# OpenAI Is Losing Its Edge, And the Market Is Catching Up Fast

## Метаданные

- **Канал:** Enterprise DNA
- **YouTube:** https://www.youtube.com/watch?v=JsQCFOZutJo
- **Дата:** 22.01.2026
- **Длительность:** 9:45
- **Просмотры:** 211
- **Источник:** https://ekstraktznaniy.ru/video/52895

## Описание

The AI race is changing faster than most people realize.

What started as a first-mover advantage is now turning into a crowded, aggressive market where culture, distribution, and monetization matter more than raw model performance.

In this conversation, we unpack why OpenAI’s early lead is shrinking, how Google and Microsoft are positioning themselves differently, and why AI models often reflect the mindset of the companies that build them. We also explore the shift away from traditional software toward services, compute, and agent-driven work, and why this could redefine how value is captured across the entire AI economy.

Despite all the hype, legacy tools still dominate attention, audiences are showing signs of AI fatigue, and marketing continues to outperform pure innovation.

This episode is about understanding where real leverage is forming and what actually decides winners in a trillion-dollar AI market.

𝐄𝐧𝐭𝐞𝐫𝐩𝐫𝐢𝐬𝐞 𝐃𝐍𝐀 𝐄𝐜𝐨𝐬𝐲𝐬𝐭𝐞𝐦
 
𝐋𝐞𝐚𝐫𝐧. 𝐁𝐮𝐢𝐥𝐝. 𝐂𝐨𝐧𝐧𝐞𝐜𝐭. 𝐋𝐚𝐮𝐧𝐜𝐡.→ https://enter

## Транскрипт

### Segment 1 (00:00 - 05:00) []

I just I feel like open eyes in trouble. — Really interesting. — Yeah. Interesting. — I feel like they — everyone's catching up. have no advantage at this point other than the first mover. Um — you know, kind of big. They've got big numbers, but do they really have the enterprise subscribers? and heavy users? Um, they've got no compute of their own. — Um, they've got kind of erratic leadership, I think. Um, [clears throat] — you know, if you've kind of watched them stumble and backtrack over the um, you know, over the too big to fail stuff this past couple of weeks. — Um, there was a paper there was a game theory paper. It didn't get much play, but I really put a lot of stock in it. Um, it was well done. And what they the thesis was that each model kind of has the personality of their their organization. And um, Anthropic is cooperative. Um, Open AI is naive and Google is just [snorts] a killer. And um, when they ran them off when they ran the models off in a repeated prisoners dilemma, Google just smashed everybody. — Um, and I kind of feel like they have that mindset and now they have the leverage to do it. Um, — yeah. So, I don't know. I look I I um there's no doubt in my mind that others are catching up and OpenAI were um have been a leader for a couple of years and their strategy has been to move fast, right? Like just continually move fast, but everyone is catching up. The only caveat I would say to that and I've said this many times, the AI market is so big that there'll be so many winners. Like it's very hard to say that one person is going to own the entire AI market because is going to be worth trillions and trillions of dollars at some point. Um, and so Open AI could still be number three and they'll still be a massive success. Um, in in my opinion, um, you know, so, you know, they're I think that they have and I I've said this as well, the way that these AI companies make money is going to shift over time if you if you like think about it, right? Right. Um, so, so you know what they look like now is going to look very different in 2 to 3 years because I think they're going to make money in services. You know, the services market was um I read a stat from one of the VC companies was it's like between 3 to 4 trillion a year or something like that. the services and imagine that they have an they have the capability and capital to start attacking the services market where you like start inserting software where you used to pay humans to do work like so you know there's there's the market for these AI companies is just way bigger than anyone realizes and so you know that's why their valuations are just crazy like absolutely crazy because I think this is what um this is what the potential Well, you know, I think the services market, the sense I get is Microsoft is lining up pretty nicely on that one. — Yeah. — Um the fact that they've basically they're shifting their license structure and they're saying it's not now users, it's compute. And so whether it's a human or an agent sitting behind a computer, um they're going to be charging a license for that. that tax on intelligence. It just goes back to that, isn't it? They're just going to be taxing intelligence and automation. — I think they're setting up pretty nicely for that. Um I don't really I got to tell you I watched a lot of the stuff coming out of Ignite and I don't really understand it. Um the ontologies and the semantic models and the agents and the way they've got this layered I just it doesn't make any sense to me. They are just the master marketers, aren't they? Like they they'll put out these things. I mean, I remember last year it was the agentic web. I mean, what did that turn into? honest to God, I don't even know what that was. Um and is and I think that they just like make up the next thing and then they come up with these like I mean, we know this. We've been in the game for a while. Um, but

