What's the next big distribution platform? @bbalfour predicts it'll be ChatGPT. Every new distribution channel follows the same four-step cycle: 1. Fierce competition (ChatGPT vs. Claude vs. Gemini) 2. Finding the moat (ChatGPT found it—memory and context) 3. Opening a platform to accelerate the moat 4. Closing it down for monetization. Brian believes we're a few months from step 3. Starting with ChatGPT’s recently launched Agent Mode, and likely followed by preferred partnerships, and then a broader platform opening. These rare distribution platform resets are when fortunes are made. The companies that recognize this and take advantage will disrupt incumbents and shoot ahead. More here:
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