20VC: The $100 Billion AI Assistant Race: Town vs Instinct vs GrokBot | We Spend $75K Per Engineer on AI Tools | Why the AI Assistant Market Is Not a Bubble & AI Assistants Will Replace Every App on Your Phone with JD, Founder of Town

Jean-Denis 'JD' Grèze, founder of Town (reportedly raising at a $1B valuation), joins Harry Stebbings to discuss the AI assistant race. Grèze argues the assistant market is not a bubble because it addresses a real product failure—the fragmentation of work across hundreds of SaaS apps. He explains why Town bets on one universal AI assistant over multiple specialized ones, how they choose models to protect margins, and why the assistant that reduces mistakes to one in a thousand will win. The conversation covers competition with GrokBot, Instinct, and big tech; how AI has already changed hiring; and what it would take for Town to become a $100B company.