711–720 of 720 posts
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AI has no moat - yet here I'm been paying for ChatGPT Plus since the very start.
The real test of a moat is pricing power - would you still stick with OpenAI if they increased the Plus subscription to $40/mo?
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>All of these teens use Google Docs instead of OpenAI Docs, Google Meet instead of OpenAI Meet, Gmail instead of OpenAI Mail, etc. Billions of people use Meta apps and products. Meta AI is all over all those apps. Why is usage minuscule compared to ChatGPT or even Gemini ? Google has billions of users, many using devices operating their own OS, in which Gemini is now the default AI assistant, so why does ChatGPT usag…
And Meta is making billions in profits using AI for ad targeting. They have a real business model.
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That's exactly how the wider public sees it. It just turns out that the wider public loves peddling slop. (Not so much though when on the receiving end.)
my mom sees it as a nice internet bloke that helps her with writing emails. She once asked why it can't change background of her image from white to red if it can generate all that amazing art, and was genuinely disappointed that she can't get it to understand what she wants. You have skewed view on public perception on llms - they don't think about it, they just use it.
Yeah, exactly - like I said, generating slop.
(That same hypothetical mom will get annoyed when on the receiving end of a slop-generated email, though.)
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I'm saying Google is going to win. They're not beholden to their current architecture as much as other shovelmakers and can pivot their TPU to offer the best inference perf/$. They also hold about as much personal data as anyone else and have plenty of stuff to train on in-house. I work for a competitor and even I think there's a good chance google "wins"(there's never a winner because the race never ends).
I think we are all forgetting that Google is a massive bureaucracy that has to move out of its own way to get anything done. The younger companies have a distinct advantage here. Hence the cycle of company growth and collapse.I think openai and the like have a very good chance here.
This was true pre-ChatGPT, but Google is releasing and updating products furiously now. It's hard to think of a part of the AI space where Google does not have the leading or a very competitive offering.
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The A100 came out 5.5 years ago and is still the staple for many AI/ML workloads. Even AI hardware just doesn’t depreciate that quickly.
Unless you care about FLOP/Watt, which big players definitely do.
I think people are massively underestimating the money they will come from ads in the future. They generated $4.3B in revenue without any advertising program to monetise their 700 million weekly active users, most of whom use the free product. Google earns essentially all of its revenue from ads, $264B in 2024. ChatGPT has more consumer trust than Google at this point, and numerous ways of inserting sponsored results…
What is OpenAI's competitive moat? There's no product stickiness here. What prevents people from just using Google, who can build AI stuff into their existing massive search/ads/video/email/browser infrastructure? Normal, non-technical users can't tell the difference between these models at all, so their usage numbers are highly dependent on marketing. Google has massive distribution with world-wide brands that peopl…
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I’m admittedly not very good at math. You pointed out that Claude Code got to $500mm ARR in 3 months, but it kind of looks like it actually Anthropic over four years and many billions of dollars to make a product that generates significant revenue (I appreciate their modesty in not bragging about the net profit on that revenue there). I’d say that the users bragging about being able to cost Anthropoid multiple orders…
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I’m admittedly not very good at math. You pointed out that Claude Code got to $500mm ARR in 3 months, but it kind of looks like it actually Anthropic over four years and many billions of dollars to make a product that generates significant revenue (I appreciate their modesty in not bragging about the net profit on that revenue there). I’d say that the users bragging about being able to cost Anthropoid multiple orders…
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If you don't want to be banned, you're welcome to email hn@ycombinator.com and give us reason to believe that you'll follow the rules in the future. They're here: https://news.ycombinator.com/newsguidelines.html.
I think people are massively underestimating the money they will come from ads in the future. They generated $4.3B in revenue without any advertising program to monetise their 700 million weekly active users, most of whom use the free product. Google earns essentially all of its revenue from ads, $264B in 2024. ChatGPT has more consumer trust than Google at this point, and numerous ways of inserting sponsored results…
The future will never come to pass if they do not exist at that point in time. They still need to survive all the way there wherever THERE is