Today, Nabeel and Fraser tackle the questions they've been asking internally. What level of improvement would it take to disrupt an incumbent product? They also explore what advantages second movers have in product markets, the emerging importance of reasoning models and computer use products, and what makes certain legacy markets ripe for AI reinvention.

• (00:00) - Intro
• (01:28) - Can 10% better, year after year, win?
• (10:43) - The questions we are asking
• (11:11) - Second Mover Advantage
• (26:55) - Exploring Deep Research and Competitors
• (29:11) - The Future of Computer Use
• (35:56) - AI as Muse: Enhancing Human Creativity