ChatGPT
also referred to as: chat gpt
includes ChatGPT Enterprise, ChatGPT Plus, ChatGPT Search, ChatGPT Team
112 statements across 75 episodes · 57 bullish · 31 bearish · 57 people on the record · first statement Mar 11, 2023 by Amjad Masad · said 830 times in 242 episodes since 2023 · across every show →
Mentions by year, the whole family
brought up most by Harry Stebbings (140), Jason Lemkin (77), Rory O'Driscoll (65), Cliff Weitzman (16), Everett Randle (13), David Cahn (11), Alex Lebrun (11), Sridhar Ramaswamy (10)
tap a year for its mentions
2026 212 mentions in 66 episodes 3 per episode
- Canva Slashes Growth | Talent Exodus at Google | Revolut's $50B CEO Package | Musk's $55B Terrafab
- Cliff Weitzman: What I Learned from 100 of the World’s Top CEOs & Why Tokens Will Outspend Salaries · 20VC with Harry Stebbings
- OpenAI's Codex Lead: Why Coding as We Know It is Over · 20VC with Harry Stebbings
- Anthropic’s $10B Raise | a16z’s $15B Fund: Is the Middle Dead in VC? | How OpenAI Could Go to Zero? · 20VC with Harry Stebbings
- Wix Founder: Will Base44 Win the Vibe-Coding Wars? | The Truth About the Economics of Vibe-Coding · 20VC with Harry Stebbings
- SpaceX's Financials Leaked: Is it Worth $2TN | Meta Debuts Muse Spark: Are They Back in the AI Race? · 20VC with Harry Stebbings
- Monday.com CEO on Is SaaS Dead: Will Everything Be Vibe Coded | Eran Zinman · 20VC with Harry Stebbings
- Klarna CEO: SaaS is Dead: Why Systems of Record Will Die in an Agentic World · 20VC with Harry Stebbings
- 58 more episodes that year, every mention in 2026 →
2025 395 mentions in 92 episodes 4 per episode
- 20Growth: The Death of Growth Teams? | How Hubspot Use AI to Triple Email Conversion | The Future of AI SEO | Why Prompt Engineering is the New Coding | What Every CMO Needs to Know About AI in 2025
- 20VC: Foundation Models: Who Wins & Who Loses | How Economies and Labour Markets Need to Change in a World of AI | China vs the US in an AI Race: What You Need to Know | Rich Socher, Founder @ You.com
- OpenAI's Multi-Billion Deal with AMD & Polymarket, Vercel and Supabase Raise Mega Rounds · 20VC with Harry Stebbings
- Anthropic Raises $30B from Microsoft & NVIDIA & NVIDIA’s Core Business Faces TPU Threat · 20VC with Harry Stebbings
- Windsurf x Google x Cognition: Full Breakdown: Who Made Money, Who Did Not · 20VC with Harry Stebbings
- Benchmark's GP, Everett Randle on Why Mega Funds Will Not Produce Good Returns · 20VC with Harry Stebbings
- Sam Altman's Masterplan or a Gift to Anthropic? Palantir & Shopify Crush Earnings · 20VC with Harry Stebbings
- Benchmark GP, Victor Lazarte: The 3 Traits All the Best Founders Have · 20VC with Harry Stebbings
- 84 more episodes that year, every mention in 2025 →
2024 125 mentions in 46 episodes 3 per episode
- Sam Altman & Brad Lightcap: Which Companies Will Be Steamrolled by OpenAI? | E1140 · 20VC with Harry Stebbings
- David Luan: Why Nvidia Will Enter the Model Space & Models Will Enter the Chip Space | E1169 · 20VC with Harry Stebbings
- Ethan Mollick: Why OpenAl Abandons Products, The Biggest Opportunities They Have Not Taken | E1184 · 20VC with Harry Stebbings
- Aravind Srinivas:Will Foundation Models Commoditise & Diminishing Returns in Model Performance|E1161 · 20VC with Harry Stebbings
- Eiso Kant, CTO @Poolside: Raising $600M To Compete in the Race for AGI | E1211 · 20VC with Harry Stebbings
- Phil Carter: Growth Loops, CAC + LTV Benchmarks, Pricing, Discounts, Paywalls... | E1204 · 20VC with Harry Stebbings
- Aidan Gomez: What No One Understands About Foundation Models | E1191 · 20VC with Harry Stebbings
- Frank Quattrone: Lessons from 650 M&A Deals Worth Over $1TRN & Taking Amazon and Cisco Public| E1121 · 20VC with Harry Stebbings
- 38 more episodes that year, every mention in 2024 →
2023 98 mentions in 38 episodes 3 per episode
- Alex Lebrun: Why the EU's AI Regulation is a Disaster; How Zuck Prepares for Meetings | E1027 · 20VC with Harry Stebbings
- Yann LeCun: Meta’s New AI Model LLaMA; Why Elon is Wrong about AI; Open-source AI Models | E1014 · 20VC with Harry Stebbings
- Christian Lanng: "How Being a Founder Almost Killed Me" | E1065 · 20VC with Harry Stebbings
- Douwe Kiela: Why Data Size Matters More Than Model Size; Why Open Source Isn't Going to Win | E1032 · 20VC with Harry Stebbings
