- ~1 billion users in just 3 years - Extremely personal data on users - Novel way of introducing and learning more about sponsored products - Strong branding for non-techie people (most normal people don't know what Claude or Gemini are) - An app that is getting more and more addictive/indispensable I think OpenAI is going to kill it in ads eventually. This is why Meta and Google went all in on AI. Their lucrative di…
> I think people who kept saying there is no moat in AI is about to be shocked at how strong of a moat there actually is for ChatGPT Given one can (at least for the moment) export one's entire chat history from ChatGPT, what exactly would stop a ChatGPT user from switching to an alternative if the alternative is either better, or better value?
- Switching effort
Word of mouth usually works just with one vendor at a time.