November 2026
Many websites ask you to prove you’re human. You tick a box, or pick out the traffic lights, or type in a code from your phone. They ask because the internet was designed on the assumption that the answer would almost always be yes.
That assumption gets less true every year. AI systems already read the web, but they read it badly. They load pages laid out for eyes and throw most of the layout away. They sign in with accounts made for people. When a site doesn’t want them, about all it can do is block them and hope.
The fix everyone reaches for is to make software generative. Investors and startups have said that maybe a thousand times in the last year: generative UI, generative features, or turning a whole product into an API your agent can drive. We don’t think that’s wrong, exactly. It just seems like the wrong size. It adds AI to the internet we already have. What we want is an internet where AI is native, so much a part of how things work that you can’t tell whether it’s involved.
From first principles, the internet was built to convey information. That’s now one of the least interesting things it does. People use it to work and shop and talk, and more and more to hand tasks to software that acts for them. The plumbing hasn’t caught up. The browser, the URL, the password and the login screen all still assume a person on the other end, paying attention for a few seconds at a time.
For Chaitanya, this started as a childhood idea: Tony Stark talking to JARVIS, and everything around him just working. What we want to build isn’t that. But it’s a lot closer to that than to anything a browser does.
We don’t know yet what it looks like. It might be an app, or an operating system, or something that doesn’t have a name yet. Answering that will take a lot of first-principles thinking, and we’re not going to rush it. The hardest part is not building it. It’s knowing what to build.
That’s also why Chony isn’t a company yet. A company is a good way to build something once you know what it is, and we don’t, yet. It isn’t something two people finish in a few months, either. It will take years, and a lot of sleepless nights, and giving up most other things. We’re fine with that.