Steve Jobs once said: You have to start with the customer experience and work back toward the technology. You can't start with the technology and try to figure out where to sell it. What do you all think?

OpenAI's products have been disappointing over the past year.

OpenAI

Destiny Tech100

Benedict Evans stated that the lack of technological moats, insufficient user stickiness, the absence of flywheel effects in platform strategy, and product strategy being constrained by laboratory research directions are all threatening OpenAI's long-term competitiveness. Evans pointed out that the real issue is whether OpenAI has the ability to get consumers, developers, and enterprises to use its systems more, regardless of what the systems actually do. Microsoft, Apple, and Facebook once had this capability, and so did Amazon

- Benedict Evans highlights four fundamental strategic dilemmas facing OpenAI despite its large user base and capital.  
- The company lacks a technological moat, user engagement, and effective competitive advantages, as evidenced by low user retention—only 5% of its 900 million weekly active users pay for the service.  
- Evans argues that OpenAI's attempts to establish barriers through capital investment may not yield lasting competitive benefits, necessitating a reevaluation of its long-term value proposition and position in the AI landscape.

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Beneath the surface glamour, OpenAI's "Four Dilemmas"

查理芒格学徒，秉持长期主义的价值投资者～
虚心向长期成功投资者学习，追随伟大的公司<(_ _)>

SSerpens

Enduring value guardian

Current rate of return reached top 3% of users
Calculated based on  your Integrated A/C