Fat Wrappers: The Unbundling of ChatGPT.
Everyone's been dismissing AI wrappers. "OpenAI will kill them all." True for thin wrappers. Not for fat ones.
Thin wrappers are burritos: a clever prompt wrapped in a tortilla UI. They compete on intelligence, which OpenAI owns.
Fat wrappers are burgers: AI in the middle, human buns on both sides. They compete on execution, which OpenAI doesn't want to touch.
Thin wrappers are (AI) tools. Fat wrappers are (agentic) services. Consumers paid $10/month for tools that help them work. They'll pay $100/month for services that do the work. File your taxes. Book your trip. Check your health.
Why? Because AI is middle-to-middle, not end-to-end. Great at drafting, terrible at messy intake and real-world execution. The human edges matter.
Full autonomy is a few years away but hybrid human-AI services work today. While everyone chases better models, the winners will master operations. Great ops is how you turn AI into reliable service delivery.
That's how you compete with (and maybe unbundle) ChatGPT. By owning the complex work of actually getting things done.
Full article below.
@DrBrownEmmett תודה על ההתעניינות. אנחנו רק בתחילת הדרך. עושים כל מה שהוא b2c גם Ecom וגם אפליקציות/ שירותים. צ׳קים יכולים להגיע גם עד 2 מליון ועושים פי סיד, סיד וגם A אם מתאפשר. @stickerventures
Everyone talks about Israel’s cybersecurity and defense tech, but what about consumer brands?
@coheda, Co-Founder & General Partner at @stickerventures and former GP at Viola Ventures, joins Yoel Israel to explain why he launched Israel’s first VC dedicated to B2C. From mattresses to gaming apps, Cohen argues that Israel’s next global hits won’t come from cyber, but from consumer creativity mixed with data-driven performance marketing.
We cover:
- Why Israel is uniquely positioned for B2C success
- The surprising IPOs and exits you’ve missed
- How ex-8200 talent is redefining consumer marketing
- Why Israel needs more consumer success stories to inspire the next wave
Do you think B2C is the next big thing for Israel?
Hosted by @YoelTIsrael
This post is perfect. If only everyone will follow these rules. The Only Right Way to Ask for an Intro (Everything Else Is Wrong), by @auren https://t.co/zHyiCpvUXx
Every single partner at @kleinerperkins today started their career as an associate in VC. Even our founder @BrookByers did. The greatest VC of all time @johndoerr did as well. So much for associates!
Must read to better understand what’s happening in America. The Antisemitism is at all time high, and this is after the Hamas massacre of innocent civilians
https://t.co/B0bcTBHdzB
.@AOC@GretaThunberg and @paddycosgrave are self-righteous personalities who all did the same thing after learning about the Oct 7 massacre. They stayed silent for many days and then spoke up to condemn Israel as it defended itself. Only once they were criticized did they belatedly condemn Hamas, having forfeited any moral high ground they thought they had.
Media was very quick to blame Israel for the blast at a Gaza hospital today. Why would everyone take the word of the Hamas run Gaza ministry of health at face value again?? Find facts first.
#FreeGazaFromHamas
Hamas are killing their own. the hospital explosion is the result of a missile misfire. an attempt to fire their "most capable" rocket, aimed at Haifa, a city with 300,000 citizens, many of which are Arabs.
it wouldn't be the first time. when Hamas took over from the Palestinian authority, they killed >600 of their own. #HamasislSIS
נשבעתי על קברו של נוני הגיבור שלנו שלעולם לא אשקוט ולא אנוח עד שנדע הכל. לא רק לגבי נוני (11 יום לנפילתו, לא קיבלנו אף דו"ח רשמי), אלא לגבי כל מה שקרה אי פעם שהוביל למחדל ה 7 באוקטובר. פתחנו קבוצה, אתם מוזמנים לשלוח כל מה שיש לכם, בכל פורמט, ללא סדר כלשהו. בינתיים אוספים חומרים.
@paddycosgrave@paddycosgrave Did u ask yourself how Hamas came to power in Gaza? What happened in Gaza since our departure in 2005? What is the use of the "aid" that is given to Gaza? Israel is fighting a survival war, in the most humanatrian way possible. #CancelWebSummit#StandWithIsrael
The IDF called on the residents of northern Gaza to evacuate so they won’t be harmed. Most Gazan civilians want to do so, but Hamas is stopping them!
Hamas wants them there as a human shield; it wants them to die for their propaganda! Hamas does not care about them.
Hamas is a terrorist organization that commits war crimes against the State of Israel and harms the Palestinian residents too! Every Palestinian citizen who dies is the responsibility of Hamas alone!
#HamasISIS
חיפשתי במקומות שונים 4 התכונות החשובות של מנהיג.
הנה דוגמא:
1. ניהול תקשורת
2. אומץ, עקשנות וסבלנות
3. נוכחות
4. אחריות ופרגון
את המלחמה ננצח. והלוואי שאחריה נמצא הנהגה עם תכונות כאלו.
Hurts to compare the response of the US sports teams and the European football clubs. On one hand the support we are getting from the Nets, Bulls, White Sox, Partiots. and in Europe? either silence or some bland words that mean nothing. #StandWithIsrael
https://t.co/gIcIDWxGJR
יגיע הזמן לתחקירים הנוקבים, לבירור הכואב, ללקיחת אחריות אישית, להסקת מסקנות.
אבל עכשיו, קודם כל, צריך לנצח. באופן חד משמעי, בכל הגזרות וכנגד כל האיומים. עכשיו מנצחים.
ואחרי זה צריך להתאחד מחדש. להחזיר את השפיות. ואת האמונה המשותפת. אנחנו חייבים את זה לדור הצעיר של כולנו.