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Breaking Analysis: ChatGPT Won't Give OpenAI First Mover Advantage
January 20, 2023
OpenAI, the company, and ChatGPT have taken the world by storm. Microsoft reportedly is investing an additional $10B in the startup. But in our view, while the hype around ChatGPT is justified, we don’t believe OpenAI will lock up the market with its first mover advantage. Rather we believe that success in this market will be directly proportional to the quality and quantity of data that a technology company has at its disposal, and the compute power it has to run the system. This market is unlikely to display winner take all dynamics and will probably evolve...Read more