"A lot of early AI applications around video, audio, and photo were super cool,"
"But then Sora and Nano Banana came out, and the Chinese open-sourced their video models. And so, a lot of those opportunities disappeared."
"I think we're right on the cusp of the equivalent to mobile of the 2009 -2010 era,"
"It's unlikely that a device that you pick up 500 times a day but only sees 3% to 5% of what you see is going to be what ultimately introduces the use cases that take full advantage of AI's capabilities,"
Most AI startups continue to generate revenue by selling to businesses rather than consumers three years after the generative AI boom. Consumers adopted general-purpose LLMs rapidly, but specialized consumer GenAI applications have largely failed to gain traction. Early video, audio and photo apps showed promise, but open-sourced video models and new entrants eroded opportunities. AI platforms require a period of stabilization analogous to the early smartphone years before transformative consumer apps emerge. Technological parity between major models signals maturation. Broader consumer AI breakthroughs may require new devices that capture more of users' contexts than smartphones.
Read at TechCrunch
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