A too-narrow approach after Apple beefed it? Nobody knows how to bring AI to market yet but OpenAI, Anthropic, and Google. Long shots are one thing, but all the ideas I've heard for b2c AI so far are mostly more like pipe dreams. Look for a Zynga play once the field starts opening up for that in maybe a year or so, would be what I'd try to do.
"after Apple beefed it?" ... what? Apple's inability to improve their OS is somehow an indictment of B2C AI offerings in a general sense?
You seem unfamiliar with the space, there are plenty of players outside of OpenAI, Anthropic, and Google bringing AI to the consumer space: https://a16z.com/100-gen-ai-apps-4/
Consumer AI is arguably doing better than enterprise where 99% of the spend is poorly scaling undertakings that don't deliver on even 1/10th of their cost.
Okay, okay, you've got me there, though we should really also talk about Humane and Rabbit. Still. YC's approach in this space thus far is probably the decision of theirs I've respected most in the last half decade, and though it is not surprising to see a Son-style cash binge counseled here instead, I don't really see why I should take that too seriously. Who doesn't love money? Who doesn't love to feel that it's flying around almost as if free for plucking off the wind?