I haven't been able to figure out how there's a moat for AI products that, if they work as advertised, can build a bridge over any most with near zero user effort.
The moat for AI products will be, as is so often the case, user data. In this case, your personal history of interactions with a given AI.
The author predicts a land grab where AI companies try to scoop up as much personal data on you as they can as fast as they can, which renders them significantly more personalized to you than other AIs. That's the moat.
Analogous to Facebook managing to scoop up your entire social graph. Other social networks popped up, but there was no incentive to use them because you didn't have your social graph setup there and it was really hard to rebuild.
You're under the mistaken impression that you will own this data. What you are describing is akin to saying you will just export your friends list, posts, messages, pictures, etc from facebook to some other social network.
Maybe you are technically able to run your own AIs (and I guess they would somehow be supported by these other platforms?). But most people are not.
It's hard to export my friends list because there's no API for automated tools to use. AI can export your friends list today because it can see your friends list in the browser. I think the same thing will happen for chatbot memory. I don't need to run my own AI to do this. Every AI company will build their own importer.
The moat for AI products will be, as is so often the case, user data. In this case, your personal history of interactions with a given AI.
The author predicts a land grab where AI companies try to scoop up as much personal data on you as they can as fast as they can, which renders them significantly more personalized to you than other AIs. That's the moat.
Analogous to Facebook managing to scoop up your entire social graph. Other social networks popped up, but there was no incentive to use them because you didn't have your social graph setup there and it was really hard to rebuild.