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0 pointsaurareturn5mo ago0 comments

AI has no moat - yet here I'm been paying for ChatGPT Plus since the very start.

0 comments

The real test of a moat is pricing power - would you still stick with OpenAI if they increased the Plus subscription to $40/mo?

Most likely, yes. I don’t see any viable alternatives. And if they increase to $40, I assume others must as well due to similar unit economics.

j / k navigate · click thread line to collapse

0 pointsaurareturn5mo ago0 comments

AI has no moat - yet here I'm been paying for ChatGPT Plus since the very start.

The real test of a moat is pricing power - would you still stick with OpenAI if they increased the Plus subscription to $40/mo?

Most likely, yes. I don’t see any viable alternatives. And if they increase to $40, I assume others must as well due to similar unit economics.

j / k navigate · click thread line to collapse