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About @andrewchenWhy network effects and distribution will be king, once more
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@andrewchen · Andrew Chen
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About @andrewchenWhy network effects and distribution will be king, once more
This is a limited feed-provided excerpt, not the full original work.
Apollo layer
As AI models become commoditized, defensibility shifts away from model access and toward advantages in distribution and network effects. Build the company around how it repeatedly reaches users and becomes more valuable as participation grows—not merely around wrapping a model.
A product differentiated mainly by its underlying model may lose its edge as comparable capabilities become widely available. Durable customer acquisition and participation-driven value can create advantages that persist beyond changes in the model layer.
Ask: If every competitor had access to the same AI models tomorrow, what specific distribution advantage or network effect would still make customers choose us?
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