I probably need to clarify what I'm talking about, so that peeps like @JumpCrisscross can get a better grasp of it.
I do not mean the total market share of the category of businesses that could be labeled as "AI companies", like Microsoft or NVIDIA, on your first link.
I will not talk about your second link because it does not seem to make sense within the context of this conversation (zero mentions or references to market share).
What I mean is:
* The main product that OpenAI sells is AI models (GPT-4o, etc...)
* OpenAI does not make hardware. OpenAI is not in the business of cloud infrastructure. OpenAI is not in the business of selling smartphones. A comparison between OpenAI and any of those companies would only make sense for someone with a very casual understanding of this topic. I can think of someone, perhaps, who only used ChatGPT a couple times and inferred it was made by Apple because it was there on its phone. This discussion calls for a deeper understanding of what OpenAI is.
* Other examples of companies that sell their own AI models, and thus compete directly with OpenAI in the same market that OpenAI operates by taking a look at their products and services, are Anthropic (w/ Claude), Google (w/ Gemini) and some others ones like Meta and Mistral with open models.
* All those companies/models, together, make up some market that you can put any name you want to it (The AI Model Market TM)
That is the market I'm talking about, and that is the one that I estimated to be 90%+ which was pretty much on point, as usual :).
> that is the market that I'm talking about, and that is the one that I (correctly, as usual) estimated to be around 90% [1][2]
Your second source doesn’t say what it’s measuring and disclaims itself as from its “‘experimental era’ — a beautiful mess of enthusiasm, caffeine, and user-submitted chaos.” Your first link only measures chatbots.
ChatGPT is a chatbot. OpenAI sells AI models, including via ChatGPT. Among chatbots, sure, 84% per your source. (Not “90%+,” as you stated.) But OpenAI makes more than chatbots, and in the broader AI model market, its lead is far from 80+ percent.
TL; DR It is entirely wrong to say the “market share of OpenAI is like 90%+.”
One, you suggested OP had not “looked at the actual numbers.” That implies you have. If you were just guessing, that’s misleading.
Two, you misquoted (and perhaps misunderstand) a statistic that doesn’t match your claim. Even in your last comment, you defined the market as “companies that sell their own AI models” before doubling down on the chatbot-only figure.
> not even in Puchal wildest dreams
Okay, so what’s your source? Because so far you’ve put forward two sources, a retracted one and one that measures a single product that you went ahead and misquoted.
Market share of OpenAI is like 90%+.