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Comment by aurareturn

6 hours ago

There is clearly a very strong moat. OpenAI is close to 1 billion active users on ChatGPT while Claude barely have any non-business users. Even though Anthropic had better models at different times this year, I never stopped using ChatGPT and paying for Plus.

We just don't know who will win in which area yet. It doesn't mean there is no moat.

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aurareturn

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scoopertrooper  5 hours ago

I don’t think it’s a question of moat. The usage limits on the chat interface with the more advanced Claud models are brutal. I feel like I can barely start a conversation before I get shutdown. However, I switched over to Gemini almost completely and barely ever checkin with ChatGPT these days.

  • egeozcan  2 hours ago

    I can't prove it (because they show no stats) but I feel like you get more Gemini Pro with a normal subscription than Opus with a Max plan.

    Maybe the new more efficient models made it better for Claude users but that was my experience a couple months ago.

    For professional usage though, Calude Code is so much ahead of Antigravity that it didn't even make sense to make a formal comparison. That, even when using the same model (Opus).

shaky-carrousel  5 hours ago

OpenAI has close to 1 billion users which are mostly free users and will switch provider the moment OpenAI start charging them or adding ads. Which they will, as OpenAI themselves said they are losing money even with 200$ subs. So that amount of users is pretty meaningless.

  • aurareturn  5 hours ago

    Google search is free to use too. So is Instagram. Facebook. Whatsapp. All of these have ads.

    OpenAI says they're very profitable on inference.