Abie Cohen

Sobriety source #2: AI as the next platform shift. Every wave of new companies that transforms their respective industries is fueled by a major platform or technology shift. The advent of the web did this. The smartphone and mobile applications did this. And there is no doubt that AI is our next wave. But does every new wave always necessarily... See more

“The best way to think is to write.”

Average loss ratio. Some sectors are higher risk than others. For the past couple of decades, for example, social media has been particularly challenging, with Meta acquiring or suffocating insurgents. If the sector you operate in has a high loss ratio, you may want greater diversification.

What would Instagram look like if it started with “AI filters”? What if we could interact with AI chatbots in our messengers? We are already beginning to see this happen. This type of evolution is inevitable, and the obvious incrementalism will quickly make its way into incumbent applications. It is not enough to reinvent the consumer social... See more