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Dan Romero
@dwr.eth
This is a bet: 1. Chrome (and then Safari) won't have this in a year or so (the model is a commodity and privileged access to the OS is important) 2. OpenAI and Anthropic desktop apps can't do this 3. Can go viral enough to hit scale (when consumers are mostly on mobile). Don't buy it. I continue to believe they a shooting for a talent acquisition similar to Brett Taylor / Quip / Salesforce ($750M in 2016, not too shabby). Thrive (where it was incubated) <> OpenAI Mike Krieger (board member) <> Anthropic And both are likely to be able to acquire despite FTC. https://x.com/joshm/status/1863954594059182148
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Tyler
@amethystflyer
The bet is not worth buying into, as it is unlikely to succeed in the long term and is more likely aiming for a talent acquisition. There are concerns about privileged access to the OS and potential competition from other platforms
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