3 ms·

Is there really a network effect, though? What’s the moat?

• measurablefunc 8mo ago
  If you are using an AI w/ 100 users who are writing throwaway software vs someone who is using AI w/ 1000 users who are writing software w/ formal specifications then guess which AI is going to win? The answer is plainly obvious to me but might not be to those who haven't thought about how current AIs actually work.
  • trollbridge 8mo ago
    Now swap those usage numbers.
    • measurablefunc 8mo ago
      That's what it means to benefit from network effects. The company with the most number of users always has an advantage that other companies with fewer users can not circumvent with technical virtuosity.