I mean, watching from the outside, it's hard to guess why OpenAI would be so valuable.
They were the first to market with their LLM chatbot, but zooming out that forced Google's hand in releasing their own, and there aren't any moats here other than "how much copyrighted data you're willing to train on."
Eventually, OpenAI/MS will be the Bing to Google's, well, Google. It's one thing for early adopters to go and seek out ChatGPT, but Google has so many products already, there's no reason to think that anybody would switch to ChatGPT just for a chatbot if they're already using a Google app for something else.
They were the first to market with their LLM chatbot, but zooming out that forced Google's hand in releasing their own, and there aren't any moats here other than "how much copyrighted data you're willing to train on."
Eventually, OpenAI/MS will be the Bing to Google's, well, Google. It's one thing for early adopters to go and seek out ChatGPT, but Google has so many products already, there's no reason to think that anybody would switch to ChatGPT just for a chatbot if they're already using a Google app for something else.