OpenAI is currently in a tricky position because its value is heavily tied to ChatGPT, and there is skepticism about the sustainability of its business model without continuous advancements in AI capabilities.

OpenAI's recent $6.6 billion funding round indicates that AI models are becoming increasingly capital intensive, with future models expected to be orders of magnitude larger than current ones.

There's a narrative shift happening where companies like OpenAI are trying to protect themselves from claims of training on their outputs, despite many AI startups having trained on OpenAI outputs without facing bans.

When a new AI model is announced, the first thought should be about its implications for startups, especially those funded by Y Combinator. Founders need to consider how they will compete with major players like OpenAI for consumer attention.

The consensus two years ago was that the launch of ChatGPT would benefit OpenAI exclusively, but many successful AI applications have emerged from startups instead.

Despite concerns that OpenAI might stifle startups, there remains ample room for innovation, and the current tools could lead to a surge of new, exciting startups.

Despite criticisms, OpenAI and DeepMind have been transparent about their methodologies, making it easier for others to replicate models like GPT-3 if they can secure enough compute and talent.

Investing in OpenAI in 2018 felt simple because I had a strong belief in AI, despite the investment being unconventional and lacking a clear business plan.

There are open platforms that the newest AI tools can exploit, suggesting potential opportunities for startups as larger companies struggle to regulate them.