Comment by svara

Yes but this is incredibly competitive and undifferentiated.

It's a huge market but who will it be a profitable business for?

Likely a company or multiple who own some sort of platform that people are already on, so not OpenAI.

What they have right now is the strong ChatGPT brand and that does mean a lot. But how long will it last?

They're not the technology leader anymore, and that spells a lot of trouble.

They are at a stage where they need to dominate the market and then leverage the data that gives them, plus the brand, plus the tech advantage to establish a durable near monopoly, but it looks like it's not working.

It's a bit as if in 1999 3 equally strong Google competitors had popped up, with some pulling ahead.