The number of apps is going to increase 100-1000x over the next few years. 

1. Seems like an index of big cloud platforms and NVIDIA is a good way to bet on this

2. In the same way creators have moved from text and image to video and D2C, would imagine a lot more creator-built software in form of games, interactive stories, etc.

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Unbundling cycle!

I do honestly wonder about data, identity and compute infra for the resulting apps. You’re right that cloud+chips will be critical as proxies for app creation.

But I think advances in local-first infra for the long tail might be the most interesting space to watch for disruption.

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Tbh I've thought a bit about what changes when the focus goes from model training to inference. Not much changes for Nvidia here (I think)

When it moves from general inference to inference on edge devices that may change

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if i had to say warpcast does one thing better than any other app - it’s linking onchain economy to a social graph

broad and prob could narrow it down, but that’s first thing that came to mind

is this the unbundling?

i.e. apps/games do one thing rlly well (w a deeply trained ai on that one thing) and that’s it

are you hungry enough to stay relevant bro

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I think we agree.

To me it depends on whether you consider a view eg Notion database or a Retool app an app.

Most UX on the internet converges on one form factor people like the most.

I’m long on AI creating new personalized views vs each influencer building their own app.

But difference in semantics on view vs full application.

Some are guessing that the genAI tools will allow people to make more apps that are personalized to them

So more casual development (it may not look like traditional dev to users) instead waiting for a dev team to find a use case/business case

I’m hesitant to believe since no-code tools had a similar vision

Why do you think the number of apps is going to increase 100x-1000x? The population of humans on devices will only increase like 2x, tops? So 50x more apps per human? Maybe I don't understand your def of app?

true, but much of this will be single purpose driven or for small communities…will become another creator economy side hustle

Along was a really interesting exploration of the future of stories and video content, unfortunate that they didn’t make it