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A comment on OpenAI's cash burn will be one of the big bubble questions of 2026. Parent comment

Re:OpenAI's cash burn will be one of the big bubble question... by iLoveOncall on Wednesday December 31, 2025 @04:20AM (#46442639)
A GPT wrapper isn't a moat.
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Re:OpenAI's cash burn will be one of the big bubble question... by visarga on Wednesday December 31, 2025 @07:22AM (#46443537)
A generic wrapper is not a moat, but the context is. Both the LLM provider and the wrapper provider depend on local context for task activities. The value flows to the context, the LLMs and wrappers are commodities. Who sets the prompts stands to benefit, not who serves AI services.
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Re:OpenAI's cash burn will be one of the big bubble question... by bogdan on Wednesday December 31, 2025 @06:01AM (#46443151)
Most things are wrappers around RDBMSs.
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Re:OpenAI's cash burn will be one of the big bubble question... by blinding-streak on Wednesday December 31, 2025 @09:50AM (#46444558)
Most true and interesting comment I've read on HN in a while!
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