The current AI models are impressive on their own, but they need to be integrated into applications that enhance user engagement and retention.

AI applications are showing improved engagement, with daily to monthly active user ratios for AI apps like ChatGPT climbing significantly, indicating that more users are finding value in AI.

The real transformative AI applications will emerge in the coming years, similar to how the App Store evolved post-iPhone launch.

The current AI hype cycle may resemble past speculative bubbles, but the tangible utility of AI products differentiates it from the crypto hype, where many products lacked clear value.

The apps that will matter in the AI landscape are likely to be those that don't exist yet, just as the internet gave rise to entirely new applications.

The AI hype cycle is not about AI having zero value; it's about the reaction to fluctuating prices and the sustainability of current investments in AI.

The trajectory of AI development is likely to mirror the internet's evolution, where initially, building a single app seemed daunting, but new applications emerged that didn't rely on existing platforms.

AI is experiencing a resurgence similar to past technological revolutions, and it's important not to dismiss its potential too quickly.

The current AI boom is enabling startups to generate real recurring revenue by providing software solutions to legitimate businesses, contrasting with previous crypto ventures that often lacked tangible use cases.