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.
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OpenAI embraces the 'platform paradox' by selling API access to startups that compete directly with its own apps like ChatGPT. The strategy is to foster a broad ecosystem, believing that enabling competitors is necessary to avoid losing the platform race entirely.
OpenAI learned from its "Plugins" product that developers need control over their brand and user experience. The new Apps SDK allows custom UI components inside ChatGPT, a direct response to feedback that Plugins offered too little control, binding developers too tightly to the standard chat interface.
Pulse isn't just a feature; it's a strategic move. By proactively delivering personalized updates from chats and connected apps, OpenAI is building a deep user knowledge graph. This transforms ChatGPT from a reactive tool into a proactive assistant, laying the groundwork for autonomous agents and targeted ads.
Following SEO, App Store Optimization, and social virality, the next major distribution channel is AI answer engines. Product teams must now strategize how to get their brand, features, and knowledge base indexed and surfaced in AI responses, making AEO a critical growth lever for the modern era.
ElevenLabs' defense against giants isn't just a better text-to-speech model. Their strategy focuses on building deep, workflow-specific platforms for agents and creatives. This includes features like CRM integrations and collaboration tools, creating a sticky application layer that a foundational model alone cannot replicate.
As AI and no-code tools make software easier to build, technological advantage is no longer a defensible moat. The most successful companies now win through unique distribution advantages, such as founder-led content or deep community building. Go-to-market strategy has surpassed product as the key differentiator.
The core technology behind ChatGPT was available to developers for two years via the GPT-3 API. Its explosive adoption wasn't due to a sudden technical leap but to a simple, accessible UI, proving that distribution and user experience can be as disruptive as the underlying invention.
Most successful SaaS companies weren't built on new core tech, but by packaging existing tech (like databases or CRMs) into solutions for specific industries. AI is no different. The opportunity lies in unbundling a general tool like ChatGPT and rebundling its capabilities into vertical-specific products.
Similar to how mobile gave rise to the App Store, AI platforms like OpenAI and Perplexity will create their own ecosystems for discovering and using services. The next wave of winning startups will be those built to distribute through these new agent-based channels, while incumbents may be slow to adapt.
Instead of building a single-purpose application (first-order thinking), successful AI product strategy involves creating platforms that enable users to build their own solutions (second-order thinking). This approach targets a much larger opportunity by empowering users to create custom workflows.
