This is what I’m talking about. It’s such a limited perspective on what LLMs mean as products/services. Everyone is so focused on the ChatGPT consumer interface they can’t see beyond it to the thousand niche business usecases. It’s as much an enterprise platform (meaning heavy custom usecases), in addition to a broad consumable API system for developers, and then the Google style search/chat Q&A UI.
Just because Poe/Claude is experimenting with an early consumer mobile app doesn’t mean that’s the business they ultimately plan to be in.
The network/monopoly effects of Google/Chrome/IE for pure consumer plays might make sense but we have no idea what the technical underpinning might look like in a decade. It could be just WebKit plus a few others or it could be more like Databases where you hit a baseline plateau for performance but there’s a hundred businesses built off all the variations.
It’s like debating whether “the internet” is a moat, in 1990.
Tech is never a moat. That’s not new or interesting. Business processes can be, brand can be, scale can be. And it is far far far far far far too early to even think about moats in the AI business.
This is what I’m talking about. It’s such a limited perspective on what LLMs mean as products/services. Everyone is so focused on the ChatGPT consumer interface they can’t see beyond it to the thousand niche business usecases. It’s as much an enterprise platform (meaning heavy custom usecases), in addition to a broad consumable API system for developers, and then the Google style search/chat Q&A UI.
Just because Poe/Claude is experimenting with an early consumer mobile app doesn’t mean that’s the business they ultimately plan to be in.
The network/monopoly effects of Google/Chrome/IE for pure consumer plays might make sense but we have no idea what the technical underpinning might look like in a decade. It could be just WebKit plus a few others or it could be more like Databases where you hit a baseline plateau for performance but there’s a hundred businesses built off all the variations.