[Multiplayer]

The current AI wave has been compared (by sama) to electricity and sometimes transistors. AI is just going to be in all the products. The trillion dollar question is: Do you care what kind of electricity you are using? So, will you care what kind of AI you are using.

In the last few interviews with him I have listened to he has said that what he wants is "your ai" that knows you, everywhere that you are. So his game is "Switching Costs" based on your own data. So he's making a device, etc etc.

Switching costs are a terrific moat in many circumstances and requires a 10x product (or whatever) to get you to cross over. Claude Code was easily a 5x product for me, but I do think GPT5 is doing a better job on just "remembering personal details" and it's compelling.

I do not think that apps inside chatgpt matters to me at all and I think it will go the way of all the other "super app" ambitions openai has.

[Fraterkes]

If you take that at face value, shouldn't every investor just back Google or Apple instead? Like, OpenAI is, at best, months ahead when it comes to model quality. But for them to get integrated into the lives of people in the way all their competitors are would take years. If the way in which ai becomes this ubiquitous trillion dollar thing involves making it hyper-personalized, is there any way in which OpenAi is particularly well positioned to achieve that?

[int_19h]

They haven't been ahead in model quality for some time now.

[visarga]

> I do think GPT5 is doing a better job on just "remembering personal details" and it's compelling.

Today I asked GPT5 to extract a transcript of all my messages in the conversation and it hallucinated messages from a previous conversation, maybe leaked through the memory system. It cannot tell the difference. Indiscriminate learning and use of memory system is a risk.

[anthonypasq]

I mean don't you think this is is more analogous to the introduction of computing than electricity? If you told people in 1960 that there would be supercomputers inside people's refrigerators do you think they would have believed you?

And most people actually don't care what CPU they have in their laptop (enthusiasts still do which i think continues to match the analogy), they care more about the OS (chatGPT app vs gemini etc).

[random9749832]

>The current AI wave has been compared (by sama) to electricity and sometimes transistors. AI is just going to be in all the products.

Sorry, but you have to be beyond thick to believe any of this.

[polalavik]

Ya absolutely wild take.

can the world and tech survive fruitfully without AI? yes. can the world and tech survive without electricity and transistors - not really. the modern world would come crashing down if transistors and electricity disappeared overnight. if AI disappeared over night the world might just be a better place.

[tim333]

That might be because AI is new so we don't rely on it. The world got on for a long time before electrical engineering came about.