"We think that OpenAI will win because they are so good at creating new kinds of customers, and because they have the most durable distribution strategy." "Intelligence is everywhere. Anyone can do nearly anything; but most people aren't, yet." "OpenAI did not set out to be a consumer company. They kind of fell into it by chance with the release of ChatGPT." "The GPT chat interface, reasoning, tool calling, and Computer Use were all big breakthroughs that simplified and focused the direction of the technology, and made it usable." "The ability to build 'general knowledge' into your product is actually dependent on your distribution strategy." "As of now, the model layer remains shockingly substitutable." "The primary question that matters is not 'is your model sticky', it's 'are you creating new behavior?'" "OpenAI will have the best models, chips and products because they have the best distribution, not the other way around." Full piece from @DavidGeorge83 on the purpose of a business, and what OpenAI understands about it: https://www.a16z.news/p/openai-understands-something-important