Super-app

I'm Brian McCullough today.

Microsoft finally unveiled its Copilot Super App with chat, coding, and agents all in one place.

Tesla's Optimus ramp is hitting snags.

Meta wants you to be making AI games for Instagram, and a startup valued at two hundred million dollars last week is suddenly talking ten billion dollars.

Head to eaton.com/ace to play.

That's eaton.com/ace.

Microsoft has launched its Copilot so-called Super App, bundling chat, coding, and agents into a single interface and rebranded its AI assistant Scout as Autopilot.

Quoting The Verge, "After teasing its new Copilot Super App last month, Microsoft is officially unveiling it today.

It may be about bringing entertainment directly into the pro- platforms they already use every day.

That brings us to the world of mini-games, interactive content, and super apps.

And as I said, Jasim is my guest today.

He's a co-founder and chief strategy officer at Playsout, a technology company building the infrastructure that allows mini-games and interactive entertainment to live inside some of the world's largest consumer platforms.

Um, and don't be scared to make very, very, very quick changes.

You know, we're, we're a little bit over on the show, Jasim, but I just wanna say it's been a fascinating conversation because what you're building sits at the intersection of several enormous changes that I see happening simultaneously.

On one side we got super apps, gaming, AI, digital commerce, global connectivity, and m- most importantly, the competition for human attention, right? And I call it infobesity.

There's so much data out there that, that it's distracting.

because they just see like so many efficiencies that are there now.

We get into banks adopting blockchain rails, stablecoins, self-custody, privacy super apps, and why things like gas fees, bridging, and even knowing what chain you're using should eventually disappear completely.

The technology may be complicated, the experience shouldn't be.

Let's go.

I know that ChangeNow also has a similar vision of super app.

I mean, what does that like term mean to you, super app?

it's it's do you know what i do now you know i've got one of the banks that you already mentioned and i do multiple things on that banking app i don't have to move to different things you know you can get my insurance or my e-sim it's just that you know like why do i do it because i don't want to be opening up accounts or moving stuff from place to place you'll find reason you're having these super apps is it just makes life easier faster cheaper quicker you don't want to be moving around so yeah the idea is and this is what you know again the great feedback is we take a lot that on it's just that one place and it just removes this fragmentation of moving one place for swaps one place for maybe custody one place for this one place for that and you're just everywhere if you just have it in one place just makes it so much easier people prefer that you know like even going back to streaming i loved it in the old days with the streaming it's all in one place now streaming i've got like eight different streaming surfaces to see it it's just you don't want to make it more fragmented you want to have it all together

Okay.

that

we'll start to see this consolidation into these super apps, which basically are offering everything? I mean, like we're, we're kind of seeing that already log on Coinbase today.

You have a super app.

If you log on Robinhood app, same kind of thing, but they're all, they're good at what they're really good at, but the extra stuff they're not so good at offering yet.

The supply is only the people that are on the QQ platform.

At the same time, I think what matters more in this is, okay, can we develop applications or can we develop tools that are on this platform that, and we'll see that more with, I think, the Super App and WeChat later, but can we develop tools that other people and developers can use that sit on top of this platform? At the end of the day, what happens when you have that? You imagine a mini app that is in WeChat.

The end user relationship still sits with the mini app.

So if I'm Starbucks on WeChat, technically, the person walked into a Starbucks store and scanned the QR code and that's how he reached to your app.