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That one product can reproduce or replace nearly all of Microsoft's services. It's not OpenAI that is going to do it. It's people and other companies wielding O
by aurareturn 7mo ago
That one product can reproduce or replace nearly all of Microsoft's services. It's not OpenAI that is going to do it. It's people and other companies wielding OpenAI's model that will do it.
- veunes 7mo agoYour whole premise is built on the OpenAI model, but that's not a moat, it's just a temporary API endpoint. The second a theoretical Llama 5 drops that's 10% cheaper and 5% smarter, every single startup in that "ecosystem" will switch their base_url overnight to save their margins. Microsoft on the other hand, just owns Azure - they'll just add the new model as another option and continue to own the end customer. OpenAI it's just a swappable engine