AI Apps

“That's a big reason why on the consumer side, what we're mostly seeing is people are discovering things inside AI apps, but they're still choosing the exact thing, and they're still disproportionately buying Low to mid price stuff.”

“There's no difference between an app that's built on Linux or an app that's built on iOS. Like these are just apps.”

“In sexy categories, AI apps, social platforms, creator tools, The market might be huge, but you're competing against hundreds of well-funded teams. In unsexy markets, you get the opposite. Real demand, high willingness to pay, and very few people who want to t…”

“Do you know this is Sam Altman's number one ask for an AI app? It's the self-completing to-do list.”

“Cuz there's really no excuse today and you're gonna be quickly disrupted and churned if you can't build something magical with your AI app today.”

“Most users don't want five different AI apps actually. They want one place to ask questions, generate media, summarize PDFs, Analyze images and search the web. Bundling creates daily usage and stickiness.”

“You know, more than Brett Taylor, who represents this wave of AI applications. He's like the godfather of AI apps right now.”

“When they grow up, they're going to take over more and more of our tasks. And allow the repetitive task to go away so you can apply yourself to new unique problems. But I think there's a long time coming.”

“Apple announced on device Large language models that are available to developers, which means that you can now access a large language model for free on the device, and that will enable a whole new class of AI apps that just weren't possible before because it'…”

“It's the same kind of concept of, like, you know, you have to, like, capture not just the tracking and the numbers part. It's like there's so much more, so many more steps to ultimately getting to you taking an action and then seeing the results of the action.”

“So it's more like the other way where a social network can help you grow usage of an AI app pretty, pretty immensely compared to like an AI app benefiting from a social layer, so far at least.”

“But if you could figure out social for an AI app within the app itself it can definitely make it more daily usage and high retention, which is what most AI apps struggle with today.”

“And a lot of these programs pay anywhere between 20 to 50% MRR, which is insane.”

“It kind of takes the intersection of new functionality in terms of applications that can be built as a result of AI crossed with novel distribution tactics, largely pioneered by e-commerce people. And so when you take the two of those together, it creates for …”

“I think about 20 to 30% of most companies have employees, the younger side who are using AI apps To try and get their job done faster and easier.”

“99% of the apps you can build right now with API wrappers with no code tools.”