OpenAI

“I think it'll be hard to have a competitive moat if you don't have your own language, if you don't have your own training sets, if you don't have your own model. I think that would be true.”

“I think we're going to see a whole generation of open AI rappers kind of see some really tough days coming up as, you know, the boundaries sort of bleed on who owns what part of the stack.”

“At that point, the tech matters a lot less, because think about just saying, I'm gonna spend a hundred million dollars on the business. You know, you're buying the tech, but really you're buying a lot more than that. You're buying the user base, and probably t…”

“OpenAI and Anthropic and all of these are losing hundreds of millions, billions of dollars, whatever it is, because They are buying something for a dollar and giving it away for 20 cents.”

“I don't care for ChatGPT for almost everything, because it's a consumer product.”