Switching costs, barriers to entry, network effects run against a $965 billion valuation.
I have been switching between claude and chat gpt based on use case.
For individual retail users the is no moat.
Yeah. There is some time based switching costs if you’re porting memory and skills to a new LLM but it’s more an annoyance than an insurmountable hurdle.
I have been switching between claude and chat gpt based on use case.
For individual retail users the is no moat.
Yeah. There is some time based switching costs if you’re porting memory and skills to a new LLM but it’s more an annoyance than an insurmountable hurdle.