The Grok-forces-ChatGPT-to-improve dynamic is the structural case for keeping more than two labs alive. ChatGPT's market share already slid from 69% to 45% over the last year while Grok and Gemini both climbed — every time xAI doubles free limits, OpenAI has to match or watch users walk. Consumer LLM is commoditizing faster than the capex-heavy frontier model race anticipated.
The Grok-forces-ChatGPT-to-improve dynamic is the structural case for keeping more than two labs alive. ChatGPT's market share already slid from 69% to 45% over the last year while Grok and Gemini both climbed — every time xAI doubles free limits, OpenAI has to match or watch users walk. Consumer LLM is commoditizing faster than the capex-heavy frontier model race anticipated.