How Google KILLED ChatGPT in 2 years
Is OpenAI about to lose despite winning?
18 months ago, everyone thought Google’s dead and ChatGPT was the winner.
But today, Google Gemini has 650M users + instant network of users for distribution. On the contrary, OpenAI declared "Code Red."
In this episode, we break down the four structural threats facing OpenAI and why Google Gemini’s 650 million users represent a massive shift in the AI power dynamic.
Whether you're a founder building on APIs or an investor looking for the next moat, this is a masterclass in AI market dynamics.
You’ll learn:
Why owning the "Default" is more valuable than having the best model.
The 4 failure modes that could turn OpenAI into "expensive middleware."
How Google used 2 billion search users to neutralize the ChatGPT headstart.
The "Margin Trap": Why subsidizing AI is a luxury OpenAI doesn't have.
The YC-style playbook for building un-crushable AI startups in 2026.
Why now is actually the best time to be a seed investor in vertical AI.
📌 Watch now and subscribe for more smart, fast, founder-first insights.
Chapters:
00:00: Preamble
04:36: Threat 1
05:26: Threat 2
05:48: Threat 3
06:08: Threat 4
06:39: OpenAI’s next move
08:29: Graveyard of failed tech
10:24: What does this mean for a founder
11:42: What does this mean, if you are an investor
14:14: What does this infer?
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