It's what I was thinking looking at the launch video. Is there a moat? No, there is none. The LLM itself is fungible, what matters is the agentic and memory layer on top. That can be reconstructed easily. All you need to do is export your data from old providers to bootstrap your system in another place. I actually did that, exported from reddit, hn, youtube, chatgpt, claude and gemini - about 15 years worth of content, now sitting on my laptop in a RAG system.
At minimum all you need is a config file, like CLAUDE.md containing the absolute minimum information you need to set your preferences and values. That would be even more portable, you can simply paste text in any LLM to configure it before use. Exporting all your data is the maximalist take on the problem of managing your online identity.
Very interesting and I would also love to export my own data! Care to share/elaborate a little further how you went into doing this, especially with platforms that do not offer the option to export your own data.
It's what I was thinking looking at the launch video. Is there a moat? No, there is none. The LLM itself is fungible, what matters is the agentic and memory layer on top. That can be reconstructed easily. All you need to do is export your data from old providers to bootstrap your system in another place. I actually did that, exported from reddit, hn, youtube, chatgpt, claude and gemini - about 15 years worth of content, now sitting on my laptop in a RAG system.
At minimum all you need is a config file, like CLAUDE.md containing the absolute minimum information you need to set your preferences and values. That would be even more portable, you can simply paste text in any LLM to configure it before use. Exporting all your data is the maximalist take on the problem of managing your online identity.