[miki123211]

Open AI is the only company that really matters in the consumer conversational AI space.

Their unique value-adds are the Chat GPT brand, being the "default destination" when people want AI, as well as all the "extra features" they add on top of raw LLMs, like the ability to do internet searches, recall facts about you from previous conversations, present data in a nice, interactive way by writing a react app, call down to Python or Wolfram Alpha for arithmetic etc.

I wouldn't be surprised if they eventually stop developing their own models and start using the best ones available at any given time.

[lolinder]

> in the consumer conversational AI space.

The "consumer conversational AI space" only exists right now as a novelty, not a long-term market segment. In the not too distant future that space will be covered for most users for free by their hardware manufacturers, and the number of people willing to pay a monthly subscription to a third party will drop even further than it already has.

[potatoman22]

I think it will be at least a few years until your average Joe can run a speech to speech model on their phone.

[lolinder]

I didn't say anything about running locally. Siri and Google Assistant (Gemini) are what I had in mind: assistants bundled with the phone will remove the need to pay for ChatGPT.

[blharr]

I mean they have name recognition and a userbase, but they're hardly the best at doing any of those features.

Default destination for many is still just Google, and they've added AI to their searches. AI chat boxes are shoehorned into a ton of applications and at the end of the day it'll go to the most accessible one for people. This is why AI in Windows or in your Web Browser or on your phone is a huge goal.

As far as extra features, chat GPT is a good default, but they're severely lacking compared to most other solutions out there.