Ep 73: General Partner of Felicis Peter Deng on on AI Pricing Tactics, Reaction to GPT-5 & Why Voice is Underrated

In this episode of Unsupervised Learning, Jacob Effron interviews Peter Deng, a product leader with experience at Uber, Facebook, and OpenAI, now an investor at Felicis. They discuss how AI is changing product management, particularly regarding pricing strategies, moving away from seat-based subscriptions to models that better reflect the value of work done. Deng emphasizes the importance of collaboration between product and research teams, especially in evaluating AI models, and the need for AI startups to possess deep AI expertise. The conversation also covers the potential of voice interfaces, the future of AI in education, and the defensibility of AI applications through unique data and rapid market deployment. Deng and Effron explore the balance between consumer and enterprise AI strategies, the impact of AI on companies like Uber, and the evolving roles within AI-first organizations.