4 ms·

OpenAI can just copy this.

by m3kw9 3y ago

yreg 3y ago
They cannot integrate it deeply into Apple's platforms.
- colesantiago 3y ago
  Hence OpenAI is looking at hardware themselves. https://www.reuters.com/technology/chatgpt-owner-openai-is-exploring-making-its-own-ai-chips-sources-2023-10-06/ https://www.reuters.com/technology/chatgpt-owner-openai-is-e... https://techcrunch.com/2023/09/27/openai-is-reportedly-in-talks-with-jony-ive-about-a-hardware-project/ https://techcrunch.com/2023/09/27/openai-is-reportedly-in-ta...
  - nicce 3y ago
    It does not matter much if they do not make competitor for iPhones and get consumers to choose them. Because consumers keep buying iPhones and will have then Apple hardware. And they cannot bring software ecosystem for their hardware without Google, at least easily.
    - smoldesu 3y ago
      It doesn't matter because Apple would not offer OpenAI actual integration terms, period. Their only option is to create an alternative hardware platform, because Apple fights tooth-and-nail to pick and choose what software iPhone users are allowed to run.
      - nicce 3y ago
        That is what I was saying…
        deleted 3y ago
        [deleted]
  - philistine 3y ago
    Never bet against the phone. Right now it's an essential component of any winning move in tech.
    - smoldesu 3y ago
      If you do bet on the phone, make sure you only bet on the first-party OEM. API depreciation, exclusive entitlements, user restrictions, payment-processing or flat-out Sherlocking are all realistic and credible threats to your business. As they say, the house always wins.
daralthus 3y ago
Don't think they have AR Glasses just yet.
pridkett 3y ago
Yes, OpenAI can copy this, but they’ll still have less of a moat. That’s the problem with moats, once they’re gone even if you copy what others do, you don’t have a moat anymore. Think of it in a physical sense. OpenAI is a high walled castle surrounded by a physical moat. This protects them and their business model. Apple comes along and builds a super tall tower right next to the moat. They can now see into OpenAI’s castle, fire arrows, catapult in a giant wooden badger, etc. Even if Open AI copies the design of Apple’s really tall tower and built it behind the moat and castle walls, it wouldn’t do much because Apple still would be able to get stuff over the moat and walls. The moat doesn’t matter anymore for the most part. The castle (OpenAI) can be compromised and needs bigger walls, relocating to someplace with a bigger, or a way of attacking the tower (Apple). Copying doesn’t really accomplish any of those three.

OpenAI can just copy this.

by m3kw9 3y ago

OpenAI can just copy this.

yreg 3y ago

They cannot integrate it deeply into Apple's platforms.

colesantiago 3y ago
Hence OpenAI is looking at hardware themselves. https://www.reuters.com/technology/chatgpt-owner-openai-is-exploring-making-its-own-ai-chips-sources-2023-10-06/ https://www.reuters.com/technology/chatgpt-owner-openai-is-e... https://techcrunch.com/2023/09/27/openai-is-reportedly-in-talks-with-jony-ive-about-a-hardware-project/ https://techcrunch.com/2023/09/27/openai-is-reportedly-in-ta...
- nicce 3y ago
  It does not matter much if they do not make competitor for iPhones and get consumers to choose them. Because consumers keep buying iPhones and will have then Apple hardware. And they cannot bring software ecosystem for their hardware without Google, at least easily.
  - smoldesu 3y ago
    It doesn't matter because Apple would not offer OpenAI actual integration terms, period. Their only option is to create an alternative hardware platform, because Apple fights tooth-and-nail to pick and choose what software iPhone users are allowed to run.
    - nicce 3y ago
      That is what I was saying…
      - deleted 3y ago
        [deleted]
- philistine 3y ago
  Never bet against the phone. Right now it's an essential component of any winning move in tech.
  - smoldesu 3y ago
    If you do bet on the phone, make sure you only bet on the first-party OEM. API depreciation, exclusive entitlements, user restrictions, payment-processing or flat-out Sherlocking are all realistic and credible threats to your business. As they say, the house always wins.

daralthus 3y ago

Don't think they have AR Glasses just yet.

pridkett 3y ago

Yes, OpenAI can copy this, but they’ll still have less of a moat. That’s the problem with moats, once they’re gone even if you copy what others do, you don’t have a moat anymore. Think of it in a physical sense. OpenAI is a high walled castle surrounded by a physical moat. This protects them and their business model. Apple comes along and builds a super tall tower right next to the moat. They can now see into OpenAI’s castle, fire arrows, catapult in a giant wooden badger, etc. Even if Open AI copies the design of Apple’s really tall tower and built it behind the moat and castle walls, it wouldn’t do much because Apple still would be able to get stuff over the moat and walls. The moat doesn’t matter anymore for the most part. The castle (OpenAI) can be compromised and needs bigger walls, relocating to someplace with a bigger, or a way of attacking the tower (Apple). Copying doesn’t really accomplish any of those three.