Being the first doesn’t mean you’ll win. They have no product, only a commodity that you can find at other companies or even for free (DeepSeek).
Being the first doesn’t mean you’ll win. They have no product, only a commodity that you can find at other companies or even for free (DeepSeek).
They have a product but it’s a commodity now.
They are in the business of selling compute / datacenter rack spaces. A server where you pay per GBs transferred in/out.
If it’s Gemini or GPT behind, for most use cases users wouldn’t care.