OpenAI is too cheap to beat
The premise of this is flawed. OpenAI is cheap because of has to be right now. They need to establish market dominance quickly, before competitors slide in. The winner of this horse race is not going to be the company with the best performing AI, it’s going to be the one who does the best job at creating an outstanding UX, ubiquitously presence, entrenching users, and building competitive moats that are not feature differentiated because at best even cutting edge features are only 6-12 months ahead of competition cloning or beating.<p>This is Uber/AirBnB/Wework/literally every VC subsidized hungry-hungry-hippos market grab all over again. If you’re falling in love because the prices are so low, that is ephemeral at best and is not a moat. Someone try calling an Uber in SF today and tell me how much that costs you and how much worse the experience is vs 2017.<p>OpenAI is the undisputed future of AI… for timescales 6 months and less. They are still extremely vulnerable to complete disruption and as likely to be the next MySpace as they are Facebook.