I feel like you (and others) are saying what I'm saying.
I said;
>> There is no technical moat, but that doesn't mean there isn't a moat.
Meaning that just because the moat is not technical doesn't mean it doesn't exist.
Clearly Amazon, Google, Facebook etc have moats, but they are not "better software". They found other things to act as the moat (distribution, branding, network effects).
OpenAI will need to find a different moat than just software. And I agree with all the people in this part if the thread driving that point home.
Moats don't have to be software. Amazon's physical distribution chain is absolutely a moat - trying to replicate their efficiency at marshalling physical items from A to B is a daunting problem for new entrants in the online retail game.
They have been monitoring their GPT Store for emergent killer applications with a user base worth targeting. Zuckerberg's playbook. Nothing yet, because they've been too short-sighted to implement custom tokens and unbounded UIs.
I said; >> There is no technical moat, but that doesn't mean there isn't a moat.
Meaning that just because the moat is not technical doesn't mean it doesn't exist.
Clearly Amazon, Google, Facebook etc have moats, but they are not "better software". They found other things to act as the moat (distribution, branding, network effects).
OpenAI will need to find a different moat than just software. And I agree with all the people in this part if the thread driving that point home.