Blog
AI, networks and Mechanical Turks
How far do LLMs give us a step change in how good a search and recommendation system can be? Do they let you build one without needing a vast user base of your own?
AI metrics
With every platform shift, we want to measure the growth but we’re confused about what to measure. That’s partly a problem of data and definitions, but it’s really a question about what this is going to be.
GenAI’s adoption puzzle
Generative AI chatbots might be a life-changing transformation in the nature of computing, that can replace all software, but so far, most of its users only pick it up every week or two, and far fewer have made it part of their lives. Is that a time problem or a product problem?
AI Agents Don’t Buy Seats—Why Your Pricing Should Follow Suit
Why you need to rethink your pricing for the agentic age
Ways to think about AGI
How do we think about a fundamentally unknown and unknowable risk, when the experts agree only that they have no idea?
AI and problems of scale
Generative AI means things that were always possible at a small scale now become practical to automate at a massive scale. Sometimes a change in scale is a change in principle.
Looking for AI use cases
We’ve had ChatGPT for 18 months, but what’s it for? What are the use cases? Why isn’t it useful for everyone, right now?
Why we invested in Podcastle
Podcastle is giving superpowers to the next generation of content creators
Remaking the App Store
The EU has finally made Apple redesign the App Store, 15 years after we started arguing about it, and no-one is happy with the result. In the next few years there'll be a lot of shouting and some giant fines, but in the end, nothing much will change.
Why we invested in Parloa
Fixing customer service one phone call at a time. The power of LLMs to enable the largest virtual customer service team in the world
Unbundling AI
ChatGPT and LLMs can do anything (or look like they can), so what can you do with them? How do you know? Do we move to chat bots as a magical general-purpose interface, or do we unbundle them back into single-purpose software? What are the products?
Scaling personalised support: LLMs and human empowerment
LLMs and generative AI can offer huge benefits in healthcare, education, and social outcomes – if deployed safely
The impact of LLMs on marketplaces
LLMs will enhance current marketplaces, allow for completely new exchange, and alter the economics of this business model.
LLM agents: the next platform shift in B2B software
The cloud defined the past two decades of B2B software. Agent-based applications could define the next two.
Generative AI and intellectual property
If you put all the world's knowledge into an AI model and use it to make something new, who owns that and who gets paid? This is a completely new problem that we've been arguing about for 500 years.
When tech says "no"
The tech industry always has a reason why any new laws or regulations are bad - indeed, so does any industry. They always say that! The trouble is, sometimes it’s true, and some laws are (or would be) disasters. So which is it? Well, there are three ways that people say ‘NO!’
Netflix, Shein and MrBeast
What does Netflix have in common with Shein, and why is MrBeast more interesting than Disney Plus?