Oh man there is so much in the OAI launches this morning, early reactions:
- OAI leaning into its strengths around model breadth (full duplex voice / computer use), compute (ultrafast / decisions / price cuts), and knowledge work (spaces / dots)
- Spaces is an impressive effort to connect two key lessons from the last 6 months; one that consumers need "human shaped" interfaces to use models to their full ability (slack / imessage / anthropomorphic agent) and two that group productivity >> sum of individual productivity and requires dedicated collaboration tools like agent native docs / slides / etc.
- Dots acknowledges that consumers have a bounded view of chat interfaces ("better google") and the personal agents primitive needs a different positioning and personality. I like that the UI starts with a single "dot" (agent) and imagines expanding to teams, which combines the simplicity of a muse style approach with the power of grok bots, progressively disclosed.
- Security cloud is the first of many efforts where sensitive / proprietary model capabilities are vertically integrated and sold as an outcome vs API. Expect more of this in areas like biology (smartly framed today as "antibiotics" - who could dislike those?! 😂).
- Yes there are offerings at every spot on the Pareto curve (ultrafast at the high end, decisions at the low), but the wild 3D demo of ultrafast shows that these points on the curve represent new capabilities (i.e. just in time software, real time video transformation etc)
- Consumer adoption has accelerated w/ 1.2B WAU + Connect is a huge unlock for developers by letting users bring their own tokens—this unbundles the unit economics from product value & locks developers + users into the OAI ecosystem
- Plugin directory + discovery is maybe, finally the distribution channel we've been waiting for
- Marketplace allows SAAS partners to sell to OAI customers w/o the procurement headache
- $500 plan, and it's "cheap" given the capabilities .. I predict a $1000 plan by next year that will provide even more price/performance to consumers
Will think + share more when I have a chance to process, but wow some cool launches today.
- Oh man there is so much in the OAI launches this morning, early reactions: - OAI leaning into its strengths around model breadth (full duplex voice / computer use), compute (ultrafast / decisions / price cuts), and knowledge work (spaces / dots) - Spaces is an impressive effort to connect two key lessons from the last 6 months; one that consumers need "human shaped" interfaces to use models to their full ability (slack / imessage / anthropomorphic agent) and two that group productivity >> sum of individual productivity and requires dedicated collaboration tools like agent native docs / slides / etc. - Dots acknowledges that consumers have a bounded view of chat interfaces ("better google") and the personal agents primitive needs a different positioning and personality. I like that the UI starts with a single "dot" (agent) and imagines expanding to teams, which combines the simplicity of a muse style approach with the power of grok bots, progressively disclosed. - Security cloud is the first of many efforts where sensitive / proprietary model capabilities are vertically integrated and sold as an outcome vs API. Expect more of this in areas like biology (smartly framed today as "antibiotics" - who could dislike those?! 😂). - Yes there are offerings at every spot on the Pareto curve (ultrafast at the high end, decisions at the low), but the wild 3D demo of ultrafast shows that these points on the curve represent new capabilities (i.e. just in time software, real time video transformation etc) - Consumer adoption has accelerated w/ 1.2B WAU + Connect is a huge unlock for developers by letting users bring their own tokens—this unbundles the unit economics from product value & locks developers + users into the OAI ecosystem - Plugin directory + discovery is maybe, finally the distribution channel we've been waiting for - Marketplace allows SAAS partners to sell to OAI customers w/o the procurement headache - $500 plan, and it's "cheap" given the capabilities .. I predict a $1000 plan by next year that will provide even more price/performance to consumers Will think + share more when I have a chance to process, but wow some cool launches today.
i think they're still struggling to be opinionated about consumer vs business
good summary- the main question is "war on all fronts" is expensive, especially when you don't yet have operating leverage. The bigger players: Apple, Google, Microsoft, Meta, etc can wait it out and pick it up for scraps.
New game
