The Big Questions That Will Decide the Consumer AI War

Anthropic’s surge and OpenAI’s latest updates highlight how the consumer AI race is becoming about far more than model benchmarks. This episode explores the questions that will actually shape the outcome—from vibes vs performance to agents, multimodality, monetization, switching costs, and ecosystem lock-in. In the headlines: OpenAI reportedly building a GitHub rival, Meta reorganizes its AI teams, Amazon explores ads in AI chatbots, and Stripe introduces token-based billing for AI apps.

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