> Imagine thinking you understand the product strategy for a 14 year old, publicly traded company with thousands of employees without working there or having an

> Imagine thinking you understand the product strategy for a 14 year old, publicly traded company with thousands of employees without working there or having any sort of insider knowledge. Imagine I'm a shareholder and the product strategy is either bad or being communicated to me unclearly. > It's also not much of a reach to imagine use cases here. It's also not much of a reach to imagine the same breathless magical thinking about AI which is happening everywhere taking over the management at Dropbox. So far I've seen a lot of potential and exactly 0 effective applications of AI at scale. So I know which my money is on. I'm definitely betting on AI, but the way I'm betting on AI is betting on AI companies building better AIs. I'm not betting on companies whose only involvement in AI is that they suddenly have to have it because it's the latest buzzword.