Comment by tadfisher

There's network effects and then there's core competencies. OpenAI has not demonstrated their ability to create software that is not a primary use case for LLMs. Chat is absolutely not a primary use case for LLMs, and so far LLMs have been sold as a value-add for traditional software.

The argument that OpenAI has the critical mass to dethrone Slack can be made for just about any other product with an 800-pound gorilla market leader. Windows, Office, Photoshop/Premier, Search, GMail, Figma, etc. Thus far, we have yet to see OpenAI build anything like these at scale, and there's no reason to assume their successes in the LLM space will translate.

I agree that they should build killer apps like these, because they are at extreme risk of being commoditized by smaller, better, faster genAI systems, but I don't think anything they do currently shows that they can.