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Hard disagree on the moat. I do tech diligence on "AI startups" regularly and so far have yet to hear of one that has had a hard time ensuring they can use competitors just as easily. Everyone is very aware of that issue, if blissfully ignorant of others.


We’re talking about consumers using ChatGPT, not startups using the OpenAI API.


I really doubt they will ne different. In fact I would guess it's even easier for the to change.




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