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AI transit business is a bit like the welfare policies released when various companies are fighting to capture the market~
Among the three, OpenAI and Gemini, in order to quickly expand their user base, have actually tacitly approved or even actively released some "illegal welfare" policies, effectively leaving a loophole for intermediaries.
Especially OpenAI, possibly due to its deep cooperation with Microsoft, is somewhat like the rumored tactic of Windows turning a blind eye to piracy to gain market share.
And Anthropic, because of the founder's strong principles and adherence to compliance, finds it almost impossible to profit through middlemen, leaving little room.
If we look further back, the initial Hundred Regiments Campaign, ride-hailing wars, shared bicycle wars, and food delivery wars are quite similar.
Besides the small benefits we regular users get, most of the profits are made by various studios and gray teams.
For example, during the ride-hailing subsidy wars, there were real gray-market tactics like mileage farming and order farming.
Thinking about it this way, these arbitrage paths have always been there; most people just haven't connected the dots or summarized the methodology!
But these operations, more or less, carry some gray areas.
Remember a few crypto experts talking about how they used to exploit Didi, like: taking the subway to farm Didi mileage.
Eh, capital is throwing money to buy time, and the sharp ones are intercepting and monetizing in the middle.
This AI transfer money, they should earn it!