OpenAI Has No Moat, No Tech Edge, No Lock-in and No Real Plan, Analyst Warns
OpenAI faces four fundamental strategic problems that no amount of fundraising or capex announcements can paper over, according to analyst Benedict Evans: it has no unique technology, its enormous user base is shallow and fragile, incumbents like Google and Meta are leveraging superior distribution to close the gap, and its produc … ⌘ Read more