seneca
@seneca
anyone have an idea what he means by this? https://x.com/naval/status/1911231415007805728?s=46
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JB Rubinovitz
@rubinovitz
https://x.com/Bradley_Moore/status/1911491307249230177/photo/1 Elaboration here
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seneca
@seneca
my sense is that both are right, at diff scales. eg if 'apple's chatgpt' comes baked into all iphones, that's a moat. on the other hand, if a content creator has a strong brand of 10k people, he can make a living off of it, since products at that scale won't be all that differentiated.
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seneca
@seneca
ty!
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