alt Hacker NewsTwo reasons. They somewhat broke even, and kept getting investment. The potential for quasi monopoly was obvious.
Openai can't claim either.
Replies
outside1234 • last Tuesday at 10:49 PM
Worse, Google can afford to outspend them in this game and basically run them both out of money.
How did Uber somewhat break even? They lost $34b before making a profit.
Uber was only on a path to monopoly in the US, not world wide. It’s lost to local competitors in most countries. And it can get disrupted by self driving cars soon.
OpenAI’s SOTA LLM training smells like a natural monopoly or duopoly to me. The cost to train the smartest models keep increasing. Most competitors will bow out as they do not have the revenue to keep competing. You can already see this with a few labs looking for a niche instead of competing head on with Anthropic and OpenAI.