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by aurareturn
452 days ago
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I disagree. I think their valuation is justified. They're growing very fast. Subscription prices won't go down. If anything, they seem to be going up. I don't think having the smartest model or the model that is benching the best is going to knock ChatGPT out at this point. It's the whole thing. The function calling, the tool use, the ecosystem, etc. |
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It will be a question of price and performance. Many many companies aren't on board any A.I flow yet and they will need to choose what to do in the coming years. Those who chose OpenAI might stick regardless of what happens because it may be a hassle to switch but I kinda doubt its that sticky. It's not like moving clouds. And anyway we are really only in the beginning. OpenAI had a very nice head start which is over now, I will be very surprised if their market share doesn't drop significantly in the coming 2-3 years.