when your stuff is world class - you say your competition is google, we're gonna eat their search market share, have intelligent ads more targeted than google search ever could since people feed very personal info on chatgpt.
now that google is leading - you say google is not our competition so you stop being compared to google & so you can raise globs of money on a false premise
Google is leading how? By what metric? They’re potentially well positioned but they are currently doing poorly as far as I can tell. None of their offerings are the most popular option.
I mean anyone who has used any AI products of Google can agree they are horrible
Google was their competition,
is likely the closest version to their internal sentiment.