ChatGPT, every mention
499 scenes, the whole family · ← back to ChatGPT
every year anyone Harry Stebbings 140Jason Lemkin 77Rory O'Driscoll 65Cliff Weitzman 16Everett Randle 13David Cahn 11Alex Lebrun 11Sridhar Ramaswamy 10Alexander Emberikos 10Kieran Flanagan 9
Verbatim, from the transcripts: the passages where ChatGPT comes up
OpenAI's Codex Lead: Why Coding as We Know It is Over · 20VC with Harry Stebbings
- ▶ 27:19 Alexander Emberikos We have the massive distribution advantage with ChattoPT.
- ▶ 31:18 Alexander Emberikos Then you had ChatGPT.
- ▶ 37:56 Alexander Emberikos And so I think that we will see some overlap in use cases, um, where you have, you know, people just pulling up codecs because they have it as part of their ChatGPT. 3 times in the scene
- ▶ 44:55 Alexander Emberikos So I think that that future makes much more sense, and I think, like, as the people building ChatGPT were, like, really well set up to deliver that.
- ▶ 58:21 Alexander Emberikos Not free, like you needed to pay for ChatGPT, but then you had unlimited usage. 2 times in the scene
Thrive Raises New $10B Fund | OpenAI Buys OpenClaw | Stripe at $140B: Is Adyen Wildly Undervalued? · 20VC with Harry Stebbings
- ▶ 10:11 Rory O'Driscoll But I mean, to be fair, stepping back a million miles, most of chat, most of OpenAI's revenues comes from ChatGPT on the consumer side, and Claude, less than 20% of the revenue is consumer. 2 times in the scene
- ▶ 22:38 Jason Lemkin If I am shopping on ChatGPT, right, I may not go to that merchant store ever. 3 times in the scene
- ▶ 29:29 Rory O'Driscoll Um, optimistically are called, you know, standalone companies that can, you know, leverage on top of ChatGPT.
Klarna CEO: SaaS is Dead: Why Systems of Record Will Die in an Agentic World · 20VC with Harry Stebbings
- ▶ 4:01 Sebastian Siemiatkowski ChatGPT was seen as basically wiping out their business a few years, and now they're trading at a depressed value, and now the revenue is also coming down actually 30, 40% last time I checked.
- ▶ 21:39 Sebastian Siemiatkowski So all of these things now, obviously I didn't predict chat GPT.
- ▶ 55:57 Sebastian Siemiatkowski So some people are going to more look for the Her experience, and, and I think if, you know, that's ChatGPT to me, because if I'm, I'm so big, I'm such a big consumer brand, I'm going to start looking at my KPIs, and I'm going to optimize… 2 times in the scene
- ▶ 59:58 Sebastian Siemiatkowski That you can take the whole of ChatGPT-V as an example, one of these models, once they've been trained, once the training is over and the whole thing is like done, and fit it on a USB stick. 2 times in the scene
- ▶ 1:14:20 Harry Stebbings Numbers for chat.
Anthropic's Super Bowl Ad: Who Won & Lost? | Sierra Hits $150M ARR: Is Customer Support Too Crowded? · 20VC with Harry Stebbings
- ▶ 1:02:30 Rory O'Driscoll So if you're going to be the consumer product, they're going to run ads, and that's ChatGPT, and if you're going to be the enterprise product, you're not going to run ads, and that's Claude. 2 times in the scene
a16z, Anish Acharya: Is SaaS Dead? Do Margins Still Matter? Why We Are Not in an AI Bubble? · 20VC with Harry Stebbings
- ▶ 5:36 Anish Acharya Like, I looked at the data this morning, and if you look at, um, SaaS, public market SaaS companies, 75% have raised prices since ChatGPT was released.
- ▶ 14:55 Anish Acharya OpenAI released one within ChatGPT.
- ▶ 26:20 Anish Acharya ChatGPT, 200 a month.
- ▶ 1:15:53 Anish Acharya I think that late 22, November 22 is ChatGPT.
