On Platform Shifts and AI | Casey Accidental
Platform shifts drive technological innovation. But distribution shifts drive that innovation to consumer scale. And distribution shifts take time to emerge after platform shifts first emerge. this le
At TCV’s Engage Summit in 2022, I gave a take on finding your next wave of growth, which you can read here. Sam Shank, founder and CEO of HotelTonight, asked me the question that everyone asks growth people, “What new channels are you seeing new consumer companies take advantage of?” My answer was disappointing as it always is, “What new consumer companies? Discord is the last one I have seen grow organically for a long period of time. Tiktok spent many billions of dollars buying up every ad they could on Facebook, Snap, and Google properties. It’s not really replicable.” I then proceeded to…
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