Yep. You have to have a product to get in the game and win customers and these are all examples of a killer product. And then you build a business serving a cus

Yep. You have to have a product to get in the game and win customers and these are all examples of a killer product. And then you build a business serving a customer around them that - even when your features are cloned - create a sustainable moat. The wall was cloned, but the wall (ultimately moreso Newsfeed) enabled you to become one of the biggest sites on the internet - which turned out to be really valuable to advertisers. Which in turn, allowed you to invest in features, buy potential competitors and invest in AI research teams that open source models that make you competitive in AI. The sum of those things makes you a $671B company throwing off enormous sums of cash. That turns out to be a pretty sustainable moat for a while - long after your product becomes table stakes. The problem with thinking that this is impossible in AI is because it ignores all of the other times it’s been done. Facebook was JUST a social network that would “be a fad” and “never take off”. It was “just another website” that “anyone could build”. The difference is they built it. And then they built on it. Same thing will happen here. And now the question is, will it be one of the current incumbents that crack it or does a newcomer have a shot.