OpenAI going for vertical integration is like cell phone carriers trying to control what software you can install on devices connected to their network.

· Bits and Bobs 6/9/25
  • OpenAI going for vertical integration is like cell phone carriers[jj][jk] trying to control what software you can install on devices connected to their network.
    • I can see why the provider is going for it, but I can't see why it's good for users.
    • Your user experience, your memory, and your model will all be tied together.[jl][jm]
    • The power of the memory will make it harder and harder for other experiences to compete.
    • It will accelerate the aggregation around ChatGPT.
    • Good for OpenAI, bad for everyone else.

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