We're entering a new phase of the AI platform shift, where decades of research are becoming reality for people globally.

The current phase of AI is akin to the early days of the internet, where new mediums allow for unprecedented creativity and expression.

We're still at the very beginning of how people understand how to use AI tools in their work, and there are many social opportunities that haven't been fully explored yet.

AI is not a new concept; it has gone through cycles of booms and busts, and I believe we are now at a pivotal moment where the time for AI is finally here.

Consumer activity typically lags behind research developments by six to twelve months, indicating that we are still in the early stages of AI adoption.

We're in the early stages of vertical AI agents, which could lead to the emergence of $300 billion companies in this space, rather than a single trillion-dollar SaaS company.

We're in an interesting time where the capabilities of AI models are far ahead of the products people have built. There's a huge opportunity for new innovations, especially as the cost of AI continues to decrease dramatically.

As with any new technology, it takes time for people to become comfortable with agentic AI, similar to how we adapted to online transactions.

The last two years have seen a massive rush of consumer AI technologies, marking an exciting moment in the field.