AI
AI2026-04-06
Nobody Has a Moat and OpenAI Knows It
OpenAI's market share dropped from 55% to 40% in twelve months. DeepSeek trains for $6M what costs others $100M+. The model layer is commoditizing.
10 min read
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2 articles
OpenAI's market share dropped from 55% to 40% in twelve months. DeepSeek trains for $6M what costs others $100M+. The model layer is commoditizing.
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