I think the comparison is unfair. Google had/have a product that was 10X better than anything else at the point of release (search then chrome). And they have several money making products like YouTube and android that are either singular or in a duopoly.
OpenAI doesn't have any of these things. They have products that they're paying for customers when the market they're in is rapidly converging on fighting for API reasoning as part of enterprise systems and fighting a race to the bottom for fickle consumer solutions that will be eaten by open source once they have to make money.
Maybe they had a brief window for dominance of information search (or maybe it was only ever going to last as long as Google releasing all their internal research) and maybe they had a brief moment of monopoly till Anthropic got going but theyre not in the same dominance position as Google.
a la Google.
Unlike Google, OpenAI/Anthropic's core business has bad unit economics. So they have to fuck around and find out.
Google went to that model after they had a massive cash cow though.
You can afford to play silly buggers when you have dumpster trucks of money backing up to your door every day see also: Meta.
I think the comparison is unfair. Google had/have a product that was 10X better than anything else at the point of release (search then chrome). And they have several money making products like YouTube and android that are either singular or in a duopoly.
OpenAI doesn't have any of these things. They have products that they're paying for customers when the market they're in is rapidly converging on fighting for API reasoning as part of enterprise systems and fighting a race to the bottom for fickle consumer solutions that will be eaten by open source once they have to make money.
Maybe they had a brief window for dominance of information search (or maybe it was only ever going to last as long as Google releasing all their internal research) and maybe they had a brief moment of monopoly till Anthropic got going but theyre not in the same dominance position as Google.