How far do LLMs give us a step change in how good a search and recommendation system can be? Do they let you build one without needing a vast user base of your own?

With every platform shift, we want to measure the growth but we’re confused about what to measure. That’s partly a problem of data and definitions, but it’s really a question about what this is going to be.

Generative AI chatbots might be a life-changing transformation in the nature of computing, that can replace all software, but so far, most of its users only pick it up every week or two, and far fewer have made it part of their lives. Is that a time problem or a product problem?

Software ate the world. Uber and Airbnb didn’t sell software - they disrupted and redefined markets. But what kind of disruption are we talking about ?

It matters that Apple’s new Siri will be late, and it matters more that Apple didn’t realise. Is it more than that?