Here I can
Notebook entries tagged openai.
OpenAI is deliberately stacking powers: funding and coordinating the physical layer, converting that into a trusted, best-answer experience, and binding it together with identity, memory, and apps—run by a product machine.
Three major AI video launches in three weeks, and each company picked a radically different target audience:
...compelling AI video generation is very much here, and it's widespread: over the last three weeks we have actual AI video products from Google, Meta, and now OpenAI.
...it feels like each company has an entirely different target audience: YouTube is making tools for creators, Meta is building the ultimate lean back dream-like experience, and OpenAI is making an app that is, in my estimation, the easiest for normal people to use.
In this new competition, I prefer the Meta experience, by a significant margin, and the reason why goes back to one of the oldest axioms in technology: the 90/9/1 rule.
- 90% of users consume
- 9% of users edit/distribute
- 1% of users create
If you were to categorize the target market of these three AI video entrants, you might say that YouTube is focused on the 1% of creators; OpenAI is focused on the 9% of editors/distributors; Meta is focused on the 90% of users who consume.
...it's striking how this target market evaluation tracks with the companies themselves: YouTube has always prioritized creators, while OpenAI's business model is predicated on people actively using AI; it's Meta that has stayed focused on the silent majority that simply consumes...
OpenAI partners with Stripe to launch instant checkout within ChatGPT.
It has been clear for a long time now that ChatGPT is a powerful tool for commerce, and the company has been taking baby steps to close the loop, with things like product carousels, an in-app browser (which lets OpenAI capture web usage and attribution), and the overall concept of having a router deciding how to answer every query. This, however, is an explicit step into the transaction itself — and it's almost certainly not the last.