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> No, the tech-illiterate gravitate towards the path of least resistance, which just means the platform defaults.

The path of least resistance is by way of brand recognition.

> OpenAI doesn't control the platform

OpenAI has 800mm MAUs on their own platform that they control, assuming we trust their reporting. They own chat.com, all of our grandmothers know ChatGPT - they don't know Gemini...I'm not even sure how OpenAI could have lost to Apple or Microsoft in the AI race. Those are nonsensical comparisons.

> Sony absolutely annihilated Nintendo in the home console market for the decade between 1995 and 2005

Yes you're right. If we shift the comparison window by a full 50% the numbers do favor Sony.

My point is not that OpenAI is infallible or that a competitor couldn't also be successful. Only that brand recognition is a legitimate and important factor.



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