Supply and Algorithms Enable Personalization

Shaan Puri believes we're entering an era of "mass personalization" where AI enables software and content to be hyper-customized to individual needs, similar to how news feeds revolutionized content consumption over the past 15-20 years.

The Mass Personalization Revolution:

  • The News Feed Precedent:

    • 20 years ago, content had mass appeal (newspapers for everyone, TV shows with 55 million viewers)
    • Algorithms like TikTok, Instagram, and Facebook changed this to "a hell of a lot just for you"
    • People voted with their eyes—they don't want mass content, they want hyper-relevant content
    • His wife wants oddly satisfying crochet videos; he wants NBA highlights—totally different feeds
  • Why It Became Possible:

    • Supply increased 10 million times as everyone became a creator (bloggers → tweets → images → videos)
    • Algorithms could automatically curate based on individual signals without human editors

Personal Software is Next:

  • Beyond Content to Software:

    • All software currently gets built centrally to appeal "a little bit to everybody"
    • Now you can make highly personalized software—not just for "Sam who likes business biographies" but "Sam who likes business biographies and is going through these challenges in life right now"
    • This is the future: software tailored to your exact needs and current situation
  • Vibe Coding for Everything:

    • "Vibe coding" = roughly describing what you want, getting something back, iterating ("yeah but actually I wanted this")
    • Like ordering at a table where the chef keeps making dishes until you get what you want
    • This approach is expanding beyond code to music, content creation, and other skills

New Ways of Working:

  • Voice-First Creation:

    • Walk the dog with an AirPod, ramble for 30 minutes about ideas
    • Feed it to ChatGPT to remove rambly parts and structure it into a book chapter
    • Get something 85-90% there without looking at a screen
    • His dad wouldn't even recognize this as "work"
  • AI as Background Workers:

    • Created a content strategy in 19 minutes before recording
    • AI analyzed their channel, suggested titles, created a one-month content plan
    • Offered to script videos, design thumbnails—constantly working in the background
    • The idea of having workers "constantly working for you" that keep getting better

The Divide:

  • Winners vs. Losers:
    • Winners will use AI to 10x or 100x their output
    • Losers will say "this is too new, this is too fast, we should keep it old school"
    • The difference is simply willingness to adopt these tools
31:05 - 32:56
Full video: 55:39
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Shaan Puri

Host of MFM

Shaan Puri is the Chairman and Co-Founder of The Milk Road. He previously worked at Twitch as a Senior Director of Product, Mobile Gaming, and Emerging Markets. He also attended Duke University.

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