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I wonder about OpenAI's moat. Thanks to advances in hardware and rapidly improving open-source ML frameworks, it's getting significantly easier and cheaper to r
by _jab 2y ago
I wonder about OpenAI's moat. Thanks to advances in hardware and rapidly improving open-source ML frameworks, it's getting significantly easier and cheaper to replicate what they've built over time. That's not the case for most startups: it's not really any easier to build an Uber clone today than it was ten years ago.
OpenAI depends on spending vast amounts of money to stay a year or two ahead of the competition. I'm doubting whether that's a justified tradeoff.
- guardiang 2y agoOpen source just caught up to GPT-4, which was released over a year ago. You don't think all of the advances in hardware don't also play into their hands? They have GPT-5 in the pipeline and are likely hard at work planning and prepping for GPT-6. A year or two beyond the competition, at this point, is their moat.
- tivert 2y ago> A year or two beyond the competition, at this point, is their moat. That doesn't seem like much of a moat. > They have GPT-5 in the pipeline and are likely hard at work planning and prepping for GPT-6. I wouldn't be surprised if there's an element of diminishing returns here. The improvement from GPT4 to GPT5 is likely much less than GPT3 to GTP4.
- renegade-otter 2y agoAnd they are going to run into source data problems. The internet is not producing that much more quality content, and now they have a problem with AI-generated clickbait.