AI Pace
From AI race to AI pace. The words changed over a weekend. The spending did not move at all.
OpenAI
Moat score
The category verb, with the biggest consumer footprint in AI and the most complicated dependencies.
MOATE3.1Deep
3.1 Deep
| Dimension | MOATE | Community |
|---|---|---|
| Switching costsweight 15ChatGPT habit, memory, and connectors hold 900 million weekly users; API switching remains easy. | 6 | — |
| Network effectsweight 15A usage-data flywheel and a modest app ecosystem; not a true network. | 5 | — |
| Scale & cost advantageweight 12The largest consumer AI footprint and a $750 billion compute plan through 2030. | 7 | — |
| Brand & pricing powerweight 12ChatGPT is the verb. 50 million paying subscribers is pricing power in a category that mostly gives itself away. | 9 | — |
| Cornered resourceweight 12Talent and frontier models; the Microsoft entanglement complicates ownership of the advantage. | 7 | — |
| Distribution controlweight 12Owns its consumer surface, but no operating system and no default anywhere. | 6 | — |
| Disruption resilienceweight 12Compute cost, open-weight models, and Google all press on it at once. | 6 | — |
| Independenceweight 10Microsoft, compute suppliers, governance structure, and regulators each hold real leverage. | 4 | — |
Analysis
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