I think it’s more reasonable to consider Coca Cola as having a significant brand value moat, given that they’re 140 years old and one of the most recognizable brands in the world. That also gets at the other side of their moat: distribution. Coca Cola is available basically everywhere, and a challenger would have to invest massively to simply get in front of as many people on shelves. In that way, other companies (Google, Microsoft, Meta) still have significant legs up on OpenAI. Way too much in play right now to declare any winners.

▲

Xenoamorphous 12 hours ago | parent [-]

Who cares if it took 140 or 3 years to get brand recognition. ChatGPT is also everywhere if you have an Internet connection.

	▲	macNchz 6 hours ago \| parent [-]
		There’s a difference between something that has existed for a few years that lots of people have heard of, and something that people have been buying their entire lives, and that their grandparents also bought for their entire lives. As to distribution—the internet certainly makes it logistically easier to get your product to consumers, but an infinitely large store shelf still means you’re competing for consumer attention, and the big players already have that attention for their existing successful products.