Re:Google, Nvidia, and OpenAI – Stratechery by Ben Thompson
by raw_anon_1111 on Tuesday December 02, 2025 @03:48PM
(#46126631)
The idea is war of attrition and then as your potential competitors run out of money and it costs too much for a new entrant, you raise your prices to be profitable and/or enshittify your product.
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Re:Google, Nvidia, and OpenAI – Stratechery by Ben Thompson
by EmiDub on Wednesday December 03, 2025 @11:31AM
(#46136477)
Right, but unlike with social products (where the network of users is essential) or transportation/food delivery (where providers will follow the user volume) I just don’t see any stickiness benefit for OpenAI. A user’s conversation history is the only potentially valuable bit, but I think most users treat their ChatGPT history like their Google search history; disposable.