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Amazon functions as a marketplace dynamic, which is defensible if done right, as they have shown.

OpenAI right now some novel combination of a worker bee and queryable encyclopedia. If they are trying to make a marketplace argument for this, it would be based on their data sources, which may have a similar sort of first-mover advantage as a marketplace as they get closed off and become more expensive (see eg reddit api twitter api changes), except that much of those data age out, in a way that sellers and buyers in a marketplace do not.

The other big difference with a marketplace is constrained attention on the sell/fulfillment side. Data brokers do not have this constraint — data is easier to self-distribute and infinitely replicable.



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