The end of the network effect
About this episode
The episode discusses OpenAI's challenges regarding user engagement and the lack of a network effect in its technology.
OpenAI has some big questions. It doesn’t have unique tech. It has a big user base, but with limited engagement and stickiness and no network effect. The incumbents have matched the tech and are leveraging their product and distribution. And a lot of the value and leverage will come from new experiences that haven’t been invented yet, and it can’t invent all of those itself. What’s the plan?
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- AI and SaaS
- How does OpenAI compete?
- The AI presentation
- A double episode: AI differentiation, and Apple does F1
- Looking for AI strategies
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