Andrew Chen, General Partner at Andreessen Horowitz, predicts the future of product, growth, and AI in this Season Finale of Unsolicited Feedback. Topics include the challenges and growth of AI experiences, predictions for 2024 including IPOs and AI breakthroughs, the changing landscape of product management, and the potential of AI companions as new growth channels.
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Quick takeaways
The podcast predicts the inevitable commercialization of non-commercial search engine results and speculates on the potential growth channels of AI companions and AI-generated video content.
A potential shift in the engineer-to-product manager ratio is anticipated, with a greater emphasis on engineers and designers, and the rise of senior individual contributor principal product manager roles. The lines between product, engineering, and other functions may become more blurred with the incorporation of AI and the growth of the no-code movement.
Deep dives
The Evolution of Search Engine Results and Commercialization
The speaker discusses the pre-Google ads era when search engine results were ad-free and focused on providing the best results. They predict that the current phase of non-commercialized responses will inevitably be commercialized, with the question of how they will be commercialized remaining. The potential emergence of AI companions is considered a growth channel, where text-based companions could recommend and commercialize products. Furthermore, the use of AI-generated video content is seen as a compelling growth channel. The speaker also mentions the potential increase in AI-generated models for media types, such as music and 3D assets.
The Role of Product Managers
The role of product managers is examined, suggesting a potential shift in the engineer-to-product manager ratio. It is anticipated that the ratio will increase, with a higher emphasis on engineers and designers, and a greater focus on hiring high-leverage, product-minded individuals. The speaker predicts a rise in senior individual contributor principal product manager roles, allowing for more direct execution and decision-making. The incorporation of AI in various business roles and the growth of the no-code movement may further blur the lines between product, engineering, and other functions.
Potential Growth Channels in 2024
The emergence of a new big growth channel in 2024 is debated. The speaker suggests that AI companions, with their potential for commercialization, could become a growth channel. The use of AI-generated content, particularly video, is also identified as a powerful growth channel, as it leads to engaging and shareable product content. However, the speaker notes that existing channels, such as SEO and paid ads, may face challenges due to AI-generated content saturating the market. Word-of-mouth and virality are emphasized as evergreen and effective growth channels for products.
What's in store for 2024? 🤔 Andrew Chen, General Partner at Andreessen Horowitz, joined us on the Season Finale of Unsolicited Feedback to share his insights.
Before we dive in…
Surprise! This is only the first part of our conversation with Andrew. Make sure to mark your calendars for Part 2, landing on January 3, 2024!
This marks our Season Finale, but fear not! We'll be back and better than ever. Season 2 kicks off in late January with an updated format, new guests, and an elevated spice level as we're shifting from Jalapeños 🌶️ to Habaneros 🌶️🌶️🌶️.
We want YOU to be part of the show and the conversation. We're discussing predictions RIGHT NOW on LinkedIn, HERE. Think we're wrong? Tell us live. Let's talk about it. If you prefer giving us feedback offline, please fill out our "feedback form” HERE, and we'll start discussing your feedback during episodes next year.
For a full summary of the episode and to sign up for our email list for extended summaries and exclusive Youtube videos, please join us at UnsolicitedFeedback.co.
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