Investor: AI diffusion will be slowest in consumer software — Oura, Strava, Labcorp still have no real AI strategy
MartinGTobias · x · 2026-11-12
Investor Martin Tobias argues AI diffusion will be the slowest in consumer software: many consumer data companies still lack any credible AI strategy, even for something as simple as natural-language query over your own data. He calls out Oura, Strava, and Labcorp for inaction, and says others like Superhuman are half-assing it. A pointed industry observation that incumbent consumer products are lagging behind model progress.
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