- Tomer Cohen: Why LinkedIn Stories Failed; How LinkedIn's Feed Was Born; AI Startups | E1019 · 20VC with Harry Stebbings
- Clem Delangue: The Ultimate Guide to Investing in AI; Elon's Threat to Sue OpenAI | E1013 · 20VC with Harry Stebbings
- Vince Hankes: Why We Put $300M into OpenAI; Sam Altman's Pitch; Lessons from Josh Kushner | E1009 · 20VC with Harry Stebbings
- Des Traynor: How to Survive and Thrive in a World of OpenAI | E1082 · 20VC with Harry Stebbings
- 30 more episodes that year, every mention in 2023 →
Everything said about ChatGPT, oldest first
Mar 11, 2023 bullish
Amjad Masad: AI will shrink knowledge and intelligence gaps globally
“I actually think that Chad GPT probably added multiple IQ points to a lot of people. So I actually think that AI is equalizer in terms of intelligence. And so you know, you have people who don't have access to the same education and now you can have an AI tuto…”
Apr 14, 2023 positive
May 15, 2023 positive
Jun 30, 2023 negative
Douwe Kiela: Generative AI was not ready for enterprise adoption post-ChatGPT
“We saw this kind of great excitement in the world, but at the same time, a lot of disappointment about it not being quite ready yet for real world adaption in, in enterprises where you actually want to use this technology.”
Jun 30, 2023 positive
Douwe Kiela: OpenAI built a massive, underutilized data moat from ChatGPT
“And they haven't even really trained as far as I know on the data that comes out of ChatGPT going viral, right? So they had ChatGPT, it went viral. This led to this giant, giant data mode that they haven't even really used, used yet.”
Sep 18, 2023 negative
Grimshaw: Early AI application sign-up spikes resemble 'high fructose corn syrup'
“Like, I think there can be a lot of high fructose corn syrup of adoption. Like, there's an amazing magical moment in a wow, right? When you go experience ChatGPT for the first time, or some of the imagery models for the first time. The rate of adoption of, lik…”
Nov 15, 2023 bullish
Nov 24, 2023 bullish
Traynor: Action-capable Siri will transform desktop and iOS interaction models
“I think what they'll win is this idea of Siri might finally become useful. Siri is currently not useful because it doesn't really have enough smarts, but I think when Siri can be as conversational as ChatGPT and can take actions on the device, it'll change the…”
Feb 2, 2024 bearish
Will Wu: Prompt engineering AI startups lack long-term defensibility
“I do think the hype is warranted, but I'll caveat by saying I wouldn't just invest in every single generative AI based company that comes across my radar. I think there's a lot of entrepreneurs right now who have a great idea maybe for how to apply Something l…”
Apr 8, 2024 negative
Apr 15, 2024
Apr 15, 2024 positive
Altman: Deploying ChatGPT was one of OpenAI's most important decisions ever
“In some sense, one of the most important decisions we ever made was this one. And that includes things like deploying ChatGPT into the world and getting the world to take advanced AI seriously, which we tried to talk about for a long time and didn't really wor…”
Apr 19, 2024 bullish
Mathrubootham: Generative engine optimization will replace SEO for software marketing
“Now we have generative engine optimization, right? Like if a lot of people are going to go to ChatGPT and ask about, hey which software should I use? How do we make sure that the AI models are trained to tell customers that Freshworks is a great product? So, s…”
May 22, 2024 neutral
May 22, 2024 positive
Levie: OpenAI will become a universal assistant interface across audio, video, and text
“ChatGPT is going to be this universal sort of assistant interaction, you know, interface, and all the, you know, subsequent tools to manage that and interact with different AIs that kind of come together there. And then they're going to have an API business th…”
Jun 5, 2024 positive
Srinivas: In two years, Perplexity's differentiation from ChatGPT will be obvious
“And there's like some competition for mindshare and users, but even that will like be pretty clear, like two years from now, you're not going to keep asking how is perplexity different from chat GPT. Today you are, but two years from now, I don't think so.”
