If everyone can build the same thing with AI, where does the business value come from?
After much debate, we found five sources of business value that survive:
Memory, Objects, Audience, Tribe, and Signature (yes MOATS 😊)
The thinking documented here:
https://t.co/Z1L5QcumWJ
When building is free, the other parts of what makes a business become more important:
Memory: what you know that others don’t
Objects: the physical things AI can’t make (yet)
Audience: duh!
Tribe: aka network effects
Signature: who signs for the work (Eg insurance, banks)
I feel this.
Every opportunity crowded with AI slop apps.
Every channel saturated with AI slop marketing.
You can't make slop to compete with slop.
I think the way to win is to be as human as possible.
Think about building long term. Be opinionated about code. Take a bit of extra time over the UI. Build something you're really proud of. Market your app without AI; write your newsletters yourself, make video diaries, interview real life customers, etc.
I could be wrong, but at least I won't be part of the slop-race.
@marco_lobo 100% on harness vs model. Models seem to be commoditised fast. Even Anthropic’s value now is mostly harnesses on their own model (the good old vertical integration) but the value is in the harness (+ compute on the other side).
𝗪𝗵𝗲𝗿𝗲 𝗱𝗼 𝘄𝗲 𝘀𝘁𝗮𝗿𝘁? This is probably a new category waiting to be created but here is a prototype we are working on at https://t.co/r55tBEoLVO of a possible first step. Lives on your phone (for now) and connects to your top tools. Very much an embarrassing MVP 😁
𝗪𝗵𝘆 𝗻𝗼𝘄? Because, finally:
🧠 AI can now understand what we say well( https://t.co/plnKMaYOXt)
🗣️ It can speak in a natural way (https://t.co/azyFL3apNP)
⚡It can think fast. So no awkward UX
🛠️ It can actually do complex things, not just talk (https://t.co/e4Oz4A3ipl)
𝗧𝗵𝗲 𝗻𝗲𝘅𝘁 𝗶𝗻𝘁𝗲𝗿𝗳𝗮𝗰𝗲 𝗶𝘀 𝗔𝗨𝗗𝗜𝗢!
Imagine 5G-connected earphones or glasses that let you access all your tools (calls, emails, whatsapp, spotify, etc.) just by talking. No phone in pocket, no screens, no typing.
A thread 🧵
And then there is bandwidth: You speak faster than you type (talking is ~3x faster than typing) and you can listen as fast as you read if you listen on faster playback speeds. That could be a 2x productivity unlock... like having another planet earth producing!
@KweilinE@SpiritAero@Forbes Quite enjoyed how you distilled what needs to be true for a transformation to succeed into a simple/accessible story told with surgical precision. Thanks!
Stay away from consultants who want to prove they're the smartest people in your building. Hire those who want to make _you_ the smartest people in the building.