Not GP, and not saying I agree with them, but it may be worth remembering that Netscape had 90% market share at one point. Active user count may not be the moat you imagine.

How many of those users are paying? Where is the profit? How many users will be willing to use ChatGPT if they had to pay? Might have to pull out the questions like its 2026.

How is it a moat? Myspace had 300M active users on an early internet.

If market share is a moat, IBM should still be the biggest tech company.

“In December, Gemini traffic increased by 28.4% month-over-month, while ChatGPT traffic decreased by 5.6%”

https://www.businessinsider.com/openai-chatgpt-vs-gemini-web...

"What's you number one piece of hiring advice?"

"Hire for slope, not Y-intercept. This is actually my number one piece of life advice."

-@sama, who I’m generally a big fan of. But the job is now harder

But why are these users sticking to ChatGPT specifically ?

If it’s not the quality of their answers ?

A moat is something that can't be crossed. User count doesn't seem that insurmountable.

Are those users Locked in or are they treating the service like a commodity easily changed when the price goes up to stop hemorrhaging money.

Google worked as a free service because their backend was cheap. AI models lack that same benefit. The business model seems to be missing a step 2.

yeah, ~1B active users + when non-tech people think of AI, they think of "ChatGPT" not many of the competitors.

Users are not a moat because there is no network effect here.

How do you think this compares to Google and the AI search?

700 million and declining with no clear story to levering either the attention economy or paying