> Their moat in the consumer world is the branding and the fact open ai has 'memory' which you can't migrate to another provider. Branding isn't a moat when, a

> Their moat in the consumer world is the branding and the fact open ai has 'memory' which you can't migrate to another provider. Branding isn't a moat when, as far as the mass market is concerned, you are 2 years old. Branding is a moat when you're IBM, Microsoft (and more recently) Google, Meta, etc.