Founder SF-AUS📍 Led AI UXR @google & @googledeepmind 0-1: expertise, built: @geminiapp Imagen3+🍌,Canvas, SXS,🗣️ Assistant, @googlemaps auto & more
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We've shipped some big updates to the Gemini app over the past few weeks.
We launched new creative and collaboration tools like Nano Banana, simplified app creation with Canvas, and more.
Here's a look at everything new 🧵
In 2001 I intercepted a partner at a VC who was trying to escape his office before our meeting was supposed to start. I ended up pitching him in his parked Lexus from the passenger seat.
At one point he grabbed my laptop placed on his large belly which was pressed against the steering wheel and rapidly flipped through the slides himself.
2001 fundraising hit different
one of the underrated realities of startups is how much variance there is in building anything genuinely new.
a company can spend two years pursuing one vision, throw it away, launch something completely different, & suddenly look like an overnight success.
from the outside it feels smooth cuz you don’t know. from the inside it’s often very hectic. when you’re operating at the frontier, the map is wrong, the market is moving, & your understanding compounds faster than your execution.
seeing companies founded ~2 years ago pivot & launch entirely new products today is a good reminder that almost nobody knows what they’re building at the start. they discover it along the way.
@signulll@shiringhaffary@EdLudlow@natlungfy Probs like Ubers new AI Lab. A horizontal material and governing function across the suite of products. They lead and govern as a core AI function for the company, to ensure consistency and alignment etc.
The Monaco Plane: Economics and Impact.
If you've been in SF over the last 10 days, you've likely seen the Monaco Plane flying around. I'm receiving countless messages asking about how expensive it is and if it's working.
So here are those answers:
Thank you to all the VCs who’ve been reaching out.
I see and appreciate every message. I’m genuinely flooded with connections right now and will respond to everyone. That said, I’m in the middle of a relocation, so I’m holding off on official conversations until the second half of June–early July (if I end up needing funding at all). Thanks again!
Even with employer caps, the spend on AI tokens dramatically exceeds any other historical spend on software.
Typically, companies maybe would spend on the order of $10-50 for a software license per month per employee, but now will pay hundreds or thousands on tokens to augment their productivity.
This shows you how big the TAM for intelligence is in the enterprise. The markets for AI are going to dramatically expand the size of the traditional software markets over time.
i realized something recently
bernie sanders and AOC have damaged the fabric of america immensely but we rarely talk about it
bernie/AOC have vilified successful businessmen & women. calling CEOs like elon musk, bezos, zuck evil. yes these people have shortcomings - but they are also truly self made, come from normal/humble backgrounds. with hard work they created trillions in economic value. isn’t that a fundamental part of what america is about? the land of opportunity?
in the 2000s when i was in elementary school, bill gates and steve jobs were viewed as role models. our teachers taught us about how much they achieved + given to society. these CEOs were actually respected and i believe this culture brought up a generation of ambitious hard working americans
now, kids are being taught that working hard and becoming a billionaire is evil. we’re essentially telling them to have victim mindset and stay poor
i know bernie/AOC & crew are never going to take responsibility. i can’t even tell if they realize what they’re doing
@DavidSacks@stevesi voluntarily share cutting-edge cyber models in order to secure critical infrastructure and strengthen the government’s own cyber defenses….
What happens if they don’t Volunteer??
@GergelyOrosz Second order effects are rarely considered in these types of moves. It’s like when google gutted all of the Assistant Eng team for Gemini. Leaving Assistant in the 💩 for 8 months of more