Re:Google, Nvidia, and OpenAI – Stratechery by Ben Thompson
by EmiDub on Wednesday December 03, 2025 @11:31AM
(#46136477)
Right, but unlike with social products (where the network of users is essential) or transportation/food delivery (where providers will follow the user volume) I just don’t see any stickiness benefit for OpenAI. A user’s conversation history is the only potentially valuable bit, but I think most users treat their ChatGPT history like their Google search history; disposable.
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