Comment by logicprog
10 hours ago
I mean, their issue isn't that not enough users are using ChatGPT, so they need to enable new user modalities to draw more people in — they already have something like 800 million MAU. Their issue is that most of their tokens are generated free right now both from those users and stuff like CoPilot, and they're building stupidly huge unnecessary data enters to scale their way to "AGI." So yeah, everyone says this looks like a sign of desperation, but I just don't see it at all, because it would solve a problem they don't actually have (not enough people finding GPT useful).
If you re--calibrate from any lofty idea of their motives to "get investor money now", this and other moves/announcements make more sense: anything that could look good to an investor.
User count going up? Sure.
New browser that will deeply integrate chatGPT into users lives and give OAI access to their browsing/shopping data? Sure
Several new hardware products that are totally coming in the next several months? Sure
We're totally going to start delivering ads? Sure
We're making commitments to all these compute providers because our growth is totally going to warrant it? Sure
Oh, since we're investing in all of that compute, we're also going to become a compute vendor! Sure
None of it is particularly intentional, strategic, or sound. OAI is a money pit, they can always see the end of the runway, and must secure funding now. That is their perpetual state.