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> OpenAI has the opportunity to become the next fundamental utility provider for society. In the same way everybody has a data plan to make their apps work, in the future everybody could have an OpenAI subscription to enable advanced capabilities across their apps.

I don't think so. An open source competitor is OpenAI's worst nightmare. We have seen this with Stable Diffusion against DALL-E 2. So if a free open-source version of GPT-4 comes around and it is better than GPT-4, then OpenAI's moat is gone.

There will always be competition and an open-source model will surely come on top, especially something like Stable Diffusion.

> Future children will grow up oblivious to their AI subscription in the same way current children are oblivious to the ramifications of their internet subscriptions.

I'm very sure 99.9% of people are aware that they need to pay for access the internet in their home.

> We are going through the AOL stage again.

I don't think an OpenAI subscription and a AOL subscription is even the same thing or even comparable.



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