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[Analyst: The moat of personal intelligence far exceeds that of chatbots. OpenAI and Anthropic may be under pressure] On September 22, Stratechery analyst Ben Thompson said that the strategic threat posed by Meta’s Muse to cutting-edge AI laboratories such as OpenAI and Anthropic may be greater than previously estimated. Thompson believes that the moat of a personal agent may be much stronger than that of a chatbot, and once users feed personal information to the agent and integrate it into their daily life, it will be much more difficult to switch to other services.
AI 🕐 2026-09-22 17:56
#Anthropic #OpenAI #chatbot #Meta #robot #agent #AI #U.S. stock trends
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