It might not seem like the case right now, but I think the real disruption is just about to begin. OpenAI does not have in its DNA to win, they're too short-sighted and reactive. Big techs will have incredible distribution power but a real disruptor must be brewing somewhere unnoticed, for now.
Investors and executives.. everyone in 2023 is hyper focused on "Thiel Monopoly."
Platform, moat, aggregation theory, network effects, first mover advantages.. all those ways of thinking about it.
There's no point in being bing to Google's AdWords... So the big question is pathway to being the adWords. "Winning." That's the paradigm. This is where big returns will be.
However.. we should always remember, but the future is harder to see from the past. Post fact analysis, can often make things seem a lot simpler and more inevitable than they ever were.
It's not clear what a winner even is here. What are the bottlenecks to be controlled. What are the business models, revenue sources. What represents the "LLM Google," America online, Yahoo or a 90s dumb pipe.
FYIW I think all the big text have powerful plays available.. including keeping powder dry.
No doubt that proximity to openAI, control, influence, access to IP.. all strategic assets. That's why they're all invested an involved in the consortium.
That said assets or not strategies. It's hard to have strategies when strategic goals are unclear.
You can nominate a strategic goal from here, try to stay upstream, make exploratory investments and bets... There is no rush for the prize, unless the price is known.
Obviously, I'm assuming the prixe is not AGI and a solution to everything... That kind of abstraction is useful, but I do not think it's operative.
It's not a race currently, to see who's R&D lab turns on the first super intelligent consciousness.
Assuming I'm correct on that, we really have no idea which applications LLM capabilities companies are actually competing for.