AI時代の配信スーパーサイクル

a 14 year old with claude can ship an app in a weekend. now multiply that by millions… kids with a laptop and wi-fi can build infinite apps, infinite content, ai agents flooding platforms nonstop. meanwhile, you can't print new eyeballs, there are only 8 billion humans and 24 hours in a day. that's the global supply of attention. production costs are going to zero, but cpms are only climbing. this is why we're entering a distribution supercycle. here’s how to win it… watch where the capital is moving openai paid hundreds of millions for tbpn, a podcast of two guys talking into microphones. the most advanced ai lab on earth paid more for a podcast than 99% of venture-backed startups will ever exit for. Jordi Hays @jordihays · Apr 3 TBPN has been acquired by OpenAI The world is changing quickly but TBPN will stay the same. Live every weekday just with a lot more resources. Thank you to everyone that has been a part of this journey big or small. We are 17 months in and unironically just getting started. 806 854 5.5K 1.4M a16z is ramping media. paramount grabbed the free press for $150m, stripe swallowed indie hackers, hubspot bought the hustle, fox took red seat ventures, semafor raised $30m at a $330m valuation, and so on... kevin o'leary is paying customer acquisition managers $250k, up from $48k, because distribution is the only skill you can measure by revenue generated per week: Jack @Jackkk · Mar 30 Kevin O’Leary thinks the highest paying job right now is customer acquisition on social media “I used to pay those guys $48,000, now I’m paying them $250,000 because you can measure their work based on customer acquisition every week” “Most of them become contractors, they Show more 0:00 / 0:50 377 1.8K 22K 5.6M the smartest investors are making the same bet: ATTENTION why the squeeze hit right now two main forces collided in the last 18 months: one: ai turned building into a commodity. your architecture is one claude update away from being replicated by a teenager who learned to code last tuesday. The past year has seen an explosion in coding productivity, per FT: two: attention supply is fixed while content supply has gone infinite. the average person scrolls past hundreds of ai-generated posts per day. there is an infinite supply of products and a fixed supply of eyeballs. rizz copycats dudes are shipping new rizz app clones every day. i've counted over 200 in the last year. but why are we the # 1 rizz app? because distribution is the only moat... search “rizz” on the app store some have features we don't, and a few were built in a single weekend by a kid with claude. they didn't make it... rizz has 15m+ downloads and generated $15m in revenue, while the copycats average 200 organic downloads and die in 90 days. a 14 year old can copy the product in a weekend, but without distribution, it makes no sense. thousands of creators post rizz content every day. each new video feeds the algorithm more signal to push rizz content to more people. the old marketing playbook can't survive the channels founders were taught to respect are broken or breaking. paid ads: meta cpms crossed $40 in most b2c niches. cac is up 222%. the average app converts at 1.2% on paid traffic, so for every 1,000 people you pay to click, 988 ghost you. you're renting attention from zuck at auction prices, bidding against every other founder who is running the same playbook they copied from the same twitter thread. it's about to get worse, zuckerberg's pitch: “give us your url and we'll do the rest.” when meta's ai decides who sees your ads, creative quality and your willingness to stomach higher cpms are all you have left. meta's own data showed cost per conversion dropped 22.6% when they removed manual targeting. good for their algorithm. bad for founders who relied on targeting precision to compete with bigger budgets. when ads run through the same ai, the company that can pay the most per impression wins. (btw startups are not great when it comes to budget competition) billboards, tv, radio, print: priced in 1998 dollars, performing to 1998 attention spans, still charging 2026 rates. the people still buying them confuse visibility with distribution. traditional influencers: $4,000 for a video averaging 3,000 views. flat rate for a probabilistic outcome. most deals don't recoup, let alone scale. Raq @raqisright · Apr 10 When a billionaire’s daughter says you’re “out of budget” Girl, pls 935 644 16K 8.3M every one of these channels charges you the same whether the campaign prints money or dies in silence. clipping and ugc is facebook ads in 2008 content distribution now runs on clips. podcasts are clip factories. the average successful show produces 30 to 50 clips per episode, and those clips reach 20x to 50x the audience of the full episode. most fans consume the clips, not the full episode. the show is raw material. clips are the distribution. both presidential campaigns in 2024 hired dedicated social clipping teams. the harris campaign streamlined content approvals so clips of debate moments and rally reactions hit tiktok, shorts, and reels within minutes. 60-second clips reached more voters than any tv ad buy in history. short-form distribution became an electoral strategy for the presidency of the united states. my app rizz did $15m+ in revenue, almost none of it came from traditional channels. it came from a creator distribution engine that generated 5 billion views across social media: Roman Khaves @roman_khaves · Mar 11 Article I paid $2M to faceless creators to grow an app to $15M+... i bootstrapped RIZZ to $15M+ in revenue. almost none of it came from paid ads. it came from a creator distribution engine that generated 5 billion views across social media. and eventually turned into... 143 69 644 232K we built a network of faceless creators and clippers to scale this format, then turned it into a platform so anyone could plug in. how to win distribution organic is the highest-leverage acquisition channel left. paid channels are broken or being automated into spending wars, and founders who crack organic distribution won't depend on ad costs that climb every quarter. young people understand social algorithms better than any agency. you need their instincts. we built the operating system for organic campaigns on affiliatenetwork.com. i used the same network to scale millions in profit for my b2c apps. polymarket, kalshi, pump.fun, and most of the top 100 apps on the app store run their campaigns on it already. > operating system for ugc campaign a platform where brands manage their organic ugc and clipping campaigns:send them your campaign link, and they're set up in seconds. AffiliateNetwork.com client dashboard if you have your own creators, start there. invite them to your campaign and manage payments, communication, and operations in one place. we spent millions on bot detection so the views you pay for are real. send them your campaign link and they're set up in seconds. > access the biggest creators network you can create public campaigns, and thousands of creators will see your campaign instantly. it’s very simple: create a public campaign set budgets, cpm, and min and max payout per post define your rules and upload video examples launch once live, creators start applying. Cantina app campaign on AffiliateNetwork.com you define the format and upload example videos so creators know what a good submission looks like. because the format is faceless, they can run multiple accounts and automate content creation. you pay when they get views and follow your rules, and it’s fully performance-based. the creator pool keeps growing, and you stop competing for the same 50 ugc creators other founders fight over. take the opportunity now, before it becomes mainstream and you need to compete for margins again. launch your campaigns on our platform: https://tally.so/r/7RVkaL