I wouldn't say they had no edge. They had a huge advantage over traditional taxi companies. You can argue that a local Uber-like app could be easily implemented, that's where the investors came in to flood the markets and ensure other couldn't compete easily.
The situation is in no way similar to OpenAI's. OpenAI truly has no edge over Anthropic and others. AGI is not magically emerging from LLM's and they don't seem to have an alternative (nobody does but they promised it and got the big bucks so now it's their problem).
I wouldn't say they had no edge. They had a huge advantage over traditional taxi companies. You can argue that a local Uber-like app could be easily implemented, that's where the investors came in to flood the markets and ensure other couldn't compete easily.
The situation is in no way similar to OpenAI's. OpenAI truly has no edge over Anthropic and others. AGI is not magically emerging from LLM's and they don't seem to have an alternative (nobody does but they promised it and got the big bucks so now it's their problem).