BURKOV@burkovOpenAI's market share drops below 50% for the first time. Google is quickly eating into it.
The pure LLM business doesn't have stickiness. Regular people don't see a difference between ChatGPT and Gemini, and because they already have their entire online ecosystem with Google, 7:23 PM · Jun 16, 2026 · 6.03K Views17 Replies · 5 Reposts · 52 LikesAs I predicted here in January 2024, with everybody building the same thing, there can be no moat:That’s been catching to OpenAI ever since. The numbers don’t lie.§And it’s not just the dwindling market share. Microsoft was for a long time OpenAI’s biggest backer, but they have increasingly backing away. Today they apparently just distanced themselves even further:NIK@ns123abcBREAKING: Microsoft exploring DeepSeek over OpenAI and Anthropic as Copilot Cowork moves to usage-based pricing
“We have users who do hundreds of tasks a week… the consequence is the costs can go very high...”
Jevons paradox 5:22 PM · Jun 16, 2026 · 160K Views100 Replies · 118 Reposts · 1.32K LikesWhen your biggest investor starts openly contemplating outsourcing your main product to China, it is what they call in business a strong negative signal.§Sometimes of course bad things come in threes. The third bad thing is that Ed Zitron just reported that OpenAI is burning money even faster than people thought:Ed Zitron@edzitronExclusive: I have seen OpenAI's audited financials for 2024 and 2025.
