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OpenAI has a massive brand advantage because the general public equates their products with AI.

Even if they don't 100% figure out agents they are now big enough that they can acquire those that do.

If the future is mostly about the app layer then they'll be very aggressive in consolidating the same way Facebook did with social media, see for example Windsurf.



Are they not competing with every other massive tech company to acquire the best app layers?

I don't think OpenAI has a moat here at all. Their brand advantage is very temporary


Imagine what would happen if the ever fickle tide of public opinion were to change, though. That's what people are really worrying about.




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