> It was worth the burn to capture the market.
You cannot compare Uber to the AI market. They are too different. Uber captured the market because having three taxi services is annoying. But people are readily jumping between models using multi-model platforms. And nobody is significantly ahead of the pack. There is nothing that sets anyone apart aside from the rate at which they are burning capital. Any advantage is closed within a year.
If OpenAI wants to make a profit, it will raise prices and be dropped at a heartbeat for the next cheapest option. Most software stacks are designed to be model-agnostic, making integration or support a non-factor.
Three cab apps are a lot less annoying than three LLM apps each having their piece of your chats history.
The winner-take-all effect is a lot stronger with chat apps.
That’s the exact opposite of the way it is right now (at least for me). I don’t like having multiple ride hailing apps but easily have ChatGPT, Claude, Gemini on my phone (and local LLM at home). There is zero effort cost to go from one to the other.
I interface with AI models using a single website where i can select between models. Code IDEs are doing the same. Companies that facilitate cross model integration are doing doing great (cursor as a famous example). This trend is spreading.
Professional tip - you can save your prompts somewhere else, you don't need "the cloud" for storing them. It's just text.