They are still in the lead, and I'd be willing to bet that they have 10x the DAU on chat.com/chatgpt.com than all other providers combined. Barring massive innovation on small sub 10B models - we are all likely to need remote inference from large server farms for the foreseeable future. Even in the case that local inference is possible - it's unlikely it will be desirable from a power perspective in the next 3 years. I am not going to buy a 4xB200 instance for myself.

Whether they offer the best model or not may not matter if you need a PhD in <subject> to differentiate the response quality between LLMs.