Jun 10, 2024 negative
ChatGPT's Release Forced Google Onto Red Alert After Delaying Transformers
“Google Brain invents the kind of transformer and publishes it, and it's kind of bouncing around as kind of a research project, and it takes OpenAI developing it, scaling it, and releasing it as ChatGPT for Google to go on red alert and go, oh my god, we should…”
Jun 24, 2024 neutral
Jun 24, 2024 neutral
Luan: Chatbots and AI Agents Are Becoming Distinct Technology Species
“I kind of think that chat bots like chat GPT and stuff and agents are kind of becoming different species of technology a little bit, right? Like I think they'll be useful in very different ways and what they need to be used for super different, right?”
Jul 31, 2024
Jul 31, 2024 positive
Mollick: ChatGPT saves Danish knowledge workers 50% time on 30% of tasks
“A new study just came out of Denmark of people who are using chat GPT and, you know, in knowledge intensive work environments. And, you know, they're estimating that in, you know, over 30% of their tasks, they're saving 50% of their time.”
Jul 31, 2024
Aug 5, 2024 bullish
Cahn: ChatGPT Is Now a $3.4 Billion Revenue Business
“Definitely OpenAI. I mean, OpenAI has a brand, it has consumer distribution, it has product market fit with ChatGBT, which is a 3.4 billion dollar revenue business now. I think ChatGBT will definitely be around. Yeah, I think a bunch of the others will too for…”
Aug 19, 2024 neutral
Gomez: AI Value Currently Accrues at the Chip and Application Layers
“Value is accruing beneath, like at the chip layer, because everyone is spending insane amounts of money on chips to build these models in the first place, and then above, at the application layer, where you see stuff like let's say ChatGPT, which is charged on…”
Oct 2, 2024 positive
Taylor: ChatGPT is the most important tech product of the past decade
“At least my understanding why it has a sort of a goofy name is it was a research preview that turned out to be the most important product of the past decade, you know, and I think that, you know, one of the things I think about is, wow, what an important mecha…”
Nov 15, 2024 negative
Jan 10, 2025 negative
Jan 15, 2025 bearish
Riparbelli: OpenAI's next GPT release won't match ChatGPT's cultural impact
“I think it'll come out and it'll be like, good. It'll be definitely better than the previous things. But I think most people will not like care that much because the bar for someone to really care that much is incredibly high, right?”
Jan 22, 2025 negative
Sivulka: ChatGPT is a poor product that acts like a calculator
“I don't even think ChatGPT is a really good product. It's like a calculator. It's got the technology in there encapsulated in a very simple form. But it's not a product that, like in Excel, that lets you just build whatever you'd like with it.”
Feb 10, 2025 bullish
Ramaswamy: ChatGPT Will Remain the Primary Consumer AI Entry Point
“On the consumer side, I know you disagree, I think ChatGPT is getting to be that entry point, and so if I were a betting person on the consumer side, To the extent that there are variations in models and specializations I think that'll include to the incumbent…”
Feb 10, 2025 bearish
Feb 10, 2025 bullish
Mar 5, 2025 bullish
Mar 24, 2025 negative
Apr 4, 2025 bullish
Apr 4, 2025
Apr 11, 2025 positive
Apr 14, 2025 positive
Apr 14, 2025 bullish
Lazarte: U.S. is winning the AI race against China by all measures
“I think by all, like, I think by all measures, like the U.S. Is winning. If you look at, like, all the AI products, like, ChatCPT is the most used, ah, AI assistant in the world, and sure, you can talk about, like, oh, how about DeepSeq and this and that, but …”
Apr 18, 2025 negative
Apr 18, 2025
Apr 18, 2025 bullish
Apr 18, 2025 neutral
Apr 24, 2025 bullish
May 1, 2025 bullish
Grinda: OpenAI and horizontal LLMs will dominate most AI model categories
“At the fundamental LLM level, I think the horizontal, you know, GPT may just win most categories. The same way that Google won search reasonably read large, except maybe kayak for travel. I suspect, I think OpenAI and JGPD win most of the LLM type categories”
May 2, 2025 positive
May 15, 2025 bullish
O'Driscoll: ChatGPT Will Absorb All Personal User Data and Phone Calls
“Jack GP is going to suck in all your brain. It's going to suck in all your phone calls. It's going to know everything about you. And you know, it's going to be like, you know, remember what once way back when you thought Evernote would know everything about yo…”
May 15, 2025 bullish
May 19, 2025 negative
Hacker: Many edtech companies are 'homework cheating' businesses hit by ChatGPT
“When ChatGPT came out, one of the first killer use cases for it was homework cheating, for the lack of a better term, okay? So if you were in the homework cheating business, That was devastating. That was really bad. So, so some of our, I'm not going to name t…”
Jun 5, 2025 neutral
O'Driscoll: ChatGPT will be the Apple of AI while alternatives act as Android
“I think ChatGPT will be the Apple-level quality product, but there'll be a whole bunch of Android-type quality products that are out there that will just keep pricing honest if they're commercially available and, you know, universally.”
