OpenAI currently leads the AI industry with 78% of daily unique visitors to core model websites. Competitors are tightening the gap, prompting concerns about OpenAI's long-term dominance. Analysts from J.P. Morgan express skepticism regarding OpenAI's ability to maintain this lead, noting that its innovation strategy is becoming a fragile moat. The latest model, GPT-5, did not meet user expectations, suggesting that model commoditization could follow. To secure its top position, OpenAI must diversify its product offerings and operate efficiently at scale, areas where it currently lacks proven expertise.
As the creator of ChatGPT, OpenAI recently attracted 78% of daily unique visitors to core model websites, with six competitors splitting up the rest.
The analysts acknowledge that while OpenAI has led the industry in innovating its models, that strategy is "an increasingly fragile moat."
They conclude, "Model commoditization is an increasingly likely outcome." With innovations suffering short lives, OpenAI must now become "a more product-focused, diversified organization."
Collection
[
|
...
]