Josh joins Eric Newcomer to discuss his move to Andreessen Horowitz, what held Siri back, and how Apple can rebuild users’ trust. He shares why OpenClaw changed his thinking about startups and why founders don’t need to build their own AI models to create valuable products.
They also explore personal AI agents, the future of shopping and travel, lessons from Musical.ly and TikTok, AI-generated entertainment, and the opportunities for new AI devices.
In this episode, we discuss working on Siri and Apple Intelligence, why OpenAI and Anthropic won’t be the only AI winners, how OpenClaw helped inspire Josh’s return to venture capital, what personal AI agents could change about everyday life, TikTok, microdramas, and the next consumer platforms, and how to build products people trust and keep using.
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Chapters:
00:00 AI’s Next Chapter
00:40 Josh Elman’s Return
02:04 From Chatbots to Agents
08:00 When AI Agents Compete
12:44 Can Startups Still Win?
14:12 Shopping and Travel Agents
17:32 TikTok and Microdramas
24:50 Consumer Startups Come Back
28:29 AI’s Public Trust Problem
33:37 Apple Intelligence and Siri
40:07 AI Devices and Privacy
44:48 Returning to Venture
47:33 The Startup Growth Playbook
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