generative AI

“There's no way this is a consumer app in the future.”

“This is what I, look, I think that you end up with kind of a barbell, right? Where you have a whole lot of AI generated stuff that has an extremely fast metabolism through culture, right? Like this, like lots of stuff coming. It's like, I don't know, it's like…”

“But I don't think it's like this major point of discontinuity in like how music works. It'll be like, again, you'll have super duper stars.”

“If you ask, what is this wave of generative AI good at least on the LLM side... I think it's a lot of things which are highly repetitive email jobs. Right. That's what this wave and right now is really good at.”

“Is, it's exactly the type of shit that just everyone comes blind to is everyone does the same thing, and then no one gives a shit. The whole creative thing is finding edge. It's edge. You gotta do something different.”

“I think it'd be once they figure out a more native prompt engineering to the creative process, that's when I think we're going to be like, oh no, how prevalent is this going to be? Cause right now it just feels like no one would, people would rather be doing t…”

“It's clear that there has to be visual interfaces that are almost like emergent in the Tool or something that we just don't really have yet. And that's going to be a big part of the next wave.”

“This is like the last death knell of Zerp where people are like, fuck, we need to stuff a bunch of cash somewhere. Right. Ideally with downside protection, which is nice because we're buying like fucking real estate and servers and power.”

“The entertainment economy has got to go to zero, right? It's just an AI jerk off feed. It's going to be highly personalized, like whatever, like there's going to be no, there's no, there's, it's not like, I can't, I just don't imagine a world where there's any…”

“No one's going to build a company doing any of this stuff because it's too easy to build, right? Like there's no software defensibility to any of it, right? Like, so you just have to be really pure on business model and like why it is that you're going to have…”