[ethbr1]

The issue isn't whether LLMs are useful: it's whether OpenAI is positioned to deliver substantial future profitability.

Given their competition consists of the largest tech companies in the world, several of which are vertically-integrated, have advanced AI research programs, and own the last hardware mile to the customer...

OpenAI better hope it can maintain a performance lead, while being able to run inference cheaper than its competitors, while also launching a must-have device it controls (AR/audio glasses?).