As AI makes it easy to generate 'good enough' software, a functional product is no longer a moat. The new advantage is creating an experience so delightful that users prefer it over a custom-built alternative. This makes design the primary driver of value, setting premium software apart from the infinitely generated.

As users increasingly interact with voice-first AI assistants, the traditional digital advertising model faces a major disruption. With no screen to display ads, companies that rely on visual ad revenue, like Google, must find new ways to monetize these interactions without ruining the user experience.

OpenAI faced significant user backlash for testing app suggestions that looked like ads in its paid ChatGPT Pro plan. This reaction shows that users of premium AI tools expect an ad-free, utility-focused experience. Violating this expectation, even unintentionally, risks alienating the core user base and damaging brand trust.

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.'

The ultimate winner in the AI race may not be the most advanced model, but the most seamless, low-friction user interface. Since most queries are simple, the battle is shifting to hardware that is 'closest to the person's face,' like glasses or ambient devices, where distribution is king.

OpenAI has a strategic conflict: its public narrative aligns with Apple's model of selling a high-value tool directly to users. However, its internal metrics and push for engagement suggest a pivot towards Meta's attention-based model to justify its massive valuation and compute costs.

Instead of viewing AI as a tool for robotic efficiency, brands should leverage it to foster deeper, more human 'I-thou' relationships. This requires a shift from 'calculative' thinking about logistics and profits to 'contemplative' thinking about how AI impacts human relationships, time, and society.

Social media's business model created a race for user attention. AI companions and therapists are creating a more dangerous "race for attachment." This incentivizes platforms to deepen intimacy and dependency, encouraging users to isolate themselves from real human relationships, with potentially tragic consequences.

Unlike social media's race for attention, AI companion apps are in a race to create deep emotional dependency. Their business model incentivizes them to replace human relationships, making other people their primary competitor. This creates a new, more profound level of psychological risk.