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How will OpenAI compete?

ben-evans.com

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Re: How will OpenAI compete?

#391
post #295

Earlier quoted context omitted.

Even with inflated RAM prices, you can buy a Strix Halo Mini PC with 128GB unified memory right now for less than 2k. It will run gpt-oss-120b (59 GB) at an acceptable 45+ tokens per second: https://github.com/lhl/strix-halo-testing?tab=readme-ov-file... I also believe that it should eventually be possible to train a model with somewhat persistent mixture of experts, so you only have to load different experts every f…

I agree the parent is a bit too pessimistic, especially because we care about logical skills and context size more than remembering random factoids. But on a tangent, why do you believe in mixture of experts? Every thing I know about them makes me believe they're a dead-end architecturally.

> But on a tangent, why do you believe in mixture of experts?

The fact that all big SoTA models use MoE is certainly a strong reason. They are more difficult to train, but the efficiency gains seem to be worth it.

> Every thing I know about them makes me believe they're a dead-end architecturally.

Something better will come around eventually, but I do not think that we need much change in architecture to achieve consumer-grade AI. Someone just has to come up with the right loss function for training, then one of the major research labs has to train a large model with it and we are set.

I just checked Google Scholar for a paper with a title like "Temporally Persistent Mixture of Experts" and could not find it yet, but the idea seems straightforward, so it will probably show up soon.

Re: How will OpenAI compete?

#392

Earlier quoted context omitted.

Ads aren't just for click through, they are for suggestions, and mind share as well. You can't click on the budweiser logo when watching super bowl ad. But if you sit in your chatgpt window all day then it's probably worth it for advertisers to expect to build familiarity with brands they advertise.

Really depends what the ads are. If they are popups or other intrusive ads the product will just die. If they are subtle hints in the text how are you going to track it. I don't know, I just don't believe in ads, but then again I am dirty commie so who am I to tell you not to

That’s not the point. The point is that brands build awareness through ads that don’t require clicking and this ha effected you whether you want to admit it or not

Re: How will OpenAI compete?

#393

Earlier quoted context omitted.

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.

I stopped using Claude Code because Anthropic lies about the token usage. There were multiple github issues about it, and they just ignore/close them.

Codex 5.3 feels magical, I can have it continue in a single session for hours and it doesn't choke one bit. It is insane lol

Re: How will OpenAI compete?

#394

Earlier quoted context omitted.

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.

Jesus doesn't care I guess.

Re: How will OpenAI compete?

#395

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…

It's way too easy to export your context for this to be real. I moved away from ChatGPT from Gemini months ago and haven't thought of it. Paid.

Re: How will OpenAI compete?

#396
post #306

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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…

yeah the 'sessions' approach is probably going to be deprecated. one continuous chat is where it's at , perhaps with some bookmarks on the side for easy access or perhaps a thread-based chat like reddit or HN, where you can branch off an older conversation with yourself

That would suck. I hate context being carried between conversations. I’ve had memory turned off since the start.

Re: How will OpenAI compete?

#397

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…

several of my friends named their chatgpt 'Amanda' or 'George' because they talked about real mental issues with it. I don't see them moving to another platform because that's essentially asking them to leave their 'best friend/therapist'.

Re: How will OpenAI compete?

#398
post #277
post #133

Earlier quoted context omitted.

> Being a first mover doesn't guarantee getting to the golden goose, remember MySpace. MySpace, ICQ, Altavista, Dropbox, Yahoo, BlackBerry, Xerox Alto, Altair 8800, CP/M, WordStar, VisiCalc, the list is very long.

Hotmail is a good example too. I remember it being pretty ubiquitous, at least for the 'personal email' crowd, and it seemed implausible that people would give up on what was often their main email 'location' for another offering without being able to transfer their often important and personal stuff. then gmail came along.

The internet and the surrounding context changed so fast that it made little sense to cling to old email addresses made in the old context. Gmail represented the 'new internet' and old patterns became obsolete (less subversive, more mainstream/corporate). When there's a seismic shift in usage patterns that's when all bets are off regarding where everyone lands. Being the first mover means little here. If the way people interacted with AI underwent a massive shift, OpenAI would likely get left behind. The only safe bet is to invent your own killer.

Re: How will OpenAI compete?

#399
post #320

Earlier quoted context omitted.

by this argument Google will win though. Identical interface with similar quality answers

I wish it would be, but it's not. Gemini feels more sluggish, it's relatively overloaded with animations compared to chatgpt. Like most Google products.

I've been testing Gemini as I code on Claude 4.6 and the answers aren't great for coding. ChatGPT has been better. But it did a good job with some personal IRA/401k planning.

It feels like it's only a few months behind though.

Re: How will OpenAI compete?

#400

As far as I can tell Google Gemini has the best overall integrations (Android, WearOS, Google Home) with the only voice recognition that actually works (Gemini Live). Anthropic Claude has the best integrations with coding; what would make sense is for them to focus on that segment. Other AI companies don't have anything really compelling. Meta has a model that's fully open-source, but then that's not particularly use…

If you haven’t used codex with gpt-5.3-codex (high or xhigh) you are missing out. Claude is still good at conversations but boy I can have codex go at a problem and it does better than Claude almost all the time. Front end and product UX Claude is slightly better but given the very very generous limits of codex, they are the best bang for buck
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