[dplgk]

What is OpenAI's first-mover moat? I switched to Claude with absolutely no friction or moat-jumping.

[xxpor]

What is Google's first mover moat? I switched to Bing/DuckDuckGo with absolutely no friction or moat jumping.

Brands are incredibly powerful when talking about consumer goods.

[bpt3]

Google's moat was significantly better results than the competition for about 2 decades.

Your analogy is valid at this time, but proves the GP's point, not yours.

[eikenberry]

Google wasn't the first mover in search. They were at least second if not third.

[talldayo]

> What is Google's first mover moat?

AdSense

[ttoinou]

But most of the money to be made in AI is B2B, no ? Not direct consumer products like ChatGPT being used by the public

[moralestapia]

*sigh*

This broken record again.

Just observe reality. OpenAI is leading, by far.

All these "OpenAI has no moat" arguments will only make sense whenever there's a material, observable (as in not imaginary), shift on their market share.

[roncesvalles]

>What is OpenAI's first-mover moat?

The same one that underpins the entire existence of a little company called Spotify: I'm just too lazy to cancel my subscription and move to a newer player.

[lotsofpulp]

Not exactly a good sign for OpenAI considering Spotify has no power to increase prices enough such that it can earn a decent profit. Spotify’s potential is capped at whatever Apple/Amazon/Alphabet let them earn.

[aurareturn]

OpenAI has a lot more revenue than Claude.

Late in 2024, OpenAI had $3.7b in revenue. Meanwhile, Claude’s mobile app hit $1 million in revenue around the same time.

[apwell23]

> Late in 2024, OpenAI had $3.7b in revenue

Where do they report these ?

edit i found it here https://www.cnbc.com/2024/09/27/openai-sees-5-billion-loss-t...

"OpenAI sees roughly $5 billion loss this year on $3.7 billion in revenue"

[pradn]

Brand - it's the most powerful first-mover advantage in this space.

ChatGPT is still vastly more popular than other, similar chat bots.

[kpennell]

almost everyone I know is the same. 'Claude seems to be better and can take more data' is what I hear a lot.

[ransom1538]

I moved 100% over to deepseek. No switch cost. Zero.

[qingcharles]

These things aren't the same, though... yet.

ChatGPT is somewhat less censored (certainly on topics painful to the CCP), and GPT is multi-modal, which is a big selling point.

Depends on your use-case, of course.

[ed]

One moat will eventually come in the form of personal knowledge about you - consider talking with a close friend of many years vs a stranger

[kgc]

Couldn't you just copy all your conversations over?