HOW WILL OPENAI COMPETE?

Summary from the TLDR Dev newsletter

OpenAI has strategic challenges, as it neither has unique technology anymore nor a strong competitive lead, with incumbents and entrepreneurs quickly matching its core models. Despite a large user base, engagement is shallow and there are no clear network effects or product-market fit for its consumer offerings. OpenAI's ambitious platform strategy and massive capital expenditures do not guarantee a defensible position or the "power" to lock in users and developers.