Generative AI: The Next Consumer Platform

Generative AI: The Next Consumer Platform
Generative AI: The Next Consumer Platform

Generative AI

  • Much as the iPhone revolutionized our daily interaction with technology-spawning products like Uber, DoorDash, and Airbnb, generative AI will change everyday life.
  • In addition to creating new categories of products, AI will supercharge existing ones, improving the consumer experience and making it easier to scale.

  • What if you could get a single, concise answer written in natural language, with links to read more if you’re interested?
  • Companies like You and Neeva are doing this for general search queries
  • Others are taking a more verticalized approach: Consensus searches across research papers to provide evidence-backed answers
  • Perplexity’s Bird SQL product targets the Twitter graph

Generative AI allows us to turn our imagination into reality

  • We’ve seen generative AI tools roll out across almost every medium
  • Art – products like Midjourney and Stable Diffusion allow users to input a prompt and style and receive unique art
  • ChatGPT leads the way, though products like Sudowrite and Verb.ai have emerged

Generative AI will make it easier, faster, and cheaper to produce quality games, while enabling players to truly customize their gameplay

  • The most popular games cost millions-sometimes hundreds of millions-to produce. The lifeblood of these high quality, AAA games is the work and vision of human artists. We think AI will turbocharge these artists and their teams, enabling them to use their time more efficiently and get games out faster and with lower costs.
  • Tools serving small businesses will be a killer use case for generative AI.

  • Many companies use multiple communication apps and databases, making it difficult to find one document, message, or metric across all of them
  • Glean allows teams to search across apps
  • Vowel enables users to query records of their video meetings

Edtech has long struggled with the trade-off between effectiveness and scale.

  • Build something that works for the masses, and you lose the personalization that engages the individual
  • With AI, this is no longer true
  • We can now deploy individualized learning plans at scale, giving each user a “teacher in their pocket” who understands their unique needs and can answer questions or test their skills
  • AI can also augment or even spark human relationships

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