It is unlikely that models will have network effect because (1) there is less of a two-sided marketplace and (2) people are already forming brand preferences. We also see significant convergence among the agent harnesses as well.
I'm currently building out an internal agentic orchestration platform for business and development and a requirement is to support multiple models and tools so people have an amount of choice.
Discoverability of other content and ad money. And then critical mass of viewers leading to sponsorships and other exploitative models of monetising outside Google.
Ads might be questionable model for lot of use cases. And network model only works for promotion but does not lock users in because content is only available in one place.
It is unlikely that models will have network effect because (1) there is less of a two-sided marketplace and (2) people are already forming brand preferences. We also see significant convergence among the agent harnesses as well.
I'm currently building out an internal agentic orchestration platform for business and development and a requirement is to support multiple models and tools so people have an amount of choice.