AI applications

“So I love this very inexpensive, super creative use of AI, and I think we're going to see 1010 of thousands of applications like this over the next decades.”

“If you don't engage in these kind of things that look like toys, like, this wave will pass you by. That I'm a hundred percent convinced.”

“Is that wedge product alone defensible? I would argue no, right? Today, it feels like magic to the providers that they're working with, but I think that capability is going to become commoditized over time. They may have an advantage because they've trained a …”

“The apps that ended up mattering on the internet literally didn't exist. Before the internet. And I think that's what people are losing sight of.”

“I kind of think agent is just a word for AI applications, right? Anything that uses AI kind of can be an agent.”

“And what I think a lot of firms are running into right now is if you're only looking at that last step, if you're only looking at the system's performance as a whole, it can be very difficult to understand when, where, and why behaviors are shifting within thi…”

“And so, you know, I think there's a question of how it will play out. Will it just be a simple subscription or is there gonna be something more You know, freemium that comes along. I would bet on the latter. I would bet on the latter.”

“And like, we're like pretty clear past the sort of rapper phase. Like, I don't think there are any rappers anymore. Like, Building good products with AI is really hard, and the founders doing it now have, like, really good kind of intuition for how to do it.”

“There applications that maybe aren't wildly popular, but they're so popular amongst a passionate group of segments, these companies can scale to like hundreds of millions of revenue.”

“And there are a few interesting use cases, but you know, fast forward two years and the way that you get a mortgage is going to be talking to your AI application.”

“My big idea for 2026 is the death of the prompt box as the primary user interface for AI applications. The next wave of apps will require way less prompting. They'll observe what you're doing and intervene proactively with actions for you to review.”

“Right now, currently, I would say that the complexity of the application itself is very high and is not subsumed in the foundation model. And so I think these things are not as straightforward as they appear and the benchmarks can be misleading.”

“I need to build some kind of system of record for you, some kind of vertical operating system for you so that you can't just go switch out for the cheaper player.”

“The more stuff that gets integrated and the more company specific like kind of rules built around the model stuff you have, the stickier it's gonna be.”

“The most compelling AI applications I'm seeing across commercial or, you know, so private sector or public sector are being built by these green suitors.”