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The OpenAI Keynote

Nov 07, 2023 - stratechery.com
The article discusses the evolution of tech keynotes and the shift in focus from hardware to software, particularly AI. It highlights how the launch of new iPhones and Android versions used to be significant events, but now the focus has shifted to AI and its applications. The author also discusses the diminishing importance of tech keynotes, replaced by pre-recorded marketing videos, reflecting the shift in strategic considerations within the tech industry.

The article further discusses OpenAI's developer conference and the introduction of GPT-4 Turbo, which includes new features such as increased context length, more control, better knowledge, new modalities, customization, and higher rate limits. The author also talks about the integration of ChatGPT with other tools and its potential as a universal interface. However, he points out that for ChatGPT to be truly universal, it requires universal access, which is a challenge for any company that is "just an app".

Key takeaways:

  • The tech keynote has diminished in importance over the years, with Apple's iPhone introductions now being replaced by pre-recorded marketing videos. This reflects the shift in focus from strategic decisions to marketing tactics in the tech industry.
  • OpenAI's first developer conference highlighted the potential of AI, with CEO Sam Altman demonstrating the capabilities of GPT-4 Turbo and the introduction of GPTs, tailored versions of ChatGPT for specific purposes.
  • OpenAI is becoming more of a product company, with iterative enhancements of its core functionality. However, the company's mission still remains AGI (artificial general intelligence), and the core scientific team is likely working on GPT-5.
  • While OpenAI may have initially planned to be a developer-focused company, the success of ChatGPT has made it a significant player in the consumer tech industry. The company's focus on integration over modularization may be more beneficial for Microsoft's compute stack than for developers.
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