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: 0.612s | 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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Mistletoe ◴[18 Oct 24 22:52 UTC] No.41884209[source]▶

>>41884087 #

The moat is bigger on MySpace and Digg though since you have user accounts, karma, userbases. The thing with chatbots is I can just as easily move to a different one, I have no history or username or anything and there is no network effect. I don't need all my friends to move to Gemini or Claude, I don't have any friends on OpenAI, it's just a prompt I can get anywhere.

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moralestapia ◴[19 Oct 24 01:08 UTC] No.41884831[source]▶

>>41884209 #

>it's just a prompt I can get anywhere

This broken record is still going at it, going at it, going at it, ...

And yet, ChatGPT is number one, by a far margin; where's all of this "people could switch in a day if they wanted"?

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1. mplewis ◴[19 Oct 24 01:20 UTC] No.41884890[source]▶

>>41884831 #

It’s literally the same product as all the other LLM competitors. If you kill ChatGPT, users will be on Claude in about three seconds.

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2. moralestapia ◴[19 Oct 24 15:10 UTC] No.41888247[source]▶