I think the margin between OpenAI and the next few best competitors is already fairly slim, but as OP mentioned, the margin between the median competitor and th

I think the margin between OpenAI and the next few best competitors is already fairly slim, but as OP mentioned, the margin between the median competitor and the best is also decreasing. It suggests that playing catch-up progresses quicker than pushing the state of the art. I don't see how any of that pops a bubble but I think it could transformative for the leading companies (OpenAI, Anthropic, etc) which may become more rank and file service providers.