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*Based on Masterworks data. Past performance is not indicative of future returns. Important Reg A disclosures: masterworks.com/cd
Hey,
800 million people are about to change how they buy everything.
OpenAI just launched the ChatGPT App Store.
This isn’t another tech announcement. This is the iPhone moment for commerce.
Most founders are building products.
Smart founders are building distribution.
The math that should terrify you
ChatGPT hit $12B ARR in 3 years
Mobile apps crossed $3B in consumer spend
AI commerce adds $32.3B by 2029 at 44.9% CAGR
But here’s what McKinsey missed in their trillion-dollar projection…
Unlike Apple’s App Store, ChatGPT launches with the most unfair advantage in tech history
800M+ weekly users from Day 1
Agentic commerce baked into the platform
Chat-to-checkout (no landing page required)
Discovery without SEO or paid ads
The store doesn’t just find apps for people.
It can buy things for them.
Why first-movers will capture everything
Traditional SaaS distribution is dead. You build a product, create a landing page, run ads, and hope for conversions.
AI Store distribution is instant.
You build an agent → someone asks ChatGPT for help → your solution appears → they buy without leaving the conversation.
The window between “early” and “irrelevant” is measured in months.
Your competitors aren’t building better products.
They’re locking better shelf space while you’re still thinking about features.
What smart founders are capturing right now
Brand discovery with zero acquisition costs
SaaS distribution without funnels
“Default choice” positioning before rankings solidify
Revenue models competitors can’t replicate
McKinsey called this a trillion-dollar shift.
Stripe is positioning for embedded payments.
Shopify is rebuilding for conversational commerce.
The platform land grab started 72 hours ago.
I spent the weekend compiling everything you need to move fast
20 resources from McKinsey, Stripe, Shopify, and OpenAI’s launch data.
The exact playbook for capturing this shift before your market gets crowded.
→ Download the AI Store First-Mover Playbook
https://drive.google.com/file/d/151kSGrPAz0n6fAJqCMQ1suIA7PDMYTDY/view?usp=sharing
This includes:
The 5 revenue models that scale in AI stores
OpenAI’s submission guidelines (most miss this)
Case studies from early winners
The 48-hour launch checklist
The brutal truth about platform shifts
Instagram launched in 2010.
The accounts that grew to 1M+ followers weren’t the best photographers.
They were the ones who posted daily in the first 6 months.
TikTok opened in 2018.
Creators who hit the algorithm early still dominate feeds today.
ChatGPT App Store just went live.
The agents built in Q1 2025 will own their categories for the next decade.
Your move
While your competitors debate whether AI is “ready,” first-movers are already banking revenue from 800 million users.
Get the playbook here:
https://drive.google.com/file/d/151kSGrPAz0n6fAJqCMQ1suIA7PDMYTDY/view?usp=sharing
Building in public,
John
P.S. Forward this to one founder who needs to see it.
Platform shifts reward the bold, not the perfect.