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I think you're right about stickyness up to a point.

Cultural defaults seem unchangeable but then suddenly everyone knows, that's everyone knows, that OpenAI is passé.

OpenAI has a real chance to blow their lead, ending up in a hellish no-man's land by trying to please everyone: Not cool enough for normies, not safe enough for business, not radical enough for techies. Pick a lane or perish.

Not owning their own infrastructure, and being propped up by financial / valuation tricks are more red flags.

Being a first mover doesn't guarantee getting to the golden goose, remember MySpace.


> Being a first mover doesn't guarantee getting to the golden goose, remember MySpace.

MySpace, ICQ, Altavista, Dropbox, Yahoo, BlackBerry, Xerox Alto, Altair 8800, CP/M, WordStar, VisiCalc, the list is very long.


Hotmail is a good example too. I remember it being pretty ubiquitous, at least for the 'personal email' crowd, and it seemed implausible that people would give up on what was often their main email 'location' for another offering without being able to transfer their often important and personal stuff. then gmail came along.


The internet and the surrounding context changed so fast that it made little sense to cling to old email addresses made in the old context. Gmail represented the 'new internet' and old patterns became obsolete (less subversive, more mainstream/corporate). When there's a seismic shift in usage patterns that's when all bets are off regarding where everyone lands. Being the first mover means little here. If the way people interacted with AI underwent a massive shift, OpenAI would likely get left behind. The only safe bet is to invent your own killer.


Younger people might not realize or remember this, but when GMail came out it was HUGE. Like, I remember it was invite-only for a while and getting an invite was a really big deal. In retrospect that was some genius marketing by them (also just a way better product, at the time)

Also switching email was a lot easier back then. Nowadays if you're using gmail as an auth provider it's very hard to completely abandon an inbox without a lot of friction. Back then all your logins were separate anyway.


Interesting point. I guess people liked the convenience of unlimited storage even more than they liked the convenience of keeping the same email address. In a way they traded one convenience for another.


Beyond that too, I would think that many people view a Hotmail account as an indicator that you're backwards or not serious in business.

I distinctly remember the shift to and then away from Altavista as well.


This took 8 years. HoTMaiL had a long time to become a competitive product, but it just blew it over the course of a decade. https://venturebeat.com/business/gmail-hotmail-yahoo-email-u...


Did Hotmail offer email redirection at that time? I can't remember whether that sort of thing that would make it easy to switch away was offered.


I don't remember that detail, but I do remember most people not treating their inbox as an archive at the time. So there was less friction to switch to gmail, and more reason to do so due to the "real time" ticking storage amount of gmail, which then became an archive (again for most people).


> I do remember most people not treating their inbox as an archive at the time.

Indeed. For me, the step was gmail. With its humongous 1GB of storage, that was the moment when I stopped having to delete stuff to save space. It’s funny because a lot of people I know who were already older at that point kept the habit of deleting emails, even today.


VisiCalc, CP/M, BlackBerry and Yahoo definitely got a golden goose; it's long after establishing their dominance that they failed at maintaining it.


Isn’t that exactly what’s being discussed re: OpenAI? They seemed unstoppable a few years ago, but have lost quite a bit of reputation and their position of technical lead.


What I mean is that the one I cited were first movers that actually found a golden goose, then got ousted years/decades later for various reasons.

For now at least, OpenAI has not found a golden goose (i.e. made a lot of money) yet.


> have lost quite a bit of reputation

in the tech world, maybe. All my 'normie' friends are using ChatGPT though and have no concept of their reputation, nor intention of switching. Most people I know are hardly even aware of alternatives, even of Gemini, though everyone has a Google account.

I personally also use ChatGPT and have zero reason not to, currently. I might switch if they royally mess up, but everything they've messed up has been fixed within a day.


But would they pay for it? That's the difference.


More people pay for ChatGPT than any other Consumer AI service by far, and when ads rollout, it won't matter that much.


“consumer” is doing a lot of heavy lifting here, I’d be curious to know how it compares to overall AI usage (ie including professionals using it).


It's not. By consumer, I simply mean the respective apps, not API Usage. I'm not excluding "professionals" lol.


My normie friends aren’t paying several hundred of $ a month on their services, though.


IBM owned literally the whole market on computers at a time when computing equipment was prohibitively expensive and centralised.


IBM was a special case, I'm not sure there were many markets so thoroughly cornered like IT was for about 3 decades. I guess telephone (AT&T) was similar.


I think there's similarity to the dynamic too. Not many instances have the means at this time to produce LLMs from scratch and operate them at scale.


> the list is very long

Tesla is lurking as well


I guess it depends on what you mean by golden goose. MySpace sold for an insane amount of money at the time and it was basically one guy, “Tom”.


Pick a lane or perish.

Literally every industry has examples of businesses that don't excel at anything and still do well enough to carry on. In fact, in most industries, it's actually hard to see any business that's clearly leading on any specific front because as soon as it becomes an obvious factor in gaining market share the competing businesses focus on that area as well.


