This one hurts. 💔
The team poured everything into building Ollie, and I'm incredibly proud of what we accomplished.
Building something new is never easy, and while this isn't the ending we hoped for, I'm grateful for the people I got to work alongside, the users who believed in us, and everything we learned along the way.
It's been one hell of a journey.
This is a painful post to share. Today we’re announcing that we’re shutting down @heyollieai on November 6.
I’m really proud of what we accomplished. We built an incredible personal assistant with a small team, and learned a ton. I’m grateful to our amazing team, our users, our investors, and everyone who supported us on this journey.
We got close, but ultimately couldn't keep up. With Muse, Instinct, and others entering the space, it became harder to stand out, grow, and raise the capital we needed to succeed.
I’ll share more lessons and thoughts in the coming weeks as the emotions become less raw.
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Dusting off this tweet from April because this gap in shared understanding of LLM capability is *widening*. It's now less "two groups of people speaking past each other" and more a sharp funnel.
- Napkin math somewhere around 6B people (~75% of the population) have barely come in contact with LLMs at all.
- Around 1-2B (~20%) are casual and infrequent users of free-tier ChatGPT-like products. This group sees derpy chatbots and treats them a bit like a better Google search, a writing aid, or etc. Maybe an agent tries to book you a flight. I have non-tech friends who (reasonably, imo) say they have not much use for it at all. Even many professionals outside of math&code are in this tier. For example, execs and many other functions spend a lot of their time talking to other people, so while they understand what is happening intellectually, it is still second-hand and a bit abstract.
- Now we get to professional use of frontier-grade LLMs in math&code. Somewhere around 20M people (0.2%) see first-hand that large, complex projects that used to take them weeks/months can now be completed by agents with a prompt. Building apps, copying apps, translating apps, decompiling apps from binaries... This has all happened very quickly and recently - less than 1 year ago, I was writing code manually by hand, typing memorized computer code commands into a code editor character by character, occasionally pressing Tab to autocomplete a little chunk of code.
- And finally we get to the ~5,000 people (~0.00006%) with access to frontier-grade systems internally. The external world has seen the preview. It looks like swarms of thousands of agents collaborating over weeks on software mega projects: minting zero days, running cyber attacks and defenses at machine speeds, discovering new science, advancing the frontier of mathematics. Things that would have taken top professionals in the industry years of work. Meanwhile, human review and comprehension are starting to fall behind. For example, people are still involved in the "archeology" of the OpenAI-HF incident from many months ago. Mathematicians may be poring over the 722 manuscripts on frontier mathematics for a while.
The funnel is driven by a combination of factors:
1. The impact scales with ambition, problem size, and horizon. A question with a paragraph answer barely stresses the system. You need a reservoir of big, difficult problems that you really care about. This aspect drives the consumer / professional dimension of the funnel.
2. The jaggedness of the system (which I have written about a lot separately). Capability peaks in domains that are digital, verifiable and economically valuable. This is because LLM capability emerges from reinforcement learning on verifiable rewards on a curated environment mixture driven by revenue potential. This aspect primarily drives the area (e.g. math&code) dimension of the funnel.
3. Access. Free-tier, paid-tier, internal.
So this is the weirdness of the moment. The general public has mostly not interacted with these systems. When they have, it looks like a derpy chatbot. The majority of professionals still see only a modest uplift. And a small sliver of professionals are experiencing the vertigo of the curve going vertical. And it is all happening at the same time.
Excited to introduce @ReactorfieldAI Cohort 1:
@merge - brain-computer interfaces with no implants, $250M seed led by OpenAI and Bain
@episteme - a new R&D institution, cofounded by Louis Andre and Sam Altman
@RetroBio_ - unicorn longevity startup, adding 10 healthy years to human life. In phase 1 trials
@NorthwellHealth - NY's largest healthcare system, with Chief Biotech Officer @itchdoctor@StrandTx - programmable mRNA medicines out of MIT, lead cancer drug already in patients
@MayoClinic - turning leading clinical science into new ventures represented by @vera_mucaj@xiliotx - publicly traded biotech making cancer therapies to activate inside tumors
@marathonfusion - producing the world's most valuable isotopes from compact fusion reactors
@KopraBio - viruses that turn cancer cells into factories for their own destruction
@radifymetals - hydrogen-plasma reactors that turn rare-earth oxides directly into metal
@FoundationManf - rapid domestic CNC machining for frontier hardware
@MassMagnetics - US-made high-performance magnets from recycled rare earths
@algabiosciences - turning cattle methane into calories, peer-reviewed cuts of up to 63%
@lumehealth - building a wearable that measures cortisol continuously from sweat
@liu_liu_lemon - smart materials for med tech and robotics, @Harvard PhD, Fulbright Fellow
Unfortunately, I agree with a lot of this.
However, I don't think the need for an assistant is limited to Type A strivers. Life comes at you in waves: a new baby, a relocation, buying a house, caring for aging parents. There are moments when almost anyone desperately wants things taken off their plate. That's why I think picking the right wedge matters so much.
There's also an interesting value-capture problem here. A great assistant might create enormous value precisely by giving you more time to spend elsewhere. How much of that value can the assistant itself capture?
So it is still early days, and I wouldn't write off the entire category just because consumers don't want to make decisions. Market often emerges when friction falls far enough.
The problem with all of these AI personal assistant things is that people don’t actually want to do stuff.
You fucking get that right? Do you understand that?
Just like AI tools in the workforce, AI assistants don’t actually abstract decisions for you, they let you accelerate decision making.
So instead of making one decision a day and then lamenting you can’t do more, AI assistants are going to let you make ten decisions a day and act on all of them.
A miracle?
Nah dog, a fucking nightmare. Nobody except type A strivers who need Twitter fodder actually want that.
Let me tell you a story.
When I got back from college I was inspired. If I could take on an elite university with grit and determination, so could everyone I know.
I was all razzed up to get people I know to achieve their potential. What I learned after many years of trying is that absolutely nobody wants to realize their potential.
People want to hang out with friends and complain. That’s how the world has worked for ten thousand years. This weather fucks. Can you believe the cows walked off.
People don’t want enablement. People don’t want you to take all of their excuses.
TV is mindless passive activity. AI assistants are not. They’re telling people that they can achieve more. And people absolutely do not want that.
Let me tell you another story.
Once upon a time I lead a big process overhaul at work and it was great. Two years later I hired a contractor to do something similar. But I personally didn’t want to have to do a bunch of work.
Within a week I knew I fucked in. This contractor kept coming to me with decisions I needed to make. Dude I wanted to not have to think about this.
Again, a helper when you don’t actually want help is a disaster.
None of these AI assistants will take off because people don’t actually want assistants.
It certainly feels like we’re in a transition period. On one hand, users constantly tell me how much they love the simplicity of a messaging interface. I often hear some version of: “Thank God I don’t have to download another app, figure out how it works, and remember to use it.”
On the other hand, I'm screaming inside: “You have no idea how powerful this thing is, and we can’t show you enough through this simple messaging interface.”
get the building blocks right and the next capability ships faster than the last. none of this was built for the benchmark, but it's validating to see the work hold up
My whole feed has been Muse and Instinct for the past few weeks.
Meanwhile, we at @heyollieai are tied with Muse on online tasks in the new assistant benchmark.
And we're the only one of the three that even got scored on group chats because that's where parents are. Nobody's coordinating soccer carpool in a single-player chat thread.
X users might chase the hype, average parents just want Ollie to work every day.
Thanks @DavidPawlan for benchmarking us and publishing the results. 🫡