We're sunsetting PodQuest on 2025-07-28. Thank you for your support!
Export Podcast Subscriptions
cover of episode (Preview) What Memory Can Do for ChatGPT, OpenAI's Future and Google's Circles Past, What College Football Can Teach Us About Tech

(Preview) What Memory Can Do for ChatGPT, OpenAI's Future and Google's Circles Past, What College Football Can Teach Us About Tech

2025/4/21
logo of podcast Sharp Tech with Ben Thompson

Sharp Tech with Ben Thompson
AI Deep Dive AI Chapters Transcript
People
B
Ben
无相关信息。
Topics
Ben: 我认为 OpenAI 试图成为一个平台，这与 Facebook 早期类似，但这种策略存在根本性缺陷。同时追求消费者公司和 API 公司的策略是互相冲突且低效的，这分散了资源。优秀的平台公司和优秀的消费产品公司需要不同的技能和文化，两者难以兼顾。微软擅长平台，苹果擅长产品，两者都未能同时做好。OpenAI 应该专注于成为最佳的消费产品公司，将 API 部分交给微软等平台公司处理，这能提高其成功率。OpenAI 的记忆功能可以使 AI 伴侣更具实用性，并能整合到其他应用中，但这并不能完全解决其平台战略的根本问题。OpenAI 携带 AI 伴侣的愿景具有吸引力，这与他们现有的 API 业务有关，并可能使其与苹果和谷歌有所不同。Google Circles 失败的原因不仅是技术问题，还包括时机、用户基础和公司文化等多方面因素。Google Circles 的失败也与路径依赖有关，美国和中国的市场发展路径不同。OpenAI 拥有巨大的用户基础，这使其在 AI 伴侣领域拥有独特的优势，其他公司难以复制。

Deep Dive

Chapters
This chapter analyzes OpenAI's platform strategy, drawing parallels to Facebook's approach from 2010-2012. It questions whether OpenAI's dual focus on being both a consumer company and an API provider is sustainable, arguing that these are fundamentally different endeavors. The discussion highlights the potential conflict between excelling at product development and platform provision.
  • OpenAI's platform ambitions resemble Facebook's circa 2010-2012.
  • Being a successful consumer company and API provider are distinct challenges.
  • OpenAI's API strategy may divert resources from its core product development.

Shownotes Transcript

Talking through the implications of memory capabilities for ChatGPT, the future of AI companionship, OpenAI's platform ambitions, and why Google Circles never found a market. At the end: College football, tech, and a bit of Bell Labs history.

To email the show: [email protected])

@SharpTechPodcast Channel — YouTube)

@Stratechery Channel — YouTube)

ChatGPT can now remember and reference all your previous chats — Ars Technica)

ChatGPT Memory, Boundaries and AI Companions, Auren — Stratechery Update)

Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus) for $15/month or $150/year.