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How will OpenAI compete?

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Re: How will OpenAI compete?

#491

Post by andrewmutz »

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…

Netscape had a 90% market share in 1995. If OpenAI is metaphorically netscape, what prevents its competitors from prying away customers every day? What prevents google/facebook/microsoft from using their position to bundle chat experiences? Especially if the tech is a commodity and OpenAI's models are about as good as everyone elses?

Re: How will OpenAI compete?

#492

Post by WarmWash »

DrScientist wrote: post #476
adithyassekhar wrote: post #471

Earlier quoted context omitted.

[flagged]

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

Apple has offered products with little value over competitors for a long time now, but they still get to command a large premium on their products because "the vibes are right".

When engineers analyze things they look at the specs, stats, and metrics. When consumers analyze things they look at what others are doing, feel for vibes, roll into the convenience, and stick with the familiar.

Re: How will OpenAI compete?

#493

Post by strangegecko »

basch wrote: post #433
strangegecko wrote: post #386

Earlier quoted context omitted.

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 informatio…

There’s a toggle in every new Gemini chat to turn off personalization for that chat. I assume you need to make sure it’s mom globally first?

On the web app, I see the "temporary chat" option but no toggle. It tells me temporary chats aren't used for model training. I thought I remembered that chats of Pro customers aren't used for that in any case. Hard to keep track of all this stuff.

Ultimately, I think the crossover memory is useful, but I'd really like to know exactly what's in there and an ability to validate/adjust, not just on/off.

Re: How will OpenAI compete?

#494

Post by WarmWash »

sdrinf wrote: post #249
daxfohl wrote: post #130

I just wonder how long it'll take local models to be good enough for 99% of use cases. It seems like it has to happen sooner or later. My hunch is that in five years we'll look back and see current OpenAI as something like a 1970's VAX system. Once PCs could do most of what they could, nobody wanted a VAX anymore. I have a hard time imagining that all the big players today will survive that shift. (And if that partic…

Taking the opposite side of that bet, here is why: * even if an openweight model appears on huggingface today, exceeding SOTA, given my extensive experience with a wide variety of model sizes, I would find it highly surprising the "99% of use cases" could be expressed in * Meanwhile: I pulled claude to look into consumer GPU VRAM growth rates, median consumer VRAM went 1-2GB @ 2015 to ~8GB @ 2026, rougly doubles ever…

The GPU makers have been purposely stunting VRAM growth for years to not undercut their enterprise offerings.

Re: How will OpenAI compete?

#495

Post by jasonjmcghee »

WarmWash wrote: post #492
DrScientist wrote: post #476

Earlier quoted context omitted.

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

Apple has offered products with little value over competitors for a long time now, but they still get to command a large premium on their products because "the vibes are right". When engineers analyze things they look at the specs, stats, and metrics. When consumers analyze things they look at what others are doing, feel for vibes, roll into the convenience, and stick with the familiar.

> Apple has offered products with little value over competitors

I'm genuinely surprised by this comment.

For example, I thought there was universal sentiment that apple silicon / M-series computers are pretty unmatched.

Re: How will OpenAI compete?

#496

Post by coreyburnsdev »

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

this is my experience as well, just cancelled my claude subscription as I'm tired of it the 5 hour window being filled up within 30 minutes of use, and not even fixing the problem that codex finds almost immediately. also found for frontend that gemini 3.1 pro is better than the rest if you really play with it.

Re: How will OpenAI compete?

#497

Post by chasd00 »

WarmWash wrote: post #492
DrScientist wrote: post #476

Earlier quoted context omitted.

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

Apple has offered products with little value over competitors for a long time now, but they still get to command a large premium on their products because "the vibes are right". When engineers analyze things they look at the specs, stats, and metrics. When consumers analyze things they look at what others are doing, feel for vibes, roll into the convenience, and stick with the familiar.

it's a very different world when you switch from an iphone to an android phone or vice versa. However, Claude.ai and chatgpt.com are not very different at all. If one has ads and the other does not, it's easy to switch.

Re: How will OpenAI compete?

#498

Post by daxfohl »

athrowaway3z wrote: post #343
daxfohl wrote: post #130

I just wonder how long it'll take local models to be good enough for 99% of use cases. It seems like it has to happen sooner or later. My hunch is that in five years we'll look back and see current OpenAI as something like a 1970's VAX system. Once PCs could do most of what they could, nobody wanted a VAX anymore. I have a hard time imagining that all the big players today will survive that shift. (And if that partic…

5 years is a bit optimistic. I have no desire to use anything dumber than Claude - but I doubt I'll need something much smarter either - or with so much niche knowledge baked in. The harness will take care of much. Faster would be nicer though. That still requires a pretty large chip, and those will be selling at an insane premium for at least a few more years before a real consumer product can try their hand at it.

Yeah, post-Moore's Law anyway. But there could also be real breakthroughs in model architecture. Maybe something replaces transformer with better than quadratic scaling, or MoE lets smaller models and agent farms compete, or, who knows....

Re: How will OpenAI compete?

#499

Post by coreyburnsdev »

sreekanth850 wrote: post #422
moomoo11 wrote: post #267

Earlier quoted context omitted.

Codex 5.3 is way better than opus 4.6

My experience is completely the opposite. For generic, low-complexity CRUD tasks, Codex works fine. But when it comes to complex bug fixing, it completely fails, especially with middleware pipelines and complex authentication issues. Gemini also shines, codex is absolutely terrible for complex coding.

complete opposite experience here

Re: How will OpenAI compete?

#500

Post by anthonypasq »

brookst wrote: post #184
kortilla wrote: post #157

Earlier quoted context omitted.

No, because that’s a product you buy for flavor and Pepsi is a different flavor.

UI style and response tone aren’t flavors?

now youre arguing openAI has a distinctly better product not just that they are hoping for high switching costs
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