Yeah. Vauxhall/Opel has always been my go-to example here. Their cars excel at nothing. They’re not especially stylish. Not the fastest or nicest to drive. Not unusually efficient. Not particularly reliable or guaranteed for a long period. By no means the cheapest. They don’t even achieve a sweet spot of averageness across all these things. Yet people have somehow carried on buying them over decades.


Jeremey Clarkson called the Astra "the most boring car ever made". I loved both of mine - they always got me and my stuff where I needed to be, and were easy to fix.

The last one, a 2007 model that has now moved on to my younger sibling, might be the last "simple" car.


First mover advantage: marketing logic or marketing legend: https://gtellis.net/wp-content/uploads/2020/09/pioneering-ad...


We have built a magic hammer that can make 100 houses in a second, but all the houses are slightly wonky, and 5% of their embedded systems are actively harmful.


and the houses are ant sized


It's like PHP won out after all...


Just in time for AI to go all tits up.


The US was in decline, a vote for Trump was a vote to accelerate that decline.


Become a hermit kingdom to own the libs.

At a certain point we have to ask: what is the point of politics? Who are we doing all this civilisation stuff for? Is a nation an engine of prosperity to enrich the lives of its people, or a life support system for the Dear Leader?


"Allow us to use your data to improve our service." ...by selling your data to improve our service's profitability.


Crappy as a .jpg, only bigger.

Actually, I remember when JPEG XL came out, and I just thought: cool, file that one away for when I have a really big image I need to display. Which turned out to be never.

Names have consequences.


I regularly work with images larger than 65,535px per side.

WEBP can only do 16,383px per side and the AVIF spec can technically do 65,535, but encoders tap out far before then. Even TIFF uses 32-bit file offsets so can't go above 4GB without custom extensions.

Guess which format, true to its name, happens to support 1,073,741,823px per side? :-)


> Crappy as a .jpg, only bigger.

Honestly, that's exactly what it sounds like to me too. I know it's not, but it's still what it sounds like. And it's just way too many letters total. When we have "giff" and "ping" as one-syllable names, "jay-peg-ex-ell" is unfortunate.

Really should have been an entirely new name, rather than extending what is already an ugly acronym.


I’ll never not say pee-en-gee. You’re right though.


I always have called it PNG pee-en-ji, and JPEG XL for me has p much all the time been jay-x-el.


Drivers who use their indicators, getting a little tired of all their incessant signaling.


I disable everything that is of no direct benefit to me. It's shocking that so many companies don't make the case for the benefits of their systems at the on / off decision point. If you can't outline a positive benefit to the end user what does that say about your product?


Some people seem to exist in a bubble where they believe that nothing bad will ever happen to them or their loved ones, so paying to improve society has no benefit to themselves.


Even if you never personally needed health insurance (which is unrealistic), you’d still benefit from a better, safer, less cut throat society.

Same with education. I am more than happy to pay taxes for an education system, even if I do not personally have children.


There are both private and public health care systems. Private care is a complicated scam, the small print is tens of times the contract.

Public health systems vary with country. Private advocates say public sucks, until it is their turn to be scammed.


What's 'paid' to the median child in education is a pittance compared to what the payers suck back out of them in old age during social security.

Public education is largely a scam to put 'original sin' of debt of children to society so when they grow up there is some plausible explanation that "we're a society" and they must feed into the pyramid scheme.


> What's 'paid' to the median child in education is a pittance compared to what the payers suck back out of them in old age during social security.

I'm not sure what nation you're from, but here, in the US, we pay a fairly significant part of our wages towards something called "Social Security."

If we pay a lot, during our working time, we can draw more, after retirement (and it is nowhere near a living wage -it was never meant to be).

In my country, we pay for education with property taxes.


I hear you on intergenerational stuff. I just don’t think “public education is a scam” fits what most kids actually receive.

Kids are not only getting classroom time. They inherit a whole baseline that previous taxpayers built: safer streets, clean water, courts that mostly function, vaccines, roads, libraries, stable money, and the accumulated tech and culture that makes modern jobs even possible. That bundle is huge, and it starts paying out long before anyone is old enough to “owe” anything.

Also, adults are not literally trapped. People can move, downshift, opt out of a lot, or choose different communities. Most don’t, even when they complain loudly, and to me that’s a pretty strong signal the deal is at least somewhat reasonable. Not perfect. Not fair for everyone. But not a cartoon pyramid scheme either.

If there’s a real fight worth having, it’s making the burdens and benefits less lopsided across generations, not pretending the whole social investment in kids is fake.


But charitable causes perpetuate the problems by creating an industry around them rather than trying to find solutions for them. You can’t trust industry to solve civil problems like healthcare or housing, since they shouldn’t be problems in the first place. Its like trying to trust the free market to keep people from raping and killing each other—people will rape and kill with or without the market! Some level of coercion is necessary that free market principles cannot employ.


This isn’t about free market vs single payer healthcare. These kids are from poor countries. Unless you’re arguing for rich countries to offer literal worldwide healthcare.


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