“The key point here is that OpenAI is an application company with its models as its differentiator.” … are the models actually the differentiator? Or might it be the benefits of being the incumbent — brand and distribution? The mass market user might not be comparing models and switching when one is better (model differentiation); rather they just stick with the first app they used (ChatGPT).
“The key point here is that OpenAI is an application company with its models as its differentiator.” … are the models actually the differentiator? Or might it be the benefits of being the incumbent — brand and distribution? The mass market user might not be comparing models and switching when one is better (model differentiation); rather they just stick with the first app they used (ChatGPT).
Great catch, and agree completely. I might have to quote your comment in a future article as you laid it out much more logically:)
Was going to comment something similar
Great piece, thank you. How about OpenAI's relationship with Microsoft: is it relevant at all?