The document discusses the evolution of smart applications from mobile apps to voice AI and natural language interfaces. It notes that the mobile app market is saturated, most apps are deleted quickly, and users only engage with a small number. The document then argues that voice AI accessed through ubiquitous displays like TVs provides a more natural interface that does not require downloading apps or learning a user interface. It suggests voice AI combined with visual displays opens new possibilities for applications in various domains like commerce, social media, and more.