In 2006, I foresaw that the smartphone was going to exist and be significant. But at the time I carried a Sharp Zaurus which just identified me as a gigantic nerd, and the clearest company to invest in was... HP/Compaq for the iPAQ, in terms of the most forward-looking device.
Then Apple came out with the iPhone but it was not clear they were going to be the market leader. They were certainly not the first mover.
With OpenAI, I see even less of a moat. Someone else comes along, makes a better foundational model, and they've got a gigantic advantage. What does OpenAI have?
Then Apple came out with the iPhone but it was not clear they were going to be the market leader. They were certainly not the first mover.
With OpenAI, I see even less of a moat. Someone else comes along, makes a better foundational model, and they've got a gigantic advantage. What does OpenAI have?