Sam Altman says industry is wrong on OpenAI's competition, it is not from Google

I don't trust Sam Altman. I'm surprised that anyone does.

when your stuff is world class - you say your competition is google, we're gonna eat their search market share, have intelligent ads more targeted than google search ever could since people feed very personal info on chatgpt.

now that google is leading - you say google is not our competition so you stop being compared to google & so you can raise globs of money on a false premise

I've lost all confidence in OpenAI as a going concern

rule 1 of discreet warfare: never tell your enemy that you are the enemy

They are a money-losing startup. One that loses money on the core product. Yet they act like even less focused big tech company. Those usually have money printing machines, and can waste untold billions like facebook spend on VR.

> Altman argued that future AI competition will be won through devices

What this really signals is the intention (which might be sincere or not) of getting some sort of OEM deal with some device manufacturer.

And yes, if the path to profitability is in shipping devices with OEM AI features, Microsoft and Google are clearly ahead.

It seems all venues to profitability are offensive to OpenAI current users. Ads, OEM, etc. This is a problem for them.

And yes, Apple can include lots of undesirable things in their products and still keep their cult following, that's why he mentions them.