Value Accrual in the AI Industry: Infrastructure vs. Consumer Play

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Timestamps:

(0:00) Jason and Alex kick off the show

(1:50) Jumping into the keynote from Apple and whether or not it impressed.

(5:24) “Apple Intelligence” has landed!

(8:32) Reactions to the new Siri.

(10:00) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at http://www.Squarespace.com/TWIST

(12:42) The importance of Apple’s addition of “on-screen awareness”.

(16:30) Breakdown of Apple’s use of data with their AI.

(19:48) LinkedIn Jobs - Post your first job for free at https://www.linkedin.com/twist

(23:53) ChatGPT’s integration with Siri.

(26:32) Unpacking the “free” use of ChatGPT with Apple products.

(30:01) Equinix - Join the Equinix Startup Program for up to $100K in credits and much more at https://deploy.equinix.com/startups

(31:07) Discussing the relationships between OpenAI and Microsoft and now Apple.

(34:44) More “ooohs” and “ahhhs” from Apple’s new Image Playground.

(40:25) Jason breaks down other key announcements from WWDC 2024 including a password manager and Apple TV’s new “Insights”.

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Links:

Watch Apple’s WWDC 2024 Keynote: https://developer.apple.com/videos/play/wwdc2024/101/

Article on Fearless Fund: https://www.bloomberg.com/opinion/articles/2024-06-06/the-fearless-fund-should-keep-fighting-racism-in-venture-capital

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LinkedIn: ⁠https://www.linkedin.com/in/alexwilhelm/

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LinkedIn: https://www.linkedin.com/in/jasoncalacanis

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Thank you to our partners:

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(30:01) Equinix - Join the Equinix Startup Program for up to $100K in credits and much more at https://deploy.equinix.com/startups

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Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland

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