The Innovators Dilemma

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There are incumbents for whom the current UX or UI paradigm is not one that will sustain effectively in the new environment. If you are an incumbent who has built their entire stack on a point and click interface, you're going to have an innovator still in the problem. One working hypothesis I've been sort of newling on ever since we interviewed Avlock, the CEO of AngelList,. The more services oriented a firm is, the more at risk they are of LLM disruption.

How do you build defensible business value in an era when, as AngelList CEO Avlok Kohli said on our last ACQ2 episode, the “cost of intelligence is going to zero”? Longtime friend of the show Jake Saper and his partners at Emergence Capital have been refining their thesis for this brave new world of Generative AI in B2B, and we sit down with him to discuss. We cover topics including:

When do exactly correct answers matter, and when do they not?
When are human-in-the-loop systems necessary?
When do startups have an advantage vs. incumbents, and vice-versa?
Where can companies capture value on a durable basis?
When do you need proprietary data in order to be defensible?

Whether you’re building or investing in existing businesses from the “pre-AI” era or brand new startups that are native to GPT, this episode has plenty of takeaways you should consider. Tune in!

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