In my view of AI: (a) the AI is able to collect a near infinite amount of data on almost any topic imaginable, but (b) the human is still the filter that determines what is relevant. Yes, AI can and will get better and better at this, but "taste" will always be a human characteristic.
My current excitement is around making the market map building process better. Some of this is rote (e.g. finding all the M&A transactions, finding all the companies in the market), but some of it requires a little finesse (e.g. which companies actually get included in the set? how is the market segmented? who are the incumbents?) A lot of this can be automated by LLMs ... but I do think there's still a surprising amount of judgement involved.
One example: M&A analysts get paid big bucks to determine what companies should go into a comp set. Another example from the software world: a lot of coding is getting automated, but things like database architecture require a deeper level of thinking that AI can't do alone. This is because building a database (and many other human tasks) have no perfect solution and requires weighing trade-offs -- so they inherently cannot be completely AI'ed away. It's a little like saying that AI can, with 100% certainty, pick what you should have for dinner tonight or pick what your child's name should be. (That being said, some decisions that might've felt consequential a few years ago might now just be automated/abstracted away e.g. by using an all-in-one provider like Supabase.)
Overall, though, it's becoming clearer that all the AI efforts now will eventually lead to a larger emphasis on humans as the tastemakers. They are the ones who will make sense of all the inputs, who will give a lens on how to interpret it all, and who people will ultimately trust.
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