4min snip

All-In with Chamath, Jason, Sacks & Friedberg cover image

E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis

All-In with Chamath, Jason, Sacks & Friedberg

NOTE

The Importance of Speed in Search Engine Usage and OpenAI's Business Strategies

Faster search engine results lead to increased usage and user retention. OpenAI operates three different businesses: a closed model trained on the open internet, a consumer-facing app called chat GPT, and enterprise services. OpenAI's various models are converging in quality due to training on the same underlying data, and they are expected to reach the same quality within the next 6 to 9 months. OpenAI aims to provide functional production code with fast service level agreements (SLAs) for enterprises, which no cloud provider has yet delivered. OpenAI's analysis indicates the necessity for providing high-quality results at a competitive price, as the model that is the cheapest to produce the same result will ultimately succeed.

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