As the title said. I’m not worried about the overall AI trade just because Open AI has lower revenue than previously stated expectations. I think Open AI will be the first loser in the AI race.
They have no Moat. Muse is a better chatbot/agent and it’s free! Open AI charges $100 a month for basically the same product.
Claude beats it when it comes to coding and enterprise inclusion. Even Microsoft is pulling away from Open AI and leaning more towards Claude.
Open AI has nothing to integrate with. Meta can interconnect across Facebook and instagram and all of its other apps. Alphabet has Google Maps and Gmail and Google Drive to integrate with as well.
Space X has rockets and a shit ton of money to build the largest “AI factory” in Texas.
Sam Altman is largely unpopular. That doesn’t help.
Open AI is all built on loans.
What happens if Open AI crashes? Do you think they will get bought out?
That’s all I got. Tell me why I’m wrong.