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"OpenAI is no more a model company than Google is a web crawler and page rank company....You have to capture the imagination, and you have to build products that are durable for consumers and for enterprises." In the fast-moving world of AI, few conversations cut to the heart of the matter quite like this one. At the IA Summit earlier this month, Brad Gerstner, Founder of @altcap, joined Madrona’s @mattmcilwain for a discussion about how AI is reshaping everything from web search to enterprise applications — and what it takes to succeed in this new landscape. You can watch their full discussion on YouTube ( https://t.co/rtTGrcobIa ) or read the transcript ( https://t.co/dCa6LPI9Ij ) — and here are three quick takeaways: Value Beyond Models: Brad emphasized that technology alone (e.g., models) does not drive value. Instead, applications like ChatGPT succeed because they offer superior user experiences and practical value. Disruption of Web Search: He pointed out that the traditional web search model (e.g., Google’s "10 Blue Links") is being massively disrupted by AI-powered applications, which offer more personalized, efficient experiences. Trust and Durability: Brad stressed that in both consumer and enterprise applications, companies must build trust and deliver magical, durable experiences to capture value and succeed long-term. You can now watch the recording on YouTube or read the transcript here.
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