Wrote a piece this weekend - "The New Moat: Memory"

Memory challenges the frequently repeated Silicon Valley belief that AI lacks defensibility. 

Spend five minutes at a Bay Area investor dinner and you'll hear that take. That was lazy thinking.

Wrote a piece this weekend - "The New Moat: Memory"

Memory challenges the frequently repeated Silicon Valley belief that AI lacks defensibility. 

Spend five minutes at a Bay Area investor dinner and you'll hear that take. That was lazy thinking.

https://open.substack.com/pub/jeffmorrisjr/p/the-new-moat-memory

Managing Partner at Chapter One - www.chapterone.com - proud investor in Farcaster - Join /chapterone

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Memory isnt unique to ai apps though right? Does this mean that Google is best positioned, given they have every email you’ve ever written and a bunch of other data on androids?

certainly a headstart, but oai seems like they're moving faster to make the context ~actually valuable