4 ms·
Given that neither Google or Meta or any other company or open source solution is even coming close to the performance of merely the publicly released handicapp
by ramraj07 3y ago
Given that neither Google or Meta or any other company or open source solution is even coming close to the performance of merely the publicly released handicapped version of gpt-4 (no image interpretation, plug-ins is not fully released, etc), OpenAI might not have a moat (I’d argue there is a moat: the moat seems to be only a handful of people in the planet seem to be smart enough to innovate at this level), they have a year or more headstart and are clearly exploiting it and not slowing down. So yeah if I could buy openai shares I’ll buy it at a $500B valuation at this point.
- api 3y agoIt’s a lead but not a moat. If they slow down they are not likely to maintain that lead. Similar things could be said for example about SpaceX with reusable rockets, but with a capital intensive industry like that it might take a decade or more for others to catch up. Software iteration time is very fast, so if OpenAI slows down others could catch up in a year or two.