There are dozens if not hundreds of companies that could’ve done something profound like ChatGPT if they had full access to GPT3/3.5. And honestly, OpenAI stumbled a lot with ChatGPT losing history access, showing other users’ history… but that doesn’t matter much as the underlying technology is so profound. I think this really is a case of the under-the-hood capability (GPT3/3.5/4) mattering more than productization and execution.
(Now I think there are not a ton of companies that could do what Microsoft is trying to do by expanding GPT4 to power office productivity… that is a separate thing and probably only about 3 companies could do that, at best: Microsoft, Apple, and Google… and theoretically Meta but their lack of follow through with making Metaverse useful makes me doubt it.)