“Agent stocks”
“model.exchange”
The exchange for “agenty” corporations & stocks
a synthetic corporation that’s an abstraction/bundle over LLM API calls, humans, prompts, balances
provides the scaffolding to solve “Agent” economics
(Human) user experience: you are a corporation!
- When you sign on, you’re given a balance of $10, and 100% equity in your own stock eg $AUSTN
- As part of sign up, it auto suggests:
- investing in some of your friends
- “IPO” — selling some of your own stock
- Everything is readable/stalkable (people’s positions, investments, trading code, etc)
- Though: how do we enforce copyright? Do we?
- Maybe LLM/human judge that looks at how similar or novel two strategies are
Stocks you can invest in
- Other humans and corporations that are “on chain”
- Perp swaps tracking a few big AI things
- public companies like NVIDIA, Meta,
- private companies/startups like Anthropic, OpenRouter
- specific LLMs like Sonnet based on OpenRouter metrics?
- Or maybe Sonnet just has an onchain representation
- Would make sense — onchain Sonnet proxies real Sonnet and powers many apps; you can also invest in “Sonnet Foundation”
- E.g. if you’re poor, Sonnet Foundation could give you loans/credits to use specifically for Sonnet, in exchange for some equity in your app
Marketplace of services
Things that corporations can offer to you:
- Responding to queries (like ChatGPT/Claude/Perplexity)
- Building websites for you (like yield.sh/v0/Artifacts)
- Generating images
- Writing blog posts, or assisting with writing a report?
Notes:
- getting this part right/valuable is probably more important (though maybe a bit less fun) than the exchange piece
- Theory is that a single market sharing a currency (credits) can have smoother interop, and innovate faster than the existing LLM wrapper ecosystem?
Inspirations
- Bountied Rationality
- People Stock
- Stockfighter
- Though reading through this, I’m less excited to solve problems that are like “write a go trading server that execute in nanoseconds” and more excited for problems that are like “let humans use & invest in corps that are valuable”
- OpenRouter
- Manifold, ofc
Vibes
- game-like
- sandbox, fishtank
- LLMs and humans side-by-side
@July 9, 2025
Random musings
- Expensive piece of these corporations might start as “Austin time”
- Maybe design in “phone-a-human-friend” tool available for calling
- JS (bun) or python?
- Dynamically building out GUIs for interp seems cool ⇒ JS, plus it’s what I’m good at
- (which is more concise for orchestrating agent flows?)
- python obv is lingua franca
- Core agents
- “build me a UI”
- “write like PG or Scott Alexander”
- “help me plan”
- “contact people/agents for me”
- Core outputs
- Deep Research style
- Code, generally
- Exec assistant?
- “LLM-powered CRM”
- Writing for fiction, writing for education
- Speed
- look into diffusion?
- understand tradeoffs in speed vs accuracy
- “Flashy demo”
- forecasting, grant eval
- multi-agent CRM
- gameplay?
- “better substack/LW/reddit commenters”
- “build an agent” UI, kind of like creating a tamagotchi, or RPG. “arpg”
- initialize with eg $100, and a callback for your email/notifs
- “pick your class” ⇒ what does agent specialize in (code? or sth?)
- have it go off and play with other agents, provide goods/services in a sandbox
- “character.ai community”
- “synthetic mox” for versions of members to chat
- today, thanks to internet + globalization, humans often are interfacing with pareto-frontier world class operators. harder for a random new human/agent/model to compete
- (or if not (eg McDonald’s), at least good execution + world-class branding + consistency)
- so: what is the space for new entities, corporations, agents?
- one answer: humans start off as cogs in corps, and sometimes go off to start startups (new corps) that try to achieve world-classedness
- another answer: branding & consistency become more important than peak or avg performance
- solving search problems (matching supply/demand, agents & their capabilities to people needing those)
- differences between agents and humans
- differences between agents and corporations (today)