

Spinoza's story has one more chapter.

37:26

November, 1676, Gottfried Leibniz,

37:29

the most glittering genius in Europe,

37:32

silk stockings, a calculating machine in

37:34

his luggage, travels to The Hague to

37:37

spend three days in an attic with the

37:40

most hated man on the continent.

37:43

And then he spends the next 40 years

37:45

lying about it. Publicly, the visit was

37:47

a few hours in passing. Privately, his

37:50

notes are crammed with obsessive

37:52

commentary on Spinoza.

37:55

I live a small version of this weekly. I

37:57

say agents write most of my code now,

37:59

and the dunks arrive by lunch. Then I

38:01

look at what the loudest dunkers are

38:03

actually shipping, and it's agents all

38:05

the way down. So, learn the pattern now,

38:08

because building in public guarantees

38:09

you'll meet it. First, they quote tweet

38:11

you. Then they get clone you.

38:14

The dunks are just the adoption curve

38:16

announcing itself.

38:18

And I want to show you what this

38:20

architecture looks like when it's

38:22

pointed at the only thing that really

38:23

matters.

38:25

I have a friend whose son has a rare

38:27

form of epilepsy.

38:30

No lab, no grant, no permission. He just

38:33

went, and you can just do things. He

38:35

built a repo of 80,000 markdown files. A

38:38

brain

38:39

for one small boy.

38:41

And pushed himself to the absolute edge

38:43

of what humanity knows about his son's

38:46

exact condition.

38:48

Every specialist visit, every paper,

38:51

every seizure log, every drug

38:53

interaction, indexed and cross-linked

38:55

and ready. So that when a new doctor has

38:58

an idea, he knows in minutes whether

39:00

it's already been tried. A father, a

39:03

laptop, and a library. That

39:06

is personal AGI. Not a benchmark, not a

39:09

demo. The entire architecture I've

39:12

described tonight, the library, the

39:14

librarian, the right three books open at

39:16

the right moment, aimed at the one thing

39:19

one man loves the most in the world.

39:22

Nobody was coming to build that for him.

39:25

So he built it.

39:27

And nobody is coming to build yours for

39:29

you.

39:30

That's the good news.

39:33

Everything you were told you needed, the

39:35

team, the funding, the permission, the

39:38

credential, was a workaround for the

39:40

fact that one person could hold seven

39:43

things in their head and work 16 hours a

39:46

day.

39:47

That fact just expired. You can fly now.

39:51

Not metaphorically,

39:53

mechanically.

39:55

Every problem where you thought, "I wish

39:57

I had this person.

39:59

I wish I could hire this person.

40:01

But I can't get them."

40:03

You can.

40:05

Every archive too big to read, every

40:07

data set too gnarly to clean, every

40:10

ocean

40:11

you were told not to boil.

40:14

We can boil the ocean now.

40:18

I have a sentence I live by and I want

40:20

to leave it with you.

40:22

It's all made up.

40:24

But you get to make it up.

40:27

Every institution in the world,

40:29

including the one that read a curse over

40:32

a 23-year-old in 1656,

40:35

was made up by people no smarter than

40:37

you. The difference between you and

40:39

every generation of founders before you

40:42

is that they had to recruit dozens of

40:44

believers before they could build

40:46

anything at all. You need a laptop

40:49

and a few years of your own history

40:51

you're already sitting on.

40:54

There are about

40:56

7,000 people at this whole event.

40:59

7,000 conatuses.

41:02

7,000 strivings. For most of history,

41:06

almost all of that striving never got an

41:09

audience. It died waiting for funding,

41:11

waiting for head count, waiting for

41:13

permission,

41:15

waiting for someone else to believe

41:17

first.

41:18

The machinery I showed you tonight is

41:21

the first technology I've ever seen that

41:22

lets the striving go straight to work.

41:25

One person, no intermediaries, no

41:28

permission. I genuinely do not think the

41:31

world understands yet what 7,000 people

41:34

with that kind of leverage

41:36

walk out of a building and do.

41:41

Spinoza closed the Ethics, the book that

41:43

had to be smuggled out in a desk, with

41:46

nine words. All things excellent are as

41:49

difficult as they are rare.

41:52

The difficulty

41:54

just collapsed. The rarity is now up to

41:58

you.

42:00

Go

42:01

and build.

42:03

Thank you.

Interactive Summary

The speaker argues that personal AGI, powered by owned, individual context and agentic workflows, is a revolutionary shift that allows individuals to operate with unprecedented leverage. By drawing parallels to the life and philosophy of Baruch Spinoza—an intellectual who pursued truth independently despite extreme ostracization—the speaker emphasizes the importance of 'Conatus' or the drive to increase one's power to act. He outlines a practical approach to building a personal, agent-based 'brain' using markdown files, emphasizing ownership over rented corporate AI, and highlights how this approach can transform individual productivity and enable anyone to build powerful tools for complex problems.

Suggested questions

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