Comment by beAbU

AI coding assistants make it trivial to switch between models, and developers will switch to a different model from a different provider if the new model is perceived to be better than the current one even if that perception is completely subjective.

Furthermore, the only users who will actually pay for AI are these assistant-using developers and other power users -- people who will not hesitate to switch to something better. We are already used to new model releases being neck in neck and there is no real incumbent/underdog dynamic going on here.

Yes, there is strong mindshare among the normies, who only know about "ChatGPT", but as soon as they graduate into a powe user, then the above applies to them.