Is AI the new crypto?

I strongly suspect a much deeper challenge has just presented itself to humanity. It increasingly feels like there is a deep conceptual and technical connection between the two domains that calls for careful research. It feels like AI and crypto are mathematical evil twins of sorts; that each is somehow deeply incomplete without the other. The mild... See more

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 favo... See more

Disruption Theory & risk-aversion don’t apply

Incumbents typically cede market space to startups wherever there’s new, unproven technology or a new, unproven market, especially in spaces where they can’t use past data to predict the future. But in AI, they’re rushing to embrace new technology and uncertain markets, spending historic amounts of ... See more

GenAI has a user retention problem. And low user retention means GenAI products are not yet providing enough value to their core users to reduce churn or to gain much time in product when looking at DAUs and MAUs compared to other apps.

This is where and why there will be consolidation in the GenAI space. I expect tons of tools to merge in a few pla... See more