Asks if ChatGPT changed how investors buy certain stocks in the market.
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Alex Kantrowitz
Today's AI models are transformative but still early; the key question is whether companies can achieve their future ambitions.
Alex Kantrowitz
OpenAI's leadership position is a very big question; while ChatGPT is best, Google has surpassed in some areas, and specialization by competitors could erode OpenAI's perceived permanent lead.
Asks who has best chance to challenge OpenAI: Alphabet, Anthropic, or others seeding ground for future landscape change.
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Alex Kantrowitz
Competition could fragment OpenAI's dominance as companies pick off specific use cases (enterprise, coding, creativity, open-source).
Asks if worry about web of companies reliant on OpenAI due to existing deals.
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Alex Kantrowitz
These companies need OpenAI to maintain lead to justify helping fund $1.4 trillion buildout.
Alex Kantrowitz
Has doubts OpenAI can meet $1.4 trillion funding commitments; leap from $13-20B revenue is huge, requiring faith in new category creation.
Notes can't short OpenAI privately, asks when they'll go public.
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Alex Kantrowitz
OpenAI will go public when they can no longer raise private money; entire buildout is predicated on losing money and raising to cover losses.