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If tomorrow Claude pricing changes and they start charging real API costs like 2000+ USD, and there is another service: "NotReallyClaude" that is a bit less good but 200 USD, then what would you do ?

Welcome to Claude Code;

200 USD at Claude, versus 3000 USD (literally) at Gemini. Well, then it will be Claude.

If tomorrow Claude is 5000 USD, well, then it will be Gemini.

Replace "claude code" with "fentanyl" and reread.

This is what is called the drug dealer tactic. Once you need AI they will all cartel and you will pay half your salary (or your boss does) for it.

I have no idea what your sentence means (as a non-English native) but I feel you.

Such a waste of burnt money that could be used for more useful projects.

It's a short book giving obvious advice, that one needs to embrace change, using a metaphor of mice and cheese. It receives a lot of scorn for that, despite many needing to hear the message.

I'm ready to embrace change, however in this case no one cares. The cheese hasn't just been moved, it has been taken to another planet where us mice are not allowed to go.

But will you have a choice once they enter the indexes ? People are automatically going to invest into that (circular) pyramid scheme.

Yea, I’m considering divesting from msci world into single stocks

Same strategy as for search. Gemini is going be shoveled down the mouth of users and they just won't change the default.

On iOS with the Apple agreement, and on Android (though the question of hardware remains when considering beyond Pixel phones).

But that doesn't translate to paying Gemini customers

Interesting you make that comment so confidently

It's like government XX giving "help" or "grants" to countries at war so they can purchase weapons from XX.

But why are these users sticking to ChatGPT specifically ?

If it’s not the quality of their answers ?

They'll stay as long as it's cheap. The moment any attempt is made to raise the price, the number will crater.

Maybe: “ok I’m lazy, the app is preinstalled on my phone and it’s free, there are some ads but ok”

Isn't that the 'bull case' for Gemini?

Have the same feeling, they have Gemma-3 that is preparing to be on-device stuff, and getting deployed on iPhone if I understand it right.

Then it can be something along the lines of "subscribe to Google XXX or Apple +++ and have 'unlimited' cloud requests"

Also when they start seeing real ads.

It started to get deployed: https://chatgpt.com/pricing/ it's called "ChatGPT Go"

    > This plan may include ads. Learn more 

    > When will ads be available in ChatGPT?
    We’re beginning in the US on February 9, 2026

    > Starting in February, if ads personalization is turned on, ads will be personalized based on your chats and any context ChatGPT uses to respond to you. If memory is on, ChatGPT may save and use memories and reference recent chats when selecting an ad. 

You pay 8 USD / month and have higher limits and ads

Remember when everyone said Facebook would be dead if they started running ads

Facebook is dead

for 99% of normies ChatGPT is the only LLM provider they know or have heard of.

99% of normies aren't paying for ChatGPT, there's a reason why they're pushing heavy for corporate welfare + government contracts. They're unable to sell to consumers so now they'll selling to governments while trying to lock-in contracts that subsequent people can't easily dismantle.

Google has llm on front page and have more users

They have a product but it’s a commodity now.

They are in the business of selling compute / datacenter rack spaces. A server where you pay per GBs transferred in/out.

If it’s Gemini or GPT behind, for most use cases users wouldn’t care.