4 ms·

Competing app stores are a thing. Apple's moat wasn't the App Store. It was better quality hardware and a unified experience. I have no doubt that large play

by r00fus 3y ago

Competing app stores are a thing. Apple's moat wasn't the App Store. It was better quality hardware and a unified experience. I have no doubt that large players can possibly lap OpenAI in terms of ecosystem surrounding a decent AI core. However, OpenAI has the leg up and it's their game to lose at this point.

Sai_ 3y ago
> Competing app stores are a thing This is only a factor if the underlying AI/LLM model becomes as good as OpenAI AND serves millions of people. While open source LLMs are soon going to gain parity with GPT-4/Bard, it is unlikely that they will hit the kind of usage numbers that an OpenAI/Google/Meta can deliver. Even there, I'm not sure Google/Bing will cannibalize their own product to allow third parties to inject data into a search interaction. ChatGPT is a fundamentally different product - it's a humanlike intelligence which is always ready to talk to you and assist you. We haven't ever had anything of comparable quality and reach. The nearest was Alexa but even she was limited to Amazon's catalog and shopping. It's like ChatGPT can be everyone's personal gofer and THAT is huge, imo.
- r00fus 3y ago
  > it's a humanlike intelligence No that's incorrect. It is auto-fill on steroids trained on years of internet postings from actual humans (ie, reddit, twitter, etc). That input is going to dry up - no longer free (Reddit has said all future posts are going to cost $ to access). Good for OpenAI as it has such a headstart, but many companies can source/tap into legitimate alternative user data streams - FAAMG for sure, but also any company that can convince it's userbase to provide training data that already has a foothold.
  - Sai_ 3y ago
    If free human generated content dries up for OpenAI wouldn't it dry up for Google (both Search and Bard) and Bing as well?
    - r00fus 3y ago
      Google has its finger on the pulse of everything that goes through google search, gmail, etc. There's a reason everyone 15 years ago thought that Google would produce the first game-changer AI. OpenAI is getting stuff from Bing, but Microsoft controls that data.

by r00fus 3y ago

Sai_ 3y ago

> Competing app stores are a thing This is only a factor if the underlying AI/LLM model becomes as good as OpenAI AND serves millions of people. While open source LLMs are soon going to gain parity with GPT-4/Bard, it is unlikely that they will hit the kind of usage numbers that an OpenAI/Google/Meta can deliver. Even there, I'm not sure Google/Bing will cannibalize their own product to allow third parties to inject data into a search interaction. ChatGPT is a fundamentally different product - it's a humanlike intelligence which is always ready to talk to you and assist you. We haven't ever had anything of comparable quality and reach. The nearest was Alexa but even she was limited to Amazon's catalog and shopping. It's like ChatGPT can be everyone's personal gofer and THAT is huge, imo.

r00fus 3y ago
> it's a humanlike intelligence No that's incorrect. It is auto-fill on steroids trained on years of internet postings from actual humans (ie, reddit, twitter, etc). That input is going to dry up - no longer free (Reddit has said all future posts are going to cost $ to access). Good for OpenAI as it has such a headstart, but many companies can source/tap into legitimate alternative user data streams - FAAMG for sure, but also any company that can convince it's userbase to provide training data that already has a foothold.
- Sai_ 3y ago
  If free human generated content dries up for OpenAI wouldn't it dry up for Google (both Search and Bard) and Bing as well?
  - r00fus 3y ago
    Google has its finger on the pulse of everything that goes through google search, gmail, etc. There's a reason everyone 15 years ago thought that Google would produce the first game-changer AI. OpenAI is getting stuff from Bing, but Microsoft controls that data.