David George

I would struggle with it.

Amazon, no chance because of the ads.

Deep Research was really, really, really good at it.

And it solved my problem for me.

So light bulb went off for me at that moment.

One, the models are going to get so much better.

And two, to me, it's an execution problem of building the capabilities to go execute that stuff on your behalf on the web.

So I think that's a really exciting future

There's gonna need to be tons of guardrails built into it.

You gotta build a ton of product and piping to do so.

It's really hard.

Instagram famously tried to do shopping kind of natively, and it's just too hard.

But I think that's a pretty exciting future, and shopping is just one category.

So if I take a step back and I think about AI, today, really active users spend almost 30 minutes a day in the products.

For context, users spend 50 minutes a day on Instagram, 70 minutes a day on TikTok.

They're monetizing only a slight few of them today.

Consumers get a ton of value.

There's going to be a ton of consumer surplus available.

And I think that could lend itself to the creation of a huge company, a massive company.

And again, I think Chagibati is in the lead today, but it's early.