Comment by jcfrei
5 hours ago
OpenAI has the largest user base on mobile as far as I'm aware. To a lot of standard users AI is still just ChatGPT. They'll be fine as long as they can effectively monetize their free users (same what facebook will soon try with Muse). The only advantage facebook has is that they already have a fully working ad marketplace ready with all major advertisers set up - OpenAI still needs to scale that up.
WhatsApp has 3 times as many users, and as soon as meta turn it into a chat AI app people want to use, it's right there
Meta AI has been accessible inside Whatsapp for a long time. Doesn't seem to have a massively disrupted chatgpt usage. And I have a hunch people want to keep this separated - not use whatsapp for messaging friends and asking AI.
Meta has apps billions of people use every day. If AI included in those is good enough they will just uninstall (or never open again) ChatGPT one. It's not true in the other direction.