THE MOBILE S-CURVE ENDS, AND THE AI S-CURVE BEGINS

Summary from the TLDR newsletter

S-curve products are fueled by novelty. This is why there is a rush of new users without much marketing effort whenever there are major tech releases. There is both high growth and high churn in the early stages of an S-curve. The skills needed to succeed in a late S-curve market are very different. Investors will be looking for products that are radically different. A good design can help differentiate late S-curve products.