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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

#181

Post by pixl97 »

nakamoto_damacy wrote: post #43
pixl97 wrote: post #35

Earlier quoted context omitted.

Anecdotes are only a datapoint and nearly meaningless by themselves. For a great many others just the stratechery.com website alone is enough to get a view and an upvote.

Are you sure Ben is not getting paid $7,000 per post by OpenAI?

Are you sure you property clean up the blood stains of the call girls you murdered in your basement?

And what I mean by that is what evidence are either of us bringing that our claims are true?

Therefore I bring that I have no evidence at all about my claim above, and seeming you're in the same boat.

This said the website above lists

>I am not paid by any company for any opinion I post on Stratechery or in any public forum, including podcasts and Twitter.

>I do not hold individual stocks in any company I write about. I do hold various 401k and IRA accounts that invest in a wide-ranging basket of stocks, over which I have no control.

>I occasionally agree to speaking engagements for both public and private events, but not for companies I cover on Stratechery. Compensation will vary based on the nature of the customer and event, as well as the topic. I do not do any consulting at this time.

So you tell me.

>I pay for all of my own travel and expenses when I attend company events.

Re: It's OpenAI's world, we're just living in it

#182

Post by tim333 »

polalavik wrote: post #153
random9749832 wrote: post #149

Earlier quoted context omitted.

>The current AI wave has been compared (by sama) to electricity and sometimes transistors. AI is just going to be in all the products. Sorry, but you have to be beyond thick to believe any of this.

Ya absolutely wild take. can the world and tech survive fruitfully without AI? yes. can the world and tech survive without electricity and transistors - not really. the modern world would come crashing down if transistors and electricity disappeared overnight. if AI disappeared over night the world might just be a better place.

That might be because AI is new so we don't rely on it. The world got on for a long time before electrical engineering came about.

Re: It's OpenAI's world, we're just living in it

#183

Post by 113 »

vbezhenar wrote: post #110
moistoreos wrote: post #100

Earlier quoted context omitted.

You could literally eliminate homelessness, world hunger, and fully pay health care costs in that same timeframe with much less cash.

Cash is just paper. You can't eat paper.

Money Can Be Exchanged For Goods and Services

Re: It's OpenAI's world, we're just living in it

#184

Post by yannyu »

cool_dude85 wrote: post #81
pants2 wrote: post #79

Earlier quoted context omitted.

Much of the value I get from ChatGPT is based on it's memory system that has a good profile on me. For example if I ask it to find me something to eat at X restaurant, it will already know my allergies, dietary preferences, weight goals, medications, other foods I like, etc and suggest an item based on that, all workout me explicitly telling it. Moving from ChatGPT to Claude I would lose a lot of this valuable histor…

Or you could type up "My allergies are X, Y, Z, I have the following preferences..." etc. and put it into whatever chat bot you like. Obviously this is a bit of a pain, but it probably constrains significantly how much of a premium ChatGPT can charge. You might not bother if ChatGPT is time and a half more expensive, but what if it's 3x as much as the competition? What if there's a free alternative that's just as goo…

Even simpler, ask ChatGPT "How would you describe my dietary preferences and restrictions?", maybe throw in some personality guidance of "You are training my executive assistant".

Re: It's OpenAI's world, we're just living in it

#185

Post by wubrr »

mschuster91 wrote: post #180
AtlasBarfed wrote: post #168

Earlier quoted context omitted.

Well, it's the rich's money, dedicated to replacing as many people as possible in the Great war on labor. I easily see the rich betting a trillion dollars especially if it's not their money and they start employing government funds in the name of a fictitious AI arms race. They smell blood in the water. Reducing everyone to as minimum wage as possible. Capital is already concentrated, aligned along monopolies and car…

> Well, it's the rich's money, dedicated to replacing as many people as possible in the Great war on labor. A lot of "the rich's" money is actually backed by the pension funds, 401k and similar investment vehicles. That's the dirty secret in most of today's world. A lot of ultra-large companies would absolutely deserve getting broken up just for being way too powerful, the problem is any such attempts would send the…

> A lot of "the rich's" money is actually backed by the pension funds, 401k and similar investment vehicles.

Not really clear what you mean by this. But arguably all of the rich's money (and all money in general) is backed by labour/the ability to exchange that money for someone else's labour.

Re: It's OpenAI's world, we're just living in it

#186

Post by mschuster91 »

wubrr wrote: post #185
mschuster91 wrote: post #180

Earlier quoted context omitted.

