I was wrong (once again)
Another post about AI
When Copilot started, I thought it was a very nice coding assistant autocomplete to complement the IDE.
When ChatGPT came, I thought this will be helpful but will unlikely be a disruption.
I believed AI was a bubble ready to pop as blockchain or crypto.
I was an AI hater/skeptic.
I was just stupid and wrong.
Actual assistant like ChatGPT desktop or Anthropic are already replacing search: I barely use Google today and ask questions directly to my phone.
Products like lovable, cursor or v0 are first steps in redefining software development. I no longer use Stackoverflow and my coding questions and code refactors are done by ChatGPT.
We are just scratching the surface: AI will impact every aspect of the world as we know it: from talking to your bank to making appointments with your electrician or plumber. I am convinced it will not replace workers, it will make them more efficient.
This new wave just started and is about to go on for years. It will likely reshuffle the cards in big tech. Some products and companies will be killed, while new winners will appear.
Today, existing companies add an AI layer on top of their product (for example, Strava adding “Intelligence” to tell me that my run was faster than my average). This is a losing strategy: 90+% of the time, these AI features offer no value to the customer. They make me think of Clippy: good intention, bad product.
The new winners from the AI era won’t add an AI layer on top of existing products. They will seamlessly integrate AI into existing products, making it invisible but, still, amplifying the product's core value proposition. What matters is not if you use AI, but how you use it to deliver better value to your customer.