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OpenAI (or, more specifically, Chat GPT) is CocaCola, not Facebook. They have the brand recognition and consumer goodwill no other brand in AI has, incredibly so with school students, who will soon go into the professional world and bring that goodwill with them. I think better models are enough to dethrone OpenAI in API, B2C and internal enterprise use cases, but OpenAI has consumer mindshare, and they're going to be the king of chatbots forever. Unless somebody else figures out something which is better by orders of magnitude and that Open AI can't copy quickly, it's going to stay that way. Apple had the opportunity to do something really great here. With Siri's deep device integration on one hand and Apple's willingness to force 3rd-party devs to do the right thing for users on the other, they could have had a compelling product that nobody else could copy, but it seems like they're not willing to go that route, mostly for privacy, antitrust and internal competency reasons, in that order. Google is on the right track and might get something similar (although not as polished as typical Apple) done, but Android's mindshare among tech-savvy consumers isn't great enough for it to get traction. |
This will happen, and it won't be another model which Open AI can't copy, it'll be products.
I don't doubt OpenA I can create the better models but they're no moat if they're not in better products. Right now the main product is chat, which is easy enough to build, but as integrations get deeper how can OpenAI actually ensure it keeps traffic?
Case in point, Siri. Apple allows you to use ChatGPT with Siri right now. If Apple chooses so, they could easily remove that setting. On most devices ChatGPT lives within the confines of an app or the browser. A phone with deep AI integration is arguably a fantastic product— much better than having to open an app and chat with a model. How quickly could Open AI build a phone that's as good as those of the big phone companies today?
To draw a parallel— Google Assistant has long been better than Siri, but to use Siri you don't have to install an app. I've used both Android and iOS, and every time I'm on iPhone I switch back to Siri because in spite of being a worse assistant, it's overall a better product. It integrates well with the rest of the phone, because Apple has chosen to not allow any other voice assistant integrate deeply with the rest of the phone.