Microsoft and OpenAI's close partnership shows signs of fraying

(www.nytimes.com)

321 points jhunter1016 | 2 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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og_kalu ◴[18 Oct 24 19:08 UTC] No.41882479[source]▶

>>41878604 #

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.

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DanHulton ◴[18 Oct 24 21:51 UTC] No.41883831[source]▶

>>41882479 #

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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sumedh ◴[18 Oct 24 22:33 UTC] No.41884087[source]▶

>>41883831 #

Myspace and Digg dug their own graves though. Myspace had a very confusing UX and Digg gave more control to advertisers. As long as OpenAI dont make huge mistakes they can hold on to their marketshare.

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Sabinus ◴[18 Oct 24 22:53 UTC] No.41884215[source]▶

>>41884087 #

OpenAI's revenue isn't from advertising, it should be slightly easier for them to resist the call of enshittification this early in the company history.

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1. sumedh ◴[18 Oct 24 23:53 UTC] No.41884519[source]▶

>>41884215 #

> OpenAI's revenue isn't from advertising,

OpenAI can become a bigger advertising company than Google.

When people ask questions like which product should I buy, ChatGpt can recommend products from companies who are willing to give money to it to have their products recommended by AI.

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2. sdesol ◴[19 Oct 24 03:03 UTC] No.41885328[source]▶

>>41884519 (TP) #

This will only work if they can ensure the product that they promote is, in fact, good. Google makes it very clear that what you are seeing is popular (or is a paid ad), but they don't endorse it. ChatGPT is seen as an assistant for many, and if they start making bad recommendations, things can go bad fast.

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