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> Everyone is actually underestimating stickiness. The near billion users OpenAI has is actually a real moat and might translate into decent chunk of revenue.

Maybe you're overestimating their "moat" and stickiness. The dust is still settling on this madness and "OpenAI"[1] creates a lot of noise in the market.

These LLMs are being rapidly commoditized, very soon they will become as "boring" as virtual machines or containers. Altman has the exceptional skill to dupe people into giving their money to him. The "infinite money glitch" that he has been exploiting isn't really infinite.

I just hope there'll be a breakthrough with truly transparent LLMs that will stabilize this madness. As I've griped[2] two years ago, I find OpenAI too scummy, and it is unlikely that they will "win" with their sleazy ways.

[1] Air quotes because of their persistent abuse of the word "open"

[2] https://news.ycombinator.com/item?id=40425735



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