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Bryan Kim

@kirbyman01 • 22,653 subscribers

Partner @a16z | Investor in @elevenlabs, @function, @cluely, @trymirage, @slingshotai_inc, @partiful & more | Growth @Snap & CFO @livebungalow

Shorts

Naval is right. That’s why we’ve avoided investing in consumer hardware. But recently I’ve met too many smart, young founders building it anyway that it’s too compelling to ignore. We’ve built an AI god and shoved it in a text box. Like now what? That can’t be the end of the story. Like mobile before Uber, AI needs a new form factor to unlock entirely new behaviors. AI is infinitely better with more context and context means it has to live with us. Apple won’t do it. They’ve been asleep on AI and are handcuffed by privacy constraints. The winners will be the new generation of founders: unencumbered, fearless, fluent in consumer behavior. They’ll try bold, weird, delightful things to bring AI into our lives and make it feel inevitable. We just have to figure out the form factor. My full take on this dropping tomorrow. Enjoy my sick trailer in the meantime.

Naval is right. That’s why we’ve avoided investing in consumer hardware. But recently I’ve met too many smart, young founders building it anyway that it’s too compelling to ignore. We’ve built an AI god and shoved it in a text box. Like now what? That can’t be the end of the story. Like mobile before Uber, AI needs a new form factor to unlock entirely new behaviors. AI is infinitely better with more context and context means it has to live with us. Apple won’t do it. They’ve been asleep on AI and are handcuffed by privacy constraints. The winners will be the new generation of founders: unencumbered, fearless, fluent in consumer behavior. They’ll try bold, weird, delightful things to bring AI into our lives and make it feel inevitable. We just have to figure out the form factor. My full take on this dropping tomorrow. Enjoy my sick trailer in the meantime.

32,298 次观看

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$2M ARR in three months used to be impressive. Now we expect it within ten days. Right now, momentum is the only moat.

$2M ARR in three months used to be impressive. Now we expect it within ten days. Right now, momentum is the only moat.

1,174,017 次观看 • 9 个月前

How do you build a moat in consumer AI? You don't. At least, not yet. The landscape shifts too fast. New models drop weekly and infrastructure keeps evolving. Old playbooks (paid ads, SEO, growth hacks) no longer work. Right now in consumer AI, Momentum is the moat.

How do you build a moat in consumer AI? You don't. At least, not yet. The landscape shifts too fast. New models drop weekly and infrastructure keeps evolving. Old playbooks (paid ads, SEO, growth hacks) no longer work. Right now in consumer AI, Momentum is the moat.

149,669 次观看 • 9 个月前

Another fun one from Roy at Cluely - worth 48 seconds of your time. 1. "Never punch down" 2. "People and algorithm reward authenticity" 🤯 3. :"I respect that guy (Garry Tan) and I hope that one day if the company gets to where I imagine it to be, he will come around"

Another fun one from Roy at Cluely - worth 48 seconds of your time. 1. "Never punch down" 2. "People and algorithm reward authenticity" 🤯 3. :"I respect that guy (Garry Tan) and I hope that one day if the company gets to where I imagine it to be, he will come around"

41,956 次观看 • 1 年前

I was wrong. I used to think the best founders kept their heads down, stayed off social, and just built. But the game has shifted. The best AI founders now understand: momentum IS the moat. It's not enough to build fast - you need the market to see you building fast. In AI, where technology advantages erode quickly, you need to marry product velocity with distribution. Because if a tree falls in the forest and no one hears it, did it make a sound?

I was wrong. I used to think the best founders kept their heads down, stayed off social, and just built. But the game has shifted. The best AI founders now understand: momentum IS the moat. It's not enough to build fast - you need the market to see you building fast. In AI, where technology advantages erode quickly, you need to marry product velocity with distribution. Because if a tree falls in the forest and no one hears it, did it make a sound?

30,353 次观看 • 11 个月前

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