NetSuite Next: AI-Powered Business Management Platform

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If your revenues are at least in the seven figures, go to netswuite.ai/twist. It's built for every industry, ready for every boardroom. netswuite.ai/twist. He's also building what he calls powerful coding, video, and design tools for everyone. So not not keeping these gated, you know, like these cursors just for coders or Higs fields just for the industry. He wants to open that kind of stuff up so everybody can have access. That's the next one. Uh ways. >> Okay. So my next prediction is Instagram will launch a video editor similar uh an AI based video editor similar to the way they edit filters and you know swiping through filters. they that was something you did in Photoshop before I subtracted here. That's going to be a really interesting uh design feature that we can use. Um, and there's no reason that can't be like Cap Cut. And I think >> I was going to say Cap Cut's the model. Like >> Cap Cut's the model. >> We're already threequarters of the way there with Cap Cut. I think >> based on what you've queued up there, I'm convinced they will just have their own Cap Cut competitor. They can build software really quick. AI based software that can make images and video sounds exactly like Cap Cut. I think they do have some tools built into these things but I would look for another standalone item like that. Coding I don't think they the world needs them to do coding. I don't understand the opportunity there. So I'll say coding I don't think he's going to do anything. I mean, we already have codeex cla co-work or excuse me, chatgpt work and claude co-work. And to me, those are already the like, hey, you're not really a coder, but here's like a coding style or lovable. I mean, I feel like that already exists in the in the world >> exists. Yeah, I don't think they're going to compete there. What's the third? >> Uh, ways to launch businesses without teams or funding. >> Okay, this is very interesting. Zuckerberg is kind of teeing off of WhatsApp. So, this is WhatsApp has business accounts. Those business accounts allow you to communicate with customers and then to use the ad networks to find customers. If you go overseas, WhatsApp is how all transactions occur. when I go to Europe, when I go to Asia, if you're talking to your driver or you're talking to your cab company, if you're talking to your hotel, if you're talking to a tourist uh guide, uh you're taking a guided tour somewhere or you're talking to a restaurant, it all winds up on WhatsApp and you build a relationship there. >> I never had to have WhatsApp. My all my time in the US, I never signed up. The moment the day I got to Japan, I had to join because everybody everything in Japan is happening on WhatsApp. I was amazed. same in Europe. So if you go to Europe, it's the same exact thing. Every single person >> uh is using that. So yeah, if you were starting a tour guide business, >> if you had a tour guide business as an example, or you're a driver and you provide delivery services, either of those, you build a landing page, you have a Google local and then you use WhatsApp for your operating system. Why not make it so WhatsApp has in their WhatsApp business the ability to make a small business page to handle customer support and do all that with AI. In other words, just take WhatsApp and build adjacencies to it. And what you're seeing here from when I explain all of the interesting things that he telegraphs in this manifesto, each of their key properties, he's building something aligned right next to it that builds an adjacency. One of the thing things we learned about AI tools and software is the pace of software is so fast now that building an adjacent feature is faster than ever. instead of it being a 3 to six month sprint to build let's say a homepage builder right like a you know Wix business homepage builder or HubSpot to manage your CRM there's no reason that Zuck can't build you know an 80% version of that into WhatsApp in 3 to six months so that's what he's doing it's always the adjacencies adjacencies adjacencies and uh I think it's pretty clear that WhatsApp is the home for the one he just mentioned there. >> Yeah, for sure. Uh so other other things he says he's building a PhD level tutor or coach that will help you out in any subject. Uh he wants to make some contributions to science sort of like deep mind like he wants to and and then free or lowcost access for everyone is is the big >> Yeah. Now this is the big win. >> Yeah. >> The big one is at the end there. >> If your margins my opportunity he's already got the second largest ad network in the world behind Google. it already prints money for him. Every time you use Facebook to do a search, uh, it's learning about you just like Google. So, every time you engage with Google, it knows more about you. It can target an ad better because they're using this AI to target ads to you. If they just get you to use their service, they will learn 10 times more about you. And if they learn even 50% more about you, their ad network's going to get dramatically more valuable in the world to marketers. So an ad version of Facebook GPT, Instagram GPT, and WhatsApp GPT. They should literally just put GPT at the end if they wouldn't get >> if it wouldn't get uh if it wouldn't trademark. Yeah. But they could just put Facebook AI, Instagram AI, WhatsApp AI, and allow you to do searches there. And when you do Instagram now, it does default when you do a search there to a little AI clip at the top. Um, just like the shortcuts there. So, they're already doing this. And they don't even have to present an ad in that answer. And Meta's always wanted to build a search engine. >> I think a Facebook search engine would be a killer idea. They should buy Proplexity or they should just build their own search engine. And when you do a search, it could just be like a Google search. They just have to come up with a good name for it. Or just buy Duck.Go and make it part of the brand family. This would be a huge innovation for them. All of this backs into the final argument and what this really is about and the timing of this. And that's what