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It's OpenAI's world, we're just living in it

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Re: It's OpenAI's world, we're just living in it

#81
post #79

Platforms usually deliver significant value that is hard to replicate. OpenAI doesn't have any such thing. It's trivially replaced, and there's many competitors already. OpenAI is ahead of the curve, but they don't seem to have any particular way to do sticky capture. Migrating to a different LLM is an afternoon's work at most, not nearly the complexity of porting an app between OS' or creating a robust hardware driv…

Much of the value I get from ChatGPT is based on it's memory system that has a good profile on me. For example if I ask it to find me something to eat at X restaurant, it will already know my allergies, dietary preferences, weight goals, medications, other foods I like, etc and suggest an item based on that, all workout me explicitly telling it. Moving from ChatGPT to Claude I would lose a lot of this valuable histor…

Or you could type up "My allergies are X, Y, Z, I have the following preferences..." etc. and put it into whatever chat bot you like. Obviously this is a bit of a pain, but it probably constrains significantly how much of a premium ChatGPT can charge. You might not bother if ChatGPT is time and a half more expensive, but what if it's 3x as much as the competition? What if there's a free alternative that's just as good?

Re: It's OpenAI's world, we're just living in it

#82
post #79

Platforms usually deliver significant value that is hard to replicate. OpenAI doesn't have any such thing. It's trivially replaced, and there's many competitors already. OpenAI is ahead of the curve, but they don't seem to have any particular way to do sticky capture. Migrating to a different LLM is an afternoon's work at most, not nearly the complexity of porting an app between OS' or creating a robust hardware driv…

Much of the value I get from ChatGPT is based on it's memory system that has a good profile on me. For example if I ask it to find me something to eat at X restaurant, it will already know my allergies, dietary preferences, weight goals, medications, other foods I like, etc and suggest an item based on that, all workout me explicitly telling it. Moving from ChatGPT to Claude I would lose a lot of this valuable histor…

I like to ask each llm what it knows about me. I feel like I could take that output and feed it into another llm and the new one would be up to speed quickly....

Re: It's OpenAI's world, we're just living in it

#83
I don't like Ed Zitron automatic dismissal of everything AI and the constant profanities in his writing are getting old, and it's usually not very well structured, but that said... I like the perspective he has about the money involved.

https://www.wheresyoured.at/the-case-against-generative-ai/

OpenAI needs 1 trillion dollars in next four years just to keep existing. That's more than all currently available capital, together, from all private equity. If you take all private equity together, it still won't be enough for OpenAI in next four years.

It's just staggering amount of money that the world needs to bet on OpenAI.

Re: It's OpenAI's world, we're just living in it

#84
post #79

Platforms usually deliver significant value that is hard to replicate. OpenAI doesn't have any such thing. It's trivially replaced, and there's many competitors already. OpenAI is ahead of the curve, but they don't seem to have any particular way to do sticky capture. Migrating to a different LLM is an afternoon's work at most, not nearly the complexity of porting an app between OS' or creating a robust hardware driv…

Much of the value I get from ChatGPT is based on it's memory system that has a good profile on me. For example if I ask it to find me something to eat at X restaurant, it will already know my allergies, dietary preferences, weight goals, medications, other foods I like, etc and suggest an item based on that, all workout me explicitly telling it. Moving from ChatGPT to Claude I would lose a lot of this valuable histor…

Still not much of a moat, especially with data portability.

In the EU/UK you might not have rights to the memories right now, but you've rights to the inputs that created those memories in the first place.

Wouldn't be too hard to export your chat history into a different AI automatically.

Re: It's OpenAI's world, we're just living in it

#85

The current AI wave has been compared (by sama) to electricity and sometimes transistors. AI is just going to be in all the products. The trillion dollar question is: Do you care what kind of electricity you are using? So, will you care what kind of AI you are using. In the last few interviews with him I have listened to he has said that what he wants is "your ai" that knows you, everywhere that you are. So his game…

> I do think GPT5 is doing a better job on just "remembering personal details" and it's compelling.

Today I asked GPT5 to extract a transcript of all my messages in the conversation and it hallucinated messages from a previous conversation, maybe leaked through the memory system. It cannot tell the difference. Indiscriminate learning and use of memory system is a risk.

