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← The primary assets for success in consumer AI are not the AI models…

17 connected korrents · 17 moments from 18 Mar 2024 to 22 Sept 2026.

Everything filed under LLMs LLMs Everything filed under ideas vs execution ideas vs execution Everything filed under OpenAI OpenAI Everything filed under scaling laws scaling laws Everything filed under design design Everything filed under investing investing Everything filed under coding agents coding agents Same subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subject Read this korrent: The primary assets for success in consumer AI are not the AI models themselves, but rather factors like default placement, brand, habit, proprietary data, and effective product loops. The primary assets for success in consumerAI are not the AI models themselves, butrather factors like default placement,brand, habit, proprietary data, andeffective product loops. Last stated a week ago 22 Sept 2026 BD Brad DeLong — holds since 2026-09-22 — tap for who they are Same subject: As AI products converge on the same underlying models, product design becomes the real differentiator, not the model itself. — tap to centre the map on it As AI products converge on the sameunderlying models, product designbecomes the real differentiator, notthe model itself. Last stated 2 years ago 16 Jan 2025 CH Chip Huyen — holds since 2025-01-16 — tap for who they are Same subject: The durable competitive moat in an AI-driven business is proprietary human-originated data, not the AI itself. — tap to centre the map on it The durable competitive moat in anAI-driven business is proprietaryhuman-originated data, not the AIitself. Last stated 6 months ago 20 Mar 2026 AK Arvid Kahl — holds since 2026-03-20 — tap for who they are Same subject: People have grown accustomed to AI being non-deterministic and occasionally wrong, so it carries little brand risk anymore. — tap to centre the map on it People have grown accustomed to AIbeing non-deterministic andoccasionally wrong, so it carrieslittle brand risk anymore. Last stated 2 weeks ago 18 Sept 2026 HD Horace Dediu — holds since 2026-09-18 — tap for who they are Same subject: An applied AI company should not train its own foundation model, because a foundation model is the fastest deteriorating asset there is. — tap to centre the map on it An applied AI company should nottrain its own foundation model,because a foundation model is thefastest deteriorating asset thereis. Last stated a year ago 18 Aug 2025 BT Bret Taylor — holds since 2025-08-18 — tap for who they are Same subject: Getting genuinely original output from AI requires working hard against the grain of its defaults. — tap to centre the map on it Getting genuinely original outputfrom AI requires working hardagainst the grain of its defaults. Last stated 3 months ago 29 Jun 2026 KC Kyle Chayka — holds since 2026-06-29 — tap for who they are Same subject: AI cannot get a product to the quality bar on its own, because it still works in the realm of averages. — tap to centre the map on it AI cannot get a product to thequality bar on its own, because itstill works in the realm ofaverages. Last stated 12 months ago 16 Oct 2025 DF Dylan Field — holds since 2025-10-16 — tap for who they are Same subject: Deep, relationship-based customer moats remain something AI coding tools cannot replicate for a competitor. — tap to centre the map on it Deep, relationship-based customermoats remain something AI codingtools cannot replicate for acompetitor. Last stated 6 months ago 3 Apr 2026 AK Arvid Kahl — holds since 2026-04-03 — tap for who they are Same subject: Consumer AI that is right 90% of the time delights people; industrial AI that is right 90% of the time is 100% dissatisfaction. — tap to centre the map on it Consumer AI that is right 90% of thetime delights people; industrial AIthat is right 90% of the time is100% dissatisfaction. Last stated 9 months ago 8 Jan 2026 JH Jensen Huang — holds since 2026-01-08 — tap for who they are Same subject: A computational discovery platform does not make a biotech fast, because the thousand other steps of drug development are still the bottleneck. — tap to centre the map on it A computational discovery platformdoes not make a biotech fast,because the thousand other steps ofdrug development are still thebottleneck. Last stated 2 years ago 17 Sept 2024 AT Alex Telford — holds since 2024-09-17 — tap for who they are Same subject: A good idea often fails to spread not for lack of merit but because no convenient way exists to implement it. — tap to centre the map on it A good idea often fails to spreadnot for lack of merit but because noconvenient way exists to implementit. Last stated 4 months ago 7 Jun 2026 SR Scott Rao — holds since 2026-06-07 — tap for who they are Same subject: A loosely plotted, anarchic novel requires a correspondingly loose, unplanned writing process to produce it. — tap to centre the map on it A loosely plotted, anarchic novelrequires a correspondingly loose,unplanned writing process to produceit. Last stated 4 weeks ago 7 Sept 2026 LM Lincoln Michel — holds since 2026-09-07 — tap for who they are Same subject: A startup should not begin life as a nonprofit and bolt a for-profit arm on later, whatever OpenAI's own history suggests. — tap to centre the map on it A startup should not begin life as anonprofit and bolt a for-profit armon later, whatever OpenAI's ownhistory suggests. Last stated 3 years ago 18 Mar 2024 SA Sam Altman — holds since 2024-03-18 — tap for who they are Same subject: A technique that lets an AI model's reasoning shift outside its visible Chain of Thought is dangerous, both because it works and because a leading lab is willing to deploy it. — tap to centre the map on it A technique that lets an AI model'sreasoning shift outside its visibleChain of Thought is dangerous, bothbecause it works and because aleading lab is willing to deploy it. Last stated 4 weeks ago 3 Sept 2026 ZM Zvi Mowshowitz — holds since 2026-09-03 — tap for who they are Same subject: Advertising was a necessary phase for the internet but a momentary industry, and an AI people pay for is better because they know the answers are not influenced by advertisers. — tap to centre the map on it Advertising was a necessary phasefor the internet but a momentaryindustry, and an AI people pay foris better because they know theanswers are not influenced byadvertisers. Last stated 3 years ago 18 Mar 2024 SA Sam Altman — holds since 2024-03-18 — tap for who they are Same subject: "Scaling" was powerful because it was one word: naming a research direction is what tells a whole field what to do next. — tap to centre the map on it "Scaling" was powerful because itwas one word: naming a researchdirection is what tells a wholefield what to do next. Last stated 10 months ago 25 Nov 2025 IS Ilya Sutskever — holds since 2025-11-25 — tap for who they are Same subject: A benchmark result should be reported under a stated budget, or as a curve against test-time compute — never as a single number. — tap to centre the map on it A benchmark result should bereported under a stated budget, oras a curve against test-time compute— never as a single number. Last stated 3 months ago 26 Jun 2026 NB Noam Brown — holds since 2026-06-26 — tap for who they are Same subject: A lab should spend most of its compute on research rather than on building the next model, because research is where the tenfold yearly efficiency gains come from. — tap to centre the map on it A lab should spend most of itscompute on research rather than onbuilding the next model, becauseresearch is where the tenfold yearlyefficiency gains come from. Last stated 7 months ago 13 Mar 2026 DP Dylan Patel — holds since 2026-03-13 — tap for who they are
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At the centre The primary assets for success in consumer AI are not the AI models themselves, but rather factors like default placement, brand, habit, proprietary data, and effective product loops. Last stated 22 Sept 2026 · a week ago Holds Brad DeLong Read this korrent →