Your AI is powerful. But will your mom use it?

Interface > Data > Models

While media still focuses on the “next best model” rat race, increasingly believe that the “interface” and “data” layers will further distinguish market leaders while the “models” layer becomes increasingly commoditized and pushed to the edge (becoming increasingly obvious as mobile chips get better and OSes g... See more

Workflow+model startups will win by combining a fine-tuned model with deep customer insight to build an AI-native workflow. These startups will be particularly well-positioned to win in one of the following 3 scenarios:

1. Incumbent saas players do not have legacy workflow dominance in that vertical


2. An AI-native workflow solves the most critical creativ

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It’s becoming increasingly clear that the vast majority of useful AI is not about creating an artificial human personality. It is about creating tools that are endowed with intelligence, and capable of performing far more complex tasks than before.

As we see base models continue to proliferate, and fine-tuned models begin to sit on top of them, our hypothesis is that these “thin layer” products should focus on having a clear opinion of how they form the output or how they shape the human to AI interaction layer. Put simply, the maximally viable product in AI is likely not where the vast major... 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

Come for the robots, stay for the humans

Customer empathy makes a comeback. Companies will move beyond the “best gen AI model” rat race by radically transforming everyday consumer and enterprise workflows with a rich and deep pipeline of category-specific capabilities for the long-tail of professional needs. I like how my friend Aaron Levie, founder of Box, recently described these layers... See more