One angle I haven't seen as broadly discussed regarding AI (groan) is how increasing consumer expectations often introduces unmet needs in enterprise markets.

Have seen this happen multiple times: smartphones, webapps etc.

Ppl use fancy stuff at home and want them at work.
This, combined with new capabilities can lead to a relatively mature market / adjacent markets going through a bit of a renewal.

Probably will see something similar happen in multiple markets over the next 5-10 years.
Many of the opportunities will "just" be at the UI / UX level.

Obvi the chat interface is having its moment now, but overall, multimodal I/O + natural language processing / translation will give rise to many new forms of UX being possible vs before.
This is to say - and I don't want to come across like some hapless techno-optimist (yuck), but I do think that we are entering a period where there's huge opportunity for companies to create value - often by doing 'menial' stuff.
The overall point of this rant is to say - I've seen lots of "software is dead", "openAI killed start ups" tweets out there.

I think this is vastly underestimating the depth / breadth of new needs that are about to be created within the next 5-10 years.

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More from @atelicinvest

Jul 3, 2022
Interesting stuff, but my list is quite different (other than point on comps). Short thread below:
No 1: Not evolving. Most teams strike it big on a thread and never go beyond this, despite changing market environment and size. As a result, earlier investors reap benefit and followers just line the pockets of PMs.
No 2: PM ego. In many org, PMs are viewed as gods. Even though they say the right words (flat org, humble), in reality, there's zero accountability or ability for juniors to push back on bad choices. Often, this coincides with steep fall off in quality & quantity of their work.
Read 8 tweets
Feb 16, 2022
During my time as analyst then PM at a sizeable, private asset mgmt co ($30B), I did decent number of meetings w institutional allocators.

I was shocked at the questions that never get asked.

A semi-running thread on QtNGA @EndowmentLP @ShitFund @tseides
1/ "The vast majority of our liquid net worth is invested alongside you"

QtNGA: “How does this compare to your net worth coming from shares in the asset mgmt co itself?”

You’d be shocked at how lopsided this number is for vast majority of the PMs. Incentivizes wrong behaviour.
2/ “We get all sorts of mgmt access”

QtNGA: “Does this actually lead to better decisions?”

Most mgmt meetings are excuse to confirm all of your prior biases, aided by expertly coached CEOs who got there precisely bc s/he was good at explaining
Read 12 tweets

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