Theo - T3 a YC founder says the following on his last video
AI, what's happening? AI is tiring. I am really excited for the things that AI technologies enable, but the conversation has gotten quite frustrating. The thing I've seen that has been the most painful is this idea of more and more AI companies.
I don't think AI companies are going to survive through 2024. AI is a powerful way for us to augment how people do things, and OpenAI and companies like it are going to do great. The providers of these technologies have a very happy path to success. What I don't see is tooling companies building entirely around AI for user products finding too much success over the next year. If every company is trying to make it easier to write code via AI, there's a feature like co-pilot that's going to squash them. For every company trying to do really good image generation with AI, Photoshop adds one feature and kills them.
I think the future isn't AI companies; it's AI features in existing company's products. At this point, the vast majority of us have used co-pilot, and I think co-pilot is still the golden example of AI done right. It takes something we're already doing, which is writing code in our editor, and uses AI to make us slightly more effective as we do that. That is really powerful. Even though I didn't think I would like it going in, I've been blown away with the experience I have had using co-pilot. It's made programming more fun and more efficient. Although some of the code it writes is jank, and I don't notice until it breaks something, it's a huge efficiency win. Most importantly, it doesn't get in my way or require me to change the tools I'm using entirely.
Again, if we compare this to other options in the industry, the expectation is this whole separate product or ecosystem will be moved to just to get these new AI benefits. I'll promise you something: I'm not changing the photo editing software I use just because another one adds AI to it or because some other AI-first solution exists. The winners aren't going to be the companies that create new AI tools from scratch. The winners are going to be the people who build AI into their existing products the best and most effectively. We're already seeing this with everyone from Adobe to Notion to GitHub and Microsoft meaningfully integrating AI into their products rather than selling AI as its own product.
I think that covers it. 2024 is looking really, really exciting. Clearly, I had a lot to say about it. This video is almost an hour of raw recording time, so sorry to my editor. Appreciate you a ton. Definitely keep an eye on the channel over this next year because we have some really exciting stuff coming.
What do you think I got wrong? Because there's a lot of hot takes in here, and I'm sure you guys are going to disagree with a number of them. So let me know in the comments what you agree with, what you disagree with, and what you think is going to change over the next year. Appreciate you guys a ton, as always. Check out the video where I talk all about the tech of 202 for here. See you in the next one. Peace, NS.