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fragmedeyesterday at 7:07 PM4 repliesview on HN

The question is, in this new software world order, how much do brands matter vs what they've done vs network effects. I could have Claude code shit out a Facebook or Twitter clone, or an Uber clone, and have none of the baggage of Cambridge Analytica, being owned by Elon Musk, or Travis kalanick of Greyball and S. Fowler legacy. An Uber driver-turned-dev could easily stand up a competitor and give way more money to the drivers simply by not having the overhead that Uber has with lawyers and executive salaries in this age of ChatGPT. Drivers will go to where there's riders and money, and riders will go to where there's drivers and cheaper rides. (and no drivers.) If someone needs an app idea to work on, it's the incumbents, without the suck. Facebook without "People just submitted it. I don't know why. They 'trust me'. Dumb fucks."

Because looking at Truth Social and Gab, people do adopt brands as part of their identity; and Uber but for drivers, or Facebook, without the spying, are trivial to make the software side of things on now. The fact that we haven't seen a dozen Uber competitors spring up is a testament to the fact that branding is a helluva moat. It's impossible to put a dollar value on it, but ChatGPT has no moat, except that it's Chat-fucking-GPT. The original chatbot and no matter how good Claude gets, it'll never be the original.


Replies

zahlmantoday at 12:20 AM

> I could have Claude code shit out a... clone, and have none of the baggage...

Social media is different because of the network effects. Taking hold requires being there to catch refugees when something else collapses, and being sensitive to the fact of that collapse. It seems like quite a bit of luck is often required.

But you could also, you know, actually try to differentiate yourself. Figure out actual things that you'd want those sites to do differently, and have an opinion on which different approach to take.

And I especially wouldn't try with Twitter, because there are already at least two major competitors, and the people who have fled to them, in broad terms, seem to have done so based more on internal social strife than on any technical dissatisfaction. (Despite all the seemingly obvious technical issues to complain about!)

lionkoryesterday at 7:21 PM

Also those vibe coded competitors will not make it. Feel free to try though

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JumpCrisscrossyesterday at 7:26 PM

> I could have Claude code shit out a Facebook or Twitter clone, or an Uber clone

No, you couldn’t. At best you’d turn out a video game simulating Uber. The idea that all of the business is in its software seems to be one Silicon Valley perennially unlearns.

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kridsdale1yesterday at 7:21 PM

(I look over to the Coca-Cola Classic on my table that I picked because my taste buds prefer the classic brand)

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