the-proto-app-thesis

The next wave of major social apps will look like protocols, or "proto-apps," and ChatGPT is presented as the first major app in nearly a decade because it is an example of this new category. The Social App Thesis holds that the main social categories are held by incumbents whose distributional network effects are too strong to challenge. ChatGPT launched as a web app rather than a mobile app, which carries a 30% app store commission, and it is horizontal, with no set use case.