Enterprise AI deployments may be stickier than developer or consumer usage because of contracts, training and workflows. Listen
Dev Ittycheria said ChatGPT's roughly billion weekly users are a great distribution channel. He suggested the moat may 'potentially' sit in enterprise, where vendors must sign contracts, train thousands of employees and build workflows. He presented this as an initial reaction, not a firm conclusion.
“You have to sign contracts. You have to train thousands of employees. You have to build workflows and it may be harder to switch”
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