Mark Pincus: prediction

Transcript context

…Yeah, that's right. Just to close the loop on the distribution part, what I'm hearing is we might be on the verge of a new distribution platform, a way to get out and for people to discover you. It's not there yet. I'm somewhere between belief and hope in this because I don't have enough evidence to believe it and it's a little more likely to me than just hope. I think right now there's a obvious race and competition around coding between the major LLMs. I think they're going to get back to consumer and prosumer and developers' hearts and minds. And I think they are interested in developers' hopes and minds, but first they're competing on this coding front. But I think where we will get to one way or another is that there will be some kind of consumer facing platform for AI apps and agents. I can see so many consumer facing agentic services that make so much sense to me that I think consumers will want, but they're not going to get it because if it's just buried in ... I doubt they're going to get it buried in the mobile app store. And I think it's going to be in OpenAI's interest, Claude, Grok to see these apps, consumer facing agentic service apps happen and see them be successful with their LLM baked in. And the more it's uniquely instantiated to OpenAI, the more it drives their consumer value proposition. One example that is my number one is my Easter egg on this is I think there should be an agentic travel agent. So a perfect example to me of a place where I think there is latent demand and the only reason we don't have it is because it doesn't make economic sense to offer it to us because we won't pay enough for it is a travel agent. I believe if I offered you a free 24/7 travel agent that was always there for you, knows your travel context, knows you, and will actually not just book travel, but I think the most valuable part is when you're in the middle of a travel, a trip, be ready to rebook your flight and be on top of your travel logistics as they're happening and often failing. And I think that's valuable to all of us but not available to all of us because travel agents couldn't make a living. They weren't getting enough commissions and we weren't ready to pay enough. So the internet has grown through us getting a better deal, but I think that the next area of growth probably will include deals, but I think it's going to be about getting amazing services and that's my prime example. But if someone built the best travel agent today, maybe we'd find out about it, but it's a tough road. But if it was specifically baked into OpenAI or Claude and gave me a real clear reason that I'm getting value from my GPT beyond ... There's a lot of generic value I get through AI chat today that I'm having more and more trouble differentiating and it's just I don't even know anymore if I'm asking a question to Claude or to GPT. And so they at some point, and that's why they're differentiating themselves right now on coding and there's real value and that's an amazing business, but they're not differentiating themselves very much at the consumer level. Yeah. To me, the question is, are they just going to do it or why do they need anyone to do it if they are building this AGI they could just do all the things. So I think it's going to be interesting to see if they just want to eat the entire market of everything where they- So I think it's going to be interesting to see if they just want to eat the entire market of everything where they play nice with other startups.…

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