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Re:I'm Not Convinced the AI Bubble Exists by smurf9852 on Monday November 09, 2026 @12:53PM (#50428940)
Open a restaurant. Is it a McDonalds? Yes -> you instantly have lots of customers No -> you don't have lots of customers

People know McDonald's. They don't know your random new chain.

This is called a moat.

Re:I'm Not Convinced the AI Bubble Exists by 4gotunameagain on Monday November 09, 2026 @04:49PM (#50432743)
It is very clear that an established brand will have more initial traction than a new one, but this does not make it a moat.

It would be a moat if something prevented others from establishing their brand in the same fashion, which we can see is not the case from the multitude of other successful international fast food brands.