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nicholas 🧨
@nicholas
It's incredible how a product team's sense of what they're building affects their outcomes. Google Talk (Chat) is a classic example to me where they had the right brand, users, and scale to transition into a wechat/whatsapp style OTT messaging app, but didn't. They apparently saw themselves as building something else. Squandered their position. Similar dynamics playing out with Apple Intelligence — where Jony's new io product's positioning will make it able to do what Apple was well positioned to do with Airpods + Siri, but has failed to because they did not see themselves as building that product. Ambient audio AI has been an obvious next step for Airpods since their original launch in 2016, but according to reports in Bloomberg and interviews, it wasn't until they played with ChatGPT in 2022 that Craig Federighi and Jony Ive independently realized how important AI would be to UX. They underinvested in H100s and it will take them years to train competitive models according to Bloomberg sources.
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Apurv
@apurvkaushal
very interesting take - case of too much ownership at lower levels without deep understanding of the business context for which they may be building the product..
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