99% of GPTs Lack Moats, thoughts on the GPTs Store

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Personal hot take:

I don’t think GPTs have a moat, which can be good or bad. But basically, instead of jumping right into a trivial analogy like the GPT4 is the OS and GPTs store is AppStore and start looking for monetization, I see GPTs as a couple of things:

  1. Low-cost prototyping. Say you want to build something, and you’re not sure how to build it. Maybe you can start with GPTs. You don’t need a programmer. You don’t need anyone to help you, build your prompt and see how far it can go.
    The good thing is, that GPTs actually solve the initial cost problem. A lot of (homebrew/less prestigious) AI apps, at the beginning, always face this dilemma: they need x user to justify renting a server, but without a server and y amount of capital upfront you don’t have an service. Today a lot of AI apps are done by asking user for their (probably OpenAI) API token, and if you take it one step further, you get GPTs. So it can fill in a lot of niche use cases, and likely unscalable.
  2. An AI first long-term vision. Now I believe GPTs are like OpenAI’s high-level vision: forget about human control of workflow, just give AI all the tools, and (in the long run) AI’ll figure out how to do it optimally aka AGI.

We’re in the early days of personal AI, and it’d be very silly to try to wholeheartedly focus on selling as many Altairs in the homebrew computer club.

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