According to @MRRydon, OpenAI’s reported Code Red and a US export-control pivot signal a shift from a unipolar AI market to a best-of-breed, task-specific workflow as users split usage across Gemini, Claude, ChatGPT 5.1, and Grok. According to @MRRydon, Google Gemini and Anthropic Claude currently show a performance gap versus ChatGPT 5.1 that is changing consumption patterns and reducing winner-takes-all dynamics. According to @MRRydon, OpenAI’s consumer push including Sam Altman’s Tonight Show appearance aligns with a strategy emphasizing brand, UX, and mass adoption while rivals compete on infrastructure and reasoning capability. According to @MRRydon, the administration signaling allowance of Nvidia H200 sales to China with a 25 percent tariff represents weaponized entanglement that reinforces CUDA dominance and slows Huawei Ascend scaling. According to @MRRydon, Google’s TPU-driven vertical integration enables faster iteration and less exposure to external GPU bottlenecks, elevating the importance of unit economics, token price, and supply chain ownership alongside model weights. According to @MRRydon, the single-model era is ending and continuity features like ChatGPT’s project context memory create stickiness that matters for retention.