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Which kinds of GPT startups will thrive?

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Re: Which kinds of GPT startups will thrive?

#31

Post by varjag »

morkalork wrote: post #24
tikkun wrote: post #16

Earlier quoted context omitted.

In theory the same was true about the SaaS wave and the mobile wave. In practice, many startups have built valuable businesses around things that Google could've done, but didn't do successfully. The same will be true in the AI wave. In theory, FAANG-co could do it. In practice, they can't. The exceptions to this will be the things where the winner is determined by a dimension that Google will always win on. In pract…

Google/MS make generic software for businesses and developers. They don't really get involved in specific verticals (aside from obvious ones like cloud, gaming, marketing). Successful start-ups will be the ones taking models from big tech cos and bringing them to the boring verticals those companies have no interest in.

Then one day Google tweaks their model in an unfortunate way and you fall all the way down that vertical.

Re: Which kinds of GPT startups will thrive?

#33

Post by slap_shot »

It's plausible that a handful of these new startups can define themselves as the next generation software of their industry, but I'm not sure many of these startups will make out of the "Tug-of-War valley" as the article describes.

I'm amazed at the amount of seed deals being done around "X with AI" where X is an established area of software.

The bet is that a new startup will be able to deliver a better product than the incumbent players (often established companies with large adoption and distribution).

Of the many I've looked at, the hurdle the startups will have to clear seems to be massive compared to the incumbents being able to build these "AI powered" features.

Re: Which kinds of GPT startups will thrive?

#34

Post by tsunamifury »

rig777 wrote: post #11

Most AI startups for the next couple of years are just going to be scams that work of the back of OpenAI's API. My work place is currently under an onslaught of every person thinking there's a plethora of tools to do there job for them when it's just all OpenAI in the end. I believe AI is here to stay and will revolutionize the work place. I just feel way to many people are going about it the wrong way.

Uh you could make the same accusation about processors or cloud or any base technology. I think your view here is stunningly naive.

Fine tuning GPT4 produces real and tangible differences let alone building an interface for specific workflows.

Re: Which kinds of GPT startups will thrive?

#35

Post by swayvil »

Look at what thrives already. Fast food. Porn. Dominance fantasies. I think that covers it.

Until we can deliver cocaine over wifi.

Can we do that? Tell the GPT "get me high". Delivers some kind of genius AI contrived neuro-reactive audiovidio experience. No narrative. Just "chemicals".

THAT would be a good product.

Re: Which kinds of GPT startups will thrive?

#36

Post by moneywoes »

tikkun wrote: post #16
icapybara wrote: post #2

Not many of them. Google or Microsoft can see what works for these startups and then put it in their own products. If you don't own the model, you don't have a safe business.

In theory the same was true about the SaaS wave and the mobile wave. In practice, many startups have built valuable businesses around things that Google could've done, but didn't do successfully. The same will be true in the AI wave. In theory, FAANG-co could do it. In practice, they can't. The exceptions to this will be the things where the winner is determined by a dimension that Google will always win on. In pract…

The difference in cloud hosting and gpt api costs are enormous Though no?

Faang will tariff all these innovative co

Re: Which kinds of GPT startups will thrive?

#37

Post by awinter-py »

the sub-question in here of 'what is SEO for GPT' is interesting

how do you incept a model to tell someone to use your product

as a society that's been through ten years of extreme adtech, will we crack down on ad placement in LLMs?

ready for someone's dystopian arxiv post about how to inject RTB in the attention heads

Re: Which kinds of GPT startups will thrive?

#38

Post by sharemywin »

simonebrunozzi wrote: post #9

Let's call the other guys "Gatekeepers" (Open.AI, Google with Bard, etc). Option 1: none. Most of the value will be captured by Gatekeepers Option 2: Gatekeepers will partially commoditize their service, and on top of them, several startups will thrive by creating something not easily replicable by Gatekeepers (via patents, via speed of execution, via viral growth, etc). Example: biggest GPT-powered media startup wil…

for option 3 wouldn't you need a substantial articulated value prop over co-pilot?

A start up in the: Agents, Agent frameworks, Tool Hubs: Huggingface, LangChain. Are probably the only "startups" that have a shot.

As for Data lakes I suppose that's true but alot of companies have their data in the cloud now. so I don't know how much data security/privacy/cost is a barrier for these gatekeeper companies.

It also all depends on how long AI is weak at using and generating a UI.

Re: Which kinds of GPT startups will thrive?

#39

Post by moneywoes »

tikkun wrote: post #27
itake wrote: post #21

Earlier quoted context omitted.

To add,FANGA it does not go after $100 million ideas

And, FAANG doesn't go after ideas that look like $100 million ideas that end up becoming $100B ideas.

For example? Looking at killed by google I don’t see any obvious examples

Re: Which kinds of GPT startups will thrive?

#40

Post by erispoe »

varjag wrote: post #31
morkalork wrote: post #24

Earlier quoted context omitted.

Google/MS make generic software for businesses and developers. They don't really get involved in specific verticals (aside from obvious ones like cloud, gaming, marketing). Successful start-ups will be the ones taking models from big tech cos and bringing them to the boring verticals those companies have no interest in.

Then one day Google tweaks their model in an unfortunate way and you fall all the way down that vertical.

Can you give an example?
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