Let the decks and sites users make get shared and show up in search

Phil Carter… free subscription credits or AI credits or some other mechanism to invite other people to the product and I get a tangible financial benefit out of it. And then there's also content driven organic loops like SEO or increasingly AEO, which is answer engine optimization, that are generated by content spun off of a product. And so an example that I use for this one is Gamma. Gamma, they just raised their series B recently from Andreessen Horowitz.

Phil CarterI think they're at north of a $2 billion valuation at this point, building AI powered presentations and websites. And they've grown extremely cost efficiently with very little paid user acquisition because of these PLG loops. And part of that is they have this inherent advantage, which is their product naturally spins off all of these different presentations and websites that people are creating using Gamma. And so some percentage of those are going to end up getting shared either internal to a company or team or at a conference or a presentation.

Phil CarterAnd so there's all sorts of personal and social viral loop activity happening through the gammas that are being created. And then there's also SEO and AEO acquisition benefits because as more and more of these gammas get indexed by search engines and are now discoverable by other users, or they start to get referenced in responses to LLM prompts on ChatGPT or Claude, then other people can discover Gamma. And all of that is free user acquisition that the company doesn't have to spend money on.

David BarnardAre there specific ways that you've seen companies use AI specifically to help do this better? So either better sharing screens, more engaged loops, anything like Tolan where that kind of experience becomes better because you're using AI. Have you seen anything like that?