AI is all the “rage” lately and the noise ratio is extremely high out there. A cool head is needed. Here I would like to ZOOM OUT and lay out some high-level thoughts/questions, hoping they may serve as “axioms” to further think through the practical actions and directions for start-ups and investing.

• AI hype is over-rated in the near term and under-rated in the long term. At least we can all agree that this time is more tangible and value-adding than the hype around Crypto, Web3, and Clubhouse. Get-shit-done-ethos and continuous creative tinkering will see the AI experience improve from good enough/a toy to irreplaceable workflow tools for knowledge workers.