Benedict Evans

But as a consumer thing, it's like ChatGPT is now like the brand.

It's the default.

It's the Google.

You use it because you've heard of it.

And none of the others have broken it.

Is that where we are now?

But then if you look at the products, the products, not only are the models all the same, the underlying model's the same, the product's all the same.

It's really hard to tell the difference, except they've got different color schemes and different icons.

Different branding.

Different branding.

But the products are all the same.

And this reminded me of looking at browsers, in that browsers are all the same.

The rendering engine underneath might be different, just as the LLM might be different.

But you've got an input box and output box.

And the output box renders what the rendering engine gives you.

And the only innovation in browsers in the last 25 years is basically tabs and merging search in the address bar.

Yeah.

And there's like the browser project.

There's people trying to do it now, but it hasn't worked.

It hasn't got traction.