Tony Fadell

You're like, well, what does it do for me?

And now I got to keep paying you.

Like it was fun as a demo.

And if I, but what am I using it for every day?

And like, oh, Claude, it does Claude code and it does, you know, code, you know, and then what happens open is like, oh, we have codex now.

But then they were Sora and they were, you know, this and they were that we're going to do sex chat.

We're going to like, what are you?

And so it's like, oh, yeah, you're the great first, you know, like Netscape.

Everyone went out and bought Netscape Explorer or whatever it was called, like Netscape Navigator.

And then all of a sudden it evaporated.

Like, well, what do I use the net for?

Like, I got the tool to get onto it, but what do I use it for daily?

And it had to develop.

And so OpenAI is now shifting like, oh, we got to get product teams and we got to start about product marketing.

So, you know, that is, to me, that's, it's marketing.

But if you start, if you are already thinking about the marketing, you're already going to start thinking about the product.

And that's the thing is when you're just thinking about the product, you're like, and it was really just a technology demo that went, you know, viral.

And they're like, oh yeah.

And they still keep winning on that.

They never put product in until it was too late.