Metadata
- Author: Benn Stancil
- Full Title:: AI Companies Are Just SaaS Companies
- Category:: 🗞️Articles
- URL:: https://benn.substack.com/p/ai-companies-are-just-saas-companies
- Finished date:: 2024-12-22
Highlights
Isn’t literally the same case than Freepik in the creativity space?
OpenAI’s ultimate moat: A better set of applications built on top of their core models. Or, more precisely, these features are ways to make models more convenient to access and ergonomic to use. OpenAI can no longer just entice us with foundational infrastructure and an accidentally successful chat app; they’re now trying to sell us commoditized tech and an increasingly complicated SaaS app. (View Highlight)
In other words, people want the better software product, not the better model. Which is ironic, I suppose. Silicon Valley has spent the last two years trying to figure out which AI companies are real, and which are just wrappers around ChatGPT. In the end, though, the wrappers may be the only thing that matters—even for OpenAI. (View Highlight)
Start sending people’s ChatGPT prompts to Claude, or Gemini, or some server running Meta’s open source Llama model. (View Highlight)
leading models aren’t all that essential anyway.8 And if nobody can tell the difference between human paintings and AI paintings, I’m skeptical that many people can tell if their book report on The Great Gatsby was written by GPT-4o or Gemini 1.5 Flash. (View Highlight)
it seems much more likely that OpenAI is going to make 11.6 billion dollars because ChatGPT is popular. (View Highlight)
because it’s got the best brand. Two years ago, people’s enthusiasm for OpenAI’s brand was built on their enthusiasm for OpenAI’s products. Now, the brand leads, and the product—which is getting awfully expensive to build—follows. (View Highlight)