You probably know by now that AI is the definition of mediocre. As in: it’s the average of everything it’s been trained on. So how do you get beyond average? How do you build a moat?
It certainly doesn’t seem to be via the models. While there are models of the month (hey, Opus 4.6, my new friend!), they seem to be pretty swappable.
So, the model ain’t it. But proprietary data (e.g. an AI that knows you really well), yes! Or doing something really hard in the real world (think: Waymo self-driving cars). Maybe via trust and safety (Anthropic is certainly making a play here). Or... how about via amazing design and good taste.
Remember when ChatGPT first came out and everyone derided “AI wrappers”… well, maybe a wrapper isn’t so bad, assuming you can differentiate on one or more of the above.
Luke Des Cotes is the CEO of MetaLab, the agency famous for designing interfaces, including early versions of Slack and Coinbase, so don’t be shocked when you hear him say that great design can be your moat.
MetaLab is working with a host of AI companies (another shocker), including Windsurf (AI + code), Suno (AI + music), Pika (AI + video), and more…, which is why Luke's take on AI surprised me. He's not rah rah. He's pretty judicious actually. Luke has questions about AI's costs and appropriateness for lots of use cases like those involving kids, but mostly he objects to its mediocrity.
On this episode we discuss what it takes to go beyond.
We also get into:
- Why vibe-coded software isn't changing the world anytime soon
- Why Shopify acquired a design agency right after telling employees to justify their existence against AI
- How MetaLab designers are using AI to prototype in hours instead of weeks
- The talent market for zero-to-one designers — and why they're harder to find than ever
- Landlines, brick phones, and how parents are fighting back against always-on kids
Chapters
- (01:10) - "It's a race to the mean"
- (03:10) - "How do you create emotional resonance?"
- (05:33) - AI companies are burning money
- (08:44) - Speed to good enough
- (13:51) - Is the chat here to stay or a temporary fad?
- (17:43) - It’s hard to find great 0 to 1 design talent
- (22:28) - Seemingly conscious AI
- (25:05) - Kids, landlines, and fighting always-on culture
- (27:21) - Sounds like science fiction, but is here now…
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