a16z合伙人David George撰文解析OpenAI的渠道战略优势
"We think that OpenAI will win because they are so good at creating new kinds of customers, and beca...
a16z的David George拆解了为什么押注OpenAI：不是模型最强，而是渠道最强，观点挺反直觉的。
a16z合伙人David George发文认为OpenAI将胜出，核心理由是其创造新类型客户的能力和最持久的渠道策略。文中回顾了ChatGPT的发布让OpenAI意外转型为消费者公司，并将GPT聊天界面、reasoning、tool calling和Computer Use列为让技术可用的关键节点。他提出模型层目前仍高度可替代，关键问题不是模型是否有粘性，而是能否创造新行为。文章结论是OpenAI将因最好的渠道而拥有最好的模型、芯片和产品，而非相反。
"We think that OpenAI will win because they are so good at creating new kinds of customers, and beca...
"We think that OpenAI will win because they are so good at creating new kinds of customers, and because they have the most durable distribution strategy." "Intelligence is everywhere. Anyone can do nearly anything; but most people aren't, yet." "OpenAI did not set out to be a consumer company. They kind of fell into it by chance with the release of ChatGPT." "The GPT chat interface, reasoning, tool calling, and Computer Use were all big breakthroughs that simplified and focused the direction of the technology, and made it usable." "The ability to build 'general knowledge' into your product is actually dependent on your distribution strategy." "As of now, the model layer remains shockingly substitutable." "The primary question that matters is not 'is your model sticky', it's 'are you creating new behavior?'" "OpenAI will have the best models, chips and products because they have the best distribution, not the other way around." Full piece from @DavidGeorge83 on the purpose of a business, and what OpenAI understands about it: a16z.news/p/openai-under… David George @DavidGeorge83 x.com/i/article/2104… 🔗 View Quoted Tweet 💬 17 🔄 2 ❤️ 34 👀 12083 📊 14 ⚡
