switching costs
3 statements across 3 episodes · 0 bullish · 1 bearish · 3 people on the record · first statement Jun 2, 2025 by Varun Mohan · across every show →
Everything said about switching costs, oldest first
Jun 2, 2025 neutral
Mohan: AI model providers shouldn't over-invest in switching costs early
“In a category that is evolving so quickly, And when the models are improving so quickly, it is actually bad for them to over invest in ways in which they can increase switching costs. That doesn't make sense because let's suppose they did do that, but they mis…”
Oct 13, 2025
Mar 16, 2026 bearish
Rajaram: B2B software switching costs will drop to zero within two years
“I think switching costs is less going to go to essentially zero because over the next one or two years, ability to port data, your data as a business or consumer from any ecosystem to another ecosystem is going to be very easy.”