David Friedberg
speaker
8,052 appearances
60 recordings
4 series
first heard Apr 2024
last heard 21 Aug
David Friedberg’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 32 in all, peaking in Jan 2026 with 6.
Appearances
Why not pay 80 bucks a month?
So I think that's going to be the case with these consumer apps, JCal.
I think that they're all going to be like ultra valuable and they're going to layer in services on top of them.
Like, for example, do you want to watch video embedded in your consumer AI app?
Do you want your consumer AI app to, you know, do your finances for you?
And it could be that the consumer AI app becomes the new platform, much like the iPhone was for the app economy.
there could almost be whether it's through kind of connectors, or embedded tools, an incredible ecosystem that were traditionally advertisers actually pay to be embedded and show up inside of the AI app.
And the consumer can either pay for it or the advertiser can pay for it.
So I think there's going to be a very different economic model and still very early days.
It's probably generally correct that there will be a decline, but there's also the selective opportunity.
Did you guys see the LP slides that went on the internet from Toma Brava's LP conference?
Nick, maybe you could find that.
They kind of highlight that within the broad marketscape, there are companies that are not just going to sit idly by and let AI kind of
delete their business value.
But they're integrating AI themselves, and they've got high quality people to do so.
And they're reinventing their product themselves.
So they've already got a beachhead, they've already got customer access, they've already got enterprise users.
And in fact, if they can integrate AI into their products and into their tools, there's almost this like selective dispersion that happens in the market.
And so the winners are going to win, I think, truly in every market.
not just in software, but across every market, including in industrial supply chains, on who is going to implement and utilize AI tools and agents to do work.
Showing 2561–2580 of 8,052 · page 129 of 403
← Previous
Next →