[Satam]

I'm the first to defend CEOs and it's not a popular position to be in usually, believe me. But in this case, they did an experiment and it blew up based on their model's superiority alone.

Product-wise, however, it's looking like good enough AI is being commoditized at the pace of weeks and days. They will be forced to compete on user experience and distribution vs the likes of Meta. So far OpenAI only managed to deliver additions that sound good on the surface but prove not to be sticky when the dust settles.

They have also been very dishonest. I remember Sam Altman said he was surprised no one built something like chat GPT before them. Well... people tried but 3rd parties were always playing catch-up because the APIs were waitlisted, censored, and nerfed.

[threeseed]

a) Meta is not competing with OpenAI nor has any plans to.

b) AI is only being commoditised at the low-end for models that can be trained by ordinary people. At the high-end there is only companies like Microsoft, Google etc that can compete. And Sam was brilliant enough to lock in Microsoft early.

c) What was stopping 3rd parties from building a ChatGPT was the out of reach training costs not access to APIs which didn't even exist at the time.

[Satam]

You're wrong about A & C but B is more nuanced.

a) Meta is training and releasing cutting-edge LLM models. When they manage to get the costs down, everyone and their grandma is going to have Meta's AI on their phone either through Facebook, Instagram, or Whatsapp.

b) Commoditization is actually mostly happening because companies (not individuals) are training the models. But that's also enough for commoditization to occur over time, even on higher-end models. If we get into the superintelligence territory, it doesn't even matter though, the world will be much different.

c) APIs for GPT were first teased as early as 2020s with broader access in 2021. They got implemented into 3rd party products but the developer experience of getting access was quite hostile early on. Chat-like APIs only became available after they were featured in ChatGPT. So Sam feigning surprise about others not creating something like it sooner with their APIs is not honest.