Opinion
Moore: Traditional schooling should be replaced entirely by 24/7 AI tutors
“And then I'm on the other end of the spectrum where I'm, like, blow it all up and have everyone be taught by an AI tutor, like, all of the time.”
Insight
Justine Moore: App layer AI startups pioneered generation templates before OpenAI
“I would almost argue the application layer companies, like the Kriyas, the Hedras, the Higgsfields of the world, popularized that template format. And did it first and did it better.”
Assertion Not checkable as stated
Justine Moore: Sora succeeded as a creative tool but failed socially
“But I think what we've seen is like in the retention data and how we're seeing it used is it was massively successful as a creator tool. Like now my feed is probably two thirds AI slop, if not more. And I, over 50% of it is now Sora, whereas before it was like…”
Opinion
Moore: xAI's Grok has achieved the fastest multimodal progress in AI
“I think their image and video progress is probably the steepest slope I've seen of any of the companies.”
Assertion Not checkable as stated
Moore: xAI is the only major AI lab not compute-bottlenecked
“I think XAI is probably the only model company that is not bottlenecked on compute from my understanding, whereas the others have to make really, like, serious and significant calls of, like, if we let, if we release Nano Banana and go super viral, like, it ma…”
Prediction Not checkable as stated
A massive market will emerge for entertainment and companionship AI models
“I think there's going to be a huge market for more of these companionship entertainment, just having fun type models that doesn't need to be like the highest IQ person you know.”
Opinion
Moore: Instagram voice translation is Meta's only good 2025 consumer AI launch
“The one good consumer feature I think they've launched this year With AI is the Instagram AI translations”
Prediction Not checkable as stated
Moore: On-the-fly mini-apps will displace ad-heavy long-tail mobile apps
“Instead of having to find this long tail app that's running all these crazy ads, pop-ups all the time, and is hard to use and is not personalized to you can just make exactly what you want on the fly and tweak it”
Prediction Not checkable as stated
Moore: Merchant infrastructure for AI agents will equal consumer market
“The entire infrastructure and merchant facing side of it is probably going to change quite a bit. And I think that will be just as big as the consumer side of the market.”
Assertion Not checkable as stated
Hugging Face and Civitai show non-data AI network effects
“Some of them are also starting to see what I would say are sort of the first kind of non-data network effects in AI. Especially things like Hugging Face and Civit AI, where, you know, you have these communities where people are hosting tons of models or lauras…”
Opinion
Moore: Very few AI companies care about what users actually want
“Like, you truly really care not just about training the best model for this use case, but also what your users actually want and what they're doing in a way that I think very few AI companies today do.”
Insight
Benchmark-topping AI models are not necessarily what consumers want for chat
“I don't necessarily think the like smartest model that scores the best on sort of all of these objective benchmarks of intelligence will be the model that people want to chat with.”
Prediction Didn’t hold up
Other US states will not replicate Illinois' AI mental health therapy ban
“I don't expect we'll see the other states go in the direction of Illinois, partially because it's just so hard to regulate.”
Prediction Not checkable as stated
Interactive world models will spawn a major personal gaming market
“And then, but I think the second gaming example is more like kind of what you're alluding to, which is more personal gaming, which is like every person puts in an image or video or text prompt, and then is sort of creating their own mini game where they're wan…”
Prediction Not checkable as stated
Generative world models will supply unlimited reinforcement learning environments for AI agents
“There's so many companies now selling these RL environments for agents that they're manually creating. And something like a genie three could make that Much easier and sort of allow you to generate unlimited environments for these agents to wander through and …”
Prediction Not checkable as stated
Specialized vibe coding platforms will emerge for distinct user segments and demographics
“And so I think what we are hoping to see basically is Like specialized players emerge that offer the best product for a particular demographic of user or for a particular use case. And that will probably imply very different product experiences, product constr…”
Prediction Not checkable as stated
Justine Moore: AI will generate end-to-end consumer brands from design to app
“I think we'll see brands that are, like, logo, product photo, maybe even product itself designed by AI, vibe-coded slash vibe-designed website or mobile app, and then kind of drop ship to the end consumer.”
Opinion
Moore: Veo 3 is currently the best text-to-video AI model
“So we're going to dive into my current AI video stack for consumer creators like me, starting with VO three, which I think is currently the best text to video model.”
Insight
Justine Moore: Consumer AI virality directly drives enterprise lead generation
“There's an initial consumer virality moment, and then that actually leads to lead generation in, Enterprise sales in a way that we did not see with the last generation of products.”
Opinion
Moore: OpenAI and Google's most viral 2025 models were image and video
“From a model perspective, I would say, I would argue their most viral models this year, at least among consumers, were in image and video.”
Opinion
Moore: Google's Nano Banana image models rivaled OpenAI's Ghibli moment in virality
“Nano banana and Nano banana pro in image models, which went insanely viral, probably comparable to, if not beyond the Ghibli moment for open AI.”
Assertion Not checkable as stated
Moore: OpenAI integrated launches into ChatGPT while Google built standalone products
“What we saw was OpenAI tended to keep more things in the ChatGPT interface, so like Pulse, group chats, shopping, research, tasks, all of these features launched inside ChatGPT as the core. The exception there is obviously Sora as a standalone video app, where…”
Opinion
Justine Moore: Midjourney stands apart for default aesthetic quality
“Yeah, I think there's definitely different styles still, and I think mid-journey, when you talk to people really deep in image and video, it still kind of stands apart for this, like, aesthetic sensibility that a lot of the models don't have if you don't know …”
Assertion Supported
Justine Moore: Three times more U.S. teens have used Character.ai than Claude
“Yeah, there's I think it was three times more U.S. Teens have ever used character AI than have used Claude.”
