[seizethecheese]

Great article, but I think this is a stretch: "nor does OpenAI have consumer products on top of the models themselves that have product-market fit."

I would argue chatgpt is in the top 10 products of all time with regard to product market fit.

[npinsker]

Isn't this kind of splitting hairs? Technically you're right, but he's obviously talking about a product that itself, independently from its underlying model, has a "strong, clear competitive lead" over would-be competitors.