In this segment, the speaker predicts that Chat GPT will emerge as the next major distribution platform, highlighting the competitive landscape among key players like Open AI, Claude, and Gemini. The discussion emphasizes the importance of establishing a moat and the role of third-party content creators and app developers in building an ecosystem that supports this new platform. The stakes are high as these companies vie for dominance in a rapidly evolving market.
"My prediction the new distribution platform will be catch GPT. There's a bunch of signals that they're about to launch that and it will follow the same cycle. What happens is that there is consensus t..."