That argument swings both ways. There's no real reason to bet on OAI or Anthropic. Not with the rise of local models and the increasingly desperate attempts at regulatory capture.
Rise of local models? what rise? I run qwen3.8 flash next on my 200GB/s 128gb Strix Halo and even that is barely acceptable, big models require so much more. Nobody's running a local model on their power sipping phone. It's just a nerd's wet dream.
That's what I'm saying. Either one could be Facebook. Or it could be Friendster. The rise of local models raises the even more daunting possibility that nobody becomes Facebook, but you have to imagine somebody will win the consumer market for people who just don't want to bother figuring out a local setup. That market is orders of magnitude less lucrative than the enterprise market, but a company that dominated it would still be one of the hundred or so largest in the world.