Mercedes Bent
speaker
417 appearances
1 recordings
1 series
first heard Sep 2025
last heard Sep 2025
Mercedes Bent’s voice in public audio — every appearance, attributed to the second.
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Appearances
On the product side of the house, the question is, what are the primitives of AI similar to how
you know, geolocation was a primitive of the phone.
The camera was a primitive of the phone that led to all of these massive companies that if you could understand the second, third, fourth order effects of how people's behavior would change.
This goes back to what the thing I was talking about in the beginning, the technical founders with insights about behavior change.
It's the behavior change around the new primitives of the new technology.
And so they're
We are, there's a whole bunch of things that we're going to be looking for, but founders that are able to incorporate and also deprecate the right models at the right time is actually going to become a signal for how fast they're able to train things in and out, as well as how fast they're, as well as things like memory and context and inference.
And as well as like, even their data sources, these are all going to become things on the
They understand the technology and they're going to be able to build new experiences on top of it.
I personally don't know what the experiences are, but that's for the founders to figure out.
On the distribution side, though, my strong suspicion is that the next cohort of companies that replace...
The mobile companies are going to be ones who leverage the new distribution channels being created by OpenAI, Anthropic, Perplexity.
All of these companies are going to have app stores.
Fiji CMO famously has been hired by OpenAI to run app stores.
And they're probably going to take a cut of it, similar to how Apple did.
The older companies, Airbnb...
or Square or Uber, they're going to be more reticent to let a lot of their traffic go through those sites because that's just going to eat into their existing margins versus a new company who doesn't have any other option except to get to market that way is 100% going to take that.
opportunity and take that cost in order to get scale.
And so we also are looking for founders who not only understand the new primitives of the technology and therefore what new product experiences they'll create, but also to understand how they will meet the users of the future where they're at.
There's a stat that 73% of teenagers
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