Mind share is not a moat. And market share or being first is not a moat.
Moats are very specific things such as network effects, customers with sunk costs, etc. The very point of the term "moat" is to distinguish it from things like market share or mind share.
The article is correct, OpenAI has no moat currently.
What’s Google’s moat? Mind share and being dramatically better than the competition is indeed a moat. Trust me mind share is incredibly hard to gain in this day and age.
In AI? None (according to article). For their search engine? The distribution deals they have with Apple & android carriers for defaulting to them, and Chrome defaulting to them. If another search engine wanted to even release a product, theyd have to cross the distribution moat (possible on the web, just hard). For ads, the moat is their network of publishers. Competing ad marketplaces need to build a compelling publisher network to attract advertisers and compete for pixel space on publisher domains.
> Mind share and being dramatically better than the competition is indeed a moat.
That's literally the opposite of what "moat" means, so no. You can't just make up different definitions for accepted terms if you want to have a productive conversation with anyone.
Moats are very specific things such as network effects, customers with sunk costs, etc. The very point of the term "moat" is to distinguish it from things like market share or mind share.
The article is correct, OpenAI has no moat currently.