[rhacker]

Guess there really is a moat.

[simonh]

Just to nitpick that a bit, they have a lead. To me, a moat is some other axis of advantage that makes it hard for a rival to compete directly.

So for example Tesla has/had a lead in EV tech, but their supercharger network is a moat because it’s very difficult for a rival to compete with, even if they have equivalent EV tech.

I know there isn’t established terminology for this. It is a nitpick, but I think a lead is already a term we have, and moat has connotations of being in some way ‘unfair’. To me, just creating a better product isn’t unfair in any meaningful way, while moats in some circumstances can represent anti trust issues.

[rhacker]

So like, would that not suggest that Google has a moat with AI, as it is already intertwined with our email, calendars, etc... (if they ever make their AI public)

[itake]

Yes, no one can build a car from scratch in their garage, but there are plenty of companies with enough capital to build their own cars and sell them to people.

OpenAI has a lead on Bard, LLaMA and friends, but I would expect that to close in the next few months or years.

[Havoc]

It's not that the isn't a moat, but rather that it isn't looking particularly durable

[findalex]

Compute moat. aka cash moat. It's a deep one, too.

[sroussey]

Company moats can grow and later shrink.