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This right here. AI has no moat and none of these companies has a product that isn't easily replaced by another provider. Unless one of these companies really
by robertjpayne 1y ago
This right here. AI has no moat and none of these companies has a product that isn't easily replaced by another provider.
Unless one of these companies really produces a leapfrog product or model that can't be replicated within a short timeframe I don't see how this changes.
Most of OpenAI's users are freeloaders and if they turn off the free plan they're just going to divert those users to Google.
- aurareturn 1y agoAI has no moat - yet here I'm been paying for ChatGPT Plus since the very start.
- OGEnthusiast 1y agoThe real test of a moat is pricing power - would you still stick with OpenAI if they increased the Plus subscription to $40/mo?
- aurareturn 1y agoMost likely, yes. I don’t see any viable alternatives. And if they increase to $40, I assume others must as well due to similar unit economics.