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by famouswaffles
252 days ago
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Consumer LLM apps have moat. As it is, ChatGPT (the app) spends most of its compute on Personal Non work messages (approx 1.9B per day vs 716 for Work)[0]. First, from ongoing conversations that users would return to, then to the pushing of specific and past chat memories, these conversations have become increasingly personalized. Suddenly, there is a lot of personal data that you rely on it having, that make the product better. You cannot just plop over to Gemini and replicate this. [0] https://www.nber.org/system/files/working_papers/w34255/w342... |
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