2 ms·
OpenAI doesn't have a moat unfortunately. One URL replacement away and you can switch most models in minutes. I have personally done this many times over the la
by sergiotapia 1y ago
OpenAI doesn't have a moat unfortunately. One URL replacement away and you can switch most models in minutes. I have personally done this many times over the last year and a half.
It only takes labs to produce better and better models, and the race to bottom on token costs.
- alonmower 1y agoyou could say the same thing about a search engine. if they keep an edge on brand or quality they can find ways of monetizing that attention
- nemomarx 1y agoHonestly how google maintains a "moat" over other search engines could use a good business study. They've defied some pretty serious competitors there without an obvious lock in or anything. (You can say default in various browsers and a phone OS and that's probably the main component but it's not clear changing that default would let Bing win or etc.)
- sumedh 1y ago> OpenAI doesn't have a moat unfortunately. The moat is the branding, for most people AI means ChatGpt.