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Anthropic has had a laser focus on Enterprise features whereas Chatgpt is much more consumer focus.

Is anyone actually using those features? I feel like this still very much just Codex vs Claude code, and if codex has the better model everyone will switch in a week.

All the other products feels like a (desperate?) attempt to create moat and friction for switching models.

I feel like all these versus arguments are absolutely opinion and preference, but really deep down do hint at a modification that will be hard to ignore as an investor.

If AMD and Nvidia could make the exact same thing the exact same rates, why would the stock price of one be higher than the other?

Yes, they are. You don't just give 1000 employees a subscription and tell them they can have as many tokens as they want.

Apple is very consumer focus and it has the highest marketcap ever.

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