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Microsoft and OpenAI's close partnership shows signs of fraying

(www.nytimes.com)
321 points jhunter1016 | 1 comments | 18 Oct 24 11:11 UTC | HN request time: 0s | 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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usaar333 ◴[18 Oct 24 16:00 UTC] No.41880635[source]▶
Talent? Integrations? Ecosystem?

I don't know if this is going to emerge as a monopoly, and likely won't, but for whatever reason, openai and anthropic have been several months ahead of everyone else for quite some time.

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causal ◴[18 Oct 24 17:14 UTC] No.41881433[source]▶
I think the perception that they're several months ahead of everyone is also a branding achievement: They are ahead on Chat LLMs specifically. Meta, Google, and others crush OpenAI on a variety of other model types, but they also aren't hyping their products up to the same degree.

Segment Anything 2 is fantastic- but less mysterious because its open source. NotebookLM is amazing, but nobody is rushing to create benchmarks for it. AlphaFold is never going to be used by consumers like ChatGPT.

OpenAI is certainly competitive, but they also work overtime to hype everything they produce as "one step closer to the singularity" in a way that the others don't.

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1. conradev ◴[18 Oct 24 23:15 UTC] No.41884339[source]▶
OpenAI is 80% product revenue and 20% API revenue. Anthropic is 40/60 in the other direction, but Mike Krieger is now CPO and trying to change that. Amazon is launching a paid version of Alexa. Google is selling their Gemini assistant (which is honestly okay) and NotebookLM is a great product. Meta hasn't built a standalone AI product that you can pay for yet.

The combination of the latest models in products that people want to use is what will drive growth.