> OpenAI says they're very profitable on inference.

Great, but they need to burn billions on advertising, freemeium, and mostly R&D for new models.

So do all their competitors.

Google and Microsoft have immense money printing machines. They can lose many billions of dollars for years and be fine as a business. OpenAI, not so much.

Sure OpenAI can. They are the most well funded private company in history. Everyone wants to invest in them.

Meanwhile, Google and Microsoft are public companies and their stock can drop and their shareholders can force them to exit.

All of these have ads. And none of these have an equal value alternative. OpenAI, Claude, Deepseek, Mistral, Gemini, are mostly the same to a regular user.

Bing is mostly the same. Kagi is mostly the same. Yahoo, Yandex, etc. It's 2025. Hardly any difference. There were tens of search engines in the 90s and 2000s that were generally mostly the same. Yet, Google still won and owned nearly all search monetization.

Search was even easier to switch. At least ChatGPT has memory.

Most chat apps are the same as Whatsapp. All of them are free too.

"Ask ChaGPT" is the equivalent to "google it" in 2025.

No those are all significantly worse products, or at least were for a long time. I don't think OpenAI has anything close to a moat. They don't even have a short fence.

Hah, no, not by far. Bing, Yahoo, Yandex are way worse than Google. Saying anything different is delusional.

The comparison with WhatsApp feels like trolling. WhatsApp has a network effect...