I said this years ago, LLMs are a commodity (or were becoming one at the time). They are dime a dozen. Even the frontier ones. OpenAI and Anthropic have no moat.
No moat and competition is good for consumers though.
Which is why while HN is sleeping and thinking Google and MS are done in the space, Copilot and Gemini are winning most of the non-tech: it's just an extension of their current teams/cloud offerings that companies were already using.
I have asked most of my non-tech friends: chemicals, banking, insurance, consultancy. They are all on Gemini or Copilot.
This doesn't really match my experience, but all I have to counter your anecdotal evidence is my own anecdotal evidence.
In my opinion, concluding that Copilot is "winning" right now is like concluding that Internet Explorer was winning while Chrome was still young. It may be technically true, but it's easy to see the writing on the wall -- that it's only winning because it is the default option available at most companies.
I have never met a satisfied Copilot user, and as a consultant I met a lot of Copilot users. It's hard to believe how totally and completely Microsoft is shitting the bed. As you point out, they have the enterprise integrations. Why can't the build a good product with them? Generational blunder, in my opinion.
yeah nobody is happy using windows either, but still they all do anyways.
we would be better off using linux all together, but here we are.
Lets see maybe every company will have their own little instance of a local LLM in their basement in the future, when the AI-bubble pops and server-racks become cheap
toephu2 · · focus · HN ↗
No moat and competition is good for consumers though.
epolanski · · focus · HN ↗
Which is why while HN is sleeping and thinking Google and MS are done in the space, Copilot and Gemini are winning most of the non-tech: it's just an extension of their current teams/cloud offerings that companies were already using.
I have asked most of my non-tech friends: chemicals, banking, insurance, consultancy. They are all on Gemini or Copilot.
redhale · · focus · HN ↗
In my opinion, concluding that Copilot is "winning" right now is like concluding that Internet Explorer was winning while Chrome was still young. It may be technically true, but it's easy to see the writing on the wall -- that it's only winning because it is the default option available at most companies.
I have never met a satisfied Copilot user, and as a consultant I met a lot of Copilot users. It's hard to believe how totally and completely Microsoft is shitting the bed. As you point out, they have the enterprise integrations. Why can't the build a good product with them? Generational blunder, in my opinion.
busssard · · focus · HN ↗
we would be better off using linux all together, but here we are. Lets see maybe every company will have their own little instance of a local LLM in their basement in the future, when the AI-bubble pops and server-racks become cheap