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We're Joining OpenAI

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Re: We're Joining OpenAI

#141

Post by _heimdall »

mrweasel wrote: post #117
liurenju wrote: post #2

I personally enjoy using Alex code even though I also use claude code and cursor. But saw they will join openAi today, and I am wondering whether this is more like joining openAi without an interview or openAi really believes Alex code is an excellent product and would like to integrate the features into their codex?

The word joining always annoys me. I doubt very much that the Alex team is joining OpenAI, they where bought out. Joining implies some sort of semi-equal partnership, which I very much doubt this is.

I read the GP comment as referring to an acquihire situation, not joining as any level of partnership role in the OpenAI business.

Re: We're Joining OpenAI

#142

Post by solarkraft »

simianwords wrote: post #102
kridsdale3 wrote: post #15

Earlier quoted context omitted.

Au contraire, based on their recent hires, they're just beginning their Facebook phase. Expect to see a lot of ads 2 years from now, and expect to see a LOT of money being made by the company a year after that. If they can maintain runway until then.

I predict this won’t be the case. The switching cost to a non Ad LLM is too low for me to be bothered with an ad based LLM. OpenAI must justify ads when its competitors are not sending ads. Why would they? OpenAI models must be so good that it should be worth dealing with ads compared to say Claude or DeepSeek.

I predict it will be sneaky enough and the ChatGPT brand is strong enough to take it. Your switching cost is low - but you’re likely a tech enthusiast who likes researching and trying alternatives. Most people aren’t like that. The one competitor with anywhere close consumer recognition is Gemini and I’m sure Google would love to push ads too. Maybe not yet as they’re in the reputation building phase, but if it makes money I’m fairly sure everyone will end up doing it.

Re: We're Joining OpenAI

#143

Post by petralithic »

simianwords wrote: post #102
kridsdale3 wrote: post #15

Earlier quoted context omitted.

Au contraire, based on their recent hires, they're just beginning their Facebook phase. Expect to see a lot of ads 2 years from now, and expect to see a LOT of money being made by the company a year after that. If they can maintain runway until then.

I predict this won’t be the case. The switching cost to a non Ad LLM is too low for me to be bothered with an ad based LLM. OpenAI must justify ads when its competitors are not sending ads. Why would they? OpenAI models must be so good that it should be worth dealing with ads compared to say Claude or DeepSeek.

Unless they all have ads, which is a good way to justify spending all that capex on training.

Re: We're Joining OpenAI

#144

Post by cutemonster »

ants_everywhere wrote: post #61
layoric wrote: post #25

Earlier quoted context omitted.

Just by the nature of the product, the manipulation will be a lot more subtle, and likely more successful than traditional ads..

This is true, but it doesn't go far enough. Google could serve you ads, like LLMs will. But LLMs can be used to astroturf internet spaces. Which means they allow everyone the ability to serve ads and manipulate. It's no longer just limited to the company providing the original service.

I think they'd inject ads during training (too). You and everyone cannot do that; Google can.

Re: We're Joining OpenAI

#145

Post by raxxorraxor »

torginus wrote: post #138
DrScientist wrote: post #128

Earlier quoted context omitted.

I do wonder whether we will switch back to ads or there is/will be a big switch to the subscription type model. Would you trust output from OpenAI which is sponsered? I mean it's bad enough now in the ad space where they are increasingly trying to make the ads look more like content - imagine that in woven into your ChatGPT output? The younger generation are quite used to subscription models - netflix, spotify, vario…

The problem with charging more for subscription is they have like 5 competitors who can give you the same thing, and charging more is giving them an open opportunity to trade revenue for market share if you undercut them. I think they're realizing what most capitalists have realized - if you don't own the whole value chain, you don't own the value. I bet Alex won't have a dropdown to switch to Claude Sonnet for very…

> if you don't own the whole value chain, you don't own the value.

Good rule. Just like using a service based AI instead of a self-hosted one if you are a developer or artist.

Re: We're Joining OpenAI

#146

Post by seunosewa »

kridsdale3 wrote: post #15
CyberMacGyver wrote: post #11

At this rate it’s better to start a company and get aquihired vs applying and getting hired. Seems like OpenAI speed ran through the Facebook phase and are out of ideas

Au contraire, based on their recent hires, they're just beginning their Facebook phase. Expect to see a lot of ads 2 years from now, and expect to see a LOT of money being made by the company a year after that. If they can maintain runway until then.

Their non-profit status may be an impediment to maximising profits.

Re: We're Joining OpenAI

#147

Post by elpakal »

saagarjha wrote: post #126
elpakal wrote: post #43

Earlier quoted context omitted.

Something mentioned in WWDC stuck out to me (think it was Craig) about current state of LLMs not living up to their high standard of quality. Because they absolutely could (and kind of are, with the foundation models stuff) build their own. Letting Claude or OpenAI handle the Xcode changes via their integration in the next Xcode makes more sense in that context.

The high standard of quality that is Xcode?

lol

Re: We're Joining OpenAI

#148

Post by clownpenis_fart »

kridsdale3 wrote: post #15
CyberMacGyver wrote: post #11

At this rate it’s better to start a company and get aquihired vs applying and getting hired. Seems like OpenAI speed ran through the Facebook phase and are out of ideas

Au contraire, based on their recent hires, they're just beginning their Facebook phase. Expect to see a lot of ads 2 years from now, and expect to see a LOT of money being made by the company a year after that. If they can maintain runway until then.

[dead]

Re: We're Joining OpenAI

#149

Post by tanseydavid »

hpdigidrifter wrote: post #113
imiric wrote: post #63

Earlier quoted context omitted.

> If folks corrupt the integrity of LLM responses, as it were, they’ll destroy the value proposition. Highly unlikely. Google's SERP is an ad-infested abomination that sometimes shows useful results, and yet people still use Google Search. The same will happen with LLMs, except in far more subtle and insidious ways. Instead of showing you ads directly, they will be naturally interwoven in conversations, suggestions,…

>yet people still use Google Search Google search is widely acknowledged as drastically drying up in the last year or so, that's despite more worldwide internet usage.

IMHO a huge part of people choosing ChatGPT over Google for search is due to the absence of ads and other distractions.

Doing search with ChatGPT feels like doing research in a library setting whereas Google search feels like doing research in Times Square.

Re: We're Joining OpenAI

#150

Post by LtWorf »

imiric wrote: post #63
unyttigfjelltol wrote: post #53

Earlier quoted context omitted.

If folks corrupt the integrity of LLM responses, as it were, they’ll destroy the value proposition. More likely the model will be payment for low friction enablement of transactions rather than overt steering. Pick Door #1: the LLM states the product is fit for purpose. Pick Door #2: the LLM will directly complete the transaction or close to it.

> If folks corrupt the integrity of LLM responses, as it were, they’ll destroy the value proposition. Highly unlikely. Google's SERP is an ad-infested abomination that sometimes shows useful results, and yet people still use Google Search. The same will happen with LLMs, except in far more subtle and insidious ways. Instead of showing you ads directly, they will be naturally interwoven in conversations, suggestions,…

> Google's SERP is an ad-infested abomination that sometimes shows useful results, and yet people still use Google Search.

I've personally stopped doing that. I understand it's not a mainstream decision since most people don't even know what alternatives are there, but doesn't mean that in a couple of years google won't start to feel it.

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