Max Schoening: evaluation

Transcript context

…And Snapchat, obviously, just the disappearing photo concept is so interesting. I heard you've also talk about just being first doesn't matter that much either. You have to be right, not first. I don't know. I mean, there are elements of, if you talk about network effects and perhaps now with training models, it doesn't make sense if you have a headstart, but I think it's overrated. I don't know. My favorite example is like Bluetooth headphones were crappy and then you have the AirPods and like, oh, they connect and so on. And they weren't the first. I don't know. They weren't the first MP3 player. They weren't the first. You just got to do it right. I don't think being first is all that useful. I think we're currently, because it's so hard to keep people's attention, we're like, "Oh, how do I go viral? How do I do the Cluely thing?" And I'm like, "Yep, durability matters." Think of like, how would you build Ikea like a generational company that is not concerning itself with whatever is trending on Twitter today? I think speaking of models, a good example is Anthropic, which was way behind, started after OpenAI, got less funding and now is just killing it and dominating.…

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