alt Hacker NewsI was not able to find any research that posits that moat strength is determined by customer diversity.
I think customer diversity correlates instead with resilience.
Replies
Jyaif • yesterday at 5:10 PM
I would say that customer diversity may be a marker of past resilience, and likely results in moat.
Customer diversity says nothing about current or future resilience.
Author isn't non-financial, but the "moat 2.0" doesn't feel right.
> More than anything, though, I believe in the market power and defensibility of 800 million users, which is why I think ChatGPT still has a meaningful moat.
It's 800M weekly active users according to ChatGPT. I keep hearing that once you segment paid and unpaid, daily ChatGPT users fall off dramatically (<10% for paid and far less for unpaid).