AI won't replace designers because it lacks taste and subjective opinion. Instead, as AI gets better at generating highly opinionated (though not perfect) designs, it will serve as a powerful exploration tool. This plants more flags in the option space, allowing human designers to react, curate, and push the most promising directions further, amplifying their strategic role.

When evaluating AI startups, don't just consider the current product landscape. Instead, visualize the future state of giants like OpenAI as multi-trillion dollar companies. Their "sphere of influence" will be vast. The best opportunities are "second-order" companies operating in niches these giants are unlikely to touch.

The Browser Company believes the biggest AI opportunity isn't just automating tasks but leveraging the "emotional intelligence" of models. Users are already using AI for advice and subjective reasoning. Future value will come from products that help with qualitative, nuanced decisions, moving up Maslow's hierarchy of needs.

Adopting the philosophy of 'building for dying' (向死而生), the founder views his AI product not just for current productivity, but as a future 'playground.' In a world where AI automates most jobs, the product's purpose will shift to providing fulfillment and the pleasure of 'pretend work.'

While today's focus is on text-based LLMs, the true, defensible AI battleground will be in complex modalities like video. Generating video requires multiple interacting models and unique architectures, creating far greater potential for differentiation and a wider competitive moat than text-based interfaces, which will become commoditized.

Most companies use AI for optimization—making existing processes faster and cheaper. The greater opportunity is innovation: using AI to create entirely new forms of value. This "10x thinking" is critical for growth, especially as pure efficiency gains will ultimately lead to a reduced need for human workers.

Rather than causing mass unemployment, AI's productivity gains will lead to shorter work weeks and more leisure time. This shift creates new economic opportunities and jobs in sectors that cater to this expanded free time, like live events and hospitality, thus rebalancing the labor market.

As models mature, their core differentiator will become their underlying personality and values, shaped by their creators' objective functions. One model might optimize for user productivity by being concise, while another optimizes for engagement by being verbose.

The transition from AI as a productivity tool (co-pilot) to an autonomous agent integrated into team workflows represents a quantum leap in value creation. This shift from efficiency enhancement to completing material tasks independently is where massive revenue opportunities lie.