Chi-Hua Chien, founding partner of Goodwater Capital, and Elizabeth Weil, founder of Scribble Ventures, tackle the underwhelming performance of consumer AI. They explore the transition from the command line era to more intuitive interfaces, predicting that new form factors will unlock broader AI applications. The duo discusses the potential for personalized AI services, from tutoring to finance, and the challenges of building trust in AI agents. They also raise skepticism about AI-driven social networks, highlighting a need for authenticity in interactions.