20VC: From $6.2BN Market Cap to $2.8BN: What Is Not Translating About Navan's Public Story | Are Any Public Company CEOs Actually Happy? | Why Navan Built It's Own Customer Service AI and What it Could Mean For Customer Service AI with Ariel Cohen
- ▶ 13:26 Ariel Cohen And I think four years ago, three and a half years ago, I was in this conference in Napa, and Sam Altman actually presented the ChatGPT before it was released.
The SaaS Massacre: Public Market Collapse |Microsoft Lost $360B & NVIDIA’s $100B Dispute with OpenAI
- ▶ 13:19 Jason Lemkin Inference has to make your product so good, so viral, so ROI, so, so ROI obvious that, that the sheer act of the agent, whether it's just chat GPT or Claude or whatever, or whether it's Replit or Gamma or heck granola, it's so powerful…
20Growth: How Wix Built a $100M Marketing Machine | Why LTV is BS and Why Time Return On Investment is the Most Important Metric | How to 10x Your Growth: What is the Next Great Channel with Omer Shai, CMO @ Wix
- ▶ 31:04 Harry Stebbings If I go to ChatGPT and say, what's the best, you know, website builder, are you investing to make sure that you show up in the top three?
Anthropic Inference Costs Skyrocket |TikTok Deal Closes |The IPO Market:Wealthfront & EquipmentShare · 20VC with Harry Stebbings
- ▶ 22:44 Jason Lemkin So I'm waiting for the moment, but, um, I'm not seeing it like for, I built over the, like I was, you know, we've talked about memory, but chat GBT and Claude don't have that much memory.
Elon Musk vs Sam Altman | The Implosion of Thinking Machines | Can VC Survive Public Pricing? · 20VC with Harry Stebbings
- ▶ 45:21 Rory O'Driscoll And the cost to serve a free ChatGPT customer is higher than either Facebook or Google.
- ▶ 46:23 Jason Lemkin I genuinely think there'll be, they'll add value to, to ChatGBT.
- ▶ 50:00 Jason Lemkin Well, I don't know why I would use anything else other than the best of ChatGBT or Claude or Gemini to find a product to buy.
- ▶ 53:00 Rory O'Driscoll .2, but every one in five, every one in five prompts, search chat GPT's interactions has to be a discovery ad monetized. 2 times in the scene
- ▶ 57:08 Rory O'Driscoll To help buy ads on ChatGPT, just as you don't need AppLoving for Google or Facebook, you need AppLoving and all that for everything else, mainly, right? 2 times in the scene
Harvey CEO Winston Weinberg: How to Make Mega Deals | Lessons from Rabois, Halligan & Grady · 20VC with Harry Stebbings
- ▶ 51:09 Winston Weinberg I don't, I don't remember who it was, but this was like early, um, and like it was, or sorry, end of, and it was like right after the ChatGPT launch and someone, I forget which VC did this.
20Product: Is the Design Phase Dead in a World of AI | Has Claude Code Crushed Anthropic Already | What Roles of a PM Are Less and More Important with AI | How the Best Product Leaders Tell Stories with Noam Lovinsky, CPO @ Superhuman
- ▶ 32:14 Harry Stebbings I think one thing that we're going to see in 2026 that no one's talking about is 24 seven inference that everyone is going to have inference running all the time, not just on input into chat GPT, but consistently for the majority of…
Anthropic’s $10B Raise | a16z’s $15B Fund: Is the Middle Dead in VC? | How OpenAI Could Go to Zero? · 20VC with Harry Stebbings
- ▶ 7:50 unnamed speaker And clearly the reason I mentioned all this is the idea is the direction of travel is, Hey, don't just be, you know, don't just be called the chat bot for enterprise, the chat interface for enterprise, like chat GPT for research, be the…
- ▶ 18:56 unnamed speaker I still, you know, like for all the Gemini talk, I still enjoy the chat GPT experience more for the kind of research I do, for example, to go on this pod. 7 times in the scene
Alex Rampell: The Best Founders Materialise Capital, Customers & Labour | The Future of Venture · 20VC with Harry Stebbings
- ▶ 26:59 Alex Rampell I published this chart with the help of my friend ChatGPT of, um, how long it took VisiCalc, which was the first spreadsheet that came out in 1979 to lose to Lotus one, two, three, and then how long it took Lotus one, two, three to lose to…
- ▶ 1:05:09 Alex Rampell Where it's like, ooh, maybe I, now whenever I want a logo, I just go to ChatGPT.
