Edit: You can downvote me all you want, I have plenty of karma to spare. This is OpenAI's strongest moat, whether people like it or not.
Edit: You can downvote me all you want, I have plenty of karma to spare. This is OpenAI's strongest moat, whether people like it or not.
Edit: nvm, I already know.
Those moats are pretty weak. People use Apple Idioticnaming or MS Copilot or Google whatever, which transparently use some interchangeable model in the background. Compared to chatgpt these might not be as smart, but have much easier access to OS level context.
In other words: Good luck defending this moat against OS manufacturers with dominant market shares.
Name any other AI company with better brand awareness and that argument could make a little bit of sense.
Armchair analysts have been saying that since ChatGPT came out.
"Anyone could steal the market, anytime" and there's a trillion USD at play, yet no one has, why? Because that's a delusion.
Anecdotally, I used to pay for ChatGPT. Now I run a nice local UI with Llama 3. They lost revenue from me.
I just gave you three of them. Right now a large share of chatgpt customers come from the integration provided by those three.
> "Anyone could steal the market, anytime" and there's a trillion USD at play, yet no one has, why? Because that's a delusion.
Bullshit. It is not about "stealing" but about carving a significant niche. And that has happened: Apple In happens in large parts on device using not-chatgpt, google's circle to search, summaries etc use not-chatgpt, copilot uses not-chatgpt.
The danger to a moat is erosion not invasion.