The “moats” that OpenAI may have are capital and regulatory capture. They can get laws passed to make it harder for other companies to ingest data for free to train their models and then pay for exclusive access.
The other moat is ChatGPT, the user facing product. It is the best end user product, they have brand recognition and a partnership with Apple. If they remain the default even when other LLMs are available for iOS, that still going to be a good customer acquisition funnel.
As far as the quality of the models, they all seem to be good enough for tte use cases I’ve come across from a development standpoint.
What debt? As far as I am aware, all of their money comes from equity raises not debt. Compute will get cheaper over time and from what I read ChatGPT 4o is already much cheaper to run than 3.5 was when it was first introduced
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The “moats” that OpenAI may have are capital and regulatory capture. They can get laws passed to make it harder for other companies to ingest data for free to train their models and then pay for exclusive access.
The other moat is ChatGPT, the user facing product. It is the best end user product, they have brand recognition and a partnership with Apple. If they remain the default even when other LLMs are available for iOS, that still going to be a good customer acquisition funnel.
As far as the quality of the models, they all seem to be good enough for tte use cases I’ve come across from a development standpoint.
ChatGPT with how much debt though? It seems at best it will only become worse over time
What debt? As far as I am aware, all of their money comes from equity raises not debt. Compute will get cheaper over time and from what I read ChatGPT 4o is already much cheaper to run than 3.5 was when it was first introduced