Seeking a Distribution Advantage with AI
Tomasz TunguzVenture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here. Seeking a Distribution Advantage with AI
Great companies transform a technology innovation into a go-to-market advantage. In the last five major cycles (internet, social, mobile, cloud, web3), startups seized the new technologies of the era to create a distribution advantage. Google led to search-engine optimization, which startups like Expedia & Zillow grew to become public companies. Mastering social distribution (sheep-throwing in the early days) on MySpace & Facebook’s propelled YouTube & Zynga, not to mention the social networks themselves. The iTunes store launch in 2008 enabled Uber. Salesforce catalyzed cloud-delivery & annual subscription model in the enterprise, upending decades of selling software with perpetual licenses. What is the distribution advantage AI confers to startups? There are a few emerging possibilities :
The teams who unlock novel distribution advantages first will have a tremendous competitive advantage in the AI wave. |
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