Show notes
Most consumer AI so far has been single-player: you and a chatbot, alone.Benchmark partner Sarah Tavel, one of Pinterest's first 30 employees, is betting that's about to change. She's looking for a product genius who can build an AI product with social DNA: status, network effects, and multiplayer dynamics. That'll enable users of ChatGPT and other models to learn from how others use AI and level up.On this week’s AI & I, Dan Shipper revisits his conversation with Sarah. They talk about why technical founders dominate the early days of a platform shift while product-minded founders win later, what ChatGPT is still missing, and what separates a founder's real network effect from a slide with a flywheel diagram.If you found this episode interesting, please like, subscribe, comment, and share!To hear more from Dan Shipper:Subscribe to Every: https://every.to/subscribeFollow him on X: https://twitter.com/danshipperTimestamps for YouTube:0:00 Start1:10 Introduction2:26 Why the future of consumer AI belongs to founders with product intuition11:09 What Sarah sees as ChatGPT's biggest weakness18:45 How Sarah would design a consumer AI app with social DNA24:10 The kind of founders Sarah invests in28:33 How to know if your startup's network effects are real35:40 What's catching Sarah's eye beyond AI40:41 How AI will change the way top venture capitalists investLinks to resources mentioned in the episode:Sarah Tavel on X: https://x.com/sarahtavelBenchmark: https://benchmark.comAgentio (marketplace for YouTube creators and brands): https://agentio.com/ Chainalysis: https://chainalysis.comThe Five Temptations of a CEO by Patrick Lencioni: https://www.amazon.com/dp/B007BZBRB8Thinking in Bets by Annie Duke: https://www.amazon.com/dp/B0HBBW23PM