I have a suspicion that while the major AI companies have been pretty samey and competing in the same space for a while now, the market is going to force them to differentiate a bit, and we're going to see OpenAI begin to lose the race toward extremely high levels of intelligence instead choosing to focus on justifying their valuations by optimizing cost and for conversational/normal intelligence/personal assistant use-cases. After all, most of their users just want to use it to cheat at school, get relationship advice, and write business emails. They also have Ive's company to continue investing in.

Meanwhile, Anthropic & Google have more room in their P/S ratios to continue to spend effort on logarithmic intelligence gains.

Doesn't mean we won't see more and more intelligent models out of OpenAI, especially in the o-series, but at some point you have to make payroll and reality hits.