Tech companies are one of the jewels in America's (USA's) crown. If we build a bunch of huge AI companies, rivals will probably continue to release open AI models which undermine the US's influence in the world.
How will OpenAI compete?
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Re: How will OpenAI compete?
#32This is confirmation bias. HN and other tech people are focusing on the programming aspect of AI more than anything else. The average user does not use it for that, and they don't care. ChatGPT became something like Kleenex.
Re: How will OpenAI compete?
#33I keep hearing about how the app integrations will be where the AI value is and then I see the actual app integrations and they are between useless and mildly helpful. From what I can see Anthropic's big bet is that they will solve computer use and be able to act as an autonomous agent. Not so sure how fast they will progress on that. OpenAI on the other hand - I have no idea what they are planning - all I'm reading…
Ai porn and ads may be a bigger market than anthropics b2b
Re: How will OpenAI compete?
#34Everyone 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…
> My wife, for example, uses ChatGPT on a daily basis, but has found no reason to try anything else.
Ads might change that. If we know anything, nobody beats Google with ad based monetization. OAI is absolutely correct to be scared.
Re: How will OpenAI compete?
#35Worth noting that it’s not a winner-takes all situation. There’s definitely space for differentiation. Anthropic is in favor with developers and generally tech people, while OpenAi / Gemini are more commonly used by regular folks. And Grok, well, you know… We have yet to see who’s winning in the “creative space”, probably OpenAI. As these positionings cristallize, each company is likely going to double down on their…
I categorize it like this:
Claude: Programmers
ChatGPT: LGBTQ/Liberals, with a lot of censorship
Grok: Joe Rogan
Re: How will OpenAI compete?
#36Everyone 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 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 this was I dunno, Facebook? And secondly, it's all one specific brand. I'm not encountering co-pilot or gemini in the meat-space.
Re: How will OpenAI compete?
#37Everyone 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…
My wife uses Google AI overview - as an extension of search - on a daily basis and then jumps to Gemini
Re: How will OpenAI compete?
#38Worth noting that it’s not a winner-takes all situation. There’s definitely space for differentiation. Anthropic is in favor with developers and generally tech people, while OpenAi / Gemini are more commonly used by regular folks. And Grok, well, you know… We have yet to see who’s winning in the “creative space”, probably OpenAI. As these positionings cristallize, each company is likely going to double down on their…
I categorize it like this: Claude: Programmers ChatGPT: LGBTQ/Liberals, with a lot of censorship Grok: Joe Rogan
DeepSeek: Jìan-Yáng
Re: How will OpenAI compete?
#39> The models have a very large user base, but very narrow engagement and stickiness, and no network effect or any other winner-takes-all effect so far that provides a clear path to turning that user base into something broader and durable.
I think this is clearly wrong. Users provide lots of data useful for making the models better and that is already being leveraged today. It seems like network effects are likely in the future too. And they have several ways to get stickiness including memory.
Re: How will OpenAI compete?
#40I keep hearing about how the app integrations will be where the AI value is and then I see the actual app integrations and they are between useless and mildly helpful. From what I can see Anthropic's big bet is that they will solve computer use and be able to act as an autonomous agent. Not so sure how fast they will progress on that. OpenAI on the other hand - I have no idea what they are planning - all I'm reading…
Ai porn and ads may be a bigger market than anthropics b2b
OpenRouter top apps are 50/50 between AI girlfriends and coding assistants as a general rule.