TechCheck The state of the AI trade: ChatGPT turns three 12/1/25
Dec 1, 2025
Deirdre Bosa, a technology reporter for CNBC, dives into the rapidly evolving AI landscape as OpenAI's ChatGPT celebrates its third anniversary. She discusses how ChatGPT evolved from a disruptor to an incumbent, reshaping expectations. Key players like Google and Microsoft are leveraging hardware and distribution for competitive edges. Bosa also highlights the shift in funding strategies, the rise of open-source models from China, and the need for deeper AI integration. As year four approaches, she predicts a landscape rich with specialized models and new startups.
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From Model Magic To Industrial Scale
- ChatGPT's first year was about model novelty, but by year three the advantage shifted to scale, hardware, and distribution.
- Deirdre Bosa says incumbents like Google win on cloud, hardware, and reaching billions of users.
User Behavior Trumps Hype
- User behavior is the real validation for AI investments, not just model headlines.
- SimilarWeb data shows ChatGPT leads volume, but Gemini users spend more minutes per session, indicating deeper usage on Gemini.
AI Is Becoming A Commodity
- The AI trade is fragmenting as models specialize and commoditize rather than consolidating into one winner.
- Open source and Chinese-backed models are collapsing the cost of intelligence and offering cheap, high-performance alternatives.