OpenAI's pivot to coding models is smart, but it will lose consumers to Meta and Google
ivan_bezdomny · x · 2026-09-30
The author argues OpenAI's pivot to coding models and competing with Anthropic in enterprise was smart, necessary, and in some ways they are winning.
However, he predicts OpenAI will keep consumer AI products for a while but slowly lose that market to Meta and Google, who can afford to offer good intelligence for free.
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