AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
The Challenge With Generative Tech
Jasper has grown their revenue tremendously fast and is now moving into the phase where they're trying to create embedding and network effects. So I can see a path, even though I don't know too much about their business, to where that could be an interesting type of SaaS business providing software to businesses around the world. The challenge with generative tech at this point is that it's consensus, as you say. And so we're going to have a very rapid Cambrian explosion. They are going to have all sorts of bets being made. And very few of them are going to get big. But it is going to be crazy next 12 months in this space for sure.