I think you're underestimating how quickly users can move to another platform if something better / cheaper shows up unless there are user network effects that benefit / keep people on a platform. We've lived through several of these - yahoo/lycos to Google. A bunch of terrible providers to GMail, various messengers to Apple/WhatsApp/line dominating countries etc. This space seems ripe for the second mover advantage effect
Yes, I moved from Yahoo to Google in multiple apps. And yet, once I subscribed to ChatGPT, it satisfies what I need, despite all the noise I hear about the alternatives.
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I think you're underestimating how quickly users can move to another platform if something better / cheaper shows up unless there are user network effects that benefit / keep people on a platform. We've lived through several of these - yahoo/lycos to Google. A bunch of terrible providers to GMail, various messengers to Apple/WhatsApp/line dominating countries etc. This space seems ripe for the second mover advantage effect
I don't know.
Yes, I moved from Yahoo to Google in multiple apps. And yet, once I subscribed to ChatGPT, it satisfies what I need, despite all the noise I hear about the alternatives.
I haven't yet begun to absorb https://news.ycombinator.com/item?id=45513234. Presumably the median AI user won't either.