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AI Platforms and the winners of Consumer AI It had become consensus that OpenAI was ahead in consumer AI. The argument is simple, they are winning in every obvious metric. ChatGPT has become synonymous with AI and has the most subscribers. After this year's WWDC and I/O, the obvious scoreboard looks wrong. There are actually two races at once, and the platform owners are positioned to win where ChatGPT had its largest lead. 16 min read
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