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It does. "ChatGPT", GPT, "OpenAI", etc... are strong brands associated with it. Edit: You can downvote me all you want, I have plenty of karma to spare. This i

It does. "ChatGPT", GPT, "OpenAI", etc... are strong brands associated with it. Edit: You can downvote me all you want, I have plenty of karma to spare. This is OpenAI's strongest moat, whether people like it or not.

diffeomorphism 2y ago
GPT is a generic tool name. Those moats are pretty weak. People use Apple Idioticnaming or MS Copilot or Google whatever, which transparently use some interchangeable model in the background. Compared to chatgpt these might not be as smart, but have much easier access to OS level context. In other words: Good luck defending this moat against OS manufacturers with dominant market shares.
- moralestapia 2y ago
  >Those moats are pretty weak. Name any other AI company with better brand awareness and that argument could make a little bit of sense. Armchair analysts have been saying that since ChatGPT came out. "Anyone could steal the market, anytime" and there's a trillion USD at play, yet no one has, why? Because that's a delusion.
  - changing1999 2y ago
    What you are overlooking is the fact that AI today and especially AI in the future is going to be about integrations. Assisted document writing, image generation for creative work, etc etc. Very few people will look at the tiny gray text saying "Powered by ChatGPT" or "Powered by Claude"; name recognition is not as relevant as eg iPhone. Anecdotally, I used to pay for ChatGPT. Now I run a nice local UI with Llama 3. They lost revenue from me.
  - diffeomorphism 2y ago
    > Name any other ~~AI~~ company with better brand awareness and that argument could make a little bit of sense. I just gave you three of them. Right now a large share of chatgpt customers come from the integration provided by those three. > "Anyone could steal the market, anytime" and there's a trillion USD at play, yet no one has, why? Because that's a delusion. Bullshit. It is not about "stealing" but about carving a significant niche. And that has happened: Apple In happens in large parts on device using not-chatgpt, google's circle to search, summaries etc use not-chatgpt, copilot uses not-chatgpt. The danger to a moat is erosion not invasion.
petesergeant 2y ago
Nobody cares, though, really. My experience is that clients are only passingly interested in what LLM powers the projects they need and entirely interested in the deployed cost and how well the end product works.
- moralestapia 2y ago
  Which provider do you use for your clients' AI solutions? Be honest. Edit: nvm, I already know. https://news.ycombinator.com/item?id=36028029 https://news.ycombinator.com/item?id=36028029 https://news.ycombinator.com/item?id=41725073 https://news.ycombinator.com/item?id=41725073

diffeomorphism 2y ago

GPT is a generic tool name. Those moats are pretty weak. People use Apple Idioticnaming or MS Copilot or Google whatever, which transparently use some interchangeable model in the background. Compared to chatgpt these might not be as smart, but have much easier access to OS level context. In other words: Good luck defending this moat against OS manufacturers with dominant market shares.

moralestapia 2y ago
>Those moats are pretty weak. Name any other AI company with better brand awareness and that argument could make a little bit of sense. Armchair analysts have been saying that since ChatGPT came out. "Anyone could steal the market, anytime" and there's a trillion USD at play, yet no one has, why? Because that's a delusion.
- changing1999 2y ago
  What you are overlooking is the fact that AI today and especially AI in the future is going to be about integrations. Assisted document writing, image generation for creative work, etc etc. Very few people will look at the tiny gray text saying "Powered by ChatGPT" or "Powered by Claude"; name recognition is not as relevant as eg iPhone. Anecdotally, I used to pay for ChatGPT. Now I run a nice local UI with Llama 3. They lost revenue from me.
- diffeomorphism 2y ago
  > Name any other ~~AI~~ company with better brand awareness and that argument could make a little bit of sense. I just gave you three of them. Right now a large share of chatgpt customers come from the integration provided by those three. > "Anyone could steal the market, anytime" and there's a trillion USD at play, yet no one has, why? Because that's a delusion. Bullshit. It is not about "stealing" but about carving a significant niche. And that has happened: Apple In happens in large parts on device using not-chatgpt, google's circle to search, summaries etc use not-chatgpt, copilot uses not-chatgpt. The danger to a moat is erosion not invasion.

petesergeant 2y ago

Nobody cares, though, really. My experience is that clients are only passingly interested in what LLM powers the projects they need and entirely interested in the deployed cost and how well the end product works.

moralestapia 2y ago
Which provider do you use for your clients' AI solutions? Be honest. Edit: nvm, I already know. https://news.ycombinator.com/item?id=36028029 https://news.ycombinator.com/item?id=36028029 https://news.ycombinator.com/item?id=41725073 https://news.ycombinator.com/item?id=41725073