### Segment 2 (05:00 - 09:00) [5:00]

you know, I guess they just — I mean, when you listen to it, do you understand what they're talking about? Cuz I don't. — Um, I mean, I've only seen clips on social media like l LinkedIn earlier today when I was just on there, bit a bit on YouTube. Um, but yeah, I mean it's just all fancy names that they that they decommission after a few months anyway and then they just like go back to the core products. I mean, it's such a transformation transformative time. Like sometimes you're just better off just throwing things out there and then if they take hold then great, you just run with it. If you if they don't, you decommission it and you just spin up the next thing. Um, and then you just see what see what works. It's so like um, one of the other things that I mean the so just succeeding in anything is just marketing, right? It's like you've got to get the message out there. You distribution out there and you know, you got to give Microsoft credit and all these big tech firms, their marketing is just insanely good. I mean, they just I mean, they've got the money. They just like put it all into they just circle it back into pump it into more marketing and distribution and sales. It's amaz It's amazing to see. It's amazing to um I mean I I learned this statu uh years ago. I think Microsoft spend 30% of their revenue back on marketing. 30% of their entire — on marketing and sales. Um yeah, I'm pretty sure that's right. So just think about that. That's crazy, right? Absolutely crazy. — I do agree with you. I do think they whether it's the right vision, I don't know, but they do seem to have a position in the market now. For a while, they were just — they're kind of flailing around with co-pilot and — it wasn't clear what they were doing, but they seem like they're kind of going for the enterprise agent integration. Um yeah, — and they'll win. They they'll win. You go on if you go on LinkedIn for any period of time, you just see how um well-liked um everything is in that universe. And I I continually hear more people say, — "Well, it helps when you own the universe. " — Yeah. Um the um more and more people are using Copilot because it's just in front of them. It's there. It's ready to use. Um you know, not — Well, now I think they know what it is. Yeah. I don't know if it's any good. I mean, most people um bag it online, but I I mean, I don't use it because I'm just so immersed in Claude and um CHBT at this point. And you know, there's so many options. There's so many options out there. The one thing that is um has never continues to um happen and I kind of feel and I think you've felt the same way like over time. We kind of feel like we're in a different universe. Like I'll go online and I'll see a video on a formula in Excel on a channel and it will have 300,000 views or or something like that and I'm just going and I just kind of like can't believe it. I mean, yes, these channels are popular, but it's just amazing when something that I mean, there's probably a term for this, but like it's something like an AI can just like chew up in seconds, right? like it is it's almost like you don't even need to know that kind of stuff anymore. But it's almost like nostal nostalgic like everyone there there's so much that is changing and so much new stuff you can do but the old way of doing things is still very popular very popular. It's the same on um uh on LinkedIn as well which is very Microsoft but um you know you see something about PowerBI it's like 400 likes on something and then just tons of 100 comments and it's it's amazing. Um yeah I mean I've been I just want to talk about what I which gets nowhere near as much traction anymore but um it is amazing to see it's it's um I don't know what it is. Is it is it AI backlash? Is it just like no one really cares? Like is it what um the social algorithms push? Like I don't know, — you know. I think part of it just to change. is just everything's moving so fast. I think people are just kind of hanging on to the things that they that they're familiar with and they know work.