Consumer AI

“The end use case for consumers is not going to be a chatbot interface. Like that's the skeuomorphic version. We're going to have a native version. It's going to be proactive. It's going to do work on our behalf.”

“You know, we've been saying for, you know, for three years that this is going to be consumer's quarter, but I think that this might be consumer's quarter.”

“There's no app store for AI. So this actual product cycle for consumer looks more like Web two point O, where you have to kind of build the channel alongside the product and less like mobile, where you actually have the central point of distribution for the en…”

“We have not done the work to make it something that people want to integrate into their daily life yet. It's not easy enough to use. It doesn't create enough value. It's too fussy. And so that is the problem to tackle. It's the product problem to tackle. You n…”

“With AI, people haven't realized the whole consumer revolution. That's going to come with AI. And I agree with you. And as we know, as we see in Silicon Valley, everyone's talking, well, well, okay, enterprise is where the money is. That was the same thing bac…”

“I mean, this is a great example of like consumer AI that is almost certainly going to be a 10 or a hundred billion dollar company. That no one's built yet.”

“It means that the ideal consumer moment is still like Three orders of magnitude away, but that means that the consumer revolution is actually in 2029.”

“I think consumer AI still feels uninvestable. There's no obvious distribution. There's been, like, two companies that make sense, like Sumo and Midjourney. There's, like, this prosumer place, but I think that the whole environment is amazing, but I also think …”

“So I don't think the total advertising pie is going to increase. You've already taken away 60, 70% of the advertising pie in the online world. Unless you tell me it's going to explosion atop where more people are going to spend more money in marketing, that mo…”

“The next wave of AI is going to be consumer AI. Consumer AI is going to be the big prize.”

“My prediction is that we're living in the age of enterprise AI. And I think in the next 12 to 24 months, you're going to see the beginning of a consumer AI renaissance.”

“Enterprise is two thirds of the ball game in AI and consumer is one third or less, which is the flip of the last time.”

“So I think that we're seeing a plateau in performance for consumer use cases. And the reason why I think this is like a misnomer or something that people actually shouldn't pay attention to is we don't need them to be better for consumer use cases. Like, I fee…”

“My prediction is that in the next three to five years, not in the next year, you're going to see a huge boom in the consumer space of AI.”

“If I think of a zero to 10 point scale on the consumer side, we are maybe at a three. On the enterprise side, we are maybe at a .25 at best, right?”

“Well, it certainly looks like open AI has won the consumer. And I think it's like, Not even debatable.”

“Captures usage, not revenue, so it's not paid usage only, it's all usage, even people who are using the products for free, which to me gives an even better, and I think kind of more real sense of what is capturing consumer imagination in AI.”

“I think some of the, like, most life-changing stuff comes out of things that you could never do with the technology we have before, that people are just randomly, like, Throwing stuff into a model and seeing what happens”

“I think that it's inevitable, and I think that it's starting to happen.”

“I do think there's something to be said for being first, being early and first, and talking about kind of getting people to start building in consumer AI. I think there is an advantage because you have more of a chance of surprising and delighting somebody, mo…”

“There's two elements of the first wave of LLMs that I think make them not perfect for consumer. One is voice being really good, which they're getting better at. And the second one being memory.”

“It's not That difficult for me to imagine exactly what played out in her, which was an unbelievable movie for its time, by the way. But like, I think that will happen. Like, I would be shocked if you don't see four or five companies pop up in the next year.”

“It's like NFTs. They come in and they're so cool for like five minutes and then it's like, wow, we spent a lot of money there.”

“We've seen very little consumer AI in the U S very little. And so they're actually putting it into play, which is interesting.”

“To your point on consumer, you know, I actually think that I think that we'll probably see a resurgence actually in consumer over the next the next few months or so. And I think one of the big things I think that will actually flip that switch is is like a rea…”

“So I don't think it's going to be win or take as much I don't think we're going to see a 99% monopoly here, but I do expect that, you know, we're going to see 70 or 80% share go to the winner.”

“So you're kind of approaching the billion user number in consumer AI. I think we'll definitely surpass that this year.”

“The surface of products that you could build in the consumer, prosumer space is vastly bigger than what you see in enterprise.”

“My view is from a consumer AI perspective, the monetization here, we think it'd be ultimately an incremental 10, fifteen billion per year of services.”

“So it's interesting to see that a lot of these things are starting off more as utilities while in the consumer social era, obviously there's a lot of just social apps, right? That were the main consumer wave. It was basically commerce, search, and social. And …”

“This is one of the reasons why for the current brand of AI technology, I'm actually much more focused on the B to B and the enterprise applications of the technology, much more so than the consumer applications, because I think in the consumer applications, we…”

“And my big idea for 20, 24 is the consumer AI battleground is going to move from the model to UX.”

“I've always been a proponent of, like, look, it's a huge plus for a technology when it is so easy to use that you can basically have fun with it right? Like, it, like, it spoke very well for the computer that you could actually use it to play games right? Beca…”

“What we're not spending time on are things where AI, well, we don't spend any time in the consumer stuff because a lot of that data is owned by bigger companies, and it's very hard to get a data advantage there, and we don't really spend time on things that ha…”