Comment by pianopatrick

Seems to me OpenAI and Anthropic are kinda following the Apple business strategy. Those two offer a premium service that gets better results and works more seamlessly. I.e. the integration between Anthropic models and Claude Code is apparently nice and gets better results, and I've heard anecdotally that Codex is currently the best.

So just like in IPhone vs Android, you could end up with a situation where Chinese firms compete and get most of the revenue and usage with low profit margins but OpenAI and Anthropic capture a premium side of the market and still get a lot of profits.