Scott Belsky & Steve Jang From AI Chatbots to Copilots

Steve Jang
But it’s either going to be a third party independent company that offers a LLM agnostic memory service and layer that allows for that personalization and consumer that we all need, Or it’s going to be operating system level. And we just haven’t seen it yet. So it’s, it’s, it’s the, the field is wide open on that. I wanted to go back to something that Mike said too, which is when you talk about a memory, you know, long-term being very, very important. I think today, you know, we haven’t experienced what memory feels like, true personalization feels like with LMS. Like we’re prompting, I think one of the reasons why we put so much context window and so much work into prompt engineering is because it doesn’t know about us. It doesn’t know our intent. It doesn’t know our context. It doesn’t know about our preferences. So I feel like we’ll go through a step function in experience, user experience, and the value that all of these orchestrated AI agents and applications will provide us once we have that Memory.

Scott Belsky
Well, I mean, my thought on this topic is that, and both of you probably know, like I’ve been talking about the interface wars for like my whole career. And I feel like the whole world of technology is infinite game of slap a hand where like the hand on top wins. And, you know, you have these sort of underlying services, but then you have the APIs that are used by interfaces on top. But then there’s a voice interface that goes on top of the visual and, you know, kind of keeps playing. I believe that the operating systems that we use in our daily life are the ultimate interfaces. And so iOS and Android are the two on the consumer side. I think the question is, like, what are the operating systems, though, of work? The operating systems of work are not necessarily iOS and Android. The operating systems of work are the systems of work that we use. Atlassian has one, obviously, like Notion and some other companies. Figma is a system of work for designers. It’s a system of work. It’s an operating system. And so those own, they have the gravity. They are the top hand right now, right, in where it comes to work and knowledge work and whatever.

Scott Belsky
It’s the browser. Like, these days, every app is in the browser. Like, everything is in the browser. It’s sort of the ultimate kind of ground zero for the context of what you’re doing. And while all these like data wars happen where connectors are fighting each other, at the end of the day, the browser sees everything. The browser sees everything, right? And so you have to wonder if like that’s the ultimate ground zero that everyone should be fighting for. Now, it’s interesting. Like you’d think that Chrome and Safari and Edge would… The problem with browsers is that they’re all consumer products. They’re lowest common denominator products that can’t add any ounce of complexity. They have to be very simple. Yes, you can do extensions and stuff like that, but extensions can only do so much for you. And the browsers had surprisingly little innovation in the last couple of decades. You know, the Netscape browser versus Chrome, it’s actually not so different, really.

Steve Jang
But really, if they take the mindset of, hey, this is an opportunity to be the co-pilot or agentic system across all of the software that you use on the internet. So it’s not web browsing, it’s internet app usage, right? Like you are using the internet and you are not just browsing websites. Even the term web browser is a misnomer today, right? How often do you browse the web? I don’t browse the web. I’m looking for deterministic experiences and outcomes and applications and transactions. I’m not browsing the web. I was an advisor to an early web browsing company, StumbleUpon, and it was a random discovery. It was delightful. We just don’t do that anymore. By the way, someone should create an AI StumbleUpon. And I’ve texted Garrett, founder of StumbleUpon and Uber. I’m sure he has a domain name for that one. He probably has three and they’re all really good.