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I used to work for Coke — they've been making a lot of money for a very long time. The size of a moat befits the size of a castle it protects. Coke absolutely
by yawnxyz 2y ago
I used to work for Coke — they've been making a lot of money for a very long time.
The size of a moat befits the size of a castle it protects. Coke absolutely has a moat, but it's not big enough to defend Coke as a trillion dollar company.
The question isn't whether OpenAI has a moat or not, it's if its current moat is big enough to protect a trillion-dollar company.
- toasterlovin 2y agoThe person I'm responding to just said there was no moat because switching costs were zero. They didn't say anything about a trillion dollar valuation. But, while we're on the topic, Google's market cap is $2T because people can't be bothered to change the default search engine in their browser.