Re:The Short Case for Nvidia Stock
by wolfhumble on Monday January 27, 2025 @12:01PM
(#42843175)
> I don't think this seems particularly bad for ChatGPT. They've built a strong brand. This should just help them reduce - by far - one of their largest expenses.
Often expenses like that are keeping your competitors away.
Re:The Short Case for Nvidia Stock
by onlyrealcuzzo on Monday January 27, 2025 @12:20PM
(#42843380)
Yes, but it typically doesn't matter if someone can reach parity or even surpass you - they have to surpass you by a step function to take a significant number of your users.
This is a step function in terms of efficiency (which presumably will be incorporated into ChatGPT within months), but not in terms of end user experience. It's only slightly better there.
Re:The Short Case for Nvidia Stock
by ReptileMan on Monday January 27, 2025 @12:41PM
(#42843614)
One data point but my subscription for chatgpt is cancelled every time. So I made every month decision to resub. And because the cost of switching is essentially zero - the moment a better service is up there I will switch in an instant.
Re:The Short Case for Nvidia Stock
by onlyrealcuzzo on Monday January 27, 2025 @01:28PM
(#42844092)
There are obviously people like you, but I hope you realize this is not the typical user.
It seems like there is MUCH to gain by migrating to this approach - and it theoretically should not cost more to switch to that approach than vs the rewards to reap.
I expect all the major players are already working full-steam to incorporate this into their stacks as quickly as possible.
IMO, this seems incredibly bad to Nvidia, and incredibly good to everyone else.
I don't think this seems particularly bad for ChatGPT. They've built a strong brand. This should just help them reduce - by far - one of their largest expenses.
They'll have a slight disadvantage to say Google - who can much more easily switch from GPU to CPU. ChatGPT could have some growing pains there. Google would not.