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This article, and all the articles like it, are missing most of the puzzle. Models don’t just compete on capability. Over the last year we’ve seen models and v

This article, and all the articles like it, are missing most of the puzzle. Models don’t just compete on capability. Over the last year we’ve seen models and vendors differentiate along a number of lines in addition to capability: - Safety - UX - Multi-modality - Reliability - Embeddability And much more. Customers care about capability, but that’s like saying car owners care about horsepower — it’s a part of the choice but not the only piece.

candiddevmike 2y ago
To me, the vast majority of "consumers" as in B2C only care about price, specifically free. Pro and enterprise customers may be more focused on the capabilities you listed, but the B2C crowd is vastly in the free tier only space when it comes to GenAI.
- bcherny 2y ago
  You may be forgetting that ChatGPT has 10M paying customers. Not to mention everyone that pays for Claude Pro, Perplexity Pro, and so on.
  - cratermoon 2y ago
    > OpenAI has 10M paying customers According to who?
    - bcherny 2y ago
      > OpenAI COO Says ChatGPT Passed 11 Million Paying Subscribers https://www.theinformation.com/articles/openai-coo-says-chatgpt-passed-11-million-paying-subscribers https://www.theinformation.com/articles/openai-coo-says-chat...
    - wslh 2y ago
      Not OP but what is your guess? Bloomberg says 1M customers in the business plan [1]. [1] https://www.bloomberg.com/news/articles/2024-09-05/openai-hits-1-million-paid-users-for-business-version-of-chatgpt https://www.bloomberg.com/news/articles/2024-09-05/openai-hi...
  - horsawlarway 2y ago
    The math on this doesn't work.
    - JumpCrisscross 2y ago
      …go on?
      - actsasbuffoon 2y ago
        I’m assuming they mean that if you multiply subscribers by the subscription fee then OpenAI still ends up losing billions per year.
      - horsawlarway 2y ago
        Look at their total revenue numbers, look at their cheapest pricing option. The math doesn't work for them to have 10m paying customers. It's not even close.
tkgally 2y ago
One somewhat obsessive customer here: I pay for and use Claude, ChatGPT, Gemini, Perplexity, and one or two others. The UX differences among the models are indeed becoming clearer and more important. Claude’s Artifacts and Projects are really handy as is ChatGPT’s Advanced Voice mode. Perplexity is great when I need a summary of recent events. Google isn’t charging for it yet, but NotebookLM is very useful in its own way as well. When I test the underlying models directly, it’s hard for me to be sure which is better for my purposes. But those add-on features make a clear differentiation between the providers, and I can easily see consumers choosing one or another based on them. I haven’t been following recent developments in the companies’ APIs, but I imagine that they are trying to differentiate themselves there as well.

candiddevmike 2y ago

To me, the vast majority of "consumers" as in B2C only care about price, specifically free. Pro and enterprise customers may be more focused on the capabilities you listed, but the B2C crowd is vastly in the free tier only space when it comes to GenAI.

bcherny 2y ago
You may be forgetting that ChatGPT has 10M paying customers. Not to mention everyone that pays for Claude Pro, Perplexity Pro, and so on.
- cratermoon 2y ago
  > OpenAI has 10M paying customers According to who?
  - bcherny 2y ago
    > OpenAI COO Says ChatGPT Passed 11 Million Paying Subscribers https://www.theinformation.com/articles/openai-coo-says-chatgpt-passed-11-million-paying-subscribers https://www.theinformation.com/articles/openai-coo-says-chat...
  - wslh 2y ago
    Not OP but what is your guess? Bloomberg says 1M customers in the business plan [1]. [1] https://www.bloomberg.com/news/articles/2024-09-05/openai-hits-1-million-paid-users-for-business-version-of-chatgpt https://www.bloomberg.com/news/articles/2024-09-05/openai-hi...
- horsawlarway 2y ago
  The math on this doesn't work.
  - JumpCrisscross 2y ago
    …go on?
    - actsasbuffoon 2y ago
      I’m assuming they mean that if you multiply subscribers by the subscription fee then OpenAI still ends up losing billions per year.
    - horsawlarway 2y ago
      Look at their total revenue numbers, look at their cheapest pricing option. The math doesn't work for them to have 10m paying customers. It's not even close.

tkgally 2y ago

One somewhat obsessive customer here: I pay for and use Claude, ChatGPT, Gemini, Perplexity, and one or two others. The UX differences among the models are indeed becoming clearer and more important. Claude’s Artifacts and Projects are really handy as is ChatGPT’s Advanced Voice mode. Perplexity is great when I need a summary of recent events. Google isn’t charging for it yet, but NotebookLM is very useful in its own way as well. When I test the underlying models directly, it’s hard for me to be sure which is better for my purposes. But those add-on features make a clear differentiation between the providers, and I can easily see consumers choosing one or another based on them. I haven’t been following recent developments in the companies’ APIs, but I imagine that they are trying to differentiate themselves there as well.