I don't know if I agree with the article. I recall when Google IPO'ed, nobody outside of Google really knew how much traffic they had and how much money they were making. Microsoft was caught off-guard. Compare this to ChatGPT: My friends, parents, grandparents, and coworkers (in the hospital) use ChatGPT. None of these people know how to adapt an open source model to their own use. I bet ChatGPT is vastly ahead in terms of capturing the market, and just hasn't told anyone just how far. Note that they have grown faster in traffic than Instagram and TikTok, and they are used across the demographics spectrum. They released something to the world that astounded the average joe, and that is the train that people will ride.