Why ChatGPT will be the next big growth channel - Part II (AI column)

Continue. story Bryan predicts that ChatGPT will be the next major distribution platform based on several factors:

1. Current competitive environment ChatGPT is in a brutal fight with Claude, Gemini (Google) Meta, but showing signs of leadership. 2. Moat: Context and memory Brian believes that the real moat for AI platforms is context and memory. The models themselves produce similar results, but the difference is which has more user context. ChatGPT is the furthest in collecting context through data connectors. 3. Platform Launch Signals for Third Parties Bryan sees clear signals that ChatGPT will launch a third-party platform within six months: Recruitment of employees for “agent platform” Building partnerships with content owners Starting connectors for deep research 4. Alternative candidates Brian is also considering Apple. (Access to devices and user context) Google (Through context from email, search, Chrome, Android) as strong contenders, although notes inflated metrics of Google engagement because of users that only the edge touched Gemini

In terms of recommendations, Brian emphasizes the critical importance of early engagement on new platforms. Companies that don’t integrate with emerging platforms will lose out to competitors that do. He cites Zynga, which grew up on Facebook and became a mainstream company. He estimates companies have about six months to bet on the platform as cycles get shorter.

Bryan’s thesis is not only to recognize growth opportunities through new distribution channels, but also to understand the inevitability of participating in this game to stay competitive.

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