ChatGPT won’t give OpenAI sustainable first-mover advantage

theCUBE Breaking Analysis + upcoming broadcasts [Will ChatGPT live up to the hype?]( Microsoft’s reported $10 billion investment in OpenAI LLC, the maker of ChatGPT, has contributed to the overwhelming attention the state-of-the-art language model continues to command. Before you invest in ChatGPT... In this week's [Breaking Analysis]( Dave Vellante uncovers everything you need to know about ChatGPT before investing or disbanding your human customer support team. We explore what ChatGPT is from the robot itself, new possibilities for AI and natural language processing, how ChatGPT will be monetized, whether hyperscalers will challenge ChatGPT, and much more. In this week’s Breaking Analysis, we demystify the buzz surrounding ChatGPT by putting OpenAI’s first mover advantage in context, and explaining why they have not necessarily locked up the market. In fact, we believe that success in this market will be directly proportional to the quality and quantity of data that a technology company has at its disposal, and the compute power it has to run the system. So, who will win the controversial AI battle royale? Read about our predictions and assessments [here](. [Get the full report here]( [Supercloud2: The in-depth cloud coverage you've been waiting for]( Catch up on demand for Supercloud2! [Our Supercloud2 event]( brought together leading IT experts, developers, and business analysts for ground-breaking conversations about the future of supercloud – a term that reflects the evolution from the traditional data center style model, with a few large distributions of infrastructure and workload at a few locations, to one with a large number of microsites and types of deployment, including public, private, on-prem or edge. CIOs have been following this trend closely as size and versatility of an organization’s cloud determines how quickly and effectively businesses can streamline, secure, and generate value from data.  Full episodes, free! Watch the [full episodes from Supercloud2]( from actionable insights with VMware insiders including Vittorio Viarengo, VP of Cross-Cloud Services and Kit Colbert, SVP and CTO. Other guests include Ash Naseer, chief cloud data officer at Warner Media; Laura Edell, chief data scientist, AI Markets & Innovation, at Microsoft; and many other business leaders. You’ll learn about the multicloud challenges all enterprises continue to face including observability, cost, and more. We also explore the importance of multicloud architecture, especially the need for abstraction and standards.  Increased experimentation and product development in the supercloud world has given CIOs even more reason to consider making the transition from multicloud to supercloud. View the complete lineup of sessions from theCUBE’s Supercloud2 event to explore whether the supercloud is the one you and your company want to ride to the next level [here](. [Watch on-demand now!]( Supercloud2 - Wall-to-wall coverage In case you missed it, we've got all the details of theCUBE's special presentation of Supercloud2. Follow SiliconANGLE for ongoing coverage of supercloud trends, news and analysis. [Read more]( siliconangle.com [Top News: Editors' Picks]( [Despite revenue miss, Microsoft shares climb on hopes for improved cloud performance]( - [After two straight quarters of disappointing earnings results, investors were heartened by signs that Microsoft Corp.’s cloud business is breaking out of the doldrums, but a weak forecast dulled initial optimism.]( - [Investors initially cheered the news that Microsoft's Intelligent Cloud revenue of $21.5 billion beat analyst expectations of $21.4 billion.]( - [However, the forecasts executives presented on the earnings call quickly erased most of the early gains. “We expect the business trends we saw at the end of December to continue into Q3,” said Chief Financial Officer Amy Hood. “We expect bookings to be relatively flat year-over-year.”]( - [The timing of the company’s announcement Monday that it would deepen its commitment to machine learning startup OpenAI LLC may have been timed, in part, to assure investors that Microsoft is serious about returning its cloud business to high growth.]( [OpenAI, ChatGPT and the intensifying competition for data management within the supercloud]( - [One point of agreement among industry experts is the crucial role artificial intelligence has played in advancing computing trends such as supercloud.]( - [This movement is perhaps best encapsulated by the rise of ChatGPT, an OpenAI LLC tool whose prototype launched in late 2022. It generates articulate, original and human-like responses for queries ranging from politics to art, music, mathematics and the sciences.]( - [“I think that ChatGPT is another Netscape moment, the browser moment,” said Howie Xu (pictured), vice president of machine learning and artificial intelligence at Zscaler Inc. “If you think about internet technology, it was brewing for 20 years before the early 90s. Not until you had a browser did people realize, ‘Wow, this is how wonderful this technology could be.’ If you look at the last 30 years, there was the browser moment and the iPhone moment. I think the ChatGPT moment is as big as those.”]( [TheCUBE is headed to Barcelona!]( Next month theCUBE heads to Barcelona, Spain for Mobile World Congress, 2023. Join theCUBE live [Join theCUBE Feb. 28 - March 2, 2023]( for Mobile World Congress to learn the latest developments in telco's digital transformations. With three days of live broadcast, theCUBE will bring you firsthand insights on current telco challenges, pitfalls, opportunities and solutions. We'll explore computing trends from the likes of Dell Technologies, providing upgraded edge. computing services to support massive 5G consumer rollouts by 2025. How is the industry addressing growing demand for more data consumption, faster compute, networking and storage at the edge? With theCUBE's live analysis and exclusive segments with technology luminaries, you'll walk away with actionable insights for a rapidly evolving landscape. Add theCUBE's [livestream to your calendar]( now! 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