Evidence receipt / prediction
Published · transcript-backedBrian Balfour: prediction
17 Aug 2025 Lenny's Podcast Why ChatGPT will be the next big growth channel (and how to capitalize on it) | Brian Balfour (Reforge)
“There will be smaller platforms that will emerge, and they will follow the exact same cycle that I'm also discussing, but in terms of the biggest consumer one, that's where I think ChatGPT has probably the most escape velocity and others will focus on different areas.”
Source trail
Everything needed to verify it.
- Speaker
- Brian Balfour
- Attribution
- Verified speaker
- Claim type
- prediction
- Recorded
- 17 Aug 2025
- Publisher
- Lenny's Podcast
Transcript context
…Wow. They're somewhere at 25 and 30%. Another example of they close down organic distribution in order to monetize, all that kind of stuff. The same thing will happen in this AI world. Cursor, it's very clear Cursor's on the path to also probably create some type of agent platform for developers. That'll be a smaller ecosystem to play in for some products. It feels like everybody has the same strategy at this point is everybody wants to launch an agent platform. I imagine some of these other horizontal productivity tools will do the same thing, maybe like a Notion or an Airtable or a Monday.com or something like that. There will be smaller platforms that will emerge, and they will follow the exact same cycle that I'm also discussing, but in terms of the biggest consumer one, that's where I think ChatGPT has probably the most escape velocity and others will focus on different areas. Just to be clear, I love Claude. I actually use both Claude and ChatGPT- Same.…
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