20Growth: The $6.6B Growth Engine Behind ElevenLabs | Why ElevenLabs Do Not Have PMs | The 7 Part Launch Playbook to Crush All Launches with Luke Harries, Head of Growth @ ElevenLabs
- ▶ 28:57 Luke Harries That's definitely not dead yet, but I think will die because you'll be able to have chat GPC give you a really great response, it will have scraped it, ingested it, but the part which I am confident will stick around for at least five…
20Sales: Why the Best Sales People are F**** in the Head | Why Remote Work is BS | Why Europe is a Nightmare for Recruiting Sales Teams | How to Build a Sales Machine | What Everyone Gets Wrong Today in Sales with Chad Peets
- ▶ 1:00:41 Harry Stebbings But I think you can actually unbundle that to, like, consumer and chat GPT goes to OpenAI, enterprise software goes to Anthropic, and enterprise hardware robotics frontier goes to XAI.
Groq’s $20BN NVIDIA Deal | Why Sam Altman Doesn’t Care About Dilution & Invisible Unemployment 2026 · 20VC with Harry Stebbings
- ▶ 50:51 Jason Lemkin It named itself Ren, and I, I don't know if you guys use, Claude has something that at the moment ChatGP doesn't have, okay? 2 times in the scene
- ▶ 53:26 Jason Lemkin When your AI names itself, like mine did over the holidays, Ren, when it's running 24 seven, when it knows everything that's happened, not just your granola, which does your Zooms, it knows what happened in my personal life, it knows my…
- ▶ 58:01 Jason Lemkin If you put every deal you've done into your GPT, whatever it is, especially if you're like a solo GP, you won't, you'll, you won't do some deals.
Will Cursor Kill Figma? Lightspeed Raises $9B & OpenAI’s $1B from Disney & #1 App in App Store · 20VC with Harry Stebbings
- ▶ 11:18 Harry Stebbings And speaking of kind of capital ingestion machines, the, the biggest of all right now is, is OpenAI and ChatGPT. 4 times in the scene
a16z's David George on the Most Controversial Bet at a16z & Do Margins and Revenue Matter in AI? · 20VC with Harry Stebbings
- ▶ 31:58 David George 11 Labs has this, ChatGPT has this, XAI has this, uh, where it's organic customer acquisition, uh, or, you know, very low cost sales acquisition, Abridge, Harvey, companies where, like, the market is just absolutely starving for their…
- ▶ 46:46 David George You know, OpenAI, we invested before they had ChatGPT.
- ▶ 49:06 David George Um, but you know, the big head to head competition will come, you know, between open AI and, and anthropic on the consumer side, I think, you know, it's chat GPT, like ask, 3 times in the scene
SpaceX Valued at $800BN & Harvey Raises $160M at an $8BN Price & Netflix Acquires Warner Brothers · 20VC with Harry Stebbings
- ▶ 50:58 Rory O'Driscoll So that, so paying up in 2020 was a horrible decision.
- ▶ 1:05:54 Rory O'Driscoll And obviously OpenAI is grabbing the ChatGPT consumer app, right?
- ▶ 1:07:44 Jason Lemkin If open, if chat GPD went away tomorrow, okay, here's what's changed. 6 times in the scene
Kalshi CEO Tarek Mansour on Raising $1BN, CNN and CNBC Deals & the Polymarket Feud · 20VC with Harry Stebbings
- ▶ 0:00 Tarek Mansour Kind of what happened with Kalshi in the election was a bit of a Chad GPT moment for our industry.
- ▶ 7:21 Tarek Mansour And you, when you see this type of, like, I would say, success, I think this kind of what happened with Calci in the election was a bit of a Chad GPT moment for our industry. 2 times in the scene
Eventbrite Sold for $500M, Databricks $5B Raise at $134B Valuation & Why SaaS is Like Japan · 20VC with Harry Stebbings
- ▶ 43:48 Harry Stebbings And we, I think we've always been waiting for Google and ChatGPT to come out with one. 2 times in the scene
Turing CEO Jonathan Siddharth: Who Wins in Data Labelling & Why 99% of Knowledge Work Will Disappear · 20VC with Harry Stebbings
- ▶ 3:25 Jonathan Siddharth Like the, we started off with ChatGPT, where you're asking questions, getting answers, which is great.
