> Token volume needs to double just for revenue to stand still
I'm pretty skeptical about all the whole LLM/AI hype, but I also believe that the market is still relatively untapped. I'm sure Apple switching Siri to an LLM would ~double token usage.
A few products rushed out thin wrappers ontop of chatgpt ai, developing pretty uninspiring chat bots of limited use. I think there's still huge potential for this LLM technology to be 'just' an implementation detail of other features, just running in the background doing its thing.
That said, I don't think OpenAI has much of a moat here. They were first, but there's plenty of others with closed or open models.
I'm pretty skeptical about all the whole LLM/AI hype, but I also believe that the market is still relatively untapped. I'm sure Apple switching Siri to an LLM would ~double token usage.
A few products rushed out thin wrappers ontop of chatgpt ai, developing pretty uninspiring chat bots of limited use. I think there's still huge potential for this LLM technology to be 'just' an implementation detail of other features, just running in the background doing its thing.
That said, I don't think OpenAI has much of a moat here. They were first, but there's plenty of others with closed or open models.