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Yeah, they have negative moat. I was able to implement a better RAG system than what they have for ChatGPT within 3 weeks as a single engineer working on it at

Yeah, they have negative moat. I was able to implement a better RAG system than what they have for ChatGPT within 3 weeks as a single engineer working on it at a small startup. Realistically yeah they have scale and capital and I loved the DevDay stuff and the new APIs, but I don't see how they keep an edge unless they specifically pursue contracts with data providers and maintain exclusivity. ¯\_(ツ)_/¯ References: 1. Mixstral 8x7b (now hosted on Anyscale w/ function calling within a few weeks of release) existing at all 2. This post from moments ago: https://old.reddit.com/r/LocalLLaMA/comments/18orv70/in_a_test_mixtral_q4_0_is_better_than_llama_2_70b/ https://old.reddit.com/r/LocalLLaMA/comments/18orv70/in_a_te... Consider how many people are advantaged by having an open source GPT-4 level model. Everyone wants this. Everyone has built OpenAI compliant APIs to help devs plug and play. I don't see this persisting. The singular key innovation IMO from DevDay was the Threads API with very good reranking Assistants are much worse qualitatively vs using chatcompletion models. They are good but very limited. The best thing is the Threads API

rafark 3y ago
There’s always (at least in this era) going to be a market for a could-based saas. Most companies are more than fine using a solid HTTP API and a lot of people (I’d say the majority) just need a nice ready to use web client. So I think they’re good for the next few years. Openai has the branding advantage over the competition too. Chatgpt is kind of like what Google is for search engines. So the competition not only needs a good enough product (I’d even say you might need to offer more if you want to compete with the big players) but they also need good marketing to attract users.
- amluto 3y ago
  > There’s always (at least in this era) going to be a market for a could-based saas. It hasn’t been that long since companies would haven’t thought the cloud was weird and much preferred on-prem. The tides could turn back.

rafark 3y ago

There’s always (at least in this era) going to be a market for a could-based saas. Most companies are more than fine using a solid HTTP API and a lot of people (I’d say the majority) just need a nice ready to use web client. So I think they’re good for the next few years. Openai has the branding advantage over the competition too. Chatgpt is kind of like what Google is for search engines. So the competition not only needs a good enough product (I’d even say you might need to offer more if you want to compete with the big players) but they also need good marketing to attract users.

amluto 3y ago
> There’s always (at least in this era) going to be a market for a could-based saas. It hasn’t been that long since companies would haven’t thought the cloud was weird and much preferred on-prem. The tides could turn back.