GenAI has a user retention problem. And low user retention means GenAI products are not yet providing enough value to their core users to reduce churn or to gain much time in product when looking at DAUs and MAUs compared to other apps.

This is where and why there will be consolidation in the GenAI space. I expect tons of tools to merge in a few pla... See more

ModelsText is the most advanced domain. However, natural language is hard to get right, and quality matters. Today, the models are decently good at generic short/medium-form writing (but even so, they are typically used for iteration or first drafts). Over time, as the models get better, we should expect to see higher quality outputs, longer-form c... See more