Exactly. He has a dishonest and predictable schtick. We need skeptics for any industry, but he is just grifting in an ecological niche as a knee-jerk reactionary. There is near-zero value to anything he writes or says in that role
Yet nothing he wrote in that article was wrong. Schtick or not, if you read the article, it's all true. OpenAI has no moat, they have no killer app; this was a huge PR blunder for them.
A business that burns money at the rate OpenAI does, without any clear path to profitability, will eventually die.
This is a fundamental misunderstanding of what a moat is in this industry.
If GPT 4.5 had nothing of value to offer other than a flex of opening eyes ability to scale, it’s still a signal that they have the chops to throw the most amount of compute at the upcoming reinforcement learning race.
If you’re actually selling enterprise solutions in this space, you’ll quickly learn that a large number of Enterprises have their own private deployment of open AI on Azure and are pushing their vendors to use that even if it means they get lower quality outputs for certain use cases.
Data and model quality aren’t the only moat-able features.
adamtaylor_13|1 year ago
A business that burns money at the rate OpenAI does, without any clear path to profitability, will eventually die.
kiratp|1 year ago
If GPT 4.5 had nothing of value to offer other than a flex of opening eyes ability to scale, it’s still a signal that they have the chops to throw the most amount of compute at the upcoming reinforcement learning race.
If you’re actually selling enterprise solutions in this space, you’ll quickly learn that a large number of Enterprises have their own private deployment of open AI on Azure and are pushing their vendors to use that even if it means they get lower quality outputs for certain use cases.
Data and model quality aren’t the only moat-able features.
unknown|1 year ago
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