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When a consumer app hits survival mode, this is what the feed looks like. Full of ads.

Have you guys checked out this chat Ai avatars feature on WhatsApp? Looks like Indians are using it extensively to chat with AI girls and flirt and what not 😂😂😂

I guess this is what diversification of risk looks like. Trading is all about "Dont keep all your eggs in one basket! "

It looks like AI companies are carving out distinct niches: - OpenAI is focused on consumer AI - Anthropic is leaning into coding and developer tools - Google... is just being Google

This is how a VC pitch looks like. Part 2

This is how your profile looks like, birthday partner: B’dy P’nr

It’s been almost a decade since a horizontal consumer app penetrated like YouTube, LinkedIn, Snapchat, fb, TikTok (the last one, 9 years ago). Looks like ChatGPT is next, even though it’s not social.