Wrote a piece this weekend - "The New Moat: Memory"

Memory challenges the frequently repeated Silicon Valley belief that AI lacks defensibility. 

Spend five minutes at a Bay Area investor dinner and you'll hear that take. That was lazy thinking.

Wrote a piece this weekend - "The New Moat: Memory"

Memory challenges the frequently repeated Silicon Valley belief that AI lacks defensibility. 

Spend five minutes at a Bay Area investor dinner and you'll hear that take. That was lazy thinking.

https://open.substack.com/pub/jeffmorrisjr/p/the-new-moat-memory

Managing Partner at Chapter One - www.chapterone.com - proud investor in Farcaster - Join /chapterone

Follow me on Twitter: https://twitter.com/jmj

One thing that concerns me is that incentives will lead to suboptimal productivity for users. 

Retention is solved through memory. Everyone loves their AI. 

Then how will the org behind the AI maximizes revenue? 

If it charges based on volume for B2B, it will be incentivized to produce lots of calls, processes, etc regardless of results - like bureaucracy bloat. 

And if earns affiliate commissions in B2C, it will be the perfect salesperson to sell you everything, all the time. Knowing your deepest pains that can’t be solved through consuming more. And it will encourage you to share more (to sell you more).