2 ms·

> That is not how we use the term "moat" in this context, because competitors eventually converge on offerings within 1-2 years. Then I guess we need a new ter

by afavour 11mo ago

> That is not how we use the term "moat" in this context, because competitors eventually converge on offerings within 1-2 years. Then I guess we need a new term because that's not how I interpret the term moat either. To me, ChatGPT chat history is a moat. It allows them to differentiate their product and competitors cannot copy it. If someone switches to a new AI service they will have to build their chat history from scratch. By comparison a business deal that can be transferred to a new partner the second it expires is much more temporary.

jklinger410 11mo ago
> To me, ChatGPT chat history is a moat. Every service has a chat history. You are talking about stickiness, which is (roughly) the same for every product. ChatGPT wins a bit with stickiness because their AI personalizes itself to you over time, in a way that others don't quite do. A moat is something unique. It can't really be a moat if all services offer it.