OpenAI's lead is dwindling fast

OpenAI 的领先优势正在快速缩小

Gary Marcus argues OpenAI's moat is gone, citing three data points: market share fell below 50% for the first time as Google eats into it; Microsoft is exploring DeepSeek over OpenAI for Copilot; and audited 2025 financials show $13.07B revenue against $34B in costs—losses up nearly 8x year-over-year. Marcus says pure LLM businesses lack stickiness since regular users see no difference between ChatGPT and Gemini. He also notes Washington may inadvertently help OpenAI by targeting Anthropic with export controls, but stands by his prediction that OpenAI will be acquired, with Elon Musk as a dark-horse bidder.

Why it matters: Gary Marcus argues OpenAI's moat is eroding with two concrete signals: sub-50% market share and Microsoft's cost-driven pivot to DeepSeek. It's a commentary piece, not original reporting, and Marcus has a known bearish stance on OpenAI — readers should know that. Score lands a...