[iwontberude]

It’s like saying Netflix is competing in cable television because people switched from Comcast. Netflix changed the experience so significantly we came up with a new category of streaming entertainment. OpenAI and Google aren’t competing on search per se (Bing, DDG, etc), they are competing in something more abstract which is organizing information which could include full text search of a crawled index or generative AI techniques like LLM. The space they are actually “competing” in is so broad it’s hard to say they are direct competitors. Further to my point, ChatGPT is so not a search engine that it relies on Bing for accessing indexed website content.

[nemomarx]

I feel like Netflix did pretty successfully compete with cable tv? they're not the same product but you could reasonably say it's the same market

[godelski]

That's the parent's point

[iwontberude]

I agree, let’s say they competed in home entertainment. A category so broad that Netflix themselves considered any potential option a household member had at the couch as competition. That includes video game consoles, cable boxes, other streaming apps, etc. Hypothetically: Would you say Netflix is such a competitor with Nintendo that we shouldn’t accept their investing partners criticism of Nintendo if they had a monopoly?

[QuercusMax]

Netflix does have games now, so they're not a bad comparison.