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> But ChatGPT is an insane brand

I mean, so was netscape.





This. Netscape was THE browser in the early phases of the Internet. Then Microsoft just packaged IE into Windows and it was game over. The brand means nothing long term. If Google broadly incorporates Gemini into all the Google-owned things everyone already has then it’s game over for OpenAI.

The mass commoditization of the tech is rapidly driving AI to be a feature, not a product. And Google is very strongly positioned to take advantage of that. Microsoft too, and of course they have a relationship with OpenAI but that’s fraying.


To be completely fair the later versions of Netscape were increasingly giant bloated piles of crap while IE slowly caught up and surpassed in terms of speed and features. The first versions IE were only good for downloading Netscape.

Netscape, to a large degree, killed itself.

Not to say IE turned into anything good though. But it did have its hayday.


Maybe, I was too young to remember that.



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