… When and if AI in the smart home can deliver genuine value, I’m not convinced people will be willing to pay more for it. Subscription fatigue is real, and AI has already driven up the cost of smart home ownership. …
… He acknowledged that the Cybercab’s production would be slow going until the end of the year. “Whenever you have a new product with a completely new supply chain, new everything, it’s always a stretched-out S curve, so you should expect that initial production of Cybercab and Semi will be very slow… …
… He said the VC subsidized era of AI was likely necessary for growth — after all, if two companies with largely equal products are competing for the same customers, and one is offering a subsidized product at a lower price, the latter will obviously win out, at least in the short term. …
… Air Mail is not that. Air Mail is like a big fancy culture magazine. It’s called Air Mail because I think it was meant to be read on airplanes. There is a moment for that kind of magazine to exist in first class on an airplane. …
… We’ve had this focus on AI everywhere and then AI impact and now AI-native because we really want to be rethinking everything in this AI era. There’s some rebalancing of power between product managers, designers, and engineers because AI lets them all do each other’s jobs. …
… I don’t think consumer AI products are very good. I don’t think there’s a great consumer AI product, and I think a ton of the angst we hear about AI is a reflection of that. You have used all the products, you’ve used the expensive ones, the bleeding-edge ones. …
… If you just ask them in general, “What do you think of AI?” There are a lot of pretty negative responses. I think people love playing Word Chain, and I don’t think they mind that AI coding tools were used in creating Word Chain. The human agency and human intention are in the product. …