OpenAI Market Share Drops Below 50% As Google Gains Ground

receipt, from Marcus on AI, 1/27/24: https://open.substack.com/pub/garymarcus/p/openais-got-99-problems-and-twitch?r=8tdk6&utm_campaign=post-expanded-share&utm_medium=web

@GaryMarcus "everyone building the same thing = no moat" is gonna age like fine wine in every AI cycle

question is what actually sticks when models are commodities

@0xV0LYX receipt for the wine

@GaryMarcus Surprised Google is eating into it

@GaryMarcus jan 2024 call aged like fine wine

moats are dead when everyones using the same pretrained weights

@GaryMarcus The market share chart is interesting but the wrong metric. The real question is retention after day 7. ChatGPT losing share to Gemini doesn't mean Gemini is better — it means regular people don't care which one they use. That's the actual moat problem.

@GaryMarcus An expensive tool with no moat and no revenue, what could go wrong?

@GaryMarcus it's BS .. there is no source

@GaryMarcus I haven’t used OAI in a couple of years. Google search- just type in whatever in the search bar. But really for deeper dives? I like grok. It actually does well. (I know right? The persistent memory needs help, and all LLM’s could write better. But it’s been ok, surprisingly.)