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There is a moat in the brand they're building. Look at Coca Cola, Google, both have plausible competitors, zero switching cost but they maintain their moat wit
by satellite2 2y ago
There is a moat in the brand they're building.
Look at Coca Cola, Google, both have plausible competitors, zero switching cost but they maintain their moat without effort.
Being first is still a massive advantage. At this point they should only strive to avoid big mistake and they're set.
- hnfong 2y agoCoca Cola only has a moat because soft drinks and junk food are mostly a done product without much space for innovation left. AI is still not there yet, and if any model becomes significantly better than ChatGPT people will flock over to use it despite the branding. It's only when nobody can make better models, then people will just stick to the known brands.