All disruptive technology - think mobile, social - has created a delayed distribution advantage for start-ups to reach escape velocity before incumbents catch-up and consume the new opportunity - Brian Balfour proposes that the AI distribution gap might be provided by openAI and chatGPT specifically, but that this will be a time limited opportunity which favours first movers and he warns that historically, these gaps have always eventually been gated be the not so benevolent hosts.