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Spivak 16 hours ago

People are being weird about this. ChatGPT has no moat because switching costs are zero. There's no investment into a particular AI service.

ChatGPT has mindshare but that's not the same as it being a moat. The fact that people will continue to use ChatGPT after some gentle frog boiling is true of any service. Adding ads is going to be a measure of how real people tolerate ads more than anything about ChatGPT. Normal people really don't care that much and it bothers me—and probably most of HN.

logifail 11 hours ago | parent [-]

> ChatGPT has mindshare but that's not the same as it being a moat.

Short answer: For a casual user using the chat interface, there is almost no moat.

Long answer: there are either zero or negligible

- switching costs ("would take me weeks to migrate all my files from Google Drive to Dropbox")

- network effects ("can't leave Whatsapp, all my friends are there")

- ecosystem lock-in ("I can't switch from iPhone to Android, my other devices would break (iMessage/iCloud/AirPods))"

Right now AI is pretty much a commodity.