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Technologically they may have caught up, but market wise they may have lost forever. In my country (and I think in many others), ChatGPT is already a household name, and nobody has even heard about Gemini. This looks like the Google+ vs Facebook story all over again. |
At the end of the day the money to be made from AI won't be $20/mo personal chatbot subscriptions, but corporate and app-integrated (e.g. Cursor) use where the usage is potentially far higher. Companies will chose their faceless AI provider based on cost and capability.