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.

> There may be no moat for any of this.

It's what I was thinking looking at the launch video. Is there a moat? No, there is none. The LLM itself is fungible, what matters is the agentic and memory layer on top. That can be reconstructed easily. All you need to do is export your data from old providers to bootstrap your system in another place. I actually did that, exported from reddit, hn, youtube, chatgpt, claude and gemini - about 15 years worth of content, now sitting on my laptop in a RAG system.

At minimum all you need is a config file, like CLAUDE.md containing the absolute minimum information you need to set your preferences and values. That would be even more portable, you can simply paste text in any LLM to configure it before use. Exporting all your data is the maximalist take on the problem of managing your online identity.