Saturday, April 20, 2024

Where will OpenAI win? Questions, not answers

So Meta continues to do the whole “commoditize your complements” thing with their open-source AI products — what does this do for the competitive landscape, especially OpenAI? 

At first blush, it seems like both Meta and Google are better positioned than OpenAI right now

  • They have distribution via their own products and, in the long run, can have LLMs running locally on their hardware devices
  • They have the ability to operate at scale by virtue of already operating at scale 
  • They can serve other enterprises at scale (i.e. Apple considering using Google/Gemini)
  • OpenAI is reliant on Microsoft, which is hedging its bet on OpenAI

On what plane of competition is OpenAI in better position?

It's not surprising that AltmanCo. is thinking about hardware.