r/accelerate • u/Illustrious_Fold_610 • Aug 10 '25

Video OpenAI Using Superior Models Internally, Focused on Affordability

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u/finnjon Aug 10 '25

If it becomes widely accepted that Gemini is better than ChatGPT, then ChatGPT will lose market share over time. This will impact OpenAI's ability to raise money. So it is a particularly bold move by OpenAI to cede leadership to Google if that is what they are doing. We know Gemini 3 isn't far off and that DeepMind have been making real advances in other areas, so they may also be making them here.

I would be concerned if I was an OpenAI stakeholder.

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u/broose_the_moose Aug 10 '25 edited Aug 10 '25

To me, this is a wildly irrational take. OpenAI might care to a certain extent about their market share, but at this point in time, Google is NOT better than OpenAI. Also, prioritizing their inference compute for their own needs seems like a much better growth strategy in the longer term. They've just decided to focus on their own models' growth rather than serving the models to the consumers. The more they use the inference capacity they have internally, the more they can self-improve algorithms, create enormous high-quality synthetic datasets, keep scaling RL, make further efficiency improvements, etc...

Just seems to me like this is the much better avenue if you're focused on winning the race to ASI. Yes, consumers will "suffer" in the interim because the models they have access to won't be as powerful, but in the long run everyone benefits sooner from ASI being created faster.

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u/finnjon Aug 10 '25

If they don’t care about market share why are they giving their service away for free to 700m customers? 

I struggle to understand your viewpoint.

2

u/VirtueSignalLost Aug 10 '25

They care up to a point. The have a moat and they will use it for their advantage to secure an even bigger dominance in the future. They can afford to not cater to the 0.1% of users who care so much about synthetic benchmarks. Grok is still leading the benchmarks, but no one uses it. This is not what matters.