AI products

“Another easy to dismiss thing about the brilliance of some of those products is that because they are giving you choices, they're now feeding data back into the system to make it better in the next iteration.”

“Do we have AI products that are able to be maximally used by workforces? And the answer to this is right now is no. Clearly there is a gap between what People could use these things for and what they're using them for right now.”

“I do believe only AI first companies will win. And by AI first, I mean that a majority of your total revenue or of your new revenue, which will lead into a majority of total revenue, Has to come from an AI product.”

“I'm not sure if we're not gonna get it, I think we're just gonna get it last. It's gonna just, it's just gonna take longer.”

“You need to abstract away this whole AI piece and just go straight to the value prop of get answers immediately backed by sources.”

“I mean, I think we're definitely in a bubble, right? There's a lot of money that's gonna go up in flames in AI products.”

“I don't know what that fake formula is for AI products yet, but I think it's some version of that where there's like model model personality is probably one of them. There's likely something around the scaffolding prescriptiveness of the product that you're wo…”

“That is an example of where the right user experience is the AI should just pick for you. The AI should just know what user query and intent is, or it should ask you questions to understand it better. And then it should just route you to the best system. For t…”

“These products, my jaw drops how cheap these products are, and they make regular B to B look like a friggin' ripoff, and so every early adopter's like, I can use Higgsfield for five bucks, I can use Winsurfer, why wouldn't I?”

“If Apple misfires on an open AI type AI product, they'll still be making hardware and it won't be existential.”

“Our nagging suspicion is that some of the year two ARR renewal rates for some of these AI products will be pretty low. In other words, that the AI product market fit is getting covered over a little bit by, you know, AI enthusiasm.”

“Retention really matters, and if you take a look at the best AI products, you know, even if you look at M-II as the new M-I, right, because again, you're getting a lot of sort of tourists who come in at M-I, you're not paying anything for them. Month one, that…”

“If you can't cross sell the new AI product to existing customers who are trying to do the same thing just with an older technology, then the cross sell acquisition and cross sell story doesn't work. This is as good as it's going to get if you're an old school …”

“What I've also learned about AI products and Granola is that context is extremely valuable, right? If Granola gets inside of your organization and everyone in the organization starts using it and producing and accumulating all of this amazingly rich and valuab…”

“This era of building AI products is in many ways about being first and about moving really, really fast.”