> regulatory capture

If this leak is correct, regulatory capture is likely the only moat OpenAI could have hoped for. It would explain why Sam was so absolutely adamant that this tech needed to receive oversight.

If correct, every big tech company now has a recipe to build their own GPT-4. I'd expect for the open source efforts to try to duplicate the results as well. LLMs will increase in quality across the board and become fairly interchangeable, leading to thin margins and a race to the bottom.

We could be watching $13 billion going up in flames, all of it predicated on a secret as flimsy as the Coca-Cola recipe.

$13 billion isn't $13 billion if $N billion of it has to mandatorily be spent on high margin Azure services.

Just wait until the RLHF class action hits them.

Tbf the coca-cola recipe is a more sustainable trade secret, since the product is “perfected”.

GPT4 is a work in progress so a competitor can be objectively better.

I’m hoping for open source models to start incorporating some of these ideas.

My partner is working at a startup that used to sell clothes and then pivoted twice and is now offering "conversational commerce" and helps companies pester their customers through iMessage and WhatsApp. Now a few months ago they pivoted again and are calling themselves an AI startup. Even if OpenAI and its competitors start this race to the bottom, third parties that use AI (or rather advertise as such) should still be fine though right?