Line of Sight

Line of Sight

Why Distribution Is the Real Moat in the AI Era

Kyle Kelly's avatar
Kyle Kelly
Sep 30, 2025
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Hi, I’m Kyle Kelly. Welcome to Line of Sight, a weekly newsletter decoding how AI, capital, and strategy create leverage.

This week, I’ve been thinking about distribution, not as a marketing function but as the ultimate power layer of AI. Every company talks about models, but the real game is reach, control, and compounding access. I’ve watched this same…

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