This is such a programmers take. Bottled water is in a crisis, it can be easily replaced with tap water and a reusable container! Yet it’s a $47 billion dollar market in the US.
Grammarly’s value is not in having a replaceable product, it’s in the network, distribution, customer acquisition channels and integrations with tools. Like bottled water, it’s about being in the customers face at the right place and the right time.
You’re on the money and that’s exactly why I think Grammarly will struggle. OpenAI/Gemini/Claude will get embedded further. Gemini is already on gmail. Getting OpenAI and Claude incorporated is trivial. Guess what? Once Apple figures out what they’re doing with AI (which I hope is to buy Anthropic) they will take whatever is out there and incorporate them into iOS/MacOS just as they’ve done for so many third-party app ideas in the past.
Grammarly’s value is not in having a replaceable product, it’s in the network, distribution, customer acquisition channels and integrations with tools. Like bottled water, it’s about being in the customers face at the right place and the right time.