> controversy was enough for folks to be introduced to competitors

This is my suspicion. Consumers hadn’t previously heard of Anthropic and Claude. Now they had, particularly in cities.

> this won't actually be the cause of OpenAI's downfall, should it happen. But I still think it's an interesting inflection point

Also agree. Hence why I said “I don’t think” the fight is “the ultimate cause.”

Anecdotally a whole lot more people around me started using Anthropic models in the last few weeks and seem to like them more than OpenAI. For many of these people it was the second provider they ever used.

Of course this is part of what has lead to such insane demand and outages they've experienced since then.