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Talent? Integrations? Ecosystem? I don't know if this is going to emerge as a monopoly, and likely won't, but for whatever reason, openai and anthropic have be

Talent? Integrations? Ecosystem? I don't know if this is going to emerge as a monopoly, and likely won't, but for whatever reason, openai and anthropic have been several months ahead of everyone else for quite some time.

causal 2y ago
I think the perception that they're several months ahead of everyone is also a branding achievement: They are ahead on Chat LLMs specifically. Meta, Google, and others crush OpenAI on a variety of other model types, but they also aren't hyping their products up to the same degree. Segment Anything 2 is fantastic- but less mysterious because its open source. NotebookLM is amazing, but nobody is rushing to create benchmarks for it. AlphaFold is never going to be used by consumers like ChatGPT. OpenAI is certainly competitive, but they also work overtime to hype everything they produce as "one step closer to the singularity" in a way that the others don't.
- usaar333 2y ago
  Anthropic isn't really hyping their product that much. It just is really good.
  - wkat4242 2y ago
    Interesting, is it better than gpt? I can't use the OpenAI app anyway as they demand a logged-in Google account. I do have play services but not logged in. It boggles my mind why they want to insist that you make an account with their total competition in order to use their service but they do.
- llm_trw 2y ago
  >Meta, Google, and others crush OpenAI on a variety of other model types, but they also aren't hyping their products up to the same degree. They aren't letting anyone external have access to their top end products either. Google invented transformers and kept the field stagnant for 5 years because they were afraid it would eat into their search monopoly.
- conradev 2y ago
  OpenAI is 80% product revenue and 20% API revenue. Anthropic is 40/60 in the other direction, but Mike Krieger is now CPO and trying to change that. Amazon is launching a paid version of Alexa. Google is selling their Gemini assistant (which is honestly okay) and NotebookLM is a great product. Meta hasn't built a standalone AI product that you can pay for yet. The combination of the latest models in products that people want to use is what will drive growth.

causal 2y ago

I think the perception that they're several months ahead of everyone is also a branding achievement: They are ahead on Chat LLMs specifically. Meta, Google, and others crush OpenAI on a variety of other model types, but they also aren't hyping their products up to the same degree. Segment Anything 2 is fantastic- but less mysterious because its open source. NotebookLM is amazing, but nobody is rushing to create benchmarks for it. AlphaFold is never going to be used by consumers like ChatGPT. OpenAI is certainly competitive, but they also work overtime to hype everything they produce as "one step closer to the singularity" in a way that the others don't.

usaar333 2y ago
Anthropic isn't really hyping their product that much. It just is really good.
- wkat4242 2y ago
  Interesting, is it better than gpt? I can't use the OpenAI app anyway as they demand a logged-in Google account. I do have play services but not logged in. It boggles my mind why they want to insist that you make an account with their total competition in order to use their service but they do.
llm_trw 2y ago
>Meta, Google, and others crush OpenAI on a variety of other model types, but they also aren't hyping their products up to the same degree. They aren't letting anyone external have access to their top end products either. Google invented transformers and kept the field stagnant for 5 years because they were afraid it would eat into their search monopoly.
conradev 2y ago
OpenAI is 80% product revenue and 20% API revenue. Anthropic is 40/60 in the other direction, but Mike Krieger is now CPO and trying to change that. Amazon is launching a paid version of Alexa. Google is selling their Gemini assistant (which is honestly okay) and NotebookLM is a great product. Meta hasn't built a standalone AI product that you can pay for yet. The combination of the latest models in products that people want to use is what will drive growth.