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The playbook OpenAI is following is similar to AWS. Start with the primitives (Text generation, Image generation, etc / EC2, S3, RDS, etc) and build value add services on top of it (Assistants API / all other AWS services). They're miles ahead of AWS and other competitors in this regard.

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And just like amazon they will compete with their own customers. They are miles ahead in this regard as well since they basically take everyone’s digital property and resell it.

don't hate the player hate the game.

and if you can't beat them, join them.

Why not both?

This is essentially the "Innovate - Leverage - Commoditise" strategy, which Simon Wardley (as in Wardley Mapping) explains:

https://blog.gardeviance.org/2014/03/understanding-ecosystem...

I don't know if I'd say "miles ahead." AWS had 7 years of basically no other competition -- all of the other big clouds of today had their heads in the sand. OpenAI has a bunch of people competing already. They may not be as good on the leaderboards now, but they're certainly not having to play catch up from years of ignoring the space.

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