Their moat right now is developer tooling. They allow fine tuning + an easy API to use their llm.
Noone else does that right now. By the time others do, so much tooling and infrastructure has been built around OAI that the switching costs will be a lot.
It will get to the point that if you want your llm to beat oai on the market it won't be enough that you are as good or even better. You need to be vey very significantly better than OAI. For an extreme example of this see Windows. The network effects keeping it together are so strong that the platform becoming an abandoned adware hasn't been enough to push users to significantly better platforms like Mac.
Now I've fine tuned the hell out of gpt-3.5 and I'd love to see how my app would performed on a fine tuned Opus. I went to their website and I can't seem to fine tune their model yet. Meh. My guess is that by the time they make it available I won't have a strong reason to even try anymore.
Their moat right now is developer tooling. They allow fine tuning + an easy API to use their llm.
Noone else does that right now. By the time others do, so much tooling and infrastructure has been built around OAI that the switching costs will be a lot.
It will get to the point that if you want your llm to beat oai on the market it won't be enough that you are as good or even better. You need to be vey very significantly better than OAI. For an extreme example of this see Windows. The network effects keeping it together are so strong that the platform becoming an abandoned adware hasn't been enough to push users to significantly better platforms like Mac.
Now I've fine tuned the hell out of gpt-3.5 and I'd love to see how my app would performed on a fine tuned Opus. I went to their website and I can't seem to fine tune their model yet. Meh. My guess is that by the time they make it available I won't have a strong reason to even try anymore.