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Is this the "beginning of the end" for OpenAI?
by disqard 9mo ago
Is this the "beginning of the end" for OpenAI?
- chasd00 9mo agoThat and if Nvidia backs out of their $100B promise it may not be the death knell but it would certainly by a step backward for OpenAI. https://www.wsj.com/tech/ai/the-100-billion-megadeal-between-openai-and-nvidia-is-on-ice-aa3025e3 https://www.wsj.com/tech/ai/the-100-billion-megadeal-between...
- TZubiri 9mo agoYes the product's secret sauce is out and it's becomming a commodity. But OpenAI is still innovating with new subcategories, and even in cases where it did not innovate (Claude Code came first and OpenAI responded with Codex), it outdoes its competitors. Codex is being widely preferred by the most popular vibecode devs, notably Moltbook's dev, but also Jess Fraz. In terms of pricing, OAI holds by far the most expensive product so it's still positioned as a quality option, to give an example, most providers have a 3 tier price for API calls. Anthropic has 1$/3$/5$ (per output MTokens) Gemini has 3$/12$ (2tier) OpenAI has 2$/14$/168$ So the competitors are mainly competing in price in the API category To give another datapoint, Google just released multimodal (image input) models like 1 or 2 months ago. This has been in ChatGPT for almost a year now