That's a good point. Google was sleeping on AI and wasn't able to come up with a product before OpenAI and they only scrambled to come out with something when OpenAi became all the rage. Big companies are hard to budge and move in a new direction.
Google and Microsoft have existing major money printing businesses to keep their AI business afloat and burn money for a while. That's how Microsoft broke into gaming (and then squandered it years later for unrelated incompetence)
The job hopping thing was definitely a trend, but I think it died with ZIRP. kinda weird to reference it now, but I guess it does have relevance to the state of some of these older services. The original teams are long gone
On the other hand...If you asked, 5-6-7 years ago, 100 people which of the following they used:
Slack? Zoom? Teams?
I'm sure you'd get a somewhat uniform distribution.
Ask the same today, and I'd bet most will say Teams. Why Teams? Because it comes with office / windows, so that's what most people will use.
Same logic goes for the AI / language models...which one are people going to use? The ones that are provided as "batteries included" in whatever software or platform they use the most. And for the vast majority of regular people / workers, it is going to be something by microsoft / google / whatever.
About 95% of people know the Coca Cola brand, about 70% of soda drinkers in the US drink one of its sodas, and about 40% of all people in the US drink it.
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