Great convo w @ollieforsyth covering the speed/emergent properties of this product cycle, founder psychology in a period of intense competition, unbundling tasks from jobs and AI native networks:
Some takeaways:
- Consumer is hypercyclical + very high stakes – most of Mag7 is consumer
- The consumer window has been blown open by new channels + new tech + new behavior
- The experience of being a founder is the best it’s been in years – you spend your time on product problems not marketing problems
- The world is profoundly short software – that’s why all the AI code companies are working and there is room for another dozen winners
- The internet drives participation – first in text, then in video, next in software creation – the AI native network will have a new status game, perhaps around creating/consuming apps
- Voice is *the* insertion point for AI in the enterprise and it’s often more human than humans
- Industries not markets – the mistake we keep making is underestimating the market
- Creators are founders too – and now they can create software, media empires, digital small businesses and so much more than “just” content
00:00 Intro
00:20 What is a16z?
05:00 What Is happening across AI
07:00 The traps founders are falling into
10:41 The next 1000 days for AI
14:45 The state of consumer tech right now
22:29 New distribution model for consumer startups
25:52 The future of voice
29:35 The creator economy and what comes next
36:02 AI wrappers & AI models copying startups
40:00 Why new social platforms have been non-existent
44:17 Fundraising for startups in this AI market
48:09 Anish's startup ideas
Watch on YouTube:
AI Apps investing @ A16Z; A1111; Boards of Krea, Deel, Clutch, Titan, Arc Boats, Untitled, Happy Robot + more; If you’re not at the table, you’re on the menu