> Since GPT-4 launch, token prices are falling 84% per year!! Good for mankind, but crazy for these companies
The message to competitor investors is that they will not make their money back.
OpenAI has the lead, in market and mindshare; it just has to keep it.
Competitors should realize they're better served by working with OpenAI than by trying to replace it - Hence the Apple deal.
Soon model construction itself will not be about public architectures or access to CPU's, but a kind of proprietary black magic. No one will pay for upstart 97% when they can get reliable 98% at the same price, so OpenAI's position will be secure.
The message to competitor investors is that they will not make their money back.
OpenAI has the lead, in market and mindshare; it just has to keep it.
Competitors should realize they're better served by working with OpenAI than by trying to replace it - Hence the Apple deal.
Soon model construction itself will not be about public architectures or access to CPU's, but a kind of proprietary black magic. No one will pay for upstart 97% when they can get reliable 98% at the same price, so OpenAI's position will be secure.