Like others said it’s probably to commoditize their competition. The models don’t matter so much as ownership of the platform and critical data. Which is why OpenAI is in a tricky position (although I guess they’re partnered with Microsoft).
It seems like the existing large platforms of today—Microsoft’s enterprise moat, Google’s ads and internet services, Meta’s social networks, Apple’s consumer and mobile products—will remain the primary platforms of the future. So having models that can operate exclusively on those platforms via integration to their key products and date will only continue this trend. If you’re an outsider with an AI model, you’ll have a harder time getting access to critical data and your standalone AI product (e.g., ChatGPT) won’t be as useful.
More broadly speaking, I believe the days where the top X largest companies in the stock company would be displaced by newer companies every decade or so is over. The FAANGs just control so many major platforms in so many aspects of our lives.
> More broadly speaking, I believe the days where the top X largest companies in the stock company would be displaced by newer companies every decade or so is over. The FAANGs just control so many major platforms in so many aspects of our lives.
It also helps that they buy or otherwise cooperate to destroy their competition in questionable ways while heavily lobbying the gov to favor them over others in a quid-pro-quo that benefits politicians and not their constituents.
> More broadly speaking, I believe the days where the top X largest companies in the stock company would be displaced by newer companies every decade or so is over.
I disagree: I think big tech is hard to disrupt ATM because the companies are still young and nimble. In the last cycle, the companies being displaced were ancient (by tech standards). When Google and Facebook are 30 years old, their DNA will get in the way of adopting to a new paradigm that will change the world. A paradigm that may be to the Metaverse what the smartphone was to the Apple Newton
It seems like the existing large platforms of today—Microsoft’s enterprise moat, Google’s ads and internet services, Meta’s social networks, Apple’s consumer and mobile products—will remain the primary platforms of the future. So having models that can operate exclusively on those platforms via integration to their key products and date will only continue this trend. If you’re an outsider with an AI model, you’ll have a harder time getting access to critical data and your standalone AI product (e.g., ChatGPT) won’t be as useful.
More broadly speaking, I believe the days where the top X largest companies in the stock company would be displaced by newer companies every decade or so is over. The FAANGs just control so many major platforms in so many aspects of our lives.