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That's right, what does OpenAI have now? A comparatively massive user base, an app deployed onto many phones, accounts, the cutting edge AI models, the data, c
by gmerc 3y ago
That's right, what does OpenAI have now?
A comparatively massive user base, an app deployed onto many phones, accounts, the cutting edge AI models, the data, contracts for exclusive data access, compute contracts worth billions at a time when GPU compute is getting seriously scarce, corporate GTM partnerships from Bain to morgan stanley to Duolingo, a powerful brand (ChatGPT), tens of thousands of apps already built on their APIs, benefits from Government Lobbying
Ya, so really, what do they have, it sounds like they are basically dead.
- KeplerBoy 3y agoThey gained most of what matters within the last year. Someone else can too.
- laluser 3y agoAnthropic is this alternative case with even more funding. How’s that working out for them?
- gmerc 3y agoThey gained what they had in a blue ocean. Their competitor is going to swim in a red ocean. Playing catch up with technology that may go self improving. Microsoft signed a contract that reads like a Kickstarter project ("would be wise to view any investment as a donation") because of what OpenAI had.
- skohan 3y agoImo the brand is the most meaningful piece here. To many people ChatGPT is AI. Even if LLM's continue to be commodified, the brand recognition will probably give them a lead until someone else can do something fundamentally new and exciting with the technology.