my guess is the following:
Google can afford to run Gemini for a looong time without any ads, while OpenAI needs necessarily to bring in some revenue: So OpenAI will have to do something (or they believe they can raise money infinitely)
Google can easily give Gemini without Ads to the users for the next 3 - 4 years, forcing OpenAI to cripple their product earlier with Ads because of the need for any revenue
I think Google & Antropic will be one of the two winners; not sure about OpenAI, Perplexity & Co - maybe OpenAI will somehow merge with Microsoft?
Microsoft will fund OpenAI for as long as it's needed. What is their alternative?
I’m surprised Perplexity isn’t already dead! Makes me question my ability to evaluate the value/sticking power of these tools.
(Unless it is dead if we could see DAUs…)