Morin: ChatGPT's defensible moat will be user memory and personal data
Dave Morin · Can Tesla Survive? | More or Less #93 · More or Less Podcast · Apr 4, 2025 · at 31:11
Investor Dave Morin argues that accumulated user data and memory create high switching costs and platform defensibility for OpenAI's ChatGPT.
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“The thing that ChatGPT is becoming and continues to get better at is memory. And just like we've seen at Apple, Dropbox, like many places where data is a moat, like...”
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