Comment by ChicagoDave
Comment by ChicagoDave a day ago
Many of us predicted OpenAIs insistence that the model was the product was the wrong path.
The tools on top of the models are the path and people building things faster is the value.
Comment by ChicagoDave a day ago
Many of us predicted OpenAIs insistence that the model was the product was the wrong path.
The tools on top of the models are the path and people building things faster is the value.
Only in a monopoly situation. If you have several companies with comparable models you can easily switch between, all desperate for revenue to recoup their massive capex. you’re fine.
But OpenAI has spent too much capital on their models and not balanced that with pragmatic product development.
They’re never gonna recover their investment and eventually their partners will run away.
The GPT models are not a moat.
The model is the product. OpenAI themselves also build products on top of their models.
Those without models are hugely vulnerable to sudden rug pulls.