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Every cafe, airport, school I've been to has people using ChatGPT or its competitors. Its obviously valuable for almost anyone. Just like how people cant imagine life before smartphones, people wont be able to imagine life before LLMs became ubiquitous. Its everywhere.


True, but there isn’t really a moat for text LLMs. Llama is open source, Gemini is basically free.


define "moat", Open source search engines and competitive scraping strategies were built in the early 2000s. The Google search moat has always been that they were better for 5-6 years - and then they were the default.

Once they were the default option, they merely had to be the "same" as other options. If someone were to make a 1:1 clone of google with ~5% fewer ads - I do not believe they would break get a substantial market share of web search traffic (see bing).


Google has decades of people making it their habit as a pretty strong moat. They have inertia that chap bought simply do not yet. People have been using ChatGPT for a year or two now, it’s much easier for them to switch to another one.


I’m sorry, but what? How can you tell people at the cafe/airport/school are using LLMs?


You just walk around and see chatgpt interface on their screens?




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