few learnings for builders: - if you’re building foundational models, you better move up the stack fast. - you must capture and leverage first-party data to drive personalization. - you must build connectors to further personalize with third-party data, but that won’t be differentiating for long — and will be harder after the impending bilateral data wars (see next edition of IMPLICATIONS) ;-) - you must capture some sort of social or professional graph to make recommendations/algos more relevant for the data you have. - if your system prompts are your moat, your days are numbered. - your context window must be increasingly wide and long, since “personalization effects” are the new network effects when it comes to retention and PLG. - markets will be won or lost at the interface layer, and the ultimate interfaces are ULTIMATELY controlled by the operating systems of our lives. for consumers, this is iOS and Android and our browsers (and maybe Meta and others to come?!). for enterprises, the OSes are our systems for work across every function - and those that value design and consider all the above learnings have such a great opportunity ahead…