tech
How will OpenAI compete? — Benedict Evans
https://www.ben-evans.com/benedictevans/2026/2/19/how-will-openai-compete-nkg2x
OpenAI has some big questions. It doesn’t have unique tech. It has a big user base, but with limited engagement and stickiness and no network effect. The incumbents have matched the tech and are leveraging their product and distribution. And a lot of the value and leverage will come from new experiences that haven’t been invented yet, and it can’t invent all of those itself. What’s the plan?
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