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LiveKit was focused on live streaming until OpenAI secretly signed up with a personal email and built its voice interface on their platform. This unexpected use case from a major player pivoted the entire company, showing how market-defining opportunities can come from outside your target vertical.

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The turning point came when a simple OpenAI API call solved a customer's problem more effectively than their complex, slow data science script. This stark contrast revealed the massive opportunity in leveraging modern AI and triggered their pivot.

On the same day, LiveKit's founder faced a "we're going to kill you" ultimatum from a tech giant, only to receive an email from OpenAI revealing they'd secretly built their voice mode on LiveKit. This illustrates the extreme serendipity and volatility of the startup journey.

The decision to move from Arc to Dia was less about Arc's limitations and more about the founders' profound conviction that AI was a fundamental platform shift they had to build for from scratch. The pull of the new technology was a stronger motivator than the push from the existing product's challenges.

Higgsfield initially saw high adoption for viral, consumer-facing AI features but pivoted. They realized foundation model players like OpenAI will dominate and subsidize these markets. The defensible startup strategy is to ignore consumer virality and solve specific, monetizable B2B workflow problems instead.

The partnership where OpenAI becomes an equity holder in Thrive Holdings suggests a new go-to-market model. Instead of tech firms pushing general AI 'outside-in,' this 'inside-out' approach embeds AI development within established industry operators to build, test, and improve domain-specific models with real-world feedback loops.

The company emerged organically not from its initial idea—a Clubhouse for companies—but from the underlying audio/video infrastructure built to power it. When the app failed to gain traction, the developer-focused backend stack was the true source of value and product-market fit.

Large AI labs like OpenAI are not always the primary innovators in product experience. Instead, a "supply chain of product ideas" exists where startups first popularize new interfaces, like templated creation. The labs then observe what works and integrate these proven concepts into their own platforms.

OpenAI discovered its tool, initially conceived for coding, was being used by a private equity firm for complex financial analysis. This customer feedback was so powerful it led to rebranding the product as 'Data Analysis,' demonstrating how emergent use cases can redefine an AI product's core market.

Originally a video conferencing infrastructure provider, LiveKit's trajectory transformed after its technology was used for ChatGPT's voice feature. This pivot into a core component of the voice AI stack made it an 'accidental AI company' and propelled it to a unicorn valuation, illustrating how foundational tech can find massive new growth in AI.

Beyond its technical capabilities, OpenAI's app ecosystem within ChatGPT functions as a new distribution platform. For founders, this creates a strategic opportunity to build apps that serve as an interface layer to their product, opening a novel and potentially powerful channel for user acquisition and growth.