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Yes and no because OpenAI is partnering with Disney for instance and so that locks up a massive market. Plus business wise OpenAI in that area much much more. For Congress OpenAI is currently the only AI service we can use because others like Gemini wanted access to the House data which was a huge no go.
Its not that small when you factor in all these employees that are going to be required due to their job to use the company approved AI over another. If say Amazon says no to Gemini but yes to something like Claude well that blocks a ton of people from being able to leverage Gemini in an area where they can make a ton of money.
Unless people start paying some serious cash for use of AI models, something I do not see happening at all, then the AI companies will rely on business uses. This is where OpenAI and Anthropic have their openings. Anthropic in particular doesnt even target individual users and instead goes after businesses and certain areas like coding.
Data privacy is a huge concern with companies and a major hurdle for institutional adoption. Companies cannot risk proprietary or client information becoming part of a public model.
I think that’s a big reason OpenAI maintains significant market share with its enterprise product.
Gemini's training data includes Google Books (40 million titles) and YouTube auto-generated scripts. It's hard to compete with that.
Apple may just not end up as an AI company. They can just pay the winner for the service and avoid the upfront investment.
The real story is Open AI getting left out in the cold. With Gemini being native on every phone, GPT is going to struggle.