Re: It's OpenAI's world, we're just living in it

#86

I don't like Ed Zitron automatic dismissal of everything AI and the constant profanities in his writing are getting old, and it's usually not very well structured, but that said... I like the perspective he has about the money involved. https://www.wheresyoured.at/the-case-against-generative-ai/ OpenAI needs 1 trillion dollars in next four years just to keep existing. That's more than all currently available capital,…

The openai bet goes "within 4 years, we need to be able to tell the AI to make money for us." Are they on track?

Re: It's OpenAI's world, we're just living in it

#87

I don't like Ed Zitron automatic dismissal of everything AI and the constant profanities in his writing are getting old, and it's usually not very well structured, but that said... I like the perspective he has about the money involved. https://www.wheresyoured.at/the-case-against-generative-ai/ OpenAI needs 1 trillion dollars in next four years just to keep existing. That's more than all currently available capital,…

In late 2021, Ed Zitron wrote (on Twitter) that the future of all work was "work from home" and that no one would ever work in an office again. I responded:

"In the past, most companies have had processes geared towards office work. Covid-19 has forced these companies to re-gear their processes to handle external workers. Now that the companies have invested in these changed processes, they are finding it easier to outsource work to Brazil or India. Here in New York City, I am seeing an uptick in outsourcing. The work that remains in the USA will likely continue to be office-based because the work that can be done 100% remotely will likely go over seas."

He responded:

"Pee pee poo poo aaaaaaaaaaa peeeeee peeeeee poop poop poop."

I don't know if he was taking drugs or what. I find his persona on Twitter to be baffling.

Re: It's OpenAI's world, we're just living in it

#88
post #79

Platforms usually deliver significant value that is hard to replicate. OpenAI doesn't have any such thing. It's trivially replaced, and there's many competitors already. OpenAI is ahead of the curve, but they don't seem to have any particular way to do sticky capture. Migrating to a different LLM is an afternoon's work at most, not nearly the complexity of porting an app between OS' or creating a robust hardware driv…

Much of the value I get from ChatGPT is based on it's memory system that has a good profile on me. For example if I ask it to find me something to eat at X restaurant, it will already know my allergies, dietary preferences, weight goals, medications, other foods I like, etc and suggest an item based on that, all workout me explicitly telling it. Moving from ChatGPT to Claude I would lose a lot of this valuable histor…

[deleted]

Re: It's OpenAI's world, we're just living in it

#89

I don't like Ed Zitron automatic dismissal of everything AI and the constant profanities in his writing are getting old, and it's usually not very well structured, but that said... I like the perspective he has about the money involved. https://www.wheresyoured.at/the-case-against-generative-ai/ OpenAI needs 1 trillion dollars in next four years just to keep existing. That's more than all currently available capital,…

In late 2021, Ed Zitron wrote (on Twitter) that the future of all work was "work from home" and that no one would ever work in an office again. I responded: "In the past, most companies have had processes geared towards office work. Covid-19 has forced these companies to re-gear their processes to handle external workers. Now that the companies have invested in these changed processes, they are finding it easier to o…

He was wryly communicating, "your argument was so stupid I don't even need to engage with it".

In my experience he has a horrible response to criticism. He's right on the AI stuff, but he responds to both legitimate and illegitimate feedback without much thoughtfulness, usually non-sequitur redirect or ad hominem.

In his defense though, I expect 97% of feedback he gets is Sam Altman glazers, and he must be tired.

Re: It's OpenAI's world, we're just living in it

#90
post #79

Platforms usually deliver significant value that is hard to replicate. OpenAI doesn't have any such thing. It's trivially replaced, and there's many competitors already. OpenAI is ahead of the curve, but they don't seem to have any particular way to do sticky capture. Migrating to a different LLM is an afternoon's work at most, not nearly the complexity of porting an app between OS' or creating a robust hardware driv…

Much of the value I get from ChatGPT is based on it's memory system that has a good profile on me. For example if I ask it to find me something to eat at X restaurant, it will already know my allergies, dietary preferences, weight goals, medications, other foods I like, etc and suggest an item based on that, all workout me explicitly telling it. Moving from ChatGPT to Claude I would lose a lot of this valuable histor…

Have you tried asking ChatGPT to output everything it knows about you to a format easily digestible by LLMs? Does the memory stick between model switches?
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