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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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mikeryan ◴[18 Oct 24 12:04 UTC] No.41878605[source]▶
While technical AI and LLMs are not something I’m well versed in. So as I sit on the sidelines and see the current proliferation of AI startups I’m starting to wonder where the moats are outside of access to raw computing power. Open AI seemed to have a massive lead in this space but that lead seems to be shrinking every day.
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1. PeterStuer ◴[19 Oct 24 06:23 UTC] No.41886010[source]▶
Those extremely detailed models they can build of you (digital twin) from all your conversations coupled with intelligent subtle, likable, relatable and very personal artificial salesmen in service of the highest bidder has enourmous financial potential.

Even if the latter becomes commoditized (and we are far from that in practice), the former is a serious mote. Just like their is no secret to building a search engine or a social network platform (and that is not saying their are no technical challanges), operating it profitably requires massive aggregate user profile exploitation potential which requires huge upfront loss leaders.