Someone please explain how OpenAI is not Netscape 2026. They had first mover advantage but no network effect, no moat, and are racing to stay ahead of infinitely resourced incumbents.
I can’t. I think they are one viral TikTok away from the pendulum swinging to Chat Gemini, which for most people, the no cost version is perfectly adequate
Netscape had 20 millions active users at its peak, out of 6 billions humans.
ChatGPT has 800 millions monthly active users currently, out of 8 billions humans.
Netscape didn't have ridiculously high overheads?
They are in bed with Microsoft not against them. And Nadela is not the sharpest knife in the drawer unlike Bill Gates.
How are ~1B active users not "moat"? Might have to pull out the "Haters gonna hate" like it's 2007