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ChatGPT Analyzes Dan Hurley’s Defense…
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[QUOTE="nelsonmuntz, post: 4499077, member: 833"] You seem to doubling down on the belief that this is the only AI company in the world. Just about every tech company in the world has an AI strategy. Many of them already have applications in the market that have an ROI. As someone with a bit of experience with past tech "revolutions", the likely outcome is that there will be hundreds of competitors that will all have good technology, and the winners will be the first (or second or third) to specific markets with targeted business applications. The tech generalists companies typically lose. And as a reminder, Google was like the 7th or 10th search engine in the market. The AI market has a long way to go before we can declare a winner. And if you are right, and there is only one winner, then billions of dollars of investment capital is going to be flushed on all the losers, of which ChatGPT is likely to be one of them. Apps didn't murder mobile browsing. Many B2B software solutions use web browsers because apps are often just functionally limited versions of the underlying software that also is effectively a separate code base that needs to be supported. Many B2C companies don't care about putting crappy, space-hogging, glitchy software on people's phones, but I wouldn't say that is indicative of apps murdering browser solutions. Finally, the fundamental weakness with most B2C software technology, which you think is ChatGPT's ultimate destination, is that they are all advertiser based. Google has made some money selling software through devices and subscriptions, but it is still over 50% ad-based revenue. Almost all of Facebook's revenue is add based. That is something of a zero sum market. Maybe ChatGPT becomes the dominant ad destination in the future, although I have a hard time understanding how that even works with a language based AI solution. In your final paragraph you seem to argue that every tech company will buy ChatGPT's solution and imbed it. First of all, a generalist AI solution will probably not have a great ROI in B2B applications. Second, you would have to believe that no tech CEO has ever heard of how that worked for Yahoo with Google to think that tech companies would integrate a future competitor into their own technology. Not a rhetorical question, but how stupid do you think Tech companies are? [/QUOTE]
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ChatGPT Analyzes Dan Hurley’s Defense…
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