> Well, it's the rich's money, dedicated to replacing as many people as possible in the Great war on labor. A lot of "the rich's" money is actually backed by the pension funds, 401k and similar investment vehicles. That's the dirty secret in most of today's world. A lot of ultra-large companies would absolutely deserve getting broken up just for being way too powerful, the problem is any such attempts would send the…

> A lot of "the rich's" money is actually backed by the pension funds, 401k and similar investment vehicles. Not really clear what you mean by this. But arguably all of the rich's money (and all money in general) is backed by labour/the ability to exchange that money for someone else's labour.

> Not really clear what you mean by this.

The amount of shares in many a large company that are held by passive or semi-passive investment vehicles.

It's not just high net worth individuals and nation-state entities (wealth funds) that pump money into YC, Meta, Apple, NVidia, Microsoft and god knows what else, the bulk of the ownerships is held indirectly by the wide masses via one sort or another of pension schemes.

Elon Musk doesn't play with his own money on xAI, he plays with the money of his investors, and so do all the other actors in the AI bubble.

Re: It's OpenAI's world, we're just living in it

#187

Post by mettamage »

auggierose wrote: post #158
aerhardt wrote: post #70

Earlier quoted context omitted.

Yeah, I'm extremely loyal to ChatGPT Plus and Codex, but is't because OpenAI has a native Mac app that I like, and Codex included with Plus and has served me well enough to not look at Claude. I like GPT-5 quite a bit as a user. I'll concede none of these are small things - they've had my money for 2+ years - but they're not gigantic advantages either. At an enterprise level however, in the current workload I am deal…

Actually, Anthrophic has a Mac app I can use, and I cannot use the OpenAI one.

Fun fact, it’s an Electron app

Re: It's OpenAI's world, we're just living in it

#188

Post by bigbuppo »

yibg wrote: post #145
karel-3d wrote: post #83

I don't like Ed Zitron automatic dismissal of everything AI and the constant profanities in his writing are getting old, and it's usually not very well structured, but that said... I like the perspective he has about the money involved. https://www.wheresyoured.at/the-case-against-generative-ai/ OpenAI needs 1 trillion dollars in next four years just to keep existing. That's more than all currently available capital,…

I think it's pretty smart actually. Altman has sort of linked the fate of OpenAI to that of Nvidia, AMD, Oracle, Microsft etc with these huge deals / partnerships. We've seen the impact of these deals on stock prices before even a penny has changed hands. Tracks with his reputation for power play and politics.

That certainly explains why Microsoft is so desperate to force everyone into using their AI whether they want to or not. I'm wondering if the deal will end Microsoft when OpenAI goes belly up.

Re: It's OpenAI's world, we're just living in it

#189

Post by dabockster »

moomoo11 wrote: post #156
aerhardt wrote: post #70

Earlier quoted context omitted.

Yeah, I'm extremely loyal to ChatGPT Plus and Codex, but is't because OpenAI has a native Mac app that I like, and Codex included with Plus and has served me well enough to not look at Claude. I like GPT-5 quite a bit as a user. I'll concede none of these are small things - they've had my money for 2+ years - but they're not gigantic advantages either. At an enterprise level however, in the current workload I am deal…

I think their moat is ironically the platform. Like Apple vs every other computer maker. Their platform mostly just works. Their api playground and docs are like 100x better than whatever garbage Anthropic has. I think their UX is way better, and I can have long AF conversations without lagging. I can even change models in the same conversation. Basic shit Anthropic can’t figure out (they can fleece their 20x max sub…

The platform is just a search tool and extended processing modes. That is easily replicated elsewhere.

The only moat they have is the fact that you still need a GPU of some kind to reliably run even a tiny LLM. But the gap between what absolutely needs a server farm and what can be ran on a store bought gaming computer is quickly closing. You can already run mixture of experts models on gaming rigs with a high degree of usability compared to just one year ago. And that tech continues to be pushed further and further. It's only a matter of time until we see ChatGPT levels of access running on a quad core laptop totally offline. And once that happens, all such a system would need is the correct tooling on top of the AI model "brain" to make it usable.

And beyond that, what if you could have an AI model on an ASIC-style add-in card? Where's their moat then?

Re: It's OpenAI's world, we're just living in it

#190

Post by [deleted] »

karel-3d wrote: post #83

I don't like Ed Zitron automatic dismissal of everything AI and the constant profanities in his writing are getting old, and it's usually not very well structured, but that said... I like the perspective he has about the money involved. https://www.wheresyoured.at/the-case-against-generative-ai/ OpenAI needs 1 trillion dollars in next four years just to keep existing. That's more than all currently available capital,…

[deleted]
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