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Madhu Guru更新于 10月21日 22:46

Madhu Guru 反驳 Ben Thompson:消费者对 AI 智能体的需求被低估

I respectfully disagree with @benthompson on this. He’s missing a key point - Consumers don’t have one relationship with “doing things”.

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前 Google、现 Meta 产品人 Madhu Guru 公开反驳 Ben Thompson 关于消费者 AI 的观点,认为消费者与“做事”的关系并非单一:买衣服可以是娱乐,但雇屋顶工对多数人是痛苦流程。他指出,像雇屋顶工这类任务涉及搜索、读 10 条评价、电话沟通、协调保险、安排检查、比价、识别隐藏费用等环节,消费者对能消除这些摩擦的智能体存在巨大潜在需求。

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TBPN

@tbpn

.@benthompson says consumer AI has a marketing problem because the average consumer doesn't actually want to be more productive. "Tech companies are like, 'Let us book your flight for you!' I’ve had a personal assistant for 10 years. He does not come within an inch of booking my flights for me. That is crazy talk." "I understand which ones are gonna be…

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.@benthompson says consumer AI has a marketing problem because the average consumer doesn't actually want to be more productive. "Tech companies are like, 'Let us book your flight for you!' I’ve had a personal assistant for 10 years. He does not come within an inch of booking my flights for me. That is crazy talk." "I understand which ones are gonna be delayed. I know which seat I want to be on. So the fact that this is continually a demo is hilarious to me." “Number two: people love shopping. They don’t want to be productive. They want to be entertained. One of the biggest forms of entertainment is shopping.” "Also, there’s so much information on a product page. Companies have spent so much energy focusing on that. You look at apparel as a category. They’re going to tell you what size the model is wearing, and you want to know that, and you want to look at the different styles." "The idea of having a personal agent that’s going and getting some of the information and bringing it back to you, and then you’re like, 'Well, what about this other thing? Tell me about this thing.'" "And you have your eager tech company executive say, “Oh, I have an assistant that can do it for you!" "And it’s like, no. Not only do I want to do it, I want to complain about it. I’m enjoying myself complaining right now, okay? Would you just let me be and live my life?"

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I respectfully disagree with @benthompson on this. He’s missing a key point - Consumers don’t have one relationship with “doing things”.

I’ve learned it the hard way from building consumer and smb products for years at Google and now Meta.

Browsing clothes can be entertainment (for some). But hiring a roofer is miserable (for most).

Even with shopping, sometimes you want to browse for an hour. Sometimes you want the right thing just delivered asap.

His argument sounds a lot like the early 2000s:

“Why would I buy clothes online? I need to try them on.”

“Why would I buy a $500 TV online? I will go check it out at Circuit City.”

Technology keeps giving you better ways of doing things.

Try hiring a roofer today: search, read 10 reviews, phone tag, coordinate with insurance, schedule inspection, get quotes, catch hidden costs, review their past work, hire, scheduling.

For some tasks like this, better means almost zero effort. For others, it means considering more options, enjoying the process and making an informed decision.

The latent demand for agents that remove this friction for consumers is immense.

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Madhu Guru