Earlier quoted context omitted.
I wonder if they're pulling the wall-mart model. Ruthlessly cut costs and sell at-or-below costs until your competitors go out of business, then ratchet up the prices once you have market dominance.
Probably not. Do they really believe they are going to knock OpenAI out of business, when the OpenAI models are better? Instead I think they are going after the "Android model". Recognize they might not be able to dethrone the leader who invented the space. Define yourself in the marketplace as the cheaper alternative. "Less good but almost as good." In the end, they hope to be one of a small number of surviving memb…
Would OpenAI even exist without Google publishing their research? The idea that Google is some kind of also-ran playing catch up here feels kind of wrong to me.
Sure OpenAI gave us the first productized chatbots, so in that sense they "invented the space," but it's not like Google were over there twiddling their thumbs - they just weren't exposing their models directly outside of Google.
I think we're past the point where any of these tech giants have some kind of moat (other than hardware, but you have to assume that Google is at least at parity with OpenAI/MS there).