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How will OpenAI compete?

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Re: How will OpenAI compete?

#471

Post by adithyassekhar »

DrScientist wrote: post #454
shubhamjain wrote: post #29

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…

So in summary OpenAI are basing their valuation of 285 billion on the moat of 'users won't be arsed to download a different app'??? Seems optimistic when there is very little intrinsic stickness due to learning the UI or network effects. Perhaps a little bit chat history - but not 285 billions worth. Also completely ignoring the fact that most devices things will start to come with the same features directly built in…

[flagged]

Re: How will OpenAI compete?

#472

Post by gverrilla »

gck1 wrote: post #319
gverrilla wrote: post #282

Earlier quoted context omitted.

> And AI companies are behind here compared to OSS. How so?

Every proprietary harness is just proprietary junk without ability to extend it without polluting context. This includes claude-code, gemini-cli, codex etc. They have tools which hardcode the behavior that is impossible to modify, they add tools you may not need that pollute context, they inject an entire textbook's worth of words into the system prompt which pollutes context, they provide zero observability into wha…

Great reply, thank you!

I can see all the problems you mention, but I haven't started playing with the harnesses myself yet. Will read that repo when I get there.

Before reading you reply, I was under the vague impression that a harness really needed a lot of bells and whistles, and that it would be hard for FOSS to compete at pace with Claude Code or similar because of that only. But I see now there's a different path :)

Re: How will OpenAI compete?

#473

Post by nextlevelwizard »

wiseowise wrote: post #361
nextlevelwizard wrote: post #353

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.

Neither can ChatGPT or at least not accurately. I have asked it to search me stuff from amazon.de but I never get amazon links

Re: How will OpenAI compete?

#474

Post by nextlevelwizard »

jsenn wrote: post #402
nextlevelwizard wrote: post #222

Earlier quoted context omitted.

I don't really see the problem here. Yeah, we know that these models are not good for actual logic. These models are lossy data compression and most-likely-responses-from-internet-forums-and-articles machines. This kind of parlor tricks are not interesting and just because a model can list animals with or without some letters in their names doesn't mean anything especially since it isn't like the model "thinks" in En…

Is this parlour trick so different from useful tasks like “implement this feature while following the naming conventions of my project”?

If your code base looks like five random animal names then I guess not.

Re: How will OpenAI compete?

#475

Post by fatata123 »

adithyassekhar wrote: post #471
DrScientist wrote: post #454

Earlier quoted context omitted.

So in summary OpenAI are basing their valuation of 285 billion on the moat of 'users won't be arsed to download a different app'??? Seems optimistic when there is very little intrinsic stickness due to learning the UI or network effects. Perhaps a little bit chat history - but not 285 billions worth. Also completely ignoring the fact that most devices things will start to come with the same features directly built in…

[flagged]

You’re comparing a single app with an entire ecosystem and app marketplace. Poor comparison.

Re: How will OpenAI compete?

#476

Post by DrScientist »

adithyassekhar wrote: post #471
DrScientist wrote: post #454

Earlier quoted context omitted.

So in summary OpenAI are basing their valuation of 285 billion on the moat of 'users won't be arsed to download a different app'??? Seems optimistic when there is very little intrinsic stickness due to learning the UI or network effects. Perhaps a little bit chat history - but not 285 billions worth. Also completely ignoring the fact that most devices things will start to come with the same features directly built in…

[flagged]

Sorry - being dim - I don't get that.

Re: How will OpenAI compete?

#477

Post by joefourier »

latexr wrote: post #467
joefourier wrote: post #425

Earlier quoted context omitted.

We are already at AGI. I don’t know how you can argue that LLMs don’t meet the definition of general artificial intelligence, as opposed to narrow AI like chess engines, image classifiers, AlphaGo or self driving cars, which are trained with one objective and cannot even possibly be applied to any other task. People have just moved the goalposts, imagine explaining Opus 4.6’s capabilities to someone even 10 years ago…

> People have just moved the goalposts Yes, I agree. Just not in the direction you’re claiming. > imagine explaining Opus 4.6’s capabilities to someone even 10 years ago, it would definitely have been called AGI. No, it would have been called AI. A decade ago most people were not familiar with AGI as a term, that just got popularised because AI was taken over to be basically what we used to call ML.

> No, it would have been called AI. A decade ago most people were not familiar with AGI as a term, that just got popularised because AI was taken over to be basically what we used to call ML.

Define "most people", I don't think the average user of ChatGPT is familiar with the term AGI even now, but it's been used in the AI/ML community for multiple decades. I remember reading about the distinction between general and narrow AI around 2010 as an enthusiast. "Strong" vs "weak" AI were also used although with essentially the same definition, although they're less common terms nowadays.

Re: How will OpenAI compete?

#479

Post by cmrdporcupine »

gizmodo59 wrote: post #400
mgaunard wrote: post #312

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

Absolutely this. Codex right now is the superior coding model.

Re: How will OpenAI compete?

#480

Post by cmrdporcupine »

theptip wrote: post #24

I think this take underestimates a couple points: 1) the opportunities for vertical integration are huge. Anthropic originally said they didn’t want to build IDEs, then realized the pivot to Claude Code was available to them. Likewise when one of these companies can gobble up Legal, Medical, etc why would they let companies like Harvey capture the margins? 2) oss models are 6-12 months behind the frontier because of…

BTW the distillation (or accusations of it) seems to go both ways. I've seen multiple reports of people asking Claude what model it is -- in Chinese -- and having it answer that it's DeepSeek.

They're all scavengers, and we're the road kill.

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