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by bentt 76 days ago
Intuitively, it just doesn’t feel like OpenAI has a trillion dollar moat.
1 comments
Gagarin1917 76 days ago
Alphabet is worth $3.5 Trillion. What’s their moat?
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MinimalAction 76 days ago
Much more than Google search. Cloud, Waymo, Verily, Deepmind, stake in Claude. So many bets other than just ads.
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Gagarin1917 75 days ago
None of those are moats, though. None of it is “something competition cannot do.”

The concept of moats just has too much weight put on it around here.

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