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Content provided by Hallway Chat, Fraser Kelton, and Nabeel Hyatt. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Hallway Chat, Fraser Kelton, and Nabeel Hyatt or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

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
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37 episodes