This right here. AI has no moat and none of these companies has a product that isn't easily replaced by another provider.
Unless one of these companies really produces a leapfrog product or model that can't be replicated within a short timeframe I don't see how this changes.
Most of OpenAI's users are freeloaders and if they turn off the free plan they're just going to divert those users to Google.
Unless one of these companies really produces a leapfrog product or model that can't be replicated within a short timeframe I don't see how this changes.
Most of OpenAI's users are freeloaders and if they turn off the free plan they're just going to divert those users to Google.