3 ms·
Having sticky 800M WAU is a moat.
by Handy-Man 1y ago
Having sticky 800M WAU is a moat.
- trcf22 1y agoI wouldn’t necessarily say so. I guess that’s what they are trying to « pulse » people and « learn » from you instead of just providing decent unbiased answers. In Europe, most companies and Gov are pushing for either mistral or os models. Most dev, which, if I understand it correctly, are pretty much the only customers willing to pay +100$ a month, will change in a matter of minutes if a better model kicks in. And they loose money on pretty much all usage. To me a company like Antropics which mostly focus on a target audience + does research on bias, equity and such (very leading research but still) has a much better moat.