- ▶ 15:27 Jonathan Siddharth So you'd build basically a version of, um, almost like a chat GPT agent that's smaller, um, and fine tuned for that specific workflow and use case.
- ▶ 30:21 Jonathan Siddharth Um, today, OpenAI and ChatGPT has a good data-driven
- ▶ 58:11 Jonathan Siddharth Like see, like I'd be curious.
20Sales: John McMahon on How to Hire, Train & Retain the Best Sales Reps | How Sales Changes in a World of AI | Sales Lessons from Snowflake and MongoDB | How to Create and Drive a Sales Process with Urgency
- ▶ 6:01 Harry Stebbings But if we look at the domination of PLG products that are now pervading their way into enterprise, like a cursor, or like an OpenAI and ChatGPT, which obviously have enterprise editions, does that not fundamentally change the way that we…
Anthropic Raises $30B from Microsoft & NVIDIA & NVIDIA’s Core Business Faces TPU Threat · 20VC with Harry Stebbings
- ▶ 1:37 Jason Lemkin Three days ago, it was like, Gemini three Pro is Mark Benioff's like, I've, I'll never go back to ChatGBD again.
- ▶ 27:40 Jason Lemkin In fact, I don't even care whether I use AIO reviews or ChatGB or Anthropic, but I'm, I actually prefer AIO reviews because I don't have to leave Google. 5 times in the scene
- ▶ 34:46 unnamed speaker I actually think that's the technique to just really drive the team to the point where this is not realistic, and then just take it down one notch, because look, it doesn't work if you lose your entire team, and actually it could segue off…
- ▶ 1:11:41 Jason Lemkin You gotta let me try ChatGBT free. 6 times in the scene
Base44’s Founder, Maor Shlomo on How Vibe Coding Will Kill SaaS · 20VC with Harry Stebbings
- ▶ 28:09 Maor Shlomo So you see all of them having this, uh, CLI coding tool and all of them having this very, um, high end or, or end user focused chat product like Gemini and chat GPT and so on.
- ▶ 52:23 Maor Shlomo Like the, obviously the more that, that the capabilities that OpenAI builds into ChatGPT and then Google into Gemini, whatever they're like, they're going to be well, like they're going to have like serious and, and incredible agents. 2 times in the scene
20VC: Max Altman on The New Seed War: Can Anyone Compete with Sequoia and a16z | Leaving $2BN on the Table with Reddit | Lessons from Backing Rippling at $25M Post | Why Climate Tech is a Mirage and Disaster
- ▶ 13:35 Max Altman You know, whether it's ChatGPT or the fund Jack
AI Fund’s GP, Andrew Ng: LLMs as the Next Geopolitical Weapon & Do Margins Still Matter in AI? · 20VC with Harry Stebbings
- ▶ 5:07 Andrew Ng What we're seeing now is, um, ChatGPT has such a strong consumer brand. 2 times in the scene
- ▶ 16:18 Andrew Ng One tier down from the Fresh Color Strats is the people with 10 years of coding experience, but who had a comfortable job, and for whatever reason, is still coding like it's 2022 before ChatGPT.
- ▶ 45:11 Harry Stebbings You know, you're seeing the likes of JP Morgan, Goldman Sachs, absolutely refuse any ChatGPT use, building internal systems,
- ▶ 45:24 Andrew Ng Um, uh, so I find that a lot of enterprises are adopting OMS, you know, Chai TV and many others.
20Product: How AI Changes Product Design | Does the Design Phase Become Irrelevant in a World of Vibe Coding | The Five Pillars of Truly Great Product Design with Carl Rivera, Chief Design Officer at Shopify
- ▶ 32:59 Carl Rivera Just think about even how you interface with, like, a chat GPT.
