Alex Kantrowitz

in OpenAI, and I think that's a very, very valuable thing that the company has.

It has been the company that's pioneered this.

People have given it a lot of trust, a lot of information, their data, and they've seen results from it.

And so that to me, again, is the risk here, is when you do advertising,

If you don't do it tastefully, basically 100% of the time, you do risk having people feel, oh, I don't know if it feels so good to use this product anymore.

Maybe I'll try the others.

And as these bots, as the context windows get bigger in these bots, sometimes you can just ask.

I mean, imagine if you want to switch bots, you ask OpenAI, hey, print me out a summary of our interactions.

Tell me what you know about me.

Copy and paste it.

Put it into Gemini.

Now, all of a sudden, Gemini has picked up all those preferences.

It won't be that difficult to switch.

And so they have to be very careful when they roll this out that they do it in the right way.

What I've seen so far, I like.

But again, it only takes a couple of bad attempts and then you're really in a bad place.

Well, I would say that there's multiple different races going on at the same time.

So you have OpenAI running the consumer race.

You have Anthropic running the enterprise race.

They could both win and be very big companies in their own respect in two different categories.