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How will OpenAI compete?

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Re: How will OpenAI compete?

#251

Post by matwood »

hattmall wrote: post #64
kshacker wrote: post #48

Earlier quoted context omitted.

I have done that at my home. My wife calls maids. They are there. I need to go to restroom. Ask my wife. She is struggling to communicate. It took me 3 seconds to realize ChatGPT could help. And it did.

Nice that ChatGPT does that, its also true that Google Translate and other APPs have had this functionality for a decade or more. I was getting live German translated on my phone in 2015 with no problems.

Yes, there have been translation apps for along time, but the LLMs are much better. If the phrases can have dual meanings the LLMs will often explain so you end up with a better understanding of what was said/needs to be said. The LLMs can pull more context from the web, so if you're dealing with more complex topics that may have acronyms they are much better at getting to a correct translation.

Re: How will OpenAI compete?

#252

Post by CamelCaseCondo »

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…

  and thousands on conversation on these apps that can't be easily moved elsewhere.
This obstacle looks familiar.

Re: How will OpenAI compete?

#253

Post by rwyinuse »

shinycode wrote: post #206
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 don’t know how much of an anecdote it is, but all the non-tech people with whom I talk about IA only know chatGPT. Competition is either non existent or the same thing. Among those, no one wants to pay the service, they just stop using it when limits are reached. I can’t say which users can turn the market around but chatGPT is indeed burned in the mind of many and because they don’t care about tech and are not int…

I would bet 100% of those people have either Apple or Android phone in their pocket. Android users already have easy access to Gemini, and Apple's Siri is going LLM soon enough as well.

Google and Apple just need to push their AI assistants hard enough, and most of the moat OpenAI has will be gone.

Re: How will OpenAI compete?

#254

Post by bg24 »

If Codex 6.0 is better than Opus 4.9, things will flip. While OpenAI has too many common enemies and trying to box them into a consumer company, they are equally enterprise focused. They need to absolutely do well with foundation model - everything else depends on that.

Re: How will OpenAI compete?

#255

Post by KeplerBoy »

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…

Do people care about their old LLM sessions?

I might have sessions I revisit over a few weeks, but nothing longer than that. The conversations feel as ephemeral as the code produced. Some tiny fractions of it might persist long term, but most of it is already forgotten and replaced by lunch time.

Re: How will OpenAI compete?

#257

Post by scandox »

KeplerBoy wrote: post #255
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…

Do people care about their old LLM sessions? I might have sessions I revisit over a few weeks, but nothing longer than that. The conversations feel as ephemeral as the code produced. Some tiny fractions of it might persist long term, but most of it is already forgotten and replaced by lunch time.

My barber does. It's his therapist and the fact that it knows all about his life is very important to him.

Re: How will OpenAI compete?

#258

Post by alfg »

pllbnk wrote: post #179
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…

ChatGPT has a good name. It's weird and awkward but it still rolls off the tongue. And I am saying that as a non native English speaker because the name has been migrated to other languages with the English pronunciation. In comparison, Claude's name is very bad, it just doesn't sound right and people might mishear me when I say it. I never say "Claude" when talking to other, especially non-technical people, and inst…

In Japan many people call it "Chappie" (チャッピー), which I think is much easier to say and less awkward, haha. I see a lot of people using it here daily.

I feel like OpenAI should lean into that.

Re: How will OpenAI compete?

#259

Post by wouldbecouldbe »

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…

Switching llms is like switching a car. Its a bit annoying in the beginning, it responds slightly different and you need to change you subconscious habits before it feels comfortable. Why everyone always complains about new models. So unless there is a very obvious improvement; most users will prefer to stick to their current llm

Re: How will OpenAI compete?

#260

Post by Kiro »

srivmo wrote: post #203
ryanlitalien wrote: post #45

I speak native English and barebones high school Spanish. I recently visited Costa Rica and almost every time there was a language barrier issue (unknown word or phrase), the local folks opened ChatGPT, said what they were trying to say in Spanish and then had ChatGPT convert it to English. It was everywhere.

Google Translate has been doing this forever and people in countries like Turkiye have been using it for a while. The usecase you're talking about is not exactly an LLM use case tbh.

And yet people are using it for that, even if it's not rational. I use ChatGPT for some things that would be easier and better to do with other tools out of habit.
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