Jun 5, 2025 bullish
Lemkin: ChatGPT reached 800M users in 17 months
“ChatGPT is the fastest, even though Sam Lesson said he's not sure it's important, it's the fastest Gain of users in, in the history of the world. Zero to eight hundred million in 17 months. Okay. That's, it took Netflix 15 times longer. It took TikTok five tim…”
Jun 26, 2025 negative
Jun 26, 2025 bullish
Lemkin: ChatGPT mobile downloads rival TikTok, Meta, and X combined
“It was ChatGPT over the last 28 days, 29.5 million downloads. ChatGPT, 29.5 million. Just mobile. That's just its mobile app. TikTok, Facebook, Instagram and X, thirty two million. So ChatGPT mobile downloads just about equal to all the social media guys combi…”
Jul 11, 2025 negative
Jul 17, 2025 bullish
Stebbings invested $12M in Lovable, citing consumer brand leadership
“Why did I write a twelve million dollar check into Lovable? I think very much in the same way that ChatGPT owns the consumer brand for that front end OS for the modern consumer, I think Lovable's reached escape velocity with the consumer brand in this space”
Jul 17, 2025 bearish
O'Driscoll: xAI will fail to displace ChatGPT's dominant consumer mindshare
“The market's already been taken and maybe it gets some share of it, but I don't think, yeah, I don't think you can build as big a thing. I don't think you can build, I don't think you can displace ChatGPT at scale in the minds of the consumer, which is 80, 90%…”
Jul 21, 2025 bullish
Jul 21, 2025 bullish
Chen: ChatGPT served as a massive inflection point for Surge AI
“Things definitely hit an excellent point with ChatGPT because I think people just saw how Incredibly valuable human data and RHF was. So definitely chat CPT was an inflection point for us, but even before that we were, we had very strong growth.”
Aug 14, 2025 neutral
Sep 4, 2025 bullish
Sep 4, 2025 bullish
Sep 4, 2025 negative
O'Driscoll: AI search threatens media sites, not product companies
“In fairness, the kind of, the SEO, I think you have to distinguish between people like Canva where they have a product to sell and they're totally happy to sell it via ChatGPT, and then media companies where the only product they have is their content, where i…”
Sep 5, 2025
Sep 22, 2025 neutral
Oct 2, 2025 negative
Oct 2, 2025 positive
Oct 9, 2025 neutral
Oct 17, 2025 bearish
Oct 23, 2025 bullish
O'Driscoll: ChatGPT ended the 2022 VC market correction within a year
“In the context of anyone playing this business from 2010 on, there has never been a period of longer than a year where there's been a substantive correction or a curtailment of capital. The only year would have been 22, twenty-three-ish, and God bless ChatGPT …”
Oct 23, 2025 neutral
O'Driscoll: LLMs face higher regulatory liability than social platforms
“We didn't write the content. We're just trans, you know, we're just a connection mechanism. It's other people's content. And what's super clear on chat GPT is you are writing the content. So for things like, you know, advice that goes wrong, medical stuff, may…”
Oct 23, 2025 neutral
Nov 10, 2025
Randle: AI labs set the baseline competition for application startups
“For a lot of these categories, the labs set the baseline in terms of customer experience. They're like, they're your competition at your base layer. And so whatever you can get from ChatGPT or whatever you can get from anything directly from the labs apps them…”
Nov 10, 2025 bullish
Nov 17, 2025 positive
Andrew Ng: ChatGPT leads horizontal AI, but Gemini has a distribution advantage
“ChatGPT seems to be the dominant player in the new, new gen horizontal information discovery. Although I think Gemini with this channel advantage through control of Android and Chrome, you know, is a serious player as well.”
Nov 27, 2025 bullish
Nov 27, 2025 negative
Dec 15, 2025 positive
Breakout AI companies achieve massive scale with near-zero customer acquisition costs
“11 Labs has this, ChatGPT has this, XAI has this where it's organic customer acquisition or, you know, very low cost sales acquisition, Abridge, Harvey, companies where, like, the market is just absolutely starving for their product.”
