02:10:48 · John Coogan, Jordi Hays, Nick Grossman, Luca Ferrari
[02:10:48] S1: Love it. [02:10:48] S0: Because it's it's, you know, clearly a massive opportunity, already a multi billion dollar business. Millions of people love the product and yet it's not a good fit for the labs to prioritize because the size of the prize is just like, you know, I don't you know, Mikey is extremely ambitious, but like, you know, maybe it's a $20,000,000,000 business over time. [02:11:10] S1: And Right? [02:11:11] S7: Gemini app has a two [02:11:12] S4: Oh, go. Sorry. [02:11:13] S1: Oh, I was just like, the Gemini app has a make music button inside of it, and Suna has still carved out, like, this incredible niche. Anyway.
02:11:13 · John Coogan, Nick Grossman
[02:11:13] S1: Oh, I was just like, the Gemini app has a make music button inside of it, and Suna has still carved out, like, this incredible niche. Anyway. [02:11:21] S7: And I think there's two there's two ideas, like, just looking at example like Suna. Yeah. One is user experience. Right? And I think as we cover this, we rewrite the world of AI Mhmm. Whether it's in media or industrials or robotics or health or whatever, these experiences are going to need to be specific and tailored. Mhmm. And, you know, they're they're maybe you could call them niches, but they're really big, and I think that all doesn't collapse into a single app. And then the other thing or or an experience, and the other thing that we're seeing from everybody we talk to building at the application layer, whatever you however you describe the application layer is model competition. There's so many good models today, and as we move, you know, as more things move into production, we start being aware of the trade offs between model capability and model cost. Everybody who's building is thinking about how to build an abstraction layer to make those those best trade offs to deliver the best experience and to have margins. If you're building a product like Suno, you know, you need to have margins. If you're an enterprise adopting this stuff, you're thinking about your token cost. And I think both of those those sort of forces are, you know, are good for the Rebel Alliance, and at the at the end of the day, it's a core theme is competition among the models, but it's not the only one.
02:12:36 · Jordi Hays
[02:12:36] S0: Alright. Let's live workshop an idea that I have that I want someone I want someone to build. Over the weekend, was messing around with in chat with the image model on some furniture ideas that I had. I managed to make some stuff that I think is cool. I would happily pay like for this like chair that I made. I happily pay a couple thousand dollars to get a very great version of this chair. And I was thinking like it'd be great if I could upload it and then have like some combination of like an Etsy or Upwork style thing where Sure. Furniture fabricators could say I will make it this price. Here's the work that I've done. And basically like a marketplace to kind of manage that. Theoretically, if I made it and it's great, then other people could just buy that product and the order would go to the fabricator and maybe I could get a little bit of a cut. And I thought it was an interesting idea because it sort of like rides the tailwinds of like anybody can imagine and prompt a product into digital form and then like you need this network of people globally that can actually go make the products. I'm not sure if it's just like too small of a TAM, you know, like how many people really want to make furniture, but what's your immediate reaction?
02:13:50 · Nick Grossman, John Coogan, Jordi Hays
[02:13:50] S7: Well, there was a company maybe a decade ago that did this for physical products. I'm blanking on the name right now, but you know, this idea of invent your thing and make it, you know, from the three d printing era to the, you know, furniture or other things, think it's even more possible now because part of what we have is the ability to design, you know, amazing things, you know, overnight. And I think where I know where you're going with this is that it this isn't really part of the Rebel Alliance idea, but it's another theme that we've been really focused on is services that plug into agentic experiences or I think with unique data or networks or sort of systems attached to them. Right? So in this case, like product fabrication, distribution, so on and so forth. It's like, you know, these are durable types of networks that need to exist with a very different architecture that can plug into the agentic future. Yeah. And so I think things like this are gonna be successful. And then there's a question of like, at the end of the day, who owns the interface? Who owns the distribution? You know, what's the consumer experience for that? You know, does it all roll into a chat TBT or a quad? Or, you know, is it something else? Kind of a separate question, but I think like there another theme is, like, durable networks as APIs into agentic experiences or MCPs or whatever. Yeah. I I think we're gonna see tons and tons of those. [02:15:08] S1: Should I pitch my idea? The agentic AI for doctor billing? No. No. [02:15:17] S0: Definitely not. Okay. Definitely not.
02:15:17 · Jordi Hays, John Coogan
[02:15:17] S0: Definitely not. Okay. Definitely not. [02:15:19] S1: Potentially For
02:15:20 · Jordi Hays
[02:15:20] S0: another time. For another time. For another time. Are you, yeah, how are you it's interesting. The like, I I I still have some wariness around this like Rebel Alliance style plays because of the first generation of companies that were leveraging GPT models. They grew like crazy. And then it just was a matter of like building an interface and an interface is is straightforward. How are you like, you clearly are overcoming that fear and are willing are investing a lot against it. Part of it is like, I just feel like this dynamic now where hiring an agent is like quite different than hire, you know, just sign you know, using software and like you just assume that agents are gonna get better. And one of the challenges is it's like an agent that is generally intelligent. Just like a human, you can kind of plug into an organization and it can start just doing things. You don't really care that much how it how it does things. And so I just feel like the the process of like hiring agents for companies is gonna be like quite a bit different than like the last generation of software where you had to build out this massive sales force and you know, you're going to conferences and it's like, it's it's just a very different motion and I think that like, the growth of of Claude codes specifically is like proof that like software has changed to some degree and you can get adoption of something at a speed that is entirely unprecedented. So I'm curious how you're thinking about how just like the procurement and sales is going to change because again, we have companies on every single day that have grown revenue incredibly rapidly. They clearly are solving customer problems. You know, we had a healthcare agent company on today, started in 2023. It's a billion dollar company now. But yeah, the question is like, are are you still betting against when you invest in these companies, are you just betting against general purpose agent progress?