3 ms·
AI doesn’t have much of a moat. People can and will easily switch providers.
by cheema33 10mo ago
AI doesn’t have much of a moat. People can and will easily switch providers.
- wahnfrieden 10mo agoSure but there are only a couple leading providers worth considering for coding at least, and there will be consolidation once investment pulls back. They may find a way to collude on raising prices. Where switching will be easier is with casual chat users plus API consumers that are already using substandard models for cost efficiency. But there will also always be a market for state of art quality.
- wahnfrieden 10mo agoReinforced today: As Gemini has gained competitiveness (higher confidence in its output, better reputation), its prices have steadily risen