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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
by 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 agoClaude 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 agoSeems like Google is mostly caught up.
- moralestapia 2y agoCan you show me the Google equivalent of GPT-4o?
- mupuff1234 2y agoIn 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 agoGoogle 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 agoHow is duplex fake? It's available.
- moralestapia 2y agohttps://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 agoSo 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 agoThey are as caught up as Bing is to Google Search. It does not really mean anything.
- deleted 2y ago[deleted]
- px43 2y agoWhy 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 agoAs temporarily embarassed startup founders the VCs we talk to are constantly asking us about our moat in order to secure investment.
- earleybird 2y agoA moat is good or bad depending on which side of the moat you are on.
- dingclancy 2y agoIf there is very little stopping them, where are they. Google Gemini is the closest right now and they are bungling their launches.