alt Hacker NewsThe video quotes sales of $2.5 trillion a year to payoff those investments. What workforce you divide it by is a bit up in the air, but let's use 500 millions, which is basically 100% of the workforce of US + Europe + some change. That gives you around $500 a month per employee (from hedge fund manager to flipping burgers at McDonald's).
And there will be competition. I see zero moat right now. The user specific part of the state of the model sits outside of the control of the model (it is basically my code base, or my prompts, all of which I can transfer to any competitor).
Speaking of user experience: OpenAI has some pretty cool tools, some of which even have decent UX. But I’m amazed that anyone can get real work done with the first party web UI. It is UNBELIEVABLY LAGGY. It makes GitHub seem snappy. It scrolls to a black screen and slowly populates later. It takes tens of seconds to load conversations. On the rare occasions that I’ve tried the fun “ask Pro mode a math question” I think I’ve spent 15 minutes waiting for content to populate in the UI. Oh, and all the obvious features like forking a chat either don’t exist or are somehow hidden. This is on a top-of-the-line client machine.
Maybe other users are doing something differently or are being served a different front end JavaScript blob?