OpenAI still benefitting from training on massive sets of data before anyone else, and with a mind to be consumer facing before anyone else. If it and msft can keep winning at the enterprise level, large customers will get locked in. Like cloud customers. What’s the enterprise offering from meta or Google rn…
Where's the option for NVIDIA? The ones that get rich from the gold rush are the ones selling the pickaxes
This is the right answer
Even better, they just sell the pickaxe design.
There is no openai, it’s just a cost center of Microsoft.
I think copilot integration with Microsoft 365 is a huge advantage for Microsoft. That is the place where other AI providers would lack.
I think it's gonna be meta, just because it has far better reach in terms of apps than any other company. They integrated AI assistant into anything and everything and pushing people to not context switch away from their apps. In terms of quality of LLMs, I guess almost all the companies have LLMs that are on par or better than GPT-4. So ultimately it comes down to how well they are integrated into people's lives that will make the difference.
"In terms of quality of LLMs, I guess almost all the companies have LLMs that are on par or better than GPT-4." I don't think I would agree with it.
Might be more accurate to say that all the listed options have world class research teams and are within maybe 6-12 months of each other There still might be sizeable differences between offerings at a fixed point in time, but eventually getting your AI into peoples hands will matter as much or more than topping the grade 12 math benchmark Still, openAI has first mover advantage with ChatGPT and I don’t think this should be underestimated