Gemini and Character AI ? A few hundred million. Claude ? Doesn't even register. And the gap has only been increasing.
So, "just" brand recognition ? That feels like saying Google "just" has brand recognition over Bing.
https://www.similarweb.com/blog/insights/ai-news/chatgpt-top...
[1]: https://www.tanayj.com/p/openai-and-anthropic-revenue-breakd...
The vast majority of people using LLMs just use ChatGPT directly. Anthropic is doing fine for technical or business customers looking to offer LLM services in a wrapper but that doesn't mean they register in the public consciousness.
If there's an actual business to be found in all this, that's where it's going to be.
The consumer side of this bleeds cash currently and I'm deeply skeptical of enough of the public being convinced to pay subscription fees high enough to cover running costs.
I will write it explicitly for you once again:
The plan is to make inference so cheap it's negligible.
No one thinks about the cost of a db query any more, but I'm sure people did back in the day (well, I suppose with cloud stuff, now people do need to think about it again haha)