Only scarce context is a moat and what is scarce is changing quickly. OpenClaw is a great example of the context substrate not being scarce (local files, skills are easily copied to another platform) and thus not providing a moat.
Claude's recent import of ChatGPT's memory is another example of context that was scarce becoming abundant (chat export) and potentially becoming scarce again (OpenAI cutting out chat export).
Claude's recent import of ChatGPT's memory is another example of context that was scarce becoming abundant (chat export) and potentially becoming scarce again (OpenAI cutting out chat export).