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OpenAI, ChatGPT & Potential Impacts on Microsoft & Google

  • Public Equity
  • TMT
  • North America

A former manager at OpenAI spoke to Forum about OpenAI and ChatGPT, noting their technologies and offerings, partnership with Microsoft and competitive threats posed to Google. Here are the need-to-know insights from that Interview:

  • ChatGPT is differentiated in the marketplace with an AI offering that “benefits everybody” and is widely available.
  • The specialist sees ChatGPT moving to GPT-4 with 100 trillion parameters from GPT-3 with 175 billion parameters within a couple of months, but this will not be available for some time.
  • One of the challenges for OpenAI and ChatGPT are the costs associated with each query and response, amounting to at least USD 0.06 on average, but monetisation is not a primary focus. 

“From what I gather, monetisation is not the top priority for OpenAI. The top priority for OpenAI is to develop and learn from the models that they have deployed. The only thing that they see as the end goal is developing AGI, and that’s when they will really profit.” Former manager at OpenAI 

  • Financial services, healthcare/life sciences and gaming are three areas offering the most opportunities for ChatGPT.
  • The specialist thinks OpenAI and ChatGPT will significantly enhance Microsoft’s AI capabilities across multiple offerings, but does not believe Google – which still may be the company with the most significant AI assets and capabilities – will necessarily lose out if it can launch more new AI products and features.
  • Industries that employ AI “at the edge” are interesting and “worth looking into”, with the expert citing Tesla’s autonomous Robotaxis as one such example. 
  • OpenAI struggles with the fact the model is hosted in the cloud. “If you could bring a certain percentage of those capabilities at the edge, think of how many more things that we could do with low-latency, fast processing, high accuracy.”

Click here to read all the human insights in Third Bridge Forum’s OpenAI, ChatGPT & Potential Impacts on Microsoft & Google Interview.

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The information used in compiling this document has been obtained by Third Bridge from experts participating in Forum Interviews. Third Bridge does not warrant the accuracy of the information and has not independently verified it. It should not be regarded as a trade recommendation or form the basis of any investment decision.

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