Lutz’s take on OpenAI economics and moats.
OpenAI — “Experts predict bankruptcy” — was attention-grabbing, a deeper look reveals that the company has simply seen a drop in its users. Should you fear ChatGPT will disappear? No, quite the opposite.
— OpenAI Isn’t Going Bankrupt, But It Has A Business Model Problem · Forbes
is more for Microsoft than for OpenAI. Regulatory Protection. Regulation can create a moat.
— How OpenAI Can Secure Its Investments - A Playbook That Needs Microsoft · Forbes