Beware that there’s also a ton of bias when something is analyzed internally. As Upton Sinclair once said “It is difficult to get a man to understand something, when his salary depends on his not understanding it.”

In the case of this analysis - it sounds great but it’s wrong. OpenAI has a huge moat. It has captured the mind share of the world. The software it has shipped is dramatically better than anything anyone else has shipped (the difference between useless and useful). We’ll see if folks catch up, but the race is currently OpenAI’s to lose.