[ethbr1]

> Once all the models become basically the same who you go with will be who you're already with (mostly OpenAI)

Imho, people are undervaluing the last mile connection to the customer.

The last Western megacorp to bootstrap its way there was Facebook, and control over cloud identity and data was much less centralized circa-late-00s.

The real clock OpenAI is running against is creating a durable consumer last-mile connection (killer app, device, etc).

"Easy to use chat app / coding tool" doesn't even begin to approach the durability of Microsoft, Apple, Google, or Meta. And without it, OpenAI risks any one of them pulling an Apple Maps at any time.

Unless it continually plows money into R&D to maintain the lead and doesn't pull an Intel and miss a beat.

Maybe they do, but that's a lot of coin flips that need to continually come up heads, in perpetuity.