Consumer AI products are increasingly trending toward a winner-take-most model for general LLM assistants.

“There's some early signs that the general LLM assistant space might be trending towards winner take all or at least winner take most.”

Building opinionated standalone consumer UI is not the core competency of large lab companies anymore.

“In my opinion, we've gone through dozens of things that they've launched or tried as new consumer products or new consumer interfaces like group chat, like pulse, like Atlas, like Sora. Google has had a long tail like stitch, gems, opal, tons. >> Yeah. None of those are really working, and I think i”

Social features within current AI products struggle because they fail to address the core user desires of entertainment or human connection.

“Now we're trying to take this and shove it in people's life and say, guys, connect. Connect better and like actually feel like you're being seen.”