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Mark Pincus x.com
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18 September
17 September
16 September
9 September
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Their words
OpenAI solving one of the most famous math problems is extremely impressive, and of little impact to most people's lives; Meta's Muse agent launch has the potential to be the exact opposite.
6 September
1 September
7 August
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korrents.com
Giving consumer-facing models and API models separate brand names is needlessly confusing.Their words
I really do think that having separate brand names for the consumer-facing models and the API models is needlessly confusing
24 July
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Their words
For Chinese-based consumer electronics like this, the hardware is usually a lot better than the software.
12 July
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Their words
I would suggest not buying any of these tests.
Medicine is Moving From Calendars to Clockserictopol.substack.com
14 June
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Their words
if you're truly ambitious, burn your resume. If you and if you define your ambition in the eyes of your consumer, not your peers, you're not trying to win awards and respect from your peers.
7 June
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Their words
And if you're doing a 1.0 and the world hasn't seen you, you're not going to get that from consumers, ever. You have to ship it, and you have to build the entire kind of ecosystem so those consumers see it in the fullness so that when they do the evaluation and they spend their own money, then you're getting real feedback.
4 June
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Their words
The governed have something the governors need: labor, tax revenue, military service, consumer spending. This dependency is the source of democratic leverage.
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we don't have any data. I've been kind of saying we need a Manhattan Project for data. We don't have data on basically consumer demand elasticities. We don't know what they are.
2 June
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Their words
I think great products in the consumer world speak to us on some deep level. They they speak to some human instinct or need that we've been feeling and it's been unexpressed or unmet. When we first experience that, there's something magical to it that it could be an unlock. And lots of times it's it's where we're most cynical that we're ready for the most magic.
27 May
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Their words
The the biggest advantage to in DevTools is the fact that everyone working at DevTools is a programmer and programmers are horrible at B2C products. They don't realize DevTools are B2C products.
26 April
From one piece How to win when software is not a moat | Evan Spiegel (Snapchat CEO) 3 beliefs, in the piece's order there
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Their words
staying close to your customer, staying close to the product and the way that it's serving your customer is the fundamentally most important thing you could possibly do.
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Their words
as we look forward to, you know, sort of these next generation form factors, things like glasses, there's going to be a whole new set of opportunities and a whole new surface for people to build generational consumer companies.
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Their words
And I think people don't spend nearly enough time thinking about, you know, distribution and figuring out distribution. And that seems to me uh to be a huge differentiator.
17 February
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Their words
Like any addictive consumer product that routinely exposes users to graphic sex, extreme violence, and anonymous sexual predators, social media in its current form causes a variety of harms to people of all ages. But we allow adults (often defined as age 18) to make decisions that are bad for them.
13 February
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Their words
The the chatbot is already running into limitations of, you know, making it smarter doesn't really help the average consumer that much. But I don't think that's a limitation of AI models. I don't think that's evidence that, you know, the models are are the models are good enough and they're they're, you know, them getting better doesn't matter to the economy.
23 January
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korrents.com
Open-source text embedding models run well enough on consumer hardware to be practical for real tasks.Their words
Local / open text embedding models work fine on consumer hardware.
Email triage with an embedding-based classifieradamwiggins.com
20 January
7 January
From one piece One Regulation E, Two Very Different Regimes 2 beliefs, in the piece's order there
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korrents.com
A consumer fraud dispute is decided by a support agent in about three minutes, not by anything resembling a trial.Their words
It is a CSR clicking a button on their web app’s interface after 3 minutes of consideration, and then entire evidentiary record often fits in a tweet.
One Regulation E, Two Very Different Regimesbitsaboutmoney.com
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Their words
if it walks like a checking account, quacks like a checking account, and is marketed as an alternative to checking accounts, then it is almost certainly within Reg E scope
One Regulation E, Two Very Different Regimesbitsaboutmoney.com
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Recommendsaffiliate linkrcmnd.app
PositioningTheir words
The classic marketing book, one of the first to specifically address positioning your product in a consumer’s mind.
8 December 2025
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Their words
While heat pumps can achieve higher efficiency, consumer uptake has been much lower than expected because fundamentally, a heat pump is a 20 year bet on future power prices that most homeowners are unwilling to make.
19 October 2025
10 October 2025
5 October 2025
From one piece Finding hidden growth opportunities in your product | Albert Cheng (Duolingo, Grammarly, Chess.com) 5 beliefs, in the piece's order there
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Their words
Yeah, I mean user retention is gold for consumer subscription companies. If you don't retain your users, then a lot of the onus is on getting them to pay on like day one. That's super hard, right?
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Their words
I think when you have your D1 retention somewhere around like the 30 or 40% mark, like that's quite solid, I think, for for a consumer app.
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Their words
I mean in my experience the typical win rate and I hate to use that term for experiments is is often something like 30 to 50%. Like usually you're not actually get like you're trying a bunch of things a lot of hypotheses turn out not to be true. you know, consumer products are very unpredictable like that.
+ 2 more
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I think if you have especially a B2B feature where you may have some lock in reverse trials can be super powerful. You just want to get people in there. You don't need to ask for their credit card because they're using your CRM or they're investing quite a lot of time in like building out, you know, material and content. And so by the time that window drops, you actually like feel, oh man, I probably should keep this and and start paying. I think for a lot of consumer products, it's a little bit harder for that to work. And so I've typically seen more just normal free trials be be the norm.
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Their words
I've worked a lot of companies right but I'm wrong all the time and I think consumer behavior can be very fickle and especially when you work at a company you become a power user naturally. So sometimes you you may forget like what the actual user experience is for a brand new user.
2 September 2025
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Their words
film was this high margin product where they had a bunch of unique intellectual property and digital cameras are a low margin um commodity where they were competing with the entire consumer electronics industry with no differentiation.
20 August 2025
From one piece Labubus and the brainrot aesthetic 2 beliefs, in the piece's order there
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Their words
I think this slop-adjacent realm of dupe products and Instagrammable potions points to our increasingly desperate need to manipulate our own images, and an acceptance of the fact that we're kind of hybridized monsters ourselves in this post-A.I. human-machine moment
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Any pretense of the pure or organic is undercut by a kind of willful alchemy; everything is an admixture.
16 July 2025
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A lot of our middle market clients use investment banking products. A lot of our consumer clients use some effects. So, all of our businesses feed each other. There's no extraneous. We got rid of everything that didn't fit a strategy.
22 April 2025
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That's much better than current FSD, but much worse than humans or Waymo.
6 April 2025
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Their words
That’s because America has an amazing consumer supply chain, one of the best, if not the best in the world, but this is totally different from having an industrial supply chain.
22 March 2022
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korrents.com
Oil demand will fall mainly because petrol cars get driven less, not because they are replaced by electric ones.Their words
Falling consumer oil demand looks much more like driving the Camry 6000 miles per year instead of 12,000 miles rather than a shiny new electric car in every garage or robot taxis swarming everywhere.
10 November 2021
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