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Microsoft and OpenAI's close partnership shows signs of fraying

(www.nytimes.com)
321 points jhunter1016 | 3 comments | 18 Oct 24 11:11 UTC | HN request time: 0.392s | source
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WithinReason ◴[18 Oct 24 12:04 UTC] No.41878604[source]▶
Does OpenAI have any fundamental advantage beyond brand recognition?
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og_kalu ◴[18 Oct 24 19:08 UTC] No.41882479[source]▶
The ChatGPT site crossed 3B visits last month (For perspective - https://imgur.com/a/hqE7jia). It has been >2B since May this year and >1.5B since March 2023. The Summer slump of last year ? Completely gone.

Gemini and Character AI ? A few hundred million. Claude ? Doesn't even register. And the gap has only been increasing.

So, "just" brand recognition ? That feels like saying Google "just" has brand recognition over Bing.

https://www.similarweb.com/blog/insights/ai-news/chatgpt-top...

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DanHulton ◴[18 Oct 24 21:51 UTC] No.41883831[source]▶
I mean it's still not an impassibly strong moat. If it were, we'd all still be on MySpace and Digg.
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qeternity ◴[18 Oct 24 22:08 UTC] No.41883939[source]▶
As model performance converges, it becomes the strongest moat. Why go to Claude for a marginally better model when you have the ChatGPT app downloaded and all your chat history there.
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segasaturn ◴[18 Oct 24 22:16 UTC] No.41883995[source]▶
I actually pre-emptively deleted ChatGPT and my account recently as I suspect that they're going to start aggressively putting ads and user tracking into the site and apps to build revenue. I also bet that if they do go through with putting ads into the app that daily user numbers will drop sharply - one of ChatGPT's biggest draws is its clean, no-nonsense UX. There are plenty of competitors that are as good as o1 so I have lots of choices to jump ship to.
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1. rbjorklin ◴[18 Oct 24 22:25 UTC] No.41884044[source]▶
The day LLM responses start containing product placements is not far now.
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2. Terr_ ◴[19 Oct 24 01:29 UTC] No.41884933[source]▶
And some of them will be from poisoned data, not just an explicit prompt by the site-owner.
3. Terr_ ◴[19 Oct 24 01:30 UTC] No.41884935[source]▶
And some of them will be from poisoned data, not just an explicit prompt by the site-owner. A whole new form of spam--excuse me--"AI Engine Optimization."