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AI Market Clarity

blog.eladgil.com

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41–50 of 105 posts

Re: AI Market Clarity

#41

Post by d-moon »

chancemehmu wrote: post #2

I think the companion market is probably the most overlooked market in AI. Character AI is the most used AI app after ChatGPT worldwide, and generally what all the teens associate AI with. I am seeing companies like Dippy AI (character ai competitor for gen-z) scale from 0->10M+ users rapidly without many people noticing.

I'm just waiting to see how they monetize their userbase. Last time I checked they made $1/user a year(~20m active users/ 20m revenue). It's predominately a whale market where traffic is driven by power users. You have mobile gacha games like Genshin Impact that make ~$10/user a MONTH (~5m active users/ 50m in monthly revenue)...

Re: AI Market Clarity

#42

Post by throwawayoldie »

AlecSchueler wrote: post #36
OtherShrezzing wrote: post #30

Earlier quoted context omitted.

This comment is a dire indictment of the state of capitalism from start to end.

Is it just me or has the tide of opinion on HN really shifted against capitalism in the past year?

The average HN reader is growing older, and wiser.

Re: AI Market Clarity

#43

Post by PaulHoule »

AlecSchueler wrote: post #36
OtherShrezzing wrote: post #30

Earlier quoted context omitted.

This comment is a dire indictment of the state of capitalism from start to end.

Is it just me or has the tide of opinion on HN really shifted against capitalism in the past year?

I thought it was really libertarian what I joined in 2010, it gradually became more diverse in viewpoint.

'Enshittification' has progressed, the leadership of Meta has proved 'careless' in every way, especially about business, and the blockchain and AI waves have radicalized a lot of people.

Re: AI Market Clarity

#44

Post by PaulHoule »

lxgr wrote: post #32
bmau5 wrote: post #3

Customer Service keeps being touted as a success story of LLMs, but as a business owner and user I'd be very curious to see if it actually improves any UX CS metrics (NPS, CSAT) - as my experiences with AI chatbots are almost always negative. It can certainly frustrate visitors into using email or abandoning their efforts altogether, but at least for my business we've found current platforms aren't able to navigate t…

> frustrate visitors into using email Many companies cleverly solve this issue by not having an email address in the first place. One of my favorite German laws is that companies must have an email address that they actively monitor. I can send support requests or cancellations there using my preferred medium, without having to figure out my account number or secret handshake, listen or read through a win-back opport…

Send an email with Reply-To: no-reply@example.com and go to jail!

Re: AI Market Clarity

#45

Post by OJFord »

AlecSchueler wrote: post #36
OtherShrezzing wrote: post #30

Earlier quoted context omitted.

This comment is a dire indictment of the state of capitalism from start to end.

Is it just me or has the tide of opinion on HN really shifted against capitalism in the past year?

It's just the US-skew I think, Americans (cold war hangover perhaps?) seem to me to make much more of 'capitalism' as a concept that is common for people to have a binary opinion on; if you've noticed a recent change I'd suggest it's reaction against the current Trump presidency, making perhaps left/Democrat-leaning 'anti-capitalist' views more vocal.

Just how it seems to me from the UK/Europe, obviously capitalist countries and actual socialism certainly a minority stance, but it's just not such a big deal at all. I don't even think they really mean 'capitalist' though, it's more like what would be framed here as 'tax mega corps more' or 'no more non-doms' or calls to block anti-competitive mergers. A debate baselined at the extreme of capitalism perhaps, whether there should be any controls at all, or everything left to the free market.

Re: AI Market Clarity

#46

Post by PaulHoule »

BowBun wrote: post #9
Dowwie wrote: post #5

Elad is an investor of these companies, not an independent researcher

I find it really funny to read "I invested early in X" and then shortly later read "X has won this category of business" from the same author. Gives the same vibe as those 'popular alternatives to X' blog posts written by one of the vendors, placing their offering as #1 and picking mediocre competitors to compare themselves against.

This is why people should be careful what they upvote. Look at /new and you'll see people are really "flooding the zone" with bad posts about AI, often self-serving posts. Flag is a little harsh for all but the worse abuses, but since there is not a downvote button it is an act of resistance to look at /new as often as you can and upvote a few articles about non-AI topics that aren't complete trash.

Re: AI Market Clarity

#47

Post by Matumio »

AlecSchueler wrote: post #36
OtherShrezzing wrote: post #30

Earlier quoted context omitted.

This comment is a dire indictment of the state of capitalism from start to end.

Is it just me or has the tide of opinion on HN really shifted against capitalism in the past year?

I don't think pointing out something that goes wrong under the current flavour of capitalism is the same as being against capitalism. Similarly, reporting a bad police officer doesn't really mean I'm against having a police, it can also mean that I want them to do a better job.

Re: AI Market Clarity

#48

Post by District5524 »

Although there is a part on the use of AI in the legal market, but it is neither comprehensive, nor informative. A much better view of the law-specific state of the art models is available at https://www.vals.ai/vlair (although registration is needed to access the report). That benchmark in the report clearly shows that there is not much added value or moat in the custom training of Harvey (costing supposedly ~5M$), while a Llama-based model can achieve quite similar performance. Of course, no benchmark is perfect but it is still more informative than this blogpost, plus all the linked websites of the "legal" products linked that fail to give you the slightest idea of how they work. Besides claiming to be be disruptive...

Re: AI Market Clarity

#49

Post by [deleted] »

PaulHoule wrote: post #43
AlecSchueler wrote: post #36

Earlier quoted context omitted.

Is it just me or has the tide of opinion on HN really shifted against capitalism in the past year?

I thought it was really libertarian what I joined in 2010, it gradually became more diverse in viewpoint. 'Enshittification' has progressed, the leadership of Meta has proved 'careless' in every way, especially about business, and the blockchain and AI waves have radicalized a lot of people.

[deleted]

Re: AI Market Clarity

#50

Post by dontlikeyoueith »

chancemehmu wrote: post #8
deadbabe wrote: post #4

Earlier quoted context omitted.

The churn is brutal. Once people have gotten over the novelty of an AI companion they quickly grow disatisified with the limitations and leave. It’s a lot like a game that people play with for a bit then leave when they’ve done everything they can do.

That's not what the numbers coming from some of these companies say — for example, chai app, publicly shares that their W52 retention is 20%. So, 20% of users who send a message just retain forever. Source: https://www.chai-research.com/chai_roadmap_2025.pdf

Are you trying to spin 80% yoy churn as good?

Did you get your MBA from the back of a mail order catalog?

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