Microsoft and OpenAI's close partnership shows signs of fraying

Does OpenAI have any fundamental advantage beyond brand recognition?

The ChatGPT site crossed 3B visits last month (For perspective - https://imgur.com/a/hqE7jia). It has been >2B since May this year and >1.5B since March 2023. The Summer slump of last year ? Completely gone.

Gemini and Character AI ? A few hundred million. Claude ? Doesn't even register. And the gap has only been increasing.

So, "just" brand recognition ? That feels like saying Google "just" has brand recognition over Bing.

https://www.similarweb.com/blog/insights/ai-news/chatgpt-top...

I mean it's still not an impassibly strong moat. If it were, we'd all still be on MySpace and Digg.

Myspace and Digg dug their own graves though. Myspace had a very confusing UX and Digg gave more control to advertisers. As long as OpenAI dont make huge mistakes they can hold on to their marketshare.

The moat is bigger on MySpace and Digg though since you have user accounts, karma, userbases. The thing with chatbots is I can just as easily move to a different one, I have no history or username or anything and there is no network effect. I don't need all my friends to move to Gemini or Claude, I don't have any friends on OpenAI, it's just a prompt I can get anywhere.

Digg was basically Reddit except with a single subreddit.

Reddit demolished Digg because it offered people fiefs rather than just karma.