Part 7/15:
OpenAI operates primarily as a “one-trick pony,” selling AI tokens through its API and basic ChatGPT interface. In contrast, giants like Apple and Microsoft have integrated their AI tools into comprehensive ecosystems—smartphones, operating systems, enterprise software—that ensure user retention and cross-sell opportunities. OpenAI's ecosystem is minimal; it doesn't have the same distribution channels or platform lock-ins, leading to high churn and fierce competition on price and features.