Comment by danenania

I wonder if they'll be able to push the chain-of-thought directly into the model. I'd imagine there could be some serious performance gains achievable if the model could "think" without doing IO on each cycle.

In terms of moat, I think people underestimate how much of OpenAI's moat is based on operations and infrastructure rather than being purely based on model intelligence. As someone building on the API, it is by far the most reliable option out there currently. Claude Sonnet 3.5 is stronger on reasoning than gpt-4o but has a higher error rate, more errors conforming to a JSON schema, much lower rate limits, etc. These things are less important if you're just using the first-party chat interfaces but are very important if you're building on top of the APIs.