3 ms·

Is there some technicality here that we're missing (e.g., is there a difference between you and other customers?) or is he just lying?

davrosthedalek 3y ago
It might be that there was no net outflow of customers. I am sure customers quit all the time, and others sign up. It probably means that they either didn't see a statistical relevant increase in churn, or that the amount of excess quits was compensated by excess new customers.
- TapWaterBandit 3y ago
  Yea this seems like the most likely read to me. The customers lost are indistinguishable from their churn rate.
wutwutwat 3y ago
It's called "spin" in a press release/marketing, but we on the outside call it a lie, yes. It wouldn't shock me to learn all of the events that took place were to get worldwide attention, and strengthen their financial footprint. I'd imagine not being able to be fired, and having the entire company ready to quit to follow you, sends a pretty clear signal to all VC that hitching your cart to any other AI wagon is suicide, because the bulletproof ceo has literally the people at the cutting edge of the entire market ready to go wherever he does. How could anyone give funding to a company besides his at this point? Might as well catch it on fire if you're going to give it to someone else's company.
- NOWHERE_ 3y ago
  Because LLMs from competitors already have real use? Ex. kagi.com uses claude by anthropic [1]. [1] https://help.kagi.com/kagi/ai/assistant.html https://help.kagi.com/kagi/ai/assistant.html
  - wutwutwat 3y ago
    Yeah but their CEO can be fired, which would be who the VCs backed EDIT: The fact that me, average joe, knows all about open ai and its CEO, and even some of its engineers, yet didn't know Kagi was doing anything with AI until your comment, tells me that Kagi is not any sort of competition, not as far as VCs are concerned, anyway.
starttoaster 3y ago
He's probably somewhat deceptively only referring to enterprise license customers. When there's an enterprise offering, many times the individual personal use licenses are just seen as gravy on top of the potatoes. Not like good gravy though, like the premade jars of gravy you can buy at the grocery store and just heat up.
hducy4 3y ago
Yea, he's saying the quiet part out loud. You users aren't the customer you think you are. Microsoft and big contracts are the customers.

davrosthedalek 3y ago

It might be that there was no net outflow of customers. I am sure customers quit all the time, and others sign up. It probably means that they either didn't see a statistical relevant increase in churn, or that the amount of excess quits was compensated by excess new customers.

TapWaterBandit 3y ago
Yea this seems like the most likely read to me. The customers lost are indistinguishable from their churn rate.

wutwutwat 3y ago

It's called "spin" in a press release/marketing, but we on the outside call it a lie, yes. It wouldn't shock me to learn all of the events that took place were to get worldwide attention, and strengthen their financial footprint. I'd imagine not being able to be fired, and having the entire company ready to quit to follow you, sends a pretty clear signal to all VC that hitching your cart to any other AI wagon is suicide, because the bulletproof ceo has literally the people at the cutting edge of the entire market ready to go wherever he does. How could anyone give funding to a company besides his at this point? Might as well catch it on fire if you're going to give it to someone else's company.

NOWHERE_ 3y ago
Because LLMs from competitors already have real use? Ex. kagi.com uses claude by anthropic [1]. [1] https://help.kagi.com/kagi/ai/assistant.html https://help.kagi.com/kagi/ai/assistant.html
- wutwutwat 3y ago
  Yeah but their CEO can be fired, which would be who the VCs backed EDIT: The fact that me, average joe, knows all about open ai and its CEO, and even some of its engineers, yet didn't know Kagi was doing anything with AI until your comment, tells me that Kagi is not any sort of competition, not as far as VCs are concerned, anyway.

starttoaster 3y ago

He's probably somewhat deceptively only referring to enterprise license customers. When there's an enterprise offering, many times the individual personal use licenses are just seen as gravy on top of the potatoes. Not like good gravy though, like the premade jars of gravy you can buy at the grocery store and just heat up.

hducy4 3y ago

Yea, he's saying the quiet part out loud. You users aren't the customer you think you are. Microsoft and big contracts are the customers.