4 ms·

> Perplexity is increasingly looking like what Silicon Valley dreads most a wrapper. That is only uneducated people. The ‘wrapper’ is the product people pay fo

by nailer 1y ago

> Perplexity is increasingly looking like what Silicon Valley dreads most a wrapper. That is only uneducated people. The ‘wrapper’ is the product people pay for. The ‘wrapper’ gets all the revenue.

xnx 1y ago
Wrappers are simple to copy, no moat.
- nailer 1y ago
  The moat is the relationships and recurring payments are to the company that has the actual customers. Microsoft has the resources to fight Cursor, but they can't.