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I think argument here is that anyone can build a business that converts $2 capital into $1 of revenue. Concur on enormous TAM, but given similar performance of
by TrainedMonkey 1y ago
I think argument here is that anyone can build a business that converts $2 capital into $1 of revenue. Concur on enormous TAM, but given similar performance of competing models their only moat is ChatGPT brand*. This leaves building a God as the killer app... maybe that can work.
Note: owning a brand associated with the thing worked out pretty well for Google, so maybe it's enough.
- typpilol 1y agoTheir moat is 700m active users. What's facebooks moat? There's tons of social media sites. Facebooks moat is the 3b users. This comment is so idiotic it's starting to annoy me. "WHaTs tHe MoAt" for a company with almost 1b active users
- pm90 1y agoLiterally every other company has a conversational chatbot ( eg Gemini). Theres nothing sticky about chatgpt; if they raise prices users will immediately switch to another chatbot.
- pramsey 1y agoAlready have.
- pants2 1y agoI think it really is different though because there's no network effect required for ChatGPT. Unless you're talking about the training data they get from those users which probably is invaluable.
- pas 1y ago... is it? Anyone can start making sponsorship deals and putting their AI into some service. And if that's really the secret sauce then AI firms will have to pay for it instead of people paying them to ask questions.
- kibwen 1y agoPlease read and understand https://en.wikipedia.org/wiki/Network_effect https://en.wikipedia.org/wiki/Network_effect before commenting further.
- Incipient 1y agoBut chatbot don't really have any network effect, compared to Facebook etc. There isn't any added value two people using ChatGPT together. The new sora network, will have said network effect.