Network effects

Their wordsnetwork effects are certainly an important piece of the puzzle for sure, um but I don't think they're enough when it comes to these sorts of software uh you know, software cloning.

Their wordsmaybe performance could be part of a package where you try to take on one of those players. like, hey, look at how much more responsive our thing is than theirs. Might be a nice plus, but that's not going to be sufficient.

Their wordsthere's no apparent equivalent in LLM right now there's no reason why the LMS get better because more people use them now that may come you have that open AI and people have doing memory where it remembers what else you've asked, but that seems more like a switching cost than a network effect.

Their wordsThe popularity feeds the tooling, and the tooling feeds the popularity. That's not a technical argument-it's a network effect.

Their wordsAs long as the network keeps delivering on its core value, that buys more time than any data lock-in strategy.

Their wordsThere are millions of people who don't like that they're using LLMs provided by the Big AI companies, but end up using them anyway.