110 mentions · 93 chunks · 59 episodes
A tweet analyzing what Google is trying to do to OpenAI: "google is trying to do to openai what facebook ended up doing to snap which is to first decelerate growth substantially (which kills a lot of momen...
OpenAI admits that prompt injection is a fundamentally unsolvable problem: "Prompt injection, much like scams and social engineering on the web, is unlikely...
Back in the day, Google used the money they made to fund the future. OpenAI is instead using the money they're going to make to fund the now. Significantly different proposition. Everybody who discovers leverage thinks they'r...
Ben Thompson says OpenAI does have a business model they aren't embracing: ads.[fm] But that feels fundamentally dangerous in a chat. The question is: how effective can the w...
NYTimes: "What OpenAI Did When ChatGPT Users Lost Touch With Reality" "In tweaking its chatbot to appeal to more people, OpenAI made it riskier for some of them. Now the c...
...'s stateless![fx] They also don't control what pixels are on screen. That's why OpenAI is moving so aggressively to own the vertically integrated consumer experience, complete with tons of state.
...olicy promises. Not perfect, but radically better. This should be table stakes! OpenAI, Anthropic, every frontier lab: make this the new baseline. This is like what Apple did with Private Cloud Compute, but with a frontier model. Anthro...
OpenAI is ensnaring the whole tech industry into one too-big-to-fail[hc] quagmire. The US's GDP is dependent on the AI bubble not bursting. All of tech is l...
OpenAI is over-levered as all hell. A confidence game, but boy are they confident! They're executing strongly on top of a strong hand, but it's nowhere near...
...ot owned by one powerful company and it consumes all software. This is a future OpenAI is betting on. Let's hope they don't achieve it![hz]
If the model is the product then OpenAI already won and we should all just bow down to them now and save some time. If that's true, unless someone else can somehow get an order of magnitude...
...mail tab and it leaks your Gmail" Michael Nielsen: "In today's version of this: OpenAI is going to have a web browser. But, unlike Chrome or Firefox or Safari, they're going to have a person (i.e., an AI) personally watch everything you...
...down. Which is how society does it, but not typically this fast. It's also what OpenAI is doing in its product development process.
...le is because they were profitable and there was no one else growing like them. OpenAI is trying to do the same kind of playbook, but without the necessary preconditions. They're nowhere near profitable. They're already replicating any ...
Fortune: An ex-OpenAI researcher's study of a million-word ChatGPT conversation shows how quickly 'AI psychosis' can take hold—and how chatbots can sidestep safety guardra...
OpenAI is looking at a Log in with ChatGPT offering. A crucial feature: businesses that use it can subsidize inference for users. This is a classic aggregat...
...quality ones that are easy for an application layer to swap between. That's why OpenAI is desperately vertically integratin[ja]g and storing state, to avoid being a swappable component lower in the stack.
Karan Sharma, PM at OpenAI, is dreaming about AI Home Cooked Software. Home-cooked software has to happen in a personal kitchen, not some factory kitchen owned by a corporation...
I disagree with Stratechery's take that OpenAI has a Windows Play. An open system can be on top of a proprietary system if the proprietary system can't cut someone else off on top. Open access to ...
An interesting economics paper about why OpenAI is moving so strongly into vertical integration. When there's a monopolist whose product is used as an input to a downstream product, they'll vertica...