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Intuitively, it just doesn’t feel like OpenAI has a trillion dollar moat.
by bentt 6mo ago
Intuitively, it just doesn’t feel like OpenAI has a trillion dollar moat.
- Gagarin1917 6mo agoAlphabet is worth $3.5 Trillion. What’s their moat?
- MinimalAction 6mo agoMuch more than Google search. Cloud, Waymo, Verily, Deepmind, stake in Claude. So many bets other than just ads.
- Gagarin1917 6mo agoNone of those are moats, though. None of it is “something competition cannot do.” The concept of moats just has too much weight put on it around here.