quote: Jean-Denis Greze, founder of @TownAI, argues AI isn't diffusing because most people aren't tinkerers: a text box isn't enough, so the product must both identify the value prop and perform the work for them. "There's this business that rents surfboards on an island to people and then uses Town to inspect surfboards and little beach buggies, whether they've been damaged, to decide whether afterwards the person should get their deposit back." "What makes it work there is the tinkerer... The unlock is, is there someone over there that gets AI enough to wanna tinker a solution to their problem?" "And the problem with that is that there aren't enough tinkerers in the world, or there aren't enough people that have the time to be tinkerers to help their business. And I think that's why AI is not diffusing." "Instead what you're doing is you're using [AI tools] as a replacement, as like a better Google search." "If you can make a non-tinkerer into getting the same value as a tinkerer... you could be a ginormous business today because AI can solve so many business problems. You don't need more intelligence. The intelligence is there." @jgreze @arampell | Jean-Denis Greze was CTO of Plaid. His next startup, an AI tax product for small businesses, brought in nearly $1M in revenue its first year, and he projected $2.5 to $3M the next. He shut it down anyway. The reason: in the age of AI, it was never going to be venture scale. Incumbents could use the same technology to automate tax prep for their existing customers faster than a startup could win market share. Tax is also sold once a year, so he had about a one-month window to pivot before the door closed. The pivot became Town, an AI assistant that works from your email and calendar. It found product-market fit fast enough that Ben Horowitz messaged a16z's Alex Rampell to say it "changed my life." In this conversation, Alex and Jean-Denis cover: - How to know when to kill a business that's working on paper - Why Town competes with OpenAI and Anthropic, the companies it buys its tokens from - Why the "forward deployed engineer" model gets worse as AI gets better - How a $1/month AI routine can save a restaurant thousands - What agents mean for Amazon, advertising and the future of shopping 0:57 How Ben Horowitz discovered Town 2:20 Why Town started with AI tax prep 3:55 Why tax couldn't be venture scale 6:30 Shutting down a working business 10:24 The customer ask that became Town 13:35 Why Town built for users before IT 16:18 AI's iPhone moment at work 21:28 Jevons paradox for executive assistants 23:13 Town as a "token allocation machine" 28:00 How Town tailors itself to each job 34:03 Competing with your token suppliers 42:24 Staying off the AI labs' radar 44:42 Why AI isn't spreading evenly yet 52:32 How agents break the ad model 55:35 The friction humans actually enjoy 57:05 Why supply aggregators lose to agents YouTube: https://t.co/UzKrI8Mvbe @jgreze @TownAI @arampell