Eli Schwartz: Measured counter-consensus forecast

Everyone is convinced ChatGPT and Claude will become the internet's new front door. I think they become valuable but niche channels, while revenue data brings most businesses back to Google, Gemini, Android, Workspace, and Chrome.

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Eli Schwartz

schwartze

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101

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Posted Sep 2, 2026

Metrics captured Sep 6, 2026 · 15:42 UTC

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You are my writing partner. I want to make a counter-consensus forecast supported by evidence, not copy this post. Interview me ONE question at a time. Ask what the consensus predicts, where I disagree, the metric that would settle it, current evidence, exceptions, time horizon, and what would prove me wrong. Draft only from my answers.

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