Comment by adventured

You're confusing software development use vs mass population use. And what you're claiming is entirely unsupported by the actual facts.

GPT's pie keeps getting larger, not smaller. Anthropic is growing hyper fast. DeepSeek and Kimi were supposed to put an end to that and the exact opposite has happened. The HN doomsayers are at 100% on being wrong spanning years at this point. It should be embarassing to be so wrong at some point.

The userbase that GPT has is not going to migrate to Chinese models. They don't even know where to find them to use them for the most part. They don't know their names. They don't know the difference between any of the models. They know: Google, GPT, Microsoft, Apple, Android, Samsung, etc.

GPT's foundation and future is as a service model. Anthropic is the frontier player that is potentially heavily threatened by China's models. It will require that Anthropic stay out in front and remain price competitive, and so far they're growing at the fastest pace of any start-up in world history.