I would guess OAI has no moat or stickiness beyond what governments and private companies will do to keep it afloat through equity and circular financing. Good enough AI is all most need, and they need it at the cheapest cost basis possible with the most convenient access.
Google will probably win on most of these fronts unless a coalition is formed to actively fight google at the business/government level. But, absent that, it will win out over oai and oai will probably bleed to death trying to become profitable.. whenever that happens. You'll likely see their talent and corresponding salaries shrink massively along this journey.
I wonder what percentage of its users know what the GPT stands for, or even thought about it for a second?
chatgpt is generic (as in, no prior meaning attached, except for the few people in the world who understand what GPT stands for). It's simple - even a non-english speaker can say it easily, and doesn't require one to be native to know how to pronounce it (this is a difficult concept for a native english speaker to grok).
These features makes for a good name.
So i argue that chatGPT is indeed a good name (as good as google was).
(Clearly the car marketing world and the general public disagree with me there.)
I personally prefer claude models for all my work. If I were them I would be very worried. They are never giving us AGI and I am skeptical they are worth .5 trillion. Their cash burn is insane. Once ads and price hikes come, people will migrate to companies that can still afford to subsidize (like Google).
Plus I heard they lowered projections recently? Sam honestly comes off as a grifter.
It turned out the only reason ChatGPT was because it is free for small enough volume usage. My suggestion to see what Claude had to say instead was met with "huh, you have to pay for it?". It's not like these are people that can't afford $20 per month for a subscription, but it might be that these assistants aren't even worth that for typical "normie" use cases.
But I have noticed that everyone seems to be using ChatGPT as the generic term for AI. They will google something and then refer to the Gemini summary as "ChatGPT says...". I tried to find out what model/version one of my friends was using when he was talking about ChatGPT and it was "the free one that comes with Android"... So Gemini.