The public gives no shit about any of these companies. There are no moats or loyalties in this space. Just individuals and corporations looking for the cheapest tool possible that gets the job close to done.

OpenAi spent investor money to enable random Chinese Ai startups to offer a better version of their own product at a fraction of the cost. In some ways, this was inevitable to be the conclusion, but I do find the way we arrive at this conclusion to be particularly enjoyable to watch playout.