Aaron Le
413 posts
Aaron Le
@aaronunhinged
building (sleeping @ the studio)
Katılım Şubat 2020
274 Takip Edilen123 Takipçiler
consumer AI won’t be won by wrapping the smartest model - instead I'm convinced it'll have the following chracteristics:
- AI native functionality reinvents the UX enough to move the needle
- deliver enough new AI UX with "good enough" models
- ARPU reliably outruns inference cost (as the latter goes down)
- retention ends up stronger than non-AI incumbents
- creates margin to fund distribution channels
Thus, am particularly bullish about high ARPU consumer sectors (particularly with whale dynamics) like personal finance, health, productivity, gaming, etc - these categories already have willingness to pay, which means you can afford heavier models, more iterations, and better UX. Particularly variations of these ideas where an agent can dramatically improve the outcomes
Meanwhile low ARPU categories get trapped in a race to the bottom, forced into cheaper models, worse experiences, and fragile retention loops. Particularly true for high global / low ARPU categories like content creation tools and communication apps etc
As I mentioned earlier, it seems like 18-24 months before we can wrap AI functionality with remnant ads and it just works. Can def see a huge mega explosion of AI consumer in 2027 as this flips on which will be exciting
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Aaron Le retweetledi
Aaron Le retweetledi
💕If AI can scale product development, it can scale your relationship too.
Here's your modern romance stack this Valentine's Day:
💠 Feedback Analytics: Feed every text message into feedback analytics. Add context so AI know that "I'm fine" never means I'm fine. Finally, a dashboard that detects sentiment drift before it's too late.
💠 AI Interviewer: Deploy an audio bot to interview your partner about "relationship pain points." They'll tell a calm AI things they'd never say to your face without also throwing a plate.
💠 Prototype: What's more romantic than prototyping something together?? Build an app to split chores, track date nights, or finally settle who picked the restaurant last. Will it ship? No. Will you have fun arguing over button colors? Absolutely.
💠 Reforge Courses: Enroll in AI Evaluation so you can finally assess whether your partner's excuses pass the hallucination check. Capstone course: Why "You Should Have Just Asked" Is Always the Wrong Answer.
💠 Synthetic Users: Simulate "I think we should get a puppy" 50 times with a digital twin of your partner. Find the one timeline where nobody sleeps on the couch. Ship that version.
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