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Martin D'Elia's avatar

Which are the sides for Bobble as a platform?

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Efi PYLARINOU's avatar

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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Sangeet Paul Choudary's avatar

I agree that agents and assistant interfaces will make a lot of productivity apps redundant. But we will still need, e.g. a chat app like whatsapp. Most of our 'creation' will still happen via the keyboard. This is where an AI assistant in the keyboard makes sense.

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Efi PYLARINOU's avatar

In the medium term. In 5yrs+ will it all be voice-activated?

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Sangeet Paul Choudary's avatar

Voice will only get better but it remains to be seen to what extent it will replace creation. Voice today plays a largely instructional role.

Further, our ability to organize our ideas better while writing than while speaking will mean void will serve well at certain use cases while text will remain important for others.

All of this is going to be a power play.

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Ernest Prabhakar's avatar

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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Sangeet Paul Choudary's avatar

2 years back, I would have agreed without reservation.

But with recent antitrust efforts gaining steam, I'm hopeful outright bans (or even self-preferencing of APIs) will be a more difficult competitive axe to wield.

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