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I agree with you, and people miss that December 2022 is not when GPT became commercially possible. Look at the startup OpenAI generations 1-2 years back - they have largely sank at comparable or worse rates than any other startup from 2020/2021. The GPT-3 first wave companies, around translations, basic quizzes, summarization tools, language learning apps, and ofcourse the notorious paraphrase tools (almost entirely obsolete since ChatGPT) can't be found in that form anymore, they've all been forced to shut down or move functionality significantly. Early on, OpenAI limited output to 300 tokens max - and less for most usecases, often 50-150. Chatbots were not allowed IIRC for over a year. If ChatGPT hadn't came along, much of what langchain enables wouldn't have either, nor so many big companies willing to now risk. I can count none over 2 years old which have not since been made obsolete by raw ChatGPT access or are now default dead due to competition from existing unicorn (e.g. Duolingo, Quizlet Q chat) who are now crushing them. It must be painful to have spent $xx,xxx on GPT-3 at $0.06 a token to obtain users, and now have your market ripped from you by a $B+ company paying $0.006... So I doubt the template UI startups will sustain retention or stay about long term, unless they really find traditional startup ways to nuggle into niches and use cases/vendor lock in. This isn't an innovators dilemma for most companies, it's just an obvious sensible thing to try at this point, so startups don't have much to balance with on risk. That being the case, the market surely should seem less appealing than the open ended "blue ocean new value" of 2021 GPT tech, but - I guess not. |