How is the number of users a moat when you are losing money on every user?
Inference is cash positive: it's research that takes up all the money. So, if you can get ahold of enough users, the volume eventually works in your favour.
A moat involves switching costs for users. It’s not related to profitability
Inference is cash positive: it's research that takes up all the money. So, if you can get ahold of enough users, the volume eventually works in your favour.