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Yep. I don’t see how this is sustainable. The people with the most capital will win. And increasingly, it looks like that’ll be the actual foundational model owners. OpenAI could presumably replicate everything this company is doing. How can they actually differentiate themselves?

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I think the conclusion isn't as simple as "foundation model companies will just build the features of all downstream products" because focus and priorities play a big part.

If that were the case a simple example is much of software services we see today (and provide real tangible value) wouldn't exist as it's theoretically just updating data in a database.

ChatGPT pulse was replying "[Object object]" to thousands of users just now. You really overestimate OpenAI delivery capabilities, which is exactly what Sam Altman wants

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