This is true. OpenAI WAS the story of AI, now it is just 50% of it, at max. Losing the monopoly of imagination towards AGI is bad for them.

One thing I don't agree though, consumers aren't the important part of AI, they are a liability.

AI is too expensive, consumers can't pay for it. Instead they will compete with enterprise for the same tokens, with less money.

This is my suspicion. Consumers hadn’t previously heard of Anthropic and Claude. Now they had, particularly in cities.

> this won't actually be the cause of OpenAI's downfall, should it happen. But I still think it's an interesting inflection point

Also agree. Hence why I said “I don’t think” the fight is “the ultimate cause.”