From what I've seen, 99% of people are using the free version of ChatGPT. Those who are using Claude are on the subscription, very often the $100/month one.

And at one point in the 90s, Internet=Netscape Navigator.

I see Google doing to OpenAI today what Microsoft did to Netscape back then, using their dominant position across multiple channels (browser, search, Android) to leverage their way ahead of the first mover.