>Most significantly, OpenAI/ChatGPT has won the LLM branding race, just like Google won the traditional search branding race.

Outside the tech bubble everyone hears AI, but not a lot are clued in that hatGPT is even a thing. There are 180 million chat GPT sign ups, and 100million DAU. Lots of my non techie, non west coast, non corporate friends think I have 9 heads when I talk about this stuff. In 2002 if you said the word browser, some people were still confused, use of a mouse was an issue in some parts of the US... ChatGPT is at the same level now.