alt Hacker NewsCoding assistants won't win this game. They sure will win the hearts of developers, but to scale you need mass adoption and products for which users want to pay substantially. OpenAI is falling behind in the small features in their chat and app offering and have failed to innovate in their expensive offerings.
Codex btw is getting very competitive. It is fast and no longer far behind.
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The reality is given how much OAI has raised, they have to get to a place where they are doing insane revenues…
We’re talking on the level of meta, google and probably more if they keep raising money.
They really went all in with hubris and they’re gonna get punished eventually.
Agents increase the velocity of OpenAI and Anthropic; whomever has the best in-house agent moves the quickest.
The strategic playbook of the web era said: Get a huge userbase of normies, then figure out how to monetise them (usually via advertising). OpenAI stumbled into the userbase via ChatGPT, but it's unclear if the strategy or the economics apply to AI. Anthropic tried to compete in the consumer market, but couldn't, so focussed on coding and enterprise, and it looks like that's actually turning into a smart choice, at least right now, because it turns out people will pay subscription costs for agents that do their job for them.