20VC: The $100 Billion AI Assistant Race: Town vs Instinct vs GrokBot | We Spend $75K Per Engineer on AI Tools | Why the AI Assistant Market Is Not a Bubble & AI Assistants Will Replace Every App on Your Phone with JD, Founder of Town

I know what I'm building is a top three priority at Google and Apple, like in the next twelve months. Not a top ten priority, like a top three priorities. I think ha talking about motes is a little bit of a luxury and you have to be more successful than Town is today. For it to matter. Like I think the product in this category that will win will have a network effect at the agent level. I think you'll trust your agent to decide What data to share with other people without you intervening in five years. The speed of the market is insane, Harry. I've never seen anything like it. You can build now at the speed of machines, but you can only learn at the speed of humans. I don't think instinct and town are trying to do the same thing. We have passed the point where we will go back to a world where humans are looking at lines of code. I mean the run rate's at least seventy five K per engineer.

This is 20 VC with me, Harry Stebbings. Now the hottest category in Silicon Valley is AI assistance, consumer and enterprise. On the consumer side, you've got instinct. Scale to a$2.5 billion valuation, index and benchmark leading. On the enterprise side, you've got town.com. Founded by today's guest, Jean Denise. Or JD. Formerly he was the CTO at Plaid, and this conversation today is probably one of the most pertinent discussions that there is on what is happening in the AI assistant market. Is it being truly commoditized? What's the business model behind it? Will consumer and enterprise converge? What does the future of AI systems look like? This and so much more in the episode with JD today. But before we dive into the show today

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