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No. 063Venture thesisSoftware and AI

ChatGPT becomes the AI app store

Source

The idea

Build consumer mini-apps and services distributed inside major AI assistants as conversational platforms become a native channel with large built-in audiences.

Why this is interesting

  • A new distribution surface can be tested by task completion and repeat use from qualified visitors. Access to a large platform is different from discoverability, sustainable acquisition or a paying customer.
  • The article’s platform forecast is dated. Treat the channel as a dependency to investigate and verify current platform rules separately before choosing a production integration.

Possible starting points

01

One-task conversational prototype

Prototype a single consumer task with an explicit handoff to the service, then compare completion and confusion with a direct web journey.

02

Portable service contract

Keep a test service’s inputs and outputs independent of the distribution interface so a second client can complete the same task.

Questions to answer

  1. Do people who arrive from the proposed channel complete the intended task and choose to return?
  2. Can the business retain a useful customer relationship if the platform changes its discovery or integration rules?