undefined | Better HN

0 pointspaxys1y ago0 comments

> The have a product people love and practically incalculable upside potential

I'm willing to bet that if you swapped out GPT with Claude, Gemini or Llama under the hood 95% of their users wouldn't even notice. LLMs are fast becoming a commodity. The differentiating factor is simply how many latest NVIDIA GPUs the company owns.

And even otherwise, people loving a product isn't what makes a company successful. People loved WeWork as well. Ultimately what matters is the quarterly financial statement. OpenAI is burning an incredible amount of money on training newer models and serving every query, and that's not changing anytime soon.

0 comments

signatoremo1y ago

> I'm willing to bet that if you swapped out GPT with Claude, Gemini or Llama under the hood 95% of their users wouldn't even notice

You can say exactly the same about Google and Bing (or any other search engines), yet Google search is still dominant. Execution, market perception, brand recognition, momentum are also important factors, not to mention talent and funding.

Not everyone who wants to invest, can invest in this round. You may bet the investors are wrong, but they put money where their mouth is. Microsoft participate, even though they already invested $13b.

fakedang1y ago

Thing is, when I go onto Google, I know I'm using Google. When my employees use the internal functions chatbot at my company (we're small but it's an enterprise use case), they don't know whether it's OpenAI or Claude under the hood. Nor do they care honestly.

tempusalaria1y ago

From an API point of view (I.e. developer/corporate usage), I am quite sure that OpenAI is lower usage than Gemini now, and Anthropic API revenue is like 60% of OpenAI based on recent reporting. OpenAI is definitely not dominant in this area.

The aspect of corporate usage where OpenAI seems to be ahead is in direct enterprise subscriptions to ChatGPT.

paxysOP1y ago

Yeah because no company that attracted funding from lots of top VCs has ever failed...

How is A16Z's massive crypto fund doing again? And what about Softbank's other big bets?

sashank_15091y ago

I use LLMs for coding and I would instantly notice. It’s GPT4 or Claude, Gemini a close third, llama and rest are far away. The harder the question, the better OpenAI performs

j / k navigate · click thread line to collapse