Yes, I think people severely underrate the data flywheel effects that distribution gives an ML-based product, which is what Google was and ChatGPT is. It is also an extremely capital-intensive industry to be in, so even if LLMs are commoditized, it will be to the benefit of a few players, and barring a sustained lead by any one company over the others, I suspect the first mover will be very difficult to unseat.
Google is doing well for the moment, but OpenAI just closed a $40 billion round. Neither will be able to rest for a while.
Yeah, a very interesting metric to know would be how many tokens of prompt data (that is allowed to be used for training) the different products are seeing per day.
Google is doing well for the moment, but OpenAI just closed a $40 billion round. Neither will be able to rest for a while.