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> and right now the Chinese companies catch up shortly after the models are released…

This'll be the big one: if ChatGPT has ads but $service does not yet provides a similar service, they have nothing to stand on.

ChatGPT isn't unique, unlike Google at the time which was miles ahead at the time - and no (western) search engine has been able to catch up, even if they have less ads or better search results.



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