"We think that OpenAI will win because they are so good at creating new kinds of customers, and because they have the most durable distribution strategy." "Intelligence is everywhere. Anyone can do nearly anything; but most people aren't, yet." "OpenAI did not set out to be a consumer company. They kind of fell into it by chance with the release of ChatGPT." "The GPT chat interface, reasoning, tool calling, and Computer Use were all big breakthroughs that simplified and focused the direction…