TikTok, Facebook, Instagram, etc. have network effect stickiness. YouTube has a vast library that grows in value over time and has been able to lose money for long enough to make the experience unassailable, etc.

Maybe LLMs get that by knowing our entire past? But I find that creepier than useful. Right now ChatGPT is at the top of the world, but I don't see it becoming the new unrivaled Google Search. There's just too many people building it, and once OpenAI starts monetizing and "enshittifying" it, other offerings will become more compelling.

I think AI models put a large swath of mostly tech companies at risk. Including the old business models of titan products like Google Search. I think image/video/world models do this more to media than LLMs do to complex business processes.