ChatGPT still dominates usage, but Gemini is the only platform showing meaningful share gains. Google's distribution advantage is finally showing up in traffic.
The lesson? Product quality matters, but distribution wins wars. You can build the best solution in your category & still lose to whoever controls the default.
For founders: stop obsessing over feature parity. Start obsessing over how users discover & access your product.
That's the REAL moat.
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GM
Here's a reality check on AI competition:
ChatGPT still dominates usage, but Gemini is the only platform showing meaningful share gains. Google's distribution advantage is finally showing up in traffic.
The lesson? Product quality matters, but distribution wins wars.
You can build the best solution in your category & still lose to whoever controls the default.
For founders: stop obsessing over feature parity. Start obsessing over how users discover & access your product.
That's the REAL moat.