Dropbox and Slack are examples of another possible outcome: capture the early adopters and stay a player in the space, but still have your lunch eaten by big tech suites that ship similar products.
this is probably how OpenAI is going to end up with. there is no clear tech barrier that can't be crossed by competitors. openai came up with all sorts of cool stuff, but almost all of them have seen a peer competitor in just months.
the recent release of deepseek v3 is a good example, o1 level model trained under 6 million USD, it pretty much beat openai by a large margin.
My testing has been very limited, so I don't want to opine too much. If anyone has a differing opinion based on more testing, please share, I'm interested!
So I've been using Deepseek for 3 months with Aider coding assistant. Look up the "Aider LLM leaderboard" for proper test results if you like, in my experience the Deepseek V3 is just as good as Claude at less than 1/10th the price. I can't speak about o1 it is just too expensive to be worth it
OpenAI is going to be beaten on price, wait and see.