Silicon Valley Daily

Why memory + Sign in with OpenAI (powered by World) will important.

Need to build consumer moats.

I'm speculating on the World part.

Related: good post from @ben on OpenAI moats
https://stratechery.com/2025/chatgpt-memory-boundaries-and-ai-companions-auren/

Source

For the very first time OpenAI released a model right after Google and they are way behind

No one needs a not-so-smart model (GPT-4.1 mini), nor an overpriced dumb one (GPT-4.1)

You either want a super smart model, or the best cheap model. Gemini 2.5 Pro or Gemini 2.0 Flash https://t.co/GXneX65hmm

Pierre Bongrand

Working on Farcaster and Warpcast. Longer thoughts at https://dwr.email

I'm speculating on the World part.

Related: good post from @ben on OpenAI moats
https://stratechery.com/2025/chatgpt-memory-boundaries-and-ai-companions-auren/

Source
https://x.com/bongrandp/status/1911865445591761185

What the heck! Ben is FID 202 but never cast? He needs to get over here and get active. I always felt like he would really enjoy it here.