Comment by dangus
1 day ago
And unlike Uber and Airbnb, OpenAI has no way to maintain marketshare. It’s a domain name with no moat.
Google has to pay Apple billions of dollars to make Google.com the default search engine. I just looked it up, over 15% of search revenue goes to pay to be the default search engine.
Every Android device defaults to Gemini.
Every Microsoft device defaults to Copilot.
I’d love to see where these cost reductions are. If costs are going to decrease rapidly why does OpenAI’s spending plan look so insane?
> Every Android device defaults to Gemini.
> Every Microsoft device defaults to Copilot.
I don't think it's right to say that these devices "default" to their vendors' AI software when it's impossible to replace it with something else. Yes I can install Claude as a standalone app but I don't have the OS-wide integration that Gemini does for Android for example.