The only real competition seems to be Meta, which is another behemoth. I agree, there are some minions whose valuations have skyrocketed because they happen to

The only real competition seems to be Meta, which is another behemoth. I agree, there are some minions whose valuations have skyrocketed because they happen to also try and compete in this very bubble-y market, but other than that I haven't heard any "those guys' LLM product is great!" comments related to anything other than whatever OpenAI or Meta have made public.