This piece that was on HN yesterday corroborates your gut: https://www.ben-evans.com/benedictevans/2026/2/19/how-will-openai-compete-nkg2x https://www.ben-evans

This piece that was on HN yesterday corroborates your gut: https://www.ben-evans.com/benedictevans/2026/2/19/how-will-openai-compete-nkg2x https://www.ben-evans.com/benedictevans/2026/2/19/how-will-o...