OpenAI Isn’t Going to Kill Your AI Startup. Open Source Will.
The OpenAI-vs-Jev drama is a distraction. OpenAI’s AGI branding prevents them from fast-following niche tools without looking weak. The real existential threat to AI startups is open-source models like DeepSeek and Qwen commoditizing features overnight. Differentiation without a durable moat is just temporary arbitrage.