> But the moat is the brand recognition, if I ask my 70yo mum “have you heard of Gemini/Claude” she’ll reply “the what?”, yet she knows of ChatGPT.

Brand recognition doesn't mean a thing when it comes to a technically-illiterate audience with no control over their digital lives. In the same way that every 90s mom called a video game console a "Nintendo", everyone who gets served an LLM-generated response straight from their OS and/or browser courtesy of Google, Apple, or Microsoft will call that a "ChatGPT", and OpenAI will be powerless to stop the platform holders from intercepting their traffic.

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rco8786 17 hours ago | parent [-]

Hard disagree. If anything brand recognition is more important for technically illiterate.

> In the same way that every 90s mom called a video game console a "Nintendo"

And this proves that point. Nintendo sales in the 1990s crushed the competitors numbers.

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kibwen 11 hours ago | parent | next [-]

> Hard disagree. If anything brand recognition is more important for technically illiterate.

No, the tech-illiterate gravitate towards the path of least resistance, which just means the platform defaults. OpenAI doesn't control the platform, which means they've already lost to Google, Microsoft, and Apple. Don't build your castle in someone else's kingdom.

> And this proves that point. Nintendo sales in the 1990s crushed the competitors numbers.

Clearly you know nothing about the history of the console business, because Sony absolutely annihilated Nintendo in the home console market for the decade between 1995 and 2005, despite Nintendo's brand strength.

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swexbe 16 hours ago | parent | prev [-]

...and a decade later they were close to bankruptcy.

	▲	rco8786 14 hours ago \| parent [-]
		Ok? Because of their brand recognition?