How will OpenAI compete? — Benedict Evans
www.ben-evans.com/benedictevans/2026/2/19/how-will-openai-compete-nkg2x
What Jamie wrote
Benedict Evans on OpenAI's strategic precarity: no unique tech moat, broad but shallow user base, incumbents (Google/Microsoft) have matched the models and own distribution. Thoughtful and sobering analysis of why OpenAI's position is weaker than it looks. High-value read for anyone thinking about AI market structure.