The "intelligence API" layer seems like a pretty rough business to be in. The smarter the models the more they're commodities (since they can use any harness or scaffolding) resulting in a race to the bottom on pricing. And then each new better model requires double the cost of the previous one.
replyI'm surprised there's not a bigger push into better and useful memory, since that would result in actual lock-in.
What is wrong with being a commodity, or a utility? Oil companies do just fine. So do electricity companies. Why does everyone have to seek world domination instead of building a good business. My point is by cannibalizing their clients they risk not being trusted by anyone. But Microsoft did the same thing and created a durable monopoly because Republicans abandoned anti trust enforcement and that seems likely here.
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replyThe question of them moving into the app layer is completely irrelevant. If you are threatened by this the reality you need to begin making peace with is that your business is not going to exist within 10 years. And that's being extremely generous.
replyI hope you support UBI.
This was always the play…
Wait until the models are trained to work on “capsules of your data” stored by OpenAI, and deploy your apps/services onto OpenAI cloud where you can _easily_ share the development with your team members’ AI agents. Ofcourse, they will all work only if you use and pay for their models via their subscriptions. A new global {K-V, Relational, Vector} database that your coding model is already trained to work with! will come very soon…
replyThey know the API price wars are a race to the bottom with little/no profit margins.
I think this is going to back fire. I have talked to 5 tech leaders at companies and universities this week about setting up their own infrastructure for inference and training. They are worried about multiple rug pulls: increasing cost of tokens, stealing ideas, training on data etc. they are all willing to uses less intelligence models if they avoid these issues. They’ve seen me setting up propelcompute.com for my start up and propelcode.app neither of which are intended to be commercial products and want to do the same.
replyDon't worry, we had DreamWeaver, Wordpress and other tools for a long time now but it still did not replace web developers. Build quality tailor made websites that connect to humans and you will be fine.
replyDreamWeaver and WordPress both had limits on the complexity of site they could build. If you wanted more than what they can do, you look to web developers.
replyThat limitation doesn't exist with ChatGPT
The limitation actually is: your fantasy and knowledge how the thing you want actually should work.
replyI'll make a note to come back to this comment in a year.
replyThey owe investors something like $200 billion dollars, so no.
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