OPENAI CAN'T BEAT GOOGLE IN CONSUMER AI

Summary from the TLDR AI newsletter

OpenAI can't beat Google at consumer AI as long as it is still in the chatbot paradigm. Recent OpenAI launches haven't done well. OpenAI needs new form factors to drive incremental growth. Google's data advantage is really showing, and its little advantages from its wide variety of apps add up. Microsoft and Amazon are at risk of losing the largest AI workloads.