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How will OpenAI compete?

ben-evans.com

361–370 of 693 posts

Re: How will OpenAI compete?

#361

Earlier quoted context omitted.

> for conversation all models even Le Chat is just better than ChatGPT currently Not sure what you’re smoking, but I want some.

I am smoking this thing called: putting same prompt in four different apps and seeing which ones give me answers and which ones hallucinate and patronize me, but considering your comment I can see how you would prefer ChatGPT

Have you tried actually holding a conversation with it? I'm really puzzled in which world Gemini/Claude is better than ChatGPT for day-to-day tasks/conversations.

Claude can't even search products on Amazon, Jesus.

Re: How will OpenAI compete?

#362

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…

The moment openai starts charging for their service properly, people will start shopping around.

See power users such as devs with coding assistants that have model selection dropdowns allowing you to switch on a whim. There is zero loyalty or stickiness in the paying user crowd.

Re: How will OpenAI compete?

#363

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.

A cool use case; you can tell ChatGPT voice to act as a translator. When they speak Spanish, translate it to English. When you speak English, translate it to Spanish.

Works pretty good.

Re: How will OpenAI compete?

#364
post #55

Same question for Atrophic. Personally I only see Google (Gemini), X (Grok) and the Chinese models having a chances to still be alive in 1-2 years.

It's funny you say that, I thought this would be an article about how Anthropic have managed to produce a better (coding) product than OpenAI despite having 1/10th of the funding.

The new versions of Opus (4.5 and 4.6) are absolutely amazing - first time I've felt it necessary to throw hundreds of dollars in a single month at Cursor.

I heard similar things about the older models too (Sonnet 3.5 beating GPT-4 etc.) but sadly only jumped on the Cursor train in the last 12 months or so.

Re: How will OpenAI compete?

#365

Earlier quoted context omitted.

> for conversation all models even Le Chat is just better than ChatGPT currently Not sure what you’re smoking, but I want some.

I am smoking this thing called: putting same prompt in four different apps and seeing which ones give me answers and which ones hallucinate and patronize me, but considering your comment I can see how you would prefer ChatGPT

Having the same experience during development of my MCP App. ChatGPT is by far the worst, slow, hallucinating or just quitting. Claude is the best with amazing results and Mistral Le Chat surprisingly good.

Re: How will OpenAI compete?

#366

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…

At the conversation backlogs worth anything? To me they seem as valuable as Google search history. After maybe 3 days they are worthless.

People get attached to month long conversations, strangely. Sometimes even refusing to use the fork feature.

And the memories are also something that adds to this greatly.

Re: How will OpenAI compete?

#367

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 hear the claim that people already have their conversation on ChatGPT and can't move them. I'm curious, what are these discussions like? I've never continued an old discussion, I just start a new one every time I have a question. If the discussion is long, I often start a new chat to get a blank slate. My experience is that the chat history just causes confusion. So I'm curious to understand: What are the discussio…

Regardless of whether there is value in chat history or not, for some people it is important.

Back in the day during the music streaming wars there were tons of "move your playlists from A to B" services. Streaming services could not hold on to customers because all their playlists were on there.

I'm sure that similar services will pop up for chatbots.

Also, you can always just ask your chatbot to generate a file with your chat history, given that it's all part of the context anyway.

Re: How will OpenAI compete?

#368
post #362

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…

The moment openai starts charging for their service properly, people will start shopping around. See power users such as devs with coding assistants that have model selection dropdowns allowing you to switch on a whim. There is zero loyalty or stickiness in the paying user crowd.

Or using ads

Re: How will OpenAI compete?

#369
post #362

Earlier quoted context omitted.

The moment openai starts charging for their service properly, people will start shopping around. See power users such as devs with coding assistants that have model selection dropdowns allowing you to switch on a whim. There is zero loyalty or stickiness in the paying user crowd.

Or using ads

Ads are a little more insidious, and normies aren't nearly as allergic to them as they should be. But whether openAI can achieve their revenue targets by ads alone is a different question.

Re: How will OpenAI compete?

#370
post #362

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…

The moment openai starts charging for their service properly, people will start shopping around. See power users such as devs with coding assistants that have model selection dropdowns allowing you to switch on a whim. There is zero loyalty or stickiness in the paying user crowd.

I am starting to believe that OAI might actually succeed at getting per token inference cost to where it needs to be. Or that it's already there in principle.

Wafer scale compute is a very big deal. Most of HN is probably still unaware that you can get tokens out of one of these devices right now via public API offerings.

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