Simon Willison’s Weblog

OpenAI and Anthropic focused on building models and not worrying about products. For example, it took 6 months for OpenAI to bother to release a ChatGPT iOS app and 8 months for an Android app!

Google and Microsoft shoved AI into everything in a panicked race, without thinking about which products would actually benefit from AI and how they should be integrated.

Both groups of companies forgot the “make something people want” mantra. The generality of LLMs allowed developers to fool themselves into thinking that they were exempt from the need to find a product-market fit, as if prompting is a replacement for carefully designed products or features. [...]

But things are changing. OpenAI and Anthropic seem to be transitioning from research labs focused on a speculative future to something resembling regular product companies. If you take all the human-interest elements out of the OpenAI boardroom drama, it was fundamentally about the company's shift from creating gods to building products.

— Arvind Narayanan