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The moat will be memory.

As a regular user, it becomes increasingly frustrating to have to remind each new chat “I’m working on this problem and here’s the relevant context”.

GenAI providers will solve this, and it will make the UX much, much smoother. Then they will make it very hard to export that memory/context.

If you’re using a free tier I assume you’re not using reasoning models extensively, so you wouldn’t necessarily see how big of a benefit this could be.





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