Great article, but I think this is a stretch: "nor does OpenAI have consumer products on top of the models themselves that have product-market fit."
I would argue chatgpt is in the top 10 products of all time with regard to product market fit.
Isn't this kind of splitting hairs? Technically you're right, but he's obviously talking about a product that itself, independently from its underlying model, has a "strong, clear competitive lead" over would-be competitors.
Isn't this kind of splitting hairs? Technically you're right, but he's obviously talking about a product that itself, independently from its underlying model, has a "strong, clear competitive lead" over would-be competitors.