David Rosenthal: belief

Transcript context

…And not just a problem for the other big tech companies, because you could make the argument it’s a problem because Siri’s terrible, all the other companies that have lots of consumer touchpoints have pretty bad AI at the time. But the concern is for a much greater reason. I think there are three levels of concern here. One obviously is the other tech companies. Then there’s the problem of startups. This is terrible for startups. How are you going to compete with Google and Facebook when this is the primary value driver of this generation of technology? There really is another lens to view what happened with Snap, what happened with Musical.ly, and having to sell themselves to ByteDance, becoming TikTok, and going to the Chinese. Maybe it was business decisions, maybe it was execution or whatever that prevented those platforms from getting to independent scale. Snap’s a public company now, but it’s no Facebook. Maybe it was that they didn’t have access to the same AI researchers that Facebook and Google had. That feels like an interesting question. It’s probably a couple of steps too far in the conclusion, but still a fun straw man to think about.…

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