[Aboutplants]

The minute Apple chose Google, OpenAI became a dead duck. It will float for a while but it cannot compete with the likes of Google, their unlimited pockets and better yet their access to data

[awongh]

I think it points to OpenAI trying to pivot to leveraging their brand awareness head start and optimizing for either ads or something like the Jony Ive device- focusing on the consumer side.

For now people identify LLMs and AI with the ChatGPT brand.

This seems like it might be the stickiest thing they can grab ahold of in the long term.

[cael450]

Consumer AI is not going to come close to bailing them out. They need B2B use cases. Anthropic is a little better positioned because they picked the most proven B2B use case — development — and focused hard on it. But they'll have to expand to additional use cases to keep up with their spend and valuation, which is why things like cowork exist.

But I tend to agree that the ultimate winner is going to be Google. Maybe Microsoft too.

[raw_anon_1111]

OpenAI is not going to fund themselves with $20 subscriptions and advertising enough to be profitable.

[dakolli]

Ads in GPT, might literally be the worst business decision ever made. Google can get away with Ads, its expected from them, but not OpenAI

[ChoGGi]

> For now people identify LLMs and AI with the ChatGPT brand.

> This seems like it might be the stickiest thing they can grab ahold of in the long term.

For now, but do you still Xerox paper?

[johsole]

I think Microsoft probably picks up all of OpenAI if OpenAI gets in financial trouble.

[chasd00]

Yes, I think that’s their plan. Remember when Altman got fired from OpenAI? Msoft was right there with open arms. Msoft is probably letting OpenAI do the dirty work of fleecing investors and then when all their money is gone doing the R/D, MSoft scoops up the IP and continues on.

[xnx]

> OpenAI became a dead duck

Won't Microsoft own OpenAI after it flames out?

[smegger001]

sort of not really but effectively yes. their deal with OpenAI gave them unrestricted use of all of OpenAI Models and IP (source code, weights, patents probably any other data) except the eventual hypothetical end products of Artificial General Intelligence which would belong to OpenAI alone but Microsoft would still have everything leading to it so could probably make that jump on their own (not a great deal on OpenAI's part as it doesn't give them much of a moat). so when OpenAI runs out of money well Microsoft won't own the IP but will have unrestricted use of it some one else could buy it at bankruptcy but microsoft could still use it. As for the staff well they already showed a willingness to jump ship to Microsoft back when the OpenAI board tried firing Sam without giving a reason, and if OpenAI dies Microsoft would probably hire any of the top talent that applied. So kinda sort of but on paper no but yeah they would have everything of value they would choose have.

[Balinares]

A match made in heaven.