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How will OpenAI compete?

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Re: How will OpenAI compete?

#111

Post by junipertea »

lelanthran wrote: post #103
shubhamjain wrote: post #29

Everyone is actually underestimating stickiness. The near billion users OpenAI has is actually a real moat and might translate into decent chunk of revenue. My wife, for example, uses ChatGPT on a daily basis, but has found no reason to try anything else. There are no network effects for sure, but people have hundreds and thousands on conversation on these apps that can't be easily moved elsewhere. Understandable tha…

> The near billion users OpenAI has is actually a real moat and might translate into decent chunk of revenue. > My wife, for example, uses ChatGPT on a daily basis, but has found no reason to try anything else. Is she paying for it? Because as we have seen repeatedly in the past, paid products whither and die when Microsoft bundles a default replacement. You need to provide a really good reason why this time its diff…

I believe specifically for Microsoft, they did bundle a default replacement for chatGPT in a lot of different places (Bing chat, Copilot) which use OpenAI models! But the end product is notably worse than native interface. There is a bare-minimum-level of usability required.

For chat apps, good enough is good enough. For something as universally useful and easy to use as ChatGPT, the bar is higher. I don't want to comment on the financial feasibility, but whatever Microsoft put out has been a complete flop even when free, making ChatGPT $8 subscription seem worth it in comparison

Re: How will OpenAI compete?

#112

Post by fc417fc802 »

smugma wrote: post #63
gadflyinyoureye wrote: post #54

Earlier quoted context omitted.

This is the real question. Is she willing to pay $20 per month when Google's Gemini is free? Google can remain irrational longer than OAI can remain solvent.

I understand the underlying quote but not how/why it’s being used here. How is Google giving Gemini away for free to undercut OAI irrational? Anticompetitive, maybe.

Because the quote is irrational/solvent so you have to stick with those words. The similarity is a failed attempt to wait out a disadvantageous price regardless of the specific reason driving said price.

Even in the context of the original quote the price is only "irrational" in the eyes of the person trying (and failing) to play the market. "But you can't do that, that doesn't make any sense!" spoken by a person who has failed to fully grasp the situation.

Re: How will OpenAI compete?

#113

Post by akhilchaturvedi »

randerson wrote: post #91
shubhamjain wrote: post #29

Everyone is actually underestimating stickiness. The near billion users OpenAI has is actually a real moat and might translate into decent chunk of revenue. My wife, for example, uses ChatGPT on a daily basis, but has found no reason to try anything else. There are no network effects for sure, but people have hundreds and thousands on conversation on these apps that can't be easily moved elsewhere. Understandable tha…

In theory you can export your data from ChatGPT under Settings > Data Controls. In practice, I tried this recently and the download link was broken. Convenient bug I must say.

Make sure you're logged in to chatgpt.com in the same browser you're using to access that link.

Re: How will OpenAI compete?

#114

Post by HlessClaudesman »

shubhamjain wrote: post #29

Everyone is actually underestimating stickiness. The near billion users OpenAI has is actually a real moat and might translate into decent chunk of revenue. My wife, for example, uses ChatGPT on a daily basis, but has found no reason to try anything else. There are no network effects for sure, but people have hundreds and thousands on conversation on these apps that can't be easily moved elsewhere. Understandable tha…

I think you're right about stickyness up to a point.

Cultural defaults seem unchangeable but then suddenly everyone knows, that's everyone knows, that OpenAI is passé.

OpenAI has a real chance to blow their lead, ending up in a hellish no-man's land by trying to please everyone: Not cool enough for normies, not safe enough for business, not radical enough for techies. Pick a lane or perish.

Not owning their own infrastructure, and being propped up by financial / valuation tricks are more red flags.

Being a first mover doesn't guarantee getting to the golden goose, remember MySpace.

Re: How will OpenAI compete?

#115

Post by GCUMstlyHarmls »

thrwaway55 wrote: post #72
shubhamjain wrote: post #29

Everyone is actually underestimating stickiness. The near billion users OpenAI has is actually a real moat and might translate into decent chunk of revenue. My wife, for example, uses ChatGPT on a daily basis, but has found no reason to try anything else. There are no network effects for sure, but people have hundreds and thousands on conversation on these apps that can't be easily moved elsewhere. Understandable tha…

Isn't half the appeal of AI that they can write a prompt like move all my text history from OpenAI to Claude and then they do it?

But the (royal) Wife needs to 1) know that exporting is a concept, 2) automating an export is possible, 3) you could ask claude to do it, 4) what an API key is or how to connect services.

My mum, and probably nearly a billion other users, could probably imagine step 1 but not connect to step 2 beyond copy-paste. Most people are still out here sending screen shots of their phones instead of just copying a link or hitting "share" on the image.

Re: How will OpenAI compete?

#116

Post by GCUMstlyHarmls »

boxedemp wrote: post #47
morkalork wrote: post #36

Earlier quoted context omitted.

I commute on the train, I see students studying with it. I go for brunch on the weekend, I see parents consulting it while at the table with their infants. I'm at work, colleagues are using it all day. I leave work and I overhear the random woman smoking in the alleyway talking on her cellphone saying "so I asked chatgpt". It's mind-bogglingly pervasive, the last time something had such a seizmic cultural impact like…

My sister uses Gemini and calls it chat gpt. It's becoming a genericide.

My aunt calls it "chat", "I asked chat", which is funny to my online-brain. Like she's a streamer with a permanent audience of 1. Hey chat, is this real?^1

1. https://knowyourmeme.com/memes/chat-is-this-real

Re: How will OpenAI compete?

#118

Post by ProgrammerMatt »

daxfohl wrote: post #107

One trillion capex per year? Does that mean they need everyone on the planet to get $100/yr subscriptions to stay solvent? Without a monopoly? Or a product that most people use much?

Of course not. It could be half the people on the planet need to pay $200/yr

Re: How will OpenAI compete?

#119

Post by svnt »

akhilchaturvedi wrote: post #113
randerson wrote: post #91

Earlier quoted context omitted.

In theory you can export your data from ChatGPT under Settings > Data Controls. In practice, I tried this recently and the download link was broken. Convenient bug I must say.

Make sure you're logged in to chatgpt.com in the same browser you're using to access that link.

How would you navigate to it if you were not?
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