top | item 42704873

(no title)

benaduggan | 1 year ago

After asking it to schedule something, it prompted me to allow or block notifications, so sounds like this is just chatGPT scheduling push notifications? We'll see!

discuss

order

jerpint|1 year ago

So basically canibalizing Siri ?

1propionyl|1 year ago

Siri has access to a wealth of private existing and future on-device APIs to fuel context sensitive responses to queries on vendor locked devices used all day long. (Which Apple has apparently decided to just not use yet.)

OpenAI doesn't, they just have a ton of funding and (up to recently) a good mass media story, and the best natural language responses.

The moat around Siri is much deeper, and I don't really see any evidence OpenAI has any special sauce that can't be reproduced by others.

My prediction is that OpenAI's reliance on AI doomerism to generate a regulatory moat falters as they become unable to produce step changes in new models, while Apple's efforts despite being halting and incomplete become ubiquitous thanks to market share and access to on device context.

I wouldn't (and don't) put my money in OpenAI anymore. I don't see a future for them beyond being the first mover in an "LLM as a service" space in which they have no moat. On top of that they've managed to absorb the worst of criticism as a sort of LLM lightning rod. Worst of all, it may turn out that off-device isn't even really necessary for most consumer applications in which case they'll start to have to make most of their money on corporate contracts.

Maybe something will change, but right now OpenAI is looking like a bubble company with no guarantee to its dominant position. Because it is what it is: simply the largest pooling of money to try to corner this market. What else do they have?