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0 pointssatellite21y ago0 comments

There is a moat in the brand they're building.

Look at Coca Cola, Google, both have plausible competitors, zero switching cost but they maintain their moat without effort.

Being first is still a massive advantage. At this point they should only strive to avoid big mistake and they're set.

0 comments

hnfong1y ago

Coca Cola only has a moat because soft drinks and junk food are mostly a done product without much space for innovation left.

AI is still not there yet, and if any model becomes significantly better than ChatGPT people will flock over to use it despite the branding. It's only when nobody can make better models, then people will just stick to the known brands.

j / k navigate · click thread line to collapse

0 pointssatellite21y ago0 comments

There is a moat in the brand they're building.

Look at Coca Cola, Google, both have plausible competitors, zero switching cost but they maintain their moat without effort.

Being first is still a massive advantage. At this point they should only strive to avoid big mistake and they're set.

0 comments

hnfong1y ago

Coca Cola only has a moat because soft drinks and junk food are mostly a done product without much space for innovation left.

j / k navigate · click thread line to collapse