Comment by shafyy
5 hours ago
I don't know. I think the moat will come from enterprise deals and deep enterprise integration, like it does for almost all software products so far.
I think for B2C products to have moat you need some type of network like social media apps. Or can you think of any other examples of B2C software products that have a strong moat?
Lol please stop with this 'moats' discussion.
Moats become known ex-post not ex-ante. shake my head its getting boring! Every other post seems to be a moats and most of you haven't got a faintest clue of what a durable competitive advantage is and how it actually gets created.
“Claude, please port everything over from Dots to Duet. Make no mistakes.”
Haha, legit.
Personally I am someone with all the free time in the world guess what? I barely use LLMs! Im fortunate to have the ability to think critically for myself and ponder what exactly is the value-add of these tools. Look I have no doubt they provide solutions to problems at a tap of a button with some degree of variance w.r.t correctness and quality but people should take a step back and have a more nuanced thought process.
Its only the frontier labs that don't want you to do that and want to focus on 'go go go'. I'm seeing way too much frantic behaviour and people getting all caught up in it. What's panicking gonna do? Just relax and observe cautiously.
I like how you can exchange the word moat with monopoly.
yeah moats are bad for everyone who isn't a shareholder or employee so i don't get the concern for whether or not there's a moat, its like watching shark tank