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A Trojan horse if I’ve ever seen one.
What is the strategy, in your view? Maybe something like this? -- 1. All government employees get access to ChatGPT 2. ChatGPT increasingly becomes a part of people's daily workflows and cognitive toolkit. 3. As the price increases, ChatGPT will be too embedded to roll back. 4. Over time, OpenAI becomes tightly integrated with government work and "too big to fail": since the government relies on OpenAI, OpenAI must s…
1) It becomes essential for workflows while it cost $1
2) OpenAI can increase price to any amount once they are dependent on it, as the cost for changing workflows will be huge
Giving it to them for free skews the cost/benefit analysis they would regularly do for procurement.
Right now AI is in the grow at all costs phase. So for the most part access to AI is way cheaper than it will be in the next 5-10 years. All these companies will eventually have to turn a profit. Once that happens, they'll be forced to monetize in whatever way they can. Enterprise will obviously have higher subscriptions. But I'm predicting for non-enterprise that eventually ads will be added in some way. What's scar…
Models are becoming more efficient. Lots of capacity is coming online, and will eventually meet the global needs. Hardware is getting better and with more competition, probably will become cheaper.
A Trojan horse if I’ve ever seen one.
What is the strategy, in your view? Maybe something like this? -- 1. All government employees get access to ChatGPT 2. ChatGPT increasingly becomes a part of people's daily workflows and cognitive toolkit. 3. As the price increases, ChatGPT will be too embedded to roll back. 4. Over time, OpenAI becomes tightly integrated with government work and "too big to fail": since the government relies on OpenAI, OpenAI must s…
2.5. OpenAI gains a lot more training data, most of which was supposed to be confidential
4.5. Previously confidential training data leaks on a simple query, OpenAI says there's nothing they can do.
4.6. Government can't not use OpenAI now so a new normal becomes established.
Right now AI is in the grow at all costs phase. So for the most part access to AI is way cheaper than it will be in the next 5-10 years. All these companies will eventually have to turn a profit. Once that happens, they'll be forced to monetize in whatever way they can. Enterprise will obviously have higher subscriptions. But I'm predicting for non-enterprise that eventually ads will be added in some way. What's scar…
I don’t think these companies have a lot of power to increase prices due to the very strong competition. I think it’s more likely that they will become profitable by significantly cutting costs and capital expenditures in the long run. Models are becoming more efficient. Lots of capacity is coming online, and will eventually meet the global needs. Hardware is getting better and with more competition, probably will be…
Don’t they mean to say “replacing the entire U.S. federal workforce with ChatGPT”? Surely that is the future everyone is looking to.
Earlier quoted context omitted.
> access to AI is way cheaper than it will be in the next 5-10 years. That evidently won't be the case as you can see with the recent open model announcements...
Do these model releases really matter to cost if the hardware is still so very expensive and Nvidia still has a defacto monopoly? I can't buy x8 H100s to run a model and whatever company I buy AI access from has to pay for them somehow.
Right now AI is in the grow at all costs phase. So for the most part access to AI is way cheaper than it will be in the next 5-10 years. All these companies will eventually have to turn a profit. Once that happens, they'll be forced to monetize in whatever way they can. Enterprise will obviously have higher subscriptions. But I'm predicting for non-enterprise that eventually ads will be added in some way. What's scar…