[willtemperley]

> Personalization will grow right at the vendor offering

I think so. There will be a short period, like now, where many will attempt to build their own products and the five good ideas out of five thousand will be incorporated into products built by those who know what they’re doing.

An absolutely technophobic friend asked me what agentic AI was today. I think Charlie Munger said “When even your barber is talking about it, sell and run”

[fragmede]

I'd bet Charlie Munger and his barber talk about cars and don't run. When we're talking random stock tips that's one thing but if it's possibly a foundational society changing technology like plastic, maybe your barber talking about it isn't the "get out now" signal that neat little story purports to be.

[willtemperley]

Nobody is questioning the longevity of AI. The internet itself wasn’t affected by pets.com but a lot of retail investors got burned. It’s going to happen again, I think perhaps in a different way.

For example many are treating vibe coding like slot machines and the app monetisation gamble is unlikely to pay off.