> That is not how we use the term "moat" in this context, because competitors eventually converge on offerings within 1-2 years.
Then I guess we need a new term because that's not how I interpret the term moat either. To me, ChatGPT chat history is a moat. It allows them to differentiate their product and competitors cannot copy it. If someone switches to a new AI service they will have to build their chat history from scratch.
By comparison a business deal that can be transferred to a new partner the second it expires is much more temporary.
Then I guess we need a new term because that's not how I interpret the term moat either. To me, ChatGPT chat history is a moat. It allows them to differentiate their product and competitors cannot copy it. If someone switches to a new AI service they will have to build their chat history from scratch.
By comparison a business deal that can be transferred to a new partner the second it expires is much more temporary.