It's OpenAI's world, we're just living in it
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It's OpenAI's world, we're just living in it
1–10 of 284 posts
Re: It's OpenAI's world, we're just living in it
#2"[Microsoft's] platform power didn’t just come from controlling applications on top of Windows, but the OEM ecosystem underneath. If OpenAI builds AI for everyone, then they are positioned to extract margin from companies up-and-down the stack — even Nvidia. "
Ah yes, the ChromeOS strategy. How'd that work out for Google?
Building a platform is good, a way to make quite a bit of money. It's worked really well for Google and Apple on phones (as Ben notes). But there's a reason it didn't happen for Google on PCs. Find it hard to believe it will for OpenAI. They don't (and can not) control the underlying hardware.
Re: It's OpenAI's world, we're just living in it
#3Whenever I see a post at #1 with not comment, I know it's been artificially pumped to the top. So many people upvoted but not a single comment yet. Let there be some comments! lol.
OpenAI is a geopolitically important play besides being a tech startup so it gets pumped in funding and in PR, to show that we're still leading the world. But that premise is largely hallucinated.
Re: It's OpenAI's world, we're just living in it
#4"[Microsoft's] platform power didn’t just come from controlling applications on top of Windows, but the OEM ecosystem underneath. If OpenAI builds AI for everyone, then they are positioned to extract margin from companies up-and-down the stack — even Nvidia. " Ah yes, the ChromeOS strategy. How'd that work out for Google? Building a platform is good, a way to make quite a bit of money. It's worked really well for Goo…
The question is to what degree that matters - if this power applies anywhere you can access ChatGPT (which is anything with a web browser), do you actually need to control the hardware?
Re: It's OpenAI's world, we're just living in it
#5"[Microsoft's] platform power didn’t just come from controlling applications on top of Windows, but the OEM ecosystem underneath. If OpenAI builds AI for everyone, then they are positioned to extract margin from companies up-and-down the stack — even Nvidia. " Ah yes, the ChromeOS strategy. How'd that work out for Google? Building a platform is good, a way to make quite a bit of money. It's worked really well for Goo…
The counter argument, saying that it’s likely going to be Google, appears in the latest Acquired.fm podcast.
They’re the only AI lab with their own silicon.
Edit: they didn’t say “likely,” they just marveled at the talent + data + TPU + global data centers + not needing external investment.
If I recall correctly, their theory was that google could deliver tokens cheaper than anyone else.
Re: It's OpenAI's world, we're just living in it
#6"[Microsoft's] platform power didn’t just come from controlling applications on top of Windows, but the OEM ecosystem underneath. If OpenAI builds AI for everyone, then they are positioned to extract margin from companies up-and-down the stack — even Nvidia. " Ah yes, the ChromeOS strategy. How'd that work out for Google? Building a platform is good, a way to make quite a bit of money. It's worked really well for Goo…
It worked great, Web is ChromeOS Platform for all practical purposes, with Firefox meagre 3%, and Safari only being relevant thanks to iOS, and the whole Electron crap as "native apps".
Re: It's OpenAI's world, we're just living in it
#7"[Microsoft's] platform power didn’t just come from controlling applications on top of Windows, but the OEM ecosystem underneath. If OpenAI builds AI for everyone, then they are positioned to extract margin from companies up-and-down the stack — even Nvidia. " Ah yes, the ChromeOS strategy. How'd that work out for Google? Building a platform is good, a way to make quite a bit of money. It's worked really well for Goo…
> Ah yes, the ChromeOS strategy. How'd that work out for Google?
They dominate the EDU market?
Re: It's OpenAI's world, we're just living in it
#8Whenever I see a post at #1 with not comment, I know it's been artificially pumped to the top. So many people upvoted but not a single comment yet. Let there be some comments! lol. OpenAI is a geopolitically important play besides being a tech startup so it gets pumped in funding and in PR, to show that we're still leading the world. But that premise is largely hallucinated.
I had a different takeaway - that a lot of folks on here read Ben Thomson and respect his work! It sounds like Ben is pretty bullish on OpenAI and maybe he's convinced folks through his work to agree with this take.
Re: It's OpenAI's world, we're just living in it
#9Whenever I see a post at #1 with not comment, I know it's been artificially pumped to the top. So many people upvoted but not a single comment yet. Let there be some comments! lol. OpenAI is a geopolitically important play besides being a tech startup so it gets pumped in funding and in PR, to show that we're still leading the world. But that premise is largely hallucinated.
I had a different takeaway - that a lot of folks on here read Ben Thomson and respect his work! It sounds like Ben is pretty bullish on OpenAI and maybe he's convinced folks through his work to agree with this take.
yeah something tells me Ben does not care about being #1 on hn
Re: It's OpenAI's world, we're just living in it
#10"[Microsoft's] platform power didn’t just come from controlling applications on top of Windows, but the OEM ecosystem underneath. If OpenAI builds AI for everyone, then they are positioned to extract margin from companies up-and-down the stack — even Nvidia. " Ah yes, the ChromeOS strategy. How'd that work out for Google? Building a platform is good, a way to make quite a bit of money. It's worked really well for Goo…
The counter argument, saying that it’s likely going to be Google, appears in the latest Acquired.fm podcast. They’re the only AI lab with their own silicon. Edit: they didn’t say “likely,” they just marveled at the talent + data + TPU + global data centers + not needing external investment. If I recall correctly, their theory was that google could deliver tokens cheaper than anyone else.
Every single major AI player at the moment is designing chips with some getting close to their first tape out. Including OpenAI.