[ghywertelling]

Let me explain a possible moat with an example.

I have curated my youtube recommendations over the years. It knows my likes and dislikes very well. It knows about me a lot.

The same moat exists in interactions with Claude. Claude remembers so many of preferences. It knows that I work in Python and Pandas and starts writing code for that combination. It knows about what type of person I am and what kind of toys I want my nephews and nieces to play. These "facts" about the person are the moat now. Stackoverflow was a repository of "facts" about what worked and what didn't. Those facts or user chat sessions are now Anthropic's moat.

[cmiles8]

It takes about 30 seconds to export all that into a file and take your history elsewhere. There’s no moat there.

[dghlsakjg]

“Hey Claude, write out a markdown file of all of my preferences so any AI agent can pick up where you left off”

[politelemon]

In fact, here, I'll do it myself.

[ghywertelling]

You are missing the correlations that Claude can derive across all these user sessions across all users. In Google analytics, when I visit a page and navigate around till I find what I was looking for or didn't find it, that session data is important for website owners how to optimize. Even in Google search results, when I think on 6th link and not the first, it sends a signal how to rearrange the results next time or even personalize. That same paradigm will be applicable here. This is network effects and personalization and ranking coming togther beautifully. Once Anthropic builds that moat, it will be irreplaceable. If not, ask all users to jump from Whatsapp to Telegram or Signal and see how difficult it is. When anthropic gives you the best answer without asking too much, the experience is 100x better.

[dghlsakjg]

The underlying technology is a thin layer of queryable knowledge/“memories” in between you and the llm, that in turn gets added to the context of your message to the llm. Likely RAG. It can be as simple as a agents.md that you give it permission to modify as needed. I really don’t think that they are correlating your “memories” with other people’s conversations. There is no way for the LLM to know what is or isn’t appropriate to share between sessions, at the moment. That functionality may exist in the future, but if you just export your preferences, it still works.

The moat - at this point in time - is really not as deep and wide as you are making it out to be. What you are imagining doesn’t exist yet. Indexing prior conversations is trivially easy at this point, you can do it locally using an api client right this moment.

Besides all that, you will be shocked at how quickly a new service can reconstruct your preferences. I started a new YouTube account, and it was basically the same feed within a few days.

In any case, my feeling is that we should have learned at this point not to keep our data in someone else’s walled garden.

[ghywertelling]

> Besides all that, you will be shocked at how quickly a new service can reconstruct your preferences. I started a new YouTube account, and it was basically the same feed within a few days.

Because your location data, wifi name and etc hones in on the fact this is the same person as before. You are actually supporting my point than denying it.

[RcouF1uZ4gsC]

You can have Claude write all these out to a file.

Then you can feed them into another service.