Jason & Magda Schappert @JasonandMagda - Twitter Profile

The events of the last 6 months in technology are arguable amongst the most important in human history The tools now increasingly exist for recursive self improvement of models & agents We are likely in very early lift off & exponential Largely unnoticed outside of tech

266

5K

417

1K

586K

Jason & Magda Schappert

@JasonandMagda

3 months ago

@charlieholtz Updating now!!!!

0

50

Jason & Magda Schappert

@JasonandMagda

3 months ago

Consumer is hard no doubt, but thank you @bchesky for confirming what we’ve been hearing and feeling as well: “But my prediction is that we're living in the age of enterprise Al, and I think in the next 12 to 24 months you're gonna see the beginning of a consumer Al renaissance.”

Patrick OShaughnessy

@patrick_oshag

3 months ago

Brian sits on the board of Y Combinator. He said the last batch had 175 companies and only 16 of them weren't enterprise. "Here are the reasons I think it's happening. Number one, when ChatGPT came out, people were afraid it was going to kill their business. Number two, the business model is tricky. There is no consumer business model for AI that I've seen. For example, ChatGPT, there's three ways it can monetize subscriptions. Unfortunately, they're probably going to hit a local maximum percentage of users. Ads, they're hitting a local maximum because Claude and Gemini are not going to do ads. And e-commerce, they shut down the third party apps. And so the first thing is you need to have a business model around consumer AI. People are not trained to pay for information. The second problem is distribution is mature. Like the app store. Now again, top three apps in the app Store are AI, so it does prove you have something revolutionary, you'll find your way to the top. The third thing is, while I think Silicon Valley, we like to describe ourselves as rebels. I think it's very trend based and vibe based. And I think the trend is enterprise. Maybe finally the reason people aren't doing consumer companies is that they're just harder. You have to be good at a lot more things. You generally have to be better at design, marketing, culture, press. It's not purely technology and sales. But 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 gonna see the beginning of a consumer AI renaissance. Almost every app on my home screen has not changed since AI, including Airbnb. I think that's gonna change in two years."

38

1K

47

1K

286K

0

66

Jason & Magda Schappert

@JasonandMagda

3 months ago

Grateful to share the stage with leaders from @RobinhoodApp, @public, and @Mastercard. The future of fintech is being built by teams willing to simplify access, expand ownership, and rethink what financial empowerment can look like. Thank you @FiatVen for the opportunity. 🙏