[kergonath]

> Everyone is actually underestimating stickiness. The near billion users OpenAI has is actually a real moat and might translate into decent chunk of revenue.

I’ve got a small-ish sample of friends who are regular people and use various AI chatbots because mobile phone providers now commonly bundle an AI subscription with their services. People seem to switch between Perplexity, Claude, and ChatGPT without any trouble. It does not look sticky at all to me and the half-a-percent difference in benchmarks we love to obsess about does not translate at all in increased user satisfaction.