Nilay Patel

We literally call it the DoorDash problem here on the show, that actually the next great interface might just be a chatbot.

right, in the mobile revolution where we created new interfaces for databases on our phone and built a new economy.

Well, there might be another one.

Like Johnny Ive is doing something at OpenAI.

It is unclear what, but it is almost certainly going to be voice activated in some way, right?

You can see where all this is headed.

That disaggregates you.

Like quite literally, it takes your interface out of the mix and maybe presents it in someone else's app or doesn't present it at all in some other way.

Have you thought about this problem?

It seems like the most unlikely one to be,

disaggregated first.

Like I think food delivery is much closer.

Getting Ubers is much closer, but it's coming for you as well.

Have you thought about it?

Well, sure, but if you think about Zillow's entertainment, I'm walking down the beach, and now instead of opening Zillow to see how much that house costs, I just ask Gemini or Siri or whatever, and I get an answer, and I get some transaction listing from the public database.

That means I'm not opening your app.

And then maybe I'm less likely over time to open your app when it's time to do the other thing.

Yeah, well, I'm curious about vertical searching.

Who really knows where that's going?

I think that's wide open because the models just keep getting better.