This was one of my favorite podcasts I listened to this week. I actually rolled it back a second time to understand more about the power supply points they made connected to AI supply and pricing. I also found it helpful how they think in first principles by talking about the demand for human-like intelligence.
It got me thinking outside of work, do I have demand for human-like intelligence or any AI use cases I’d use daily for personal reasons? Outside of reading on the web and maybe looking at personal finances, I really try to put technology down on the weekends so I found it hard to think of true recurring examples of using AI daily for personal reasons, unless chatting with personal AI assistants takes off. I suppose then it comes down to AI in existing products for me personally that help me do those things better (reading on the web, understanding monthly spend, etc.).
I want to be fairly selective on new technology especially for personal use to avoid adding technology I don’t need or might be harmful to my values and creating positive habits.
The pod also does a great job bringing it back to traditional business principles of differentiation. These guys have been around the web a while so it was cool to hear them talk about the internet in the 90’s. For example, there were 20 search companies trying to break through before Google won the market. That reminds me of one of my favorite HBS cases about search in the early days here and here.