Earlier quoted context omitted.
I'm not really a fan of openAI, but I think we're seeing the classic mistake of confusing product with technology. Steve Jobs / Apple didn't anything you'd call new ideas either (obvious cliche but so is the criticism). It's execution and design once the tech reaches a certain level
I've heard Altman (on the Lex Friedman podcast) and Sundar Pichai (on the Hard Fork podcast) say things to this degree. The thing that OpenAI really managed to crack was building a great product in ChatGPT and finding a good product market fit for LLMs.
There are dozens if not hundreds of companies that could’ve done something profound like ChatGPT if they had full access to GPT3/3.5. And honestly, OpenAI stumbled a lot with ChatGPT losing history access, showing other users’ history… but that doesn’t matter much as the underlying technology is so profound. I think this really is a case of the under-the-hood capability (GPT3/3.5/4) mattering more than productization and execution.
(Now I think there are not a ton of companies that could do what Microsoft is trying to do by expanding GPT4 to power office productivity… that is a separate thing and probably only about 3 companies could do that, at best: Microsoft, Apple, and Google… and theoretically Meta but their lack of follow through with making Metaverse useful makes me doubt it.)