ChatGPT Atlas

So openAI's answer to Perplexity's Comet. I'm afraid this will be the future, as these AI-browsers do truly bring value. But they open up the gate for a single Big Tech Winner that truly knows everything about you, and can even control everything on your behalf.

I really hope open-source Browsers like Firefox follow up soon with better alternatives, like on-device LLMs to counteract the "all in the cloud" LLM approach. Of course that would require top-tier ML engineers who mostly all are pay-captured by Big Tech.

If the DeepSeek approach to training hyperscaler models "cheaply" after all the hype wears down works, we just need to follow in their footsteps and build open source alternatives to everything.

Frontier models take a lot of money and experimentation. But then people figure out how to train them and knowledge of those models and approaches leaks. Furthermore, we can make informed guesses. But best of all, we can exfiltrate the model's output and distill the model.

If we work together as an industry to open source everything, we can overcome this.

OpenAI has to 100x in five years or they're going to be in trouble.

Models are making it easy to replace SaaS, but also easy to replace other AI companies.

There may be no moat for any of this. The lead is only because they're a few generations ahead, running as fast as they can on the treadmill.

I don't think this hurts China at all.

Curious as to what companies you think DO have a moat? I would say their moat is the same as Facebook's. Not permanent (see TikTok) but also super strong.