Yeah. People have very strange ideas about competition and choice and moat. If all you needed to unseat the entrenched was a competitor then Bing would be going toe to toe with Google, and Edge with Chrome. They have a billion+ devices they can stick those options as defaults and still nothing. There are many examples.

People are naturally sticky. If they're satisfied with a product, they'll stick around unless something comes along that is so much better it gets people talking. Open AI's 1B+ customers won't give a shit about Chinese models. Enterprise customers won't move to Chinese models, especially just to save money. They are a non issue, especially if the M.O is just going to be playing catch-up.

Why wouldn't they give a shit about Chinese models? TikTok isn't even THAT much better than Instagram.

The big big difference is that you dont pay directly for google. Paying per token is more akin to going grocery shopping.

They're sticky, but not for everything. There are common goods where the market has commoditized greatly because customers are conscious of quality and not provenance. Something like apples.