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It's OpenAI's world, we're just living in it
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Re: It's OpenAI's world, we're just living in it
#12Whenever 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.
I do like stratechery but this is a roundup newsletter and not an article. If the HN thread gets engagement it will likely be based on the headline and not any of the articles in the roundup.
Re: It's OpenAI's world, we're just living in it
#13Platforms usually deliver significant value that is hard to replicate. OpenAI doesn't have any such thing. It's trivially replaced, and there's many competitors already. OpenAI is ahead of the curve, but they don't seem to have any particular way to do sticky capture. Migrating to a different LLM is an afternoon's work at most, not nearly the complexity of porting an app between OS' or creating a robust hardware driver model.
Re: It's OpenAI's world, we're just living in it
#14Whenever 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.
I don't even know who "Ben" is...
Re: It's OpenAI's world, we're just living in it
#15Whenever 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.
It's easy to write a cynical reaction, but the simplest explanation is usually true. In this case, it's just a very good headline.
I read Stratechery. Ben's articles are what he makes for public consumption. This weekly summary thing is a new roundup for subscribers, and just happens to be public, and if you're not a subscriber you can't follow the links. If Ben could choose something to be #1 on Hacker News it would likely be a full article with this headline, rather than a weekly summary post for subscribers.
OpenAI has been at the top of the app store for years now. A lot of people are interested in it. That trivially explains the upvotes without a conspiracy.
Kudos to the headline writer on this one.
Re: It's OpenAI's world, we're just living in it
#16"[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.
Amazon.
Re: It's OpenAI's world, we're just living in it
#17Openai is an artificially and ridiculously inflated balloon. It has nothing except initial market capture with hype. But yes they will keep whipping investors and keep burning money.
Re: It's OpenAI's world, we're just living in it
#18Platforms usually deliver significant value that is hard to replicate. OpenAI doesn't have any such thing. It's trivially replaced, and there's many competitors already. OpenAI is ahead of the curve, but they don't seem to have any particular way to do sticky capture. Migrating to a different LLM is an afternoon's work at most, not nearly the complexity of porting an app between OS' or creating a robust hardware driv…
You could say the same thing about Facebook...
Re: It's OpenAI's world, we're just living in it
#19Platforms usually deliver significant value that is hard to replicate. OpenAI doesn't have any such thing. It's trivially replaced, and there's many competitors already. OpenAI is ahead of the curve, but they don't seem to have any particular way to do sticky capture. Migrating to a different LLM is an afternoon's work at most, not nearly the complexity of porting an app between OS' or creating a robust hardware driv…
they understand that, and that's why they're making it sticky by adding in app purchasing, advertising, integrations. also why they hired OGs from IG/FB. They are building the moat and hoping that first to market is going to work out.
Re: It's OpenAI's world, we're just living in it
#20Platforms usually deliver significant value that is hard to replicate. OpenAI doesn't have any such thing. It's trivially replaced, and there's many competitors already. OpenAI is ahead of the curve, but they don't seem to have any particular way to do sticky capture. Migrating to a different LLM is an afternoon's work at most, not nearly the complexity of porting an app between OS' or creating a robust hardware driv…
That's why they're working on consumer hardware