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MySpace and Friendster both claimed ~115M peak users.

> It's literally orders of magnitude.

Sure, and the speed at which ChatGPT went from zero to a billion is precisely why they need a moat... because otherwise the next one can do it to them.

Your argument is like a railroad company in 1905 scoffing at the idea that airliners will be a thing.


Peek users is not the amount of users they had when Facebook started.

Facebook probably would've never became a thing if MySpace already had ~115M users when it started.

MySpace had ~1M.

That's why DeepSeek (or anyone else) is going to have an incredibly difficult time convincing ~1B to switch from ChatGPT to their tool instead.

Can it happen? For sure.

Will it happen? Less likely.

If anyone unseats ChatGPT - it's much more likely to be a usual suspect like Google, Apple, or Microsoft - then some obscure company no one has ever heard of.

Of course, anything is possible.




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