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by verdverm 199 days ago
ChatGPT is losing their brand positioning to Google, Anthropic, and Chinese Open Source

Altman knows this and why he called code red. If OpenAI hasn't produce a fully new model in 1.5 years, how much longer can they hang on before people will turn to alternatives that are technically better? How long before they could feasibly put out a new model if they are having issues in pre-training?
2 comments
rsanek 199 days ago
They're losing their benchmark lead to those companies. But no chance that your average user is even aware of Anthropic, much less OSS models. The brand is mostly fine IMO, it's the product that needs to catch up.
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deaux 199 days ago
You conveniently left out their main competitor, Google, there.
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verdverm 199 days ago
The problem for the brand is that the product is lagging, I've already heard it from people IRL

Their brand is not ok based on what I've heard, certainly no moat

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AbstractH24 198 days ago
Do you have any proof of this?

Still feels like ChatGPT is synonymous with the current wave of generative ai

Even if they aren’t the market lead and it’s main offering is being commodified

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