[flavius29663]

just for the chatbot, it's trivial to switch, create a new account and start asking questions from deepseek instead. There is nothing holding the users in chatgpt.

[ceejayoz]

And the bigger risk is the big companies making deals - like Apple including ChatGPT access in iOS - canceling those to do it on-device or in-house.

1B MAUs doesn't look great if half of them come from one source that can easily change to a competitor.