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We're Joining OpenAI

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Re: We're Joining OpenAI

#81

Post by dragonwriter »

whinvik wrote: post #26

The failed Windsurf bid and this makes me think OpenAI feels they need to focus more on the coding agent use case. Still thinking about the endgame. Its not obvious to me if OpenAI/Anthropic will become competitors to coding startups like Cursor or continue to be model providers.

> Its not obvious to me if OpenAI/Anthropic will become competitors to coding startups like Cursor or continue to be model providers.

They’ll do both: continue to be model providers while also leveraging their position as model providers to own as many of the valauble markets in which models are used as possible. Kind of like Amazon and its role as both infrastructure provider and direct competitors to other sellers (on the shopping/logistics side) and SaaS vendors (on the AWS side).

Re: We're Joining OpenAI

#82

Post by vjvjvjvjghv »

MOARDONGZPLZ wrote: post #18
eCa wrote: post #12

I don't use Alex so this doesn't affect me, but: > our plan is to continue serving you. How many months until OpenAI no longer feels it?

Since time immemorial acquired companies have claimed this sort of thing and then the acquiring companies have shut it down quick. Practically a meme at this point.

I still can't forgive Apple to buy darksky and then killing it. It was so good and Apple Weather is still not even close. Why are these big companies buying small companies that have a great product and just let it die without using their tech?

Re: We're Joining OpenAI

#83

Post by _mu »

whinvik wrote: post #26

The failed Windsurf bid and this makes me think OpenAI feels they need to focus more on the coding agent use case. Still thinking about the endgame. Its not obvious to me if OpenAI/Anthropic will become competitors to coding startups like Cursor or continue to be model providers.

> Still thinking about the endgame.

It is said by some that the endgame is agents, like Devin. The IDEs are just the start of AI coding.

Re: We're Joining OpenAI

#84

Post by _mu »

sumedh wrote: post #54
liurenju wrote: post #6

Earlier quoted context omitted.

absolutely no. Alex is heavily optimized for xcode. If you work on an ios project that has more than 700 files, you'll understand how accurate it captures the context.

> Alex is heavily optimized for xcode. Is there a reason why the Claude cannot do the same thing?

It's not that Claude can't but iOS / Apple development is such a bear and beast. You could really build a whole model just to solve for that ecosystem. There are huge issues in the Apple ecosystem with documentation and so much tribal knowledge. In many cases it's hard to know what is the right thing to do, and there is keeping up with all of Apple's required changes.

So Claude could do it, it just seems like they're focusing on a different set of developers for the moment.

Re: We're Joining OpenAI

#85

Post by delfinom »

mcny wrote: post #57
HSO wrote: post #52

Earlier quoted context omitted.

By the time this „golden“ ad free time is over in 1-2 years you should be able to run your own custom model locally

One possibility is that if they can manage to lower interest rates back to zero ish, we might see a hiring frenzy in machine learning/llm/genai, starving upstarts and free software of talent, slowing progress in custom local models? Or is this too pessimistic/ "out there" of a take that requires the stars to align just right?

Interest rates at zero and there won't be any clients for these upstarts as people will be in bread lines from their worthless money.

Re: We're Joining OpenAI

#86

Post by jazzyjackson »

dcchambers wrote: post #21
kridsdale3 wrote: post #15

Earlier quoted context omitted.

Au contraire, based on their recent hires, they're just beginning their Facebook phase. Expect to see a lot of ads 2 years from now, and expect to see a LOT of money being made by the company a year after that. If they can maintain runway until then.

Are people really going to keep using these AI tools if they start shoving ads down our throats?

Check out https://deep.ai lots of people who don't have $20/month to spend on a chatbot are happy to have ad impressions subsidize what model they get to use

Re: We're Joining OpenAI

#88

Post by SchemaLoad »

joaogui1 wrote: post #23
dfsegoat wrote: post #19

Earlier quoted context omitted.

> Expect to see a lot of ads 2 years from now I think I am just slow today - but could you please elaborate?

Ads on ChatGPT as a way to extract more money from users

And I'm betting they won't be shown as a clearly marked box that says "Ad". It'll be woven directly in the response like normal content.

Re: We're Joining OpenAI

#89

Post by kjkjadksj »

kaptainscarlet wrote: post #46
gabelschlager wrote: post #33

Earlier quoted context omitted.

I think the endgame is a shift toward a platform of services that tightly bind users to a single LLM provider. Right now, many small startups are essentially just thin wrappers around ChatGPT. Once it becomes clear which ideas and solutions gain real traction, providers like OpenAI/Anthropic can simply roll out those features natively removing any need for a third party. In a sense, a lot of what happened with the mo…

Does anyone else remember how we used to have flash light apps all over the playstore and how they quickly varnished once the feature was implement natively?

Almost everything in ios since ios1 has been a sort of in house copy of a jailbroken tweak. I feel like that is just how these huge companies actually innovate featuresets now. No one has agency to drive change from within, so they see what the community has built and is using and shamelessly copy it as it. Easier to sell to management that you should steal an already bright idea than to try and prove your own novel idea is worth pursuing.

Re: We're Joining OpenAI

#90

Post by lazystar »

holoduke wrote: post #58
kridsdale3 wrote: post #15

Earlier quoted context omitted.

Au contraire, based on their recent hires, they're just beginning their Facebook phase. Expect to see a lot of ads 2 years from now, and expect to see a LOT of money being made by the company a year after that. If they can maintain runway until then.

I see mcps from ebay alike coming to openai.

ooo charge advertisers for % of time that their mcp context is influencing the response that gets generated. insiiidious. you wouldnt even know it was an ad.
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