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Sure but do they have a moat here? Anyone that can connect to an LLM could make that app.
by worldsayshi 2y ago
Sure but do they have a moat here? Anyone that can connect to an LLM could make that app.
- zb3 2y agoYes, they have the name "ChatGPT". For non-technical people this appears to be the most important thing.
- nozzlegear 2y agoIs it a household name? Anecdotally, only two of my five millennial/gen-z siblings use an AI app at all, and one of them calls her's "Gary" instead of ChatGPT. I'd be interested in seeing some actual data showing how much ChatGPT is an actual household name versus one that us technical people assume is a household name due to its ubiquity in our space.
- ben_w 2y ago> Is it a household name? I think it is, yes. It was interviewed under that name on one of the UK's main news broadcasts almost immediately after it came out. Few hundred million users. Anecdotes about teachers whose students use it to cheat. But who knows. I was surprising people about the existence of Wikipedia as late as 2004, and Google Translate's augmented reality mode some time around the start of the pandemic.
- ldjkfkdsjnv 2y agoDoes AWS have a moat on cloud computing?
- scarface_74 2y agoYes, it would take 10s of billions of dollars to recreate the infrastructure as far as servers and AWS has its own pipelines running under the oceans. Then you have to recreate all of the services on top of the AWS. Then you have to deal with regulations and certifications. Then you have to convince decision makers to go against their own interests. “No one ever got fired for Amazon”. Then you have to convince corporations to spend money to migrate.
- worldsayshi 2y agoYes that requires huge infrastructure investments. Creating an LLM requires huge investments. Running an LLM requires medium to big investments but using one remotely require very little investment.