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So then are all apps doomed? No. I think the durable apps of the future are “post-skeuomorphic,” starting first with the nuances of the model and finding their way to creating new workflows and experiences.
investing in worldbuilders 🌐 @browserbase @sfcompute @itsalltruffles @flowercomputers @aetherfluxusa @_interfere prev @a16z
the pressure points on the app layer: 1) Model Costs: If serving a highly complex use case, you need to offer the SOTA model (for which token prices have stayed flat), or your competitor backed by another tier 1 VC will. Gross margin flipping? Not so sure. 2) Model Capabilities: Models are getting increasingly capable (see METR chart). Why wrap the cognition with workflows if those potentially become irrelevant? Yes distribution etc matters but even every normie I know is using AI somewhere and so unless banned by their employer for using a horizontal model, I guarantee anyone that would use a vertical AI/workflow product will have also tried the same prompt with their model of choice — and if it didn’t work 6 months ago, it probably works today.
So then are all apps doomed? No. I think the durable apps of the future are “post-skeuomorphic,” starting first with the nuances of the model and finding their way to creating new workflows and experiences.
I am today years old when I realized ChatGPT can generate transparent PNGs So, here’s me testing out their new image model!
“The woman scooping Silicon Valley” — BBC・hacker turned builder, blogger & consultant・ex: Threads, Instagram, etc
The last week marks a major shift for Google They had mostly been pushing AI through Gemini + standalone apps (ex. NotebookLM) With CC and Disco (tabs ➡️ web apps, announced last week) they are going after their core products - Gmail and Search - with AI-native interfaces
Partner @a16z and twin to @venturetwins | Investor in @gammaapp, @happyrobot_ai, @krea_ai, @tomaauto, @partiful, Salient, @scribenoteinc & more
What I find incredibly interesting is that anecdotally it seems the market already places higher value on things AI isn't particularly good at (answers that aren't easily derivable from existing things). If true, this goes a ways to explain the disconnect between benchmarks and economic lift ... more economically valuable is stuff is still hard, requires a human, and takes time.
GP @ a16z ... questionable heuristics in a grossly underdetermined world
@Imohgenius it would take 3-6 months to rebuild a clone of datafast That's ~$2K/month, which is pretty nice if you don't live in US/EU also, you'll learn a lot, i'd do it!
💻 https://t.co/Y30jsaHwz9 $30K/m ⚡️ https://t.co/vatLDmi9UG $21K/m 📈 https://t.co/3EDxln5mdi $17K/m ⭐️ https://t.co/MZc8tG9xWi $17K/m 🍜 https://t.co/r07EpGSYJ2 $1K/m 🧬 https://t.co/SfrVXVtmdA $0/m 🧾 https://t.co/7olaOzV8Xd $0/m +20 https://t.co/4zCWHGJp1S