Unsolicited Feedback AI's Distribution Shift: The Land Grab Ahead - Unsolicited Feedback S3E8
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Jun 27, 2025 Dive into the shifting landscape of AI distribution, where the next major platform battle unfolds! Explore the historical strategies that made giants like Facebook and Google dominate, and discover who's poised to take the throne. Predictions spotlight the significance of context and memory in AI, with OpenAI leading the charge. The discussion covers how startups can innovate in a world of established players, while revealing the hidden opportunities and challenges of integrating with emergent AI platforms. Don't miss this insightful sprint on navigating the future of tech!
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Cycle of Distribution Shifts
- Distribution shifts follow a cycle: competitive landscape, open platform, then gate closing for monetization.
- Early winners like Facebook and Google used this cycle to gain escape velocity and dominate their markets.
Facebook's Platform Evolution
- Facebook opened its platform in 2007 to third-party apps with organic distribution, then gradually limited this access.
- Facebook absorbed popular apps, throttled organic reach, and monetized via ads after hitting escape velocity.
AI Moat: Context & Memory
- The moat in AI platforms will be context combined with memory, not just model size or intelligence.
- Winning requires who accumulates this context and memory fastest via platform integrations and more.