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90+% of "AI" use by the general public is going to happen via Google and Microsoft products. It was always going to be a feature of established, scaled businesses with cloud offerings.

People that think OpenAI is going to replace, or even meaningfully effect, Google are ignoring basic laws of economic gravity.

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You realize when you say, "Microsoft", you're basically talking about OpenAI tech right?

But I think you're right. The big winners here will be Big Tech. Microsoft/OpenAI and Google basically.

> You realize when you say, "Microsoft", you're basically talking about OpenAI tech right?

I own MSFT stock because of it, so yea. I only wish they owned more because OpenAI will be a monster acquisition target.

I'm curious what this will all mean for AWS. Amazon is notoriously behind, so I wonder if we'll see then lose customers because of it.

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