They can be doing fine at AI models but not so well with AI revenue. Although I am curious if they are not worried and playing the long game confident that the

They can be doing fine at AI models but not so well with AI revenue. Although I am curious if they are not worried and playing the long game confident that their distribution will eventually help them catch up (and worst case they own some of Anthropic). But obviously Anthropic and OpenAI have their own distribution now too.