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Agreed. It's become a pretty useful tool for individual people to use for individual tasks. But to hyper-scale to a point where it justifies crazy valuations -
by brundolf 1y ago
Agreed. It's become a pretty useful tool for individual people to use for individual tasks. But to hyper-scale to a point where it justifies crazy valuations - even short of super-intelligence - it has to scale beyond users. It has to no longer require human oversight from one step to the next.
I think that's the key threshold all these companies have been running up against, and crossing it would be the paradigm shift we keep hearing about. But they've been trying for years, and haven't done it yet, and seem to be plateauing
And then in OpenAI's case specifically- this tech has become commoditized really quickly. They have several direct competitors, including a few that are open, and their only real moat is their brand and Sam's fundraising ability. Their UX is one of the best right now, but that isn't really a moat
- HDThoreaun 1y ago> it has to scale beyond users. What? MSFT is worth 3.25 trillion without scaling beyond any users. All these AI companies need is for everyone to pay them $100 a year for a subscription and they have more than justified their valuation. Same strategy Microsoft uses