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How will OpenAI compete?

ben-evans.com

381–390 of 693 posts

Re: How will OpenAI compete?

#381

For me Codex beats Claude.

Same here. I moved from claude code to codex. But switching costs are so low that I will just bounce between them depending on which one is better at the time. I think for developers at least, openai don't have stickiness.

Re: How will OpenAI compete?

#382
post #288
post #73

Earlier quoted context omitted.

OpenAI is already building complex user models. And I mean, super detailed user models - where you are from, what you do, what are your most vulnerable weaknesses, what you care about the most and everything else. This is information even the world's largest advertising company would struggle to put together across their fragmented eco-system (Gmail, Search, etc), but OpenAI has all this on a silver platter. And that…

> Advertising requires good user models to work… …and yet, everywhere I go I see massive advertisements on billboards, the sides of buildings, public transit, movie screens…

Yes, but still, targeting is done even in billboards based on the location's demographics based on census data. It's not random. Some countries in Asia (like Singapore, Malaysia) have digital bill boards to target certain demographics based on the time of the day or the estimated crowd demographic at a given bus stop. And a few of them even track eyeballs to count "views" of the ad.

Re: How will OpenAI compete?

#383
post #205
post #73

Earlier quoted context omitted.

OpenAI is already building complex user models. And I mean, super detailed user models - where you are from, what you do, what are your most vulnerable weaknesses, what you care about the most and everything else. This is information even the world's largest advertising company would struggle to put together across their fragmented eco-system (Gmail, Search, etc), but OpenAI has all this on a silver platter. And that…

> They already explicitly expressed the intention to take a percentage of your revenue if you shipped something with ChatGPT, so even the tech guys aren't safe. Wasn't there already a ruling that LLM output is not protected by copyright?

I hope that's the case. That would be really confidence inspiring.

Re: How will OpenAI compete?

#384

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…

That being said: I used MySpace daily too... Until I didn't.

Re: How will OpenAI compete?

#385

Open AI seems to be jack of all trades.i randomly use chatgpt for random questions, never for a serious task. They should check how anthropic is laserfocussed on coding and b2b segment.

Codex 5.3 is way better than opus 4.6

I’ve used Claude Code almost exclusively since its release. In the last week or two, I gave Codex a spin. So far, I’m impressed. It does seem to have reached parity. And, it doesn’t run out of tokens nearly as fast as the equivalent Claude plan.

Re: How will OpenAI compete?

#386
post #226
post #213

Earlier quoted context omitted.

> but people have hundreds and thousands on conversation on these apps that can't be easily moved elsewhere. Except these aren't conversations in the traditional sense. Yes, there's the history of prompts and responses exchanged. But the threads don't build on each other - there's no cross-conversational memory, such as you'd have in a human relationship. Even within a conversation it's mostly stateless, sending the…

ChatGPT and Gemini has cross conversation personalization. I believe the former is off by default and the latter is on.

Is there more detailed information how this works? I used to assume that it can be beneficial to switch to a new chat to avoid having took much irrelevant context in the interaction. How does this personalization happen, how does it decide which parts are relevant from one conversation to another?

It doesn't seem like there's a way to inspect or alter what kind of information Gemini had saved as "important information" about me (apart from deleting chats entirely, apparently).

Re: How will OpenAI compete?

#387
I'm not a huge fan of OpenAI as a company, but I subscribe to ChatGPT. I regularly try put the competition, but (for me) ChatGPT deliveres better results.

Give me an open source or non-American product that delivers the same quality, and I'll switch in an instant.

FWIW, this is how capitalism is supposed to work! Competition is driving AI forward at a fantastic pace!

Re: How will OpenAI compete?

#388
Google might step up soon and they already have a massive user base.

Google “How to send a get request using Java”.

>import java.net.URI; import java.net.http.HttpClient; import java.net.http.HttpRequest; import java.net.http.HttpResponse;

public class GetRequestExample { public static void main(String[] args) { // Define the URL String url = "https://api.example.com/data";

        // 1. Create an HttpClient instance
        HttpClient client = HttpClient.newHttpClient();

        // 2. Create an HttpRequest object for a GET request
        HttpRequest request = HttpRequest.newBuilder()
                .uri(URI.create(url))
                .GET() // Default method, but good to be explicit
                .build();

        try {
            // 3. Send the request and receive the response synchronously
            HttpResponse response = client.send(request, HttpResponse.BodyHandlers.ofString());

            // 4. Process the response
            System.out.println("Status code: " + response.statusCode());
            System.out.println("Response body: " + response.body());

        } catch (Exception e) {
            e.printStackTrace();
        }
    }
}

Vs Chat GPT

> import java.net.URI; import java.net.http.HttpClient; import java.net.http.HttpRequest; import java.net.http.HttpResponse;

public class GetRequestExample {

    public static void main(String[] args) throws Exception {

        HttpClient client = HttpClient.newHttpClient();

        HttpRequest request = HttpRequest.newBuilder()
                .uri(URI.create("https://api.example.com/data"))
                .GET()
                .build();

        HttpResponse response = client.send(
                request,
                HttpResponse.BodyHandlers.ofString()
        );

        System.out.println("Status: " + response.statusCode());
        System.out.println("Body: " + response.body());
    }
}

Chat GPT is a bit clearer, but both are good.

It’s really Google’s race to lose, but we are talking about Google here. They’re very hit or miss outside of Search

Re: How will OpenAI compete?

#389

I'm not a huge fan of OpenAI as a company, but I subscribe to ChatGPT. I regularly try put the competition, but (for me) ChatGPT deliveres better results. Give me an open source or non-American product that delivers the same quality, and I'll switch in an instant. FWIW, this is how capitalism is supposed to work! Competition is driving AI forward at a fantastic pace!

[deleted]

Re: How will OpenAI compete?

#390

Earlier quoted context omitted.

>Maybe I am underestimating You sure are. And it sounds like you are also underestimating the effect yourself as well. In fact this perception is so common that there is even a name for it in psychology: Third-person effect. Many people believe that advertising does not affect them. But ironically, the more you believe so, the more likely you are to fall victim to particular types of advertising. And in general your…

Influenced to some degree sure, weather influences me to some degree, but I truly feel like ads aren't affective on me. Unless we broaden definition of ads to something like sponsored content. I have bought some TTRPG rules sets after I have seen them being played in a sponsored video, but I still have never clicked an ad on a page and bought something. And I actually have tried to use ChatGPT to buy something. I hav…

Sponsored content is definitely a form of advertisement
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