Jacob Andreou | From Ports to Transformations

This podcast episode explores the three phases of technological evolution during a platform transition, using the mobile and AI transitions as examples. The phases include ports, where existing solutions are adapted to the new format, toys, which are novel but lack long-term utility, and transformations, which deeply internalize new capabilities to address long-standing human needs. The importance of building transformative AI products that solve enduring human needs is emphasized, and startups are encouraged to seize the opportunity to innovate. The challenges faced by incumbents and the success factors of Snapchat are also discussed. Overall, the key takeaway is the crucial role of customer obsession in driving sustainable competitive advantage in the AI industry.