Superb reframe that distribution,not productivity, is the real prize. Your point about AI revealing user prefernces through follow-up questions is understated. That loop of trust building plus data capture creates a moat way stronger than anything social media achieved. The comparison to Zuckerberg's delayed monetization strategy is spot on. Most investors miss taht OpenAI isn't just burning cash but positioning for control of the most valuable asset in histoyr.
Superb reframe that distribution,not productivity, is the real prize. Your point about AI revealing user prefernces through follow-up questions is understated. That loop of trust building plus data capture creates a moat way stronger than anything social media achieved. The comparison to Zuckerberg's delayed monetization strategy is spot on. Most investors miss taht OpenAI isn't just burning cash but positioning for control of the most valuable asset in histoyr.
Thank you, I'm glad you enjoyed the read!
Distribution indeed, excellent piece.
Thank you, Hassan!