I think you're right about stickyness up to a point.

Cultural defaults seem unchangeable but then suddenly everyone knows, that's everyone knows, that OpenAI is passé.

OpenAI has a real chance to blow their lead, ending up in a hellish no-man's land by trying to please everyone: Not cool enough for normies, not safe enough for business, not radical enough for techies. Pick a lane or perish.

Not owning their own infrastructure, and being propped up by financial / valuation tricks are more red flags.

Being a first mover doesn't guarantee getting to the golden goose, remember MySpace.

Pick a lane or perish.

Literally every industry has examples of businesses that don't excel at anything and still do well enough to carry on. In fact, in most industries, it's actually hard to see any business that's clearly leading on any specific front because as soon as it becomes an obvious factor in gaining market share the competing businesses focus on that area as well.

First mover advantage: marketing logic or marketing legend: https://gtellis.net/wp-content/uploads/2020/09/pioneering-ad...

> Being a first mover doesn't guarantee getting to the golden goose, remember MySpace.

MySpace, ICQ, Altavista, Dropbox, Yahoo, BlackBerry, Xerox Alto, Altair 8800, CP/M, WordStar, VisiCalc, the list is very long.