MemCast
MemCast / episode / insight
#app-aggregation1#market-dynamics1#winner-takes-all1
Aggregators like app stores will concentrate wealth in a few giant platforms.
  • Naval compares the future app‑store model to Amazon’s bookstore consolidation and YouTube’s media aggregation.
  • He predicts one or two massive app stores will filter AI‑generated “slop” and surface the few truly valuable apps.
  • The rest of the long tail will be distributed among countless niche tools.
  • This concentration creates super‑wealth for the aggregators while still allowing niche creators to thrive.
  • The pattern reflects past internet economies where a single platform dominates distribution.
NavalNaval00:05:40
1 collected

Supporting quotes

Quote
00:05:40
“The app store model will become even more extreme where you will have one or two giant app stores helping you filter through all of the AI slop apps out there and then at the very head there'll be a few huge apps that will become even bigger because now they can address a lot more use cases.” — Naval
Future of app store aggregation
Quote
00:06:01
“As the internet reminds us, the real power and wealth, super wealth goes to the aggregator.” — Naval
Wealth concentration

From this concept

Winner‑Takes‑All Market Dynamics

When AI floods the market with applications, the classic winner‑takes‑all pattern resurfaces. The best app for a specific problem captures the entire category, while aggregators concentrate wealth. Small, AI‑leveraged teams can now compete in long‑tail niches, but only a few will become dominant platforms.

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