OpenAI will make its money on enterprise deals for finetuning their latest and greatest on corporate data. They are already having this big enterprise deals and I think that's where the money is.
They will keep pricing the off-the-shelf AI at-cost to keep competitors at bay.
As for competitors, Anthropic is the most similar to OpenAI both in capabilities and business model. I am not sure what Google is up to, since historically their focus has been in using AI to enhance their products rather than making it a product. The "dark horses" here are Stability and Mistral which both are OSS and European and will try to make that their edge as they give the models for _free_ but to institutional clients that are more sensitive to the models being used and where is the data being handled.
Amazon and Apple are probably catching up. Apple likely thinks that all of this just makes their own hardware more attractive. It's not clear to me what Meta's end goal is.
They will keep pricing the off-the-shelf AI at-cost to keep competitors at bay.
As for competitors, Anthropic is the most similar to OpenAI both in capabilities and business model. I am not sure what Google is up to, since historically their focus has been in using AI to enhance their products rather than making it a product. The "dark horses" here are Stability and Mistral which both are OSS and European and will try to make that their edge as they give the models for _free_ but to institutional clients that are more sensitive to the models being used and where is the data being handled.
Amazon and Apple are probably catching up. Apple likely thinks that all of this just makes their own hardware more attractive. It's not clear to me what Meta's end goal is.