> They are putting a financial incentive behind accurately predicting the future, which makes these apps basically the most accurate predictor of the future. Available to anyone to view, for free.
Here, let me predict a future where someone will die. On the other side, let me pay for a hit on the same person. /s
^It's a bit extreme and exaggerated, but it's like that on purpose to make a point.
I think even if the moat dries up, you could think of tokens/inference similar to compute. There's all the open source tooling available in the world for you to rent your own bare metal servers/racks and use a white glove service, yet there is demand for cloud.
At current prices, it makes sense to self host, but if the price goes down and the demand grows across different verticals, there is room for this business.
Majority of the people at my company switched to Codex. All it goes to show is that performance difference at this point is minute and is a matter of taste
People upvote, the link goes up. The HN front page has never been based on new insights or something similar, it’s just a reflection of what the audience vote for. In this case it’s likely because people here like simonw, who is a known high quality contributor
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