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Their value proposition appears to be a fancy UI. Better/cheaper models would only improve their product and grow their addressable customer base.
by zaptrem 3y ago
Their value proposition appears to be a fancy UI. Better/cheaper models would only improve their product and grow their addressable customer base.
- dcre 3y agoAnybody can copy that UI once they figure out what works. No moat.
- mlsu 3y agoI wouldn't discount good UI. I don't use Cursor, but consider that GPT-3 sat around for months and nobody was really talking about "AI doom" and "the lightcone" until OpenAI put a good chat UI layer over it. I would argue that actually capturing the value from these models lies mostly in the UI: allowing the user to seamlessly and quickly extract useful information from the model.
- dcre 3y agoChat generally being a nice way to interact with the model is one thing, but if anything this proves my point: there are now dozens of little web UIs on GitHub that are as good as the official one or better. You put in an API key and you have fully recreated their UI. I even wrote a CLI[0] in 130 lines of Deno that I prefer over the web UI. People are trying to charge for them but I don't think any will succeed. [0]: https://gist.github.com/david-crespo/d9dbefe5a50c0f0da9ac3deb9c8e972b https://gist.github.com/david-crespo/d9dbefe5a50c0f0da9ac3de...