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I see OpenAI is entering the phase of building peripheral products no one asked for. Another widget here and there. In my experience, when a company stops innov
by TriangleEdge 1y ago
I see OpenAI is entering the phase of building peripheral products no one asked for. Another widget here and there. In my experience, when a company stops innovating, this usually happens. Time for OpenAI to spend 30 years being a trillon dollar company and delivering 0 innovations akin to Google.
- simianwords 1y agoLast mile delivery of foundational models is part of innovating. Innovation didn't stop when transistors were invented - innovation was bringing this technology to the masses in the form of Facebook, Google Search, Maps and so on.
- ifdefdebug 1y agoBut transistor designers didn't pivot away from designing transistors. They left Facebook and all the other stuff to others and kept designing better transistors.
- rhetocj23 1y agoYup. Googles marginal ROIC is horrific. Its average ROIC in the aggregate on the other hand looks nice, because most of its returns are from projects taken 10+ years ago.