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Jesse Middleton

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@srcasm

GP @Flybridge. $1M-$3M checks into founders building AI infra, agents & apps that 10x human potential. Backed @arcee_ai, @micro1_ai, @splice, @getsquire + more.
NYC. Say hi 👉 srcasm.com Joined April 2007
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Jesse Middleton Verified account @srcasm
.@aliansarinik had already watched micro1 lose 60% of its revenue overnight.

Three years later, the company reported $1 billion in ARR while remaining profitable.

Now, @micro1_ai has committed $1 billion over the next year to buying and licensing enterprise operational data. Ali is securing the data agents need to learn how businesses work.

Some of the most valuable knowledge inside a company is hard to separate from the decisions people make. Understanding why a choice was right can require context that never made it into an SOP.

I use the phrase "last mile of data" to describe the hard-to-reach knowledge that makes the best tools and agents irresistibly useful.

Ali is securing access to knowledge that could become more valuable with every job we ask an agent to take on.

If you or anyone you know is building something in this space, I'd love to chat. Even if you're early or pre-revenue, I'd love to learn more.

Tag a friend or comment below.
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Jesse Middleton Verified account @srcasm
Not a surprise to me.

Apps still beat agents for simple tasks like ordering food. Clear interfaces remove the ambiguity that chat agents struggle with. Agents excel at travel planning and solving complex problems, not routine deliveries.
Juozas KaziukÄ—nas Verified account @juokaz Oct 29
DoorDash says they have only received "several hundred orders in total" from personal agents like Muse.
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