Avi Schiffmann

I don't think that I think when most people have thought about technology, that's, it's always been very utilitarian and, um, you know, not, not focused on emotions and, and love and intimacy and companionship and like these things. Um, oh, and, and one point I always like to mention is, uh,

I don't think that I think when most people have thought about technology, that's, it's always been very utilitarian and, um, you know, not, not focused on emotions and, and love and intimacy and companionship and like these things. Um, oh, and, and one point I always like to mention is, uh,

You know, I think that the only real moat is consumer mindshare or just, you know, mindshare as a concept of, you know, when people think of a certain category or topic, you know, their mind immediately goes to just one project or one company, right? Like, for example, if you think of ChatGPT versus Claude, I use Claude, you know, I don't use ChatGPT anymore. Maybe you're the same.

You know, I think that the only real moat is consumer mindshare or just, you know, mindshare as a concept of, you know, when people think of a certain category or topic, you know, their mind immediately goes to just one project or one company, right? Like, for example, if you think of ChatGPT versus Claude, I use Claude, you know, I don't use ChatGPT anymore. Maybe you're the same.

You know, I think that the only real moat is consumer mindshare or just, you know, mindshare as a concept of, you know, when people think of a certain category or topic, you know, their mind immediately goes to just one project or one company, right? Like, for example, if you think of ChatGPT versus Claude, I use Claude, you know, I don't use ChatGPT anymore. Maybe you're the same.

I'm sure you've seen on Twitter and are seeing almost everyone loves Claude, right? More than ChatGPT. But if you look at like, let's say, Google search trends, Jack to be literally at like 100. And Claude is really a zero, right? Like Claude is an anthropic is insignificant. Nobody knows about them at all.

I'm sure you've seen on Twitter and are seeing almost everyone loves Claude, right? More than ChatGPT. But if you look at like, let's say, Google search trends, Jack to be literally at like 100. And Claude is really a zero, right? Like Claude is an anthropic is insignificant. Nobody knows about them at all.

I'm sure you've seen on Twitter and are seeing almost everyone loves Claude, right? More than ChatGPT. But if you look at like, let's say, Google search trends, Jack to be literally at like 100. And Claude is really a zero, right? Like Claude is an anthropic is insignificant. Nobody knows about them at all.

They win on mindshare more than, you know, they went on necessarily a better technical product or a better team or financials or anything like that. Mindshare is the only thing that matters, but it can be a very double edged sword, right? Like when you think about, let's say, Apple TV versus Netflix, when you think about Apple, you think of them as a computing or productivity company, right?

They win on mindshare more than, you know, they went on necessarily a better technical product or a better team or financials or anything like that. Mindshare is the only thing that matters, but it can be a very double edged sword, right? Like when you think about, let's say, Apple TV versus Netflix, when you think about Apple, you think of them as a computing or productivity company, right?

They win on mindshare more than, you know, they went on necessarily a better technical product or a better team or financials or anything like that. Mindshare is the only thing that matters, but it can be a very double edged sword, right? Like when you think about, let's say, Apple TV versus Netflix, when you think about Apple, you think of them as a computing or productivity company, right?

You do not think of them as an entertainment company. But when you think of Netflix, you think of them as a, you know, entertainment streaming company, right? And I think that's why Netflix will still always beat something like Apple TV. Or, you know, let's say in my situation, I know that Meta, Facebook, whatever you want to call them,

You do not think of them as an entertainment company. But when you think of Netflix, you think of them as a, you know, entertainment streaming company, right? And I think that's why Netflix will still always beat something like Apple TV. Or, you know, let's say in my situation, I know that Meta, Facebook, whatever you want to call them,

You do not think of them as an entertainment company. But when you think of Netflix, you think of them as a, you know, entertainment streaming company, right? And I think that's why Netflix will still always beat something like Apple TV. Or, you know, let's say in my situation, I know that Meta, Facebook, whatever you want to call them,

has been venturing a lot into like AI companions and digital relationships. You know, they've got little AI friends on Messenger or they've got a character AI clone actually on Instagram, on the web version of it. But when you think of meta, you know, I think you truly think of like human to human relationships.

has been venturing a lot into like AI companions and digital relationships. You know, they've got little AI friends on Messenger or they've got a character AI clone actually on Instagram, on the web version of it. But when you think of meta, you know, I think you truly think of like human to human relationships.

has been venturing a lot into like AI companions and digital relationships. You know, they've got little AI friends on Messenger or they've got a character AI clone actually on Instagram, on the web version of it. But when you think of meta, you know, I think you truly think of like human to human relationships.

And I think it's a very unique situation you're in as a startup to create like a new POV in my case, which is, I think, like human to AI relationships like that is what, you know, my mindshare concept is. And I think it's very, very hard for existing encumbrance to like As I said, it's a double edged sword. You know, they might have a lot of mindshare in that category then, right?

And I think it's a very unique situation you're in as a startup to create like a new POV in my case, which is, I think, like human to AI relationships like that is what, you know, my mindshare concept is. And I think it's very, very hard for existing encumbrance to like As I said, it's a double edged sword. You know, they might have a lot of mindshare in that category then, right?

And I think it's a very unique situation you're in as a startup to create like a new POV in my case, which is, I think, like human to AI relationships like that is what, you know, my mindshare concept is. And I think it's very, very hard for existing encumbrance to like As I said, it's a double edged sword. You know, they might have a lot of mindshare in that category then, right?