Comment by 0cf8612b2e1e

  … they could only use openai api and I don't think that they would really switch now, because I think switching would be hard.

Do they have exclusive APIs? I thought more or less everyone had the same interface and switching might be almost as easy as changing the endpoint.

Given how many players are in this space, I am incredibly dubious that anyone will win. Market is going to be sliced between multiple big companies who are going to be increasingly squeezed on margin. Unless someone can produce some magic that is 10x more reliable, consumers are going to price compare. Today, all of the options can occasionally produce brain dead output -why pay a premium?

Especially bad for OpenAI, because they have no fallback revenue. Microsoft and Google can subside their offerings forever to eliminate competition.