Brian Balfour

“Yeah, thanks for having me. Excited for this one.”

“And then the third way that it's gotten harder is that AI's really good at writing software and code generation, and so everybody's feeling this infinite increase of competition, especially at the sta...”

“The thing I'm way more sure about is that some new distribution platform will emerge and it will follow the same four-step cycle. That's the key. Could be wrong on the first piece, I am very confident...”

“Look, let's go through this cycle. Right now we're in that competitive environment. Like we said, all those players we talked about, ChatGPT, Claude, Gemini, all these folks, they are battling it out....”

“If you look at who's farthest on this, it definitely is ChatGPT. They were the first ones to memory. They've been investing a lot in these different types of data connectors, essentially context conne...”

“The second thing is, and one of the pushbacks I've gotten on my prediction has been, well, what about Google and Gemini? They have so much distribution through Chrome and all of this other stuff. Deed...”

“My hypothesis of who's best-positioned but is not executing on it right now would actually be Apple-”

“There will be smaller platforms that will emerge, and they will follow the exact same cycle that I'm also discussing, but in terms of the biggest consumer one, that's where I think ChatGPT has probabl...”

“... for different things. I have lots of love to go around for all these tools. My prediction has no bearing on which product I like the most right now.”

“That's probably the second piece of this. Yeah, that's probably the second piece of that hypothesis, I feel like.”

“Yeah. That's right. Let me revise that. I believe in that as long as it's paired with-”

“... this second piece. Otherwise, it gets competed away.”