[abathur]

Can you unpack why you think there'll be defensible moats at the application layer?

(I thought you had this exactly right when I read it, but I kept noodling it while I brushed my teeth and now I'm not so sure llms won't just prove hard to build durable margins at meaningful volume on?)

[mbowcut2]

I agree that the moats are weak for applications, but I think there are possible strategies to capture users. One way is to make it difficult to switch, similar to Apple Music vs Spotify or iPhone vs Android. Although these platforms offer very similar features, switching has high friction. As an example, I can imagine an AI app that has been adapted to your use cases, maybe it has a lot of useful information stored about you and your projects which makes it much more effective, and switching to some other app would mean you have to move all this data or possibly start over from zero.