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I think ChatGPT’s moat is mostly “it’s the first AI thing I used/heard about”. It’s not clear to me that’s enough to maintain their market share if OpenAI is th
by cmckn 11mo ago
I think ChatGPT’s moat is mostly “it’s the first AI thing I used/heard about”. It’s not clear to me that’s enough to maintain their market share if OpenAI is the only one mixing in ads. It does seem to work elsewhere, though; consumers have brand loyalty to a fault, and often for the brand they started with.
- fragmede 11mo agoThe question is how many users have developed intimate personal relationships and have named their ChatGPT, and how many of them would bounce to a different provider if some line is crossed (of which advertising could be one)? Anecdata isn't data, but I know several individuals who have and thus are even more unlikely to churn than mere brand loyalty on the level of eg Coca-Cola.
- ares623 11mo agoI’m curious how that intimate relationship evolves once ads are in play. Wait we don’t need to wonder. The chatgpt 5 rollout showed us exactly what happens when the intimate friend changes.
- randyrand 11mo agoThat’s basically Google’s search moat too.
- zer0tonin 11mo agoNo, Google was 10x better than any competitor until they started actively sabotaging their search product in the past 5 years or so. ChatGPT feels like an inferior product when compared to Claude or Qwen.