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I see your overall point, i think it is the wrong comp. It compare more to SAP or Atlassian.
by orwin 2y ago
I see your overall point, i think it is the wrong comp. It compare more to SAP or Atlassian.
- eitally 2y agoI'm curious how you put OpenAI, SAP & Atlassian all in the same category. Do you mind explaining your thinking?
- orwin 2y agoIt's a comparison, not a same category. Leaders in their market, at first because of a small moat and large advance, then the advance shrink but the brand will stay first for at least a decade due to brand recognition. The Amazon comp works less, unless openAI start to suddenly build the sell their own chips.