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by loss_flow
107 days ago
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Only scarce context is a moat and what is scarce is changing quickly. OpenClaw is a great example of the context substrate not being scarce (local files, skills are easily copied to another platform) and thus not providing a moat. Claude's recent import of ChatGPT's memory is another example of context that was scarce becoming abundant (chat export) and potentially becoming scarce again (OpenAI cutting out chat export). |
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