ChatGPT Made OpenAI a Powerhouse. Here's What Could Undo It.

This article is from Big Technology, a newsletter by Alex Kantrowitz. It's been a year of glossy profiles, breathless accolades, and billions in new funding for OpenAI, but the ChatGPT maker is far more vulnerable than the popular narrative suggests. Amid a seemingly unstoppable ascent, the company is facing fierce competition, a rising open-source movement, and pressure to deliver hits in an unpredictable discipline. While its marquee product has become practically synonymous with A.I., its perch atop the field is less than rock solid. OpenAI's weakness stems in part from its strength. It popularized generative A.I. by taking others' innovations--like the transformer model--and building stellar products on top of them.