The thing is that OpenAI doesn't have an "iPhone of AI" so far. That's not to say what will happen in the future - the advent of generative AI may become a big "equalizer" in the tech space - but no company seems to have a strong edge that'd make me more confident in any one of them over others.
A big advantage if this was a product with strong network externalities like social media networks, or even somewhat mobile phones with platform-biased communication tools.
But I don't see generative AI as being particularly that way.
Phones are an end-consumer product. AI is not only an end-consumer product (and probably not even mostly an end-consumer one). It is a tool to be used in many different steps in production. AI is not chatbots.
