The Twenty Minute VC (20VC) · Monday, September 7, 2026
JD argues that the winning AI assistant product will likely have a network effect at the agent level, referencing Town's 'agent to agent' feature. He also highlights distribution as a critical factor, with Meta and WhatsApp being significant potential competitors due to their existing user base.
“I think the product in this category that will win will have a network effect at the agent level.”
“Other people think three, actually the mode, there's no new mode in this market and it'll be distribution. And so it's whoever already has the users who will win.”
“So like I think they're, for me, the competitor I would worry about the most about would be, for personal use cases, it would be Meta and WhatsApp.”