Skip to content
Artwork for AI & I
AI & I · Wednesday · 48 min

Why the Next Hit AI Product Will Be Social Why the Next Hit AI Product Will Be Social (Best of the Pod)

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/subscribe Follow him on X: https://twitter.com/danshipper Timestamps for YouTube: 0:00 Start 1:10 Introduction 2:26 Why the future of consumer AI belongs to founders with product intuition 11:09 What Sarah sees as ChatGPT's biggest weakness 18:45 How Sarah would design a consumer AI app with social DNA 24:10 The kind of founders Sarah invests in 28:33 How to know if your startup's network effects are real 35:40 What's catching Sarah's eye beyond AI 40:41 How AI will change the way top venture capitalists invest Links to resources mentioned in the episode: Sarah Tavel on X: https://x.com/sarahtavel Benchmark: https://benchmark.com Agentio (marketplace for YouTube creators and brands): https://agentio.com/ Chainalysis: https://chainalysis.com The Five Temptations of a CEO by Patrick Lencioni: https://www.amazon.com/dp/B007BZBRB8 Thinking in Bets by Annie Duke: https://www.amazon.com/dp/B0HBBW23PM

0:00-48:35

transcript

No transcript — this publisher did not publish one.

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/subscribe

Follow him on X: https://twitter.com/danshipper


Timestamps for YouTube:

0:00 Start

1:10 Introduction

2:26 Why the future of consumer AI belongs to founders with product intuition

11:09 What Sarah sees as ChatGPT's biggest weakness

18:45 How Sarah would design a consumer AI app with social DNA

24:10 The kind of founders Sarah invests in

28:33 How to know if your startup's network effects are real

35:40 What's catching Sarah's eye beyond AI

40:41 How AI will change the way top venture capitalists invest


Links to resources mentioned in the episode:

Sarah Tavel on X: https://x.com/sarahtavel

Benchmark: https://benchmark.com

Agentio (marketplace for YouTube creators and brands): https://agentio.com/ 

Chainalysis: https://chainalysis.com

The Five Temptations of a CEO by Patrick Lencioni: https://www.amazon.com/dp/B007BZBRB8

Thinking in Bets by Annie Duke: https://www.amazon.com/dp/B0HBBW23PM