Get ready for a crash course for you in the next great distribution shift. In this episode, Brian Balfour and Fareed Mosavat pull back the curtain on why AI’s real battleground isn’t the tech itself—it’s the fight to be the next distribution platform. Fareed and Brian dissect the playbooks and cycles that crowned Facebook, Google, Apple and LinkedIn as the winners of their categories and turned them from open platforms into toll booths. The key part is who is going to be next, and what you need to know to play the game.
We cover:
- Brian's prediction on which LLM will create the platform first—and exactly how to ride that wave before the gates slam shut.
- How startups need to play the game differently vs larger companies
- A candid debate on platform moats, memory vs. action, and whether PLG just made a roaring comeback.
If you build, invest, or obsess over AI products, this 45-minute sprint will hand you the hard truths and the hidden opportunities shaping the next couple of years. Plug in, level up—and learn how to play the game before the game plays you.