Dec 18, 2025 negative
Dec 18, 2025 positive
Jan 15, 2026 negative
Jan 22, 2026 bullish
Lemkin: LLMs will become the primary way consumers buy products
“I think we are way under discussing the power of discovery in LLMs. I think this is the way we will buy everything in the future as we are embedded in LLMs. Well, I don't know why I would use anything else other than the best of ChatGBT or Claude or Gemini to …”
Jan 22, 2026 negative
Jan 22, 2026 bullish
Jan 22, 2026 bullish
Jan 22, 2026 bearish
Feb 9, 2026 bullish
Feb 9, 2026 bullish
AI Power Users Pay 10x Higher Subscription Prices Than Traditional Software
“You look at Grok, heavy, it's 300 a month. ChatGPT, 200 a month. Gemini Ultra, two 50 a month. So we're seeing 10 X higher prices paid, and you have consumption revenue on top of it. So for the power users, they're paying incredibly high subscription rates plu…”
Feb 16, 2026 neutral
Siemiatkowski: OpenAI will optimize ChatGPT for emotional companionship over objective advice
“If I'm just looking at who their audience is today, it's very likely that they will optimize for that relationship aspect of like being your counselor, your provider, your play friend that you're playing with or playing games with or whatever, right?”
Feb 21, 2026 bullish
Mar 2, 2026 bearish
Zinman: ChatGPT and Claude won't win enterprise AI orchestration
“I don't think that ChatGPT or Gemini on Tropic are going to do it, because going back to my the second theory that we discussed, you know, of course, you know, people are buying a Tropic Claude, they're buying ChatGPT, but it's not a tool where you work with a…”
Mar 5, 2026 positive
Mar 7, 2026
Apr 2, 2026 bearish
Apr 16, 2026 neutral
May 9, 2026 positive
May 9, 2026
May 9, 2026 positive
Weitzman: ChatGPT effectively estimates body fat percentage and designs workout routines
“Take photos of yourself and upload them to ChatGPT. Ask it, what body fat percentage am I, and what do I need to improve? And it's so good at giving you information now. And then ask it for the workout routine to take the parts of your body that you think you …”
Jun 1, 2026
Foody: AI data training requires domain experts who are AI power users
“And it's more about people that actually are very acclimated to the frontier of AI, because it's the people that understand, that both have the expertise in oncology, but also are power users of ChatGPT or Claude that are able to find where the model makes mis…”
Jun 22, 2026 bearish
Arora: Over half of AI compute goes to loss-making consumer use
“I think more than half of the compute is going to feed the consumer, which is a fundamentally loss-making entity right now. Like, I don't think any of the frontier models make any money in trying to get you and me to use ChatGPD or, you know, Claude or Gemini …”
Jul 11, 2026 bullish
Jul 13, 2026 bullish
Jul 25, 2026 neutral
Nitski: Robotics adoption will scale like driverless cars, not ChatGPT
“Yeah, I think so, but I think it might play out similar to driverless cars, where it's really hard to scale physical things as opposed to software, so it might be more of a, more of like a Waymo robo-taxi-cruise type moment than a ChatGPT moment, but I think t…”
Jul 27, 2026 positive
Aug 12, 2026 bearish
Aug 12, 2026 bullish
Anthropic will IPO soon after pulling ahead of OpenAI's ChatGPT
“They will go public because this is peak brass ring moment, and you know, you could argue the trends in 27 are tougher. You've pulled ahead of ChatGPT, so just put a nail in the entropic pit, right? You've pulled ahead of ChatGPT comfortably, OpenAI, to a poin…”
Aug 12, 2026 bearish
Uber president's biggest fear is ChatGPT routing rides purely by price
“I just interviewed the president of Uber. What is his single biggest fear? It's actually the disaggregation of UI or the removal of UI where you say, I want a car, and ChatGPT automatically routes you to Lyft, Uber or another provider based on price.”
Aug 14, 2026 bullish
Swulinski: YouTube reviews are top citation sources for ChatGPT and AEO
“YouTube reviews, because they're long form, and they rank long tail. They'll essentially beep, they're one of the main things that get picked up by the answer engine. So you'll have your website, PR, external sources talking about you, and one of the biggest, …”
Aug 31, 2026 positive
Sep 5, 2026 bearish
Sep 7, 2026 negative
Sep 7, 2026 bullish
Sep 7, 2026 bullish
Greze: AI market is a blue ocean because users treat ChatGPT as a Google enhancer
“I mean, you know, look, it's a blue ocean market, right? You gotta understand. Like I never, when we go to most customers, they've not heard of anything. It's blue ocean because people, people are using ChatGPT as a Google enhancer. Like that's the market.”