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"OpenAI doesn't have a moat", yet every time they announce something it goes on to trend worldwide. I'm not even a fan of them, and I dislike the hypocrisy beh

"OpenAI doesn't have a moat", yet every time they announce something it goes on to trend worldwide. I'm not even a fan of them, and I dislike the hypocrisy behind the name; and still, ChatGPT has replaced Google for 90% of my queries. It's starting to feel like a burden to have to open Google when ChatGPT doesn't give me what I want for some reason. As soon as they're able to "ground" results, 99% of my queries will go there. Anyone that doesn't understand this is just coping hard with this new reality.

Bjartr 2y ago
That they are delivering useful capability is orthagonal to whether or not they have a moat. They have first-mover advantage, no doubt, but there's very little stopping others from catching up.
- moralestapia 2y ago
  >there's very little stopping others from catching up And yet they don't! Talk is cheap.
  - HarHarVeryFunny 2y ago
    Claude is same level as GPT-4. Anthropic have just hired a Chief Product Officer (Mike Krieger - co-founder of Instagram), so you may see more layered on top of the core AI if that is what you are referring to, although they seem to have a different focus (more corporate) to OpenAI, so don't hold your breath for an Anthropic AI girlfriend. OpenAI seem to be trying a shotgun strategy of productizing GPT any way they can, but I'm not sure that's the best long-term strategy. Maybe better to build an ecosystem - build the OS/APIs, and let 3rd party's build the applications on top of that.
  - mupuff1234 2y ago
    Seems like Google is mostly caught up.
    - moralestapia 2y ago
      Can you show me the Google equivalent of GPT-4o?
      - mupuff1234 2y ago
        In terms of performance GPT-4o doesn't seem like an improvement over GPT-4 (even worse in some cases afaiu) And Google showcased the project astra thing, which seems like the equivalent.
        moralestapia 2y ago
        Google has been "showcasing" since I can't remember, if only they shipped instead :'(. Remember Duplex [1]? Which then turned out to be fake. The more recent fake Gemini demo? What an embarrassment. 1: https://www.youtube.com/watch?v=D5VN56jQMWM https://www.youtube.com/watch?v=D5VN56jQMWM
        mupuff1234 2y ago
        How is duplex fake? It's available.
        moralestapia 2y ago
        https://www.engadget.com/2019-05-22-google-duplex-is-made-of-people.html https://www.engadget.com/2019-05-22-google-duplex-is-made-of...
        mupuff1234 2y ago
        So initially the quality wasn't 100%, how is that fake? Over selling of capabilities, sure. LLMs also aren't correct 100% of the time, far from it.
    - dingclancy 2y ago
      They are as caught up as Bing is to Google Search. It does not really mean anything.
- px43 2y ago
  Why do I see moats constantly framed as a good thing? Tech should be about empowering people to do great things, not maximizing the extraction of value from users. Anyone should be able to catch up with anyone else. Anything that prevents that is literally "anti-competitive", which is generally considered to be predatory behavior.
  - greenavocado 2y ago
    As temporarily embarassed startup founders the VCs we talk to are constantly asking us about our moat in order to secure investment.
  - earleybird 2y ago
    A moat is good or bad depending on which side of the moat you are on.
- dingclancy 2y ago
  If there is very little stopping them, where are they. Google Gemini is the closest right now and they are bungling their launches.
tempaccount420 2y ago
Until this gets implemented in an open source AI chat UI, and now it doesn't matter what model you're using it with.
- dingclancy 2y ago
  What open source AI chat UI exists now that has the level of usage of ChatGPT? I love open source but their very nature suggests there is no one open source model that will have the critical mass to just be a straight in replacement for ChatGPT and its UI. I use Ollama and choose models and they are close to GPT-4 but OpenAI is speeding up into making a useful chat product. All the rest are foundational model demos.
deleted 2y ago
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Bjartr 2y ago

That they are delivering useful capability is orthagonal to whether or not they have a moat. They have first-mover advantage, no doubt, but there's very little stopping others from catching up.

moralestapia 2y ago
>there's very little stopping others from catching up And yet they don't! Talk is cheap.
- HarHarVeryFunny 2y ago
  Claude is same level as GPT-4. Anthropic have just hired a Chief Product Officer (Mike Krieger - co-founder of Instagram), so you may see more layered on top of the core AI if that is what you are referring to, although they seem to have a different focus (more corporate) to OpenAI, so don't hold your breath for an Anthropic AI girlfriend. OpenAI seem to be trying a shotgun strategy of productizing GPT any way they can, but I'm not sure that's the best long-term strategy. Maybe better to build an ecosystem - build the OS/APIs, and let 3rd party's build the applications on top of that.
- mupuff1234 2y ago
  Seems like Google is mostly caught up.
  - moralestapia 2y ago
    Can you show me the Google equivalent of GPT-4o?
    - mupuff1234 2y ago
      In terms of performance GPT-4o doesn't seem like an improvement over GPT-4 (even worse in some cases afaiu) And Google showcased the project astra thing, which seems like the equivalent.
      - moralestapia 2y ago
        Google has been "showcasing" since I can't remember, if only they shipped instead :'(. Remember Duplex [1]? Which then turned out to be fake. The more recent fake Gemini demo? What an embarrassment. 1: https://www.youtube.com/watch?v=D5VN56jQMWM https://www.youtube.com/watch?v=D5VN56jQMWM
        mupuff1234 2y ago
        How is duplex fake? It's available.
        moralestapia 2y ago
        https://www.engadget.com/2019-05-22-google-duplex-is-made-of-people.html https://www.engadget.com/2019-05-22-google-duplex-is-made-of...
        mupuff1234 2y ago
        So initially the quality wasn't 100%, how is that fake? Over selling of capabilities, sure. LLMs also aren't correct 100% of the time, far from it.
  - dingclancy 2y ago
    They are as caught up as Bing is to Google Search. It does not really mean anything.
px43 2y ago
Why do I see moats constantly framed as a good thing? Tech should be about empowering people to do great things, not maximizing the extraction of value from users. Anyone should be able to catch up with anyone else. Anything that prevents that is literally "anti-competitive", which is generally considered to be predatory behavior.
- greenavocado 2y ago
  As temporarily embarassed startup founders the VCs we talk to are constantly asking us about our moat in order to secure investment.
- earleybird 2y ago
  A moat is good or bad depending on which side of the moat you are on.
dingclancy 2y ago
If there is very little stopping them, where are they. Google Gemini is the closest right now and they are bungling their launches.

tempaccount420 2y ago

Until this gets implemented in an open source AI chat UI, and now it doesn't matter what model you're using it with.

dingclancy 2y ago
What open source AI chat UI exists now that has the level of usage of ChatGPT? I love open source but their very nature suggests there is no one open source model that will have the critical mass to just be a straight in replacement for ChatGPT and its UI. I use Ollama and choose models and they are close to GPT-4 but OpenAI is speeding up into making a useful chat product. All the rest are foundational model demos.

deleted 2y ago

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