Azeem Azhar

But there's another thing that I think is really important to bear in mind and what is, I think, underappreciated about these LLMs today, the software that we're using.

I ended up in a chat with a friend of mine who...

every morning uses ChatGPT to build social stories for her son who's autistic that allow him to understand what he will have to navigate that day.

And she described it as being a lifesaver.

Really, really remarkable story.

She has some agency.

She's got some ability to understand what he needs and can deliver that to him every day.

I also separately read about how KPMG, the accounting firm, had had dozens of its tax specialists build a 100-page prompt that can do several weeks' work of tax expert work

on inter-jurisdictional tax issues.

So complex that you have to be a trained tax expert to use it.

And I want you to just hold those two use cases in mind and think about the range, the incredible range that this technology is actually delivering on today.

For all its shortcomings, growing hallucinations, inability to be deterministic, to be a bit sycophantic, sometimes lumbering and slow, it's got that range.

And so when we think about will OpenAI be able to compete in the enterprise space, even though it's got this very strong consumer proposition,

I think we need to look at that and say, well, maybe the past view of serving two masters being too difficult doesn't hold as much.

So there's another question, which is, can we really tell the difference between any of these models in a double blind?

And if you can't, aren't they already commodities, in which case they'll compete on price?

I think that's a great question.

On the consumer side, it doesn't matter.

People are locked in, right?

They are using ChatGPT in the same way that they used iPhones rather than the Android device.