Business Insider
US · 38 mins ago
✦ 72◉ Centre
ChatGPT is no longer OpenAI's most important product. Here's why.
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◉ Centre ✗ Clickbait headline
The article argues that competition in the AI industry is shifting from model quality to customer lock-in strategy, with OpenAI's focus evolving beyond ChatGPT as its primary revenue driver.
ChatGPT is no longer OpenAI's most important product. Here's why.
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A version of this story originally appeared in the BI Tech Memo newsletter.
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The next battle in AI will have less to do with model quality and more to do with customer lock-in.
For the past few years, OpenAI and Anthropic have competed relentlessly on model performance. But according to Samuel Colvin, CEO of AI startup Pydantic, the economics are changing.
"A year ago, what they cared about was revenue," Colvin told me
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