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Having sticky 800M WAU is a moat.


I wouldn’t necessarily say so. I guess that’s what they are trying to « pulse » people and « learn » from you instead of just providing decent unbiased answers.

In Europe, most companies and Gov are pushing for either mistral or os models.

Most dev, which, if I understand it correctly, are pretty much the only customers willing to pay +100$ a month, will change in a matter of minutes if a better model kicks in.

And they loose money on pretty much all usage.

To me a company like Antropics which mostly focus on a target audience + does research on bias, equity and such (very leading research but still) has a much better moat.




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