Do we need a new social app?

I believe that we have beyond a latent demand for social, it's the biggest unexplored opportunity there is on the internet. We are on Snapchat and Instagram and TikTok, but I believe it's lost the adrenaline. People are proud to tell you they're not on Instagram. They're not missing the party. I feel very confident that someone is going to reinvent this social experience for the agentic AI age. But How are they gonna do it? I call this social thing the cocktail party. We know it when we see a great cocktail party. You feel it, you're like, "Oh, I'm so glad I'm here." And it moves from obligatory to almost greed. I love this party, love the people I'm meeting. Today, we're all hanging out on our Claude, on our GPT, but there's no cocktail party. It's a quiet, lonely cocktail party, like the web was before social networking. Mm-hmm. My challenge to your listeners is figure out how to make it rowdy.