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Which are the sides for Bobble as a platform?

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Thanks for the thoughtful piece.

My early thinking is that GenAI will result in a collapse of Apps.

I do see the potential you have outlined here for the medium term.

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Thanks for sharing this. Kudos to Bobble for finding an under appreciated vector for getting contextual AI on the phone. But I’m not sure I buy the argument this will lead to a “Keyboard War.”

Honestly, if there is a pot of gold here I expect Apple and Google to simply ban AI keyboards and keep all the revenue themselves. The best case for Bobble, I would think, is that they make a nice tidy business that is nonetheless too small to get “Watson-ed.”

Am I missing something?

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