The 0.25% math is the most clarifying thing I've read about this whole saga.
Consumer rage is real but it lives in a totally different magnitude than enterprise contracts and weekly active users. What's interesting to me is the 69% to 45% US market share drop over a year, that's not the QuitGPT crowd, that's Claude and Gemini just quietly getting better. The boycott gets the headlines but the actual competitive threat is showing up in product quality, not petitions.
There's this somewhat hidden thread, is how would a company conduct strategy if they actually believe that recursive improvement will lead to takeoff?
One company is conducting themselves one way and the other the other way. If there is a takeoff, small differences in initial conditions will separate operators.
The 0.25% math is the most clarifying thing I've read about this whole saga.
Consumer rage is real but it lives in a totally different magnitude than enterprise contracts and weekly active users. What's interesting to me is the 69% to 45% US market share drop over a year, that's not the QuitGPT crowd, that's Claude and Gemini just quietly getting better. The boycott gets the headlines but the actual competitive threat is showing up in product quality, not petitions.
There's this somewhat hidden thread, is how would a company conduct strategy if they actually believe that recursive improvement will lead to takeoff?
One company is conducting themselves one way and the other the other way. If there is a takeoff, small differences in initial conditions will separate operators.
As many as it takes
https://substack.com/@fromthenorthernfront/note/p-189959769?r=14ah5q&utm_medium=ios&utm_source=notes-share-action