CONSUMER AI PREDICTIONS

Summary from the TLDR newsletter

Phones are too powerful - screenless AI devices will flop, as will 'always listening' devices. Mini-apps will unlock UGC personal software. There will be two big general-purpose AI chatbots by 2030. Performance marketing for apps is dead. The fastest consumer product to reach $1 billion ARR will be an AI webcam girl. Whoever figures out how to unlock use cases for AI beyond search and chat will be the next big consumer platform.