horizontal tools

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Mar 6, 2025 by Ivan Zhao · across every show →

Everything said about horizontal tools, oldest first

Mar 6, 2025 positive
Insight
Zhao: AI performs best when data is centralized in bundled horizontal tools
“AI is so good at reasoning and understanding and searching things. And it can do a much better job of finding and searching things if all the information are together. That's what realized AI is really good with bundled offerings. AI is really good with horizo…”
Ivan Zhao Mar 6, 2025 ▶ 58:47 Notion's lost years, near collapse during COVID, staying small to move fast, building horizontal
Aug 17, 2025 neutral
Insight
Balfour: Users struggle to adopt horizontal tools without specific entry points
“Users struggle with horizontal tools. They can do everything, and that's exactly why they Struggle to adopt. And so they typically need more specific entry points, but also the more specific use case you get, sometimes you need specific UI, specific data, like…”
Brian Balfour Aug 17, 2025 ▶ 45:30 Why ChatGPT will be the next big growth channel (and how to capitalize on it) | Brian Balfour
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