Today's dominant AI tools like ChatGPT are perceived as productivity aids, akin to "homework helpers." The next multi-billion dollar opportunity is in creating the go-to AI for fun, creativity, and entertainment—the app people use when they're not working. This untapped market focuses on user expression and play.

Don't view generative AI video as just a way to make traditional films more efficiently. Ben Horowitz sees it as a fundamentally new creative medium, much like movies were to theater. It enables entirely new forms of storytelling by making visuals that once required massive budgets accessible to anyone.

The song "Walk My Walk" by the AI artist "Breaking Rust" topped the Billboard country music chart. This event forces creative industries to confront how to classify and rank AI-generated content, sparking debate on whether AI art should compete directly against human-made work on established platforms.

The fear of AI in music isn't that it will replace human artists, but that it will drown them out. The real danger is AI-generated music flooding streaming playlists, making genuine discovery impossible. The ultimate risk is platforms like Spotify creating their own AI music and feeding it directly into their algorithms, effectively cutting human artists out of the ecosystem entirely.

In the age of AI, the new standard for value is the "GPT Test." If a person's public statements, writing, or ideas could have been generated by a large language model, they will fail to stand out. This places an immense premium on true originality, deep insight, and an authentic voice—the very things AI struggles to replicate.

True creative mastery emerges from an unpredictable human process. AI can generate options quickly but bypasses this journey, losing the potential for inexplicable, last-minute genius that defines truly great work. It optimizes for speed at the cost of brilliance.

The success of "Breaking Rust," an AI-generated artist, on a Billboard chart suggests market acceptance of non-human creativity. This indicates that for many listeners, enjoyment is decoupled from the creator's identity, challenging traditional notions of artistry and revealing that audiences may not care about a song's origin as long as they like it.

As AI-generated content creates a sea of sameness, audiences will seek what machines cannot replicate: genuine emotion and deep, personal narrative. This will drive a creator-led shift toward more meaningful, long-form content that offers a real human connection.

The best AI models are trained on data that reflects deep, subjective qualities—not just simple criteria. This "taste" is a key differentiator, influencing everything from code generation to creative writing, and is shaped by the values of the frontier lab.