3 ms·
I am the writer of the article. First point, being transformative doesn't mean making money. Absolutely, that is a massive layer that people seem to completely
by philoinvestor 3y ago
I am the writer of the article.
First point, being transformative doesn't mean making money. Absolutely, that is a massive layer that people seem to completely miss. (Blind spot?)
As for OpenAI's monopoly - no I don't think they can keep it. Everyone and their grandma is trying to raise funding for LLMs and chatbots. What is the bottleneck or moat keeping OpenAI immune from competition? Not much.
For the last point - yes, at some point LLMs could become local and change everything. The space is so dynamic, virtually guaranteeing that everyone will become unseated over a long enough period of time.
- aurareturn 3y agoPersonally, I don't care about OpenAI's valuation. It's a private company. Who knows what's on their roadmap? For all we know, they're closer to AGI than anyone else and GPT5 is a huge leap in performance and cost, which would make $100b a bargain. Trying to valuate a private company with little to no information is pointless.