alt Hacker NewsI’m actually one of the people that continue to say even with this list they have no moat, because Google, Facebook, Microsoft, etc. can just embed a chatbot in their existing products or social network and make ChatGPT irrelevant overnight. Non tech users will chat through their browser, OS, Apps, website, that’ll be served by any model provider. The only moat of OpenAI is investor money to burn so that they can offer it for free.
Also 20 billions of revenues, not profits, is orders of magnitude too low compared to their expenses. Their only path to survival is a massively downgraded free tier ridden with ads. Nobody will use an app like this when they can have a better more integrated experience directly in their other apps.
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What do you mean the can? All of those services have already done this, but they have not slowed ChatGPT down.
> Also 20 billions of revenues, not profits, is orders of magnitude too low compared to their expenses.
Nah, it's just one order of magnitude...
Also, they expect revenue to grow exponentially so it's 20 billions annualized by the end of the year. Last time I saw somebody talk about it, it was about half of it, and trending down.
Anyway, if they manage to take ~20% of the ads revenue from Google, they will be able to cover ongoing depreciation! That's the amount of money they need.