Benchmark's GP, Everett Randle on Why Mega Funds Will Not Produce Good Returns · 20VC with Harry Stebbings
- ▶ 12:04 Everett Randle This was, like, I, I, I left Founders Fund right after ChatGPT came out, and ChatGPT, when it came out, was one of those moments where you're like, this, like, this product is it. 4 times in the scene
- ▶ 14:39 Everett Randle I think that like in terms of downside risk, like it's hard to imagine anything that could knock a chat GPT off of its growth trajectory. 3 times in the scene
- ▶ 29:12 Everett Randle And oftentimes as an app company, you need to be doing better than what 20 dollars a month can get you from ChatGPT. 3 times in the scene
- ▶ 34:30 Everett Randle Since ChatGPT was released, there isn't an open AI round that touches
Is a $4.5BN Exit Enough in VC? & Harvey Raises $150M & Why Google is a Buy and Amazon is a Sell · 20VC with Harry Stebbings
- ▶ 49:53 Rory O'Driscoll If you had a monopoly in search and now you've gone to having Chachi Pete as a de facto competitor, you'd still better off if it hadn't happened, right? 2 times in the scene
- ▶ 1:08:43 Rory O'Driscoll And it's interesting because open evidence, just like ChatGPT is an individual adoption product. 2 times in the scene
- ▶ 1:11:40 Rory O'Driscoll Post, I mean, if you think back in that last couple of years before ChatGPT, we were at the end of the South era. 2 times in the scene
OpenAI Restructuring: Who Wins and Who Loses & Mercor Raises $350M at a $10BN Valuation · 20VC with Harry Stebbings
- ▶ 15:45 Jason Lemkin I haven't, I, it's, it, it, it, I don't know that it will, it, that, uh, every single, the average consumer will find it a game changer to find a new browser, um, rather than type ChatGPT into their browser and get enough memory.
Sequoia Partner, David Cahn on Who Wins in AI, Defence & The New $0–$100M Playbook · 20VC with Harry Stebbings
- ▶ 50:13 David Cahn This is the population that I learned the most from because I know that my blind spot is going to be that somebody started using ChildGPT when they were 18 and I didn't. 2 times in the scene
- ▶ 57:40 David Cahn Like it took two years after ChatGPT for this to really start flowing through.
- ▶ 59:00 David Cahn I think that defense is, if the transformer moment was sort of the starting gun in AI, uh, I think that, uh, the chat GPT moment hasn't happened yet. 2 times in the scene
- ▶ 1:03:36 David Cahn And I think after the chat GPT moment, what's going to happen is that 3 times in the scene
20Growth: How to Build a Paid Marketing Machine: ROAS (Return on Ad Spend) 101 | The Rise of User Generated Content and How to Use It | TikTok Ads: Expectations vs. Reality | Hiring for Growth: When and Who with Sandy Diao
- ▶ 1:06:25 Sandy Diao The biases that ChatGPT may have for mentions from Reddit or Quora, they could be changing every other day. 2 times in the scene
- ▶ 1:12:08 Sandy Diao It's tough to say because I don't know their actual strategy, and it's hard to know if a company's intentional about growing quickly or not, but I would definitely point to ChatGBT and some of the ways in which they roll out products and… 4 times in the scene
Why VC Today is Worse than 2021 · 20VC with Harry Stebbings
- ▶ 1:04:47 Jason Calacanis You know, chat GBT four to five in one fund.
- ▶ 1:10:35 unnamed speaker The only year would have been 22, twenty-three-ish, and God bless ChatGPT had ended that, right?
- ▶ 1:14:12 unnamed speaker I, I remember back in 22, even before ChatGPT, we looked at a company, I won't name it, they were doing this online role-playing game and it was, 7 times in the scene
20VC: The Startup Adding $1M ARR Every Week | Competing Against OpenAI's Codex and Claude Code: Who Wins | Why Gemini is Failing and GPT-5 Is Winning | Do Margins Matter in a World of AI | The Ugly Truth About AI Coding with Zach Lloyd, Warp
- ▶ 7:41 Zach Lloyd I find myself using ChatGPT more and more, and so I think they have big innovators dilemma problem. 2 times in the scene
- ▶ 1:05:00 Zach Lloyd We're competing with them as a frustrating thing as someone in the coding space and are a customer of them, but I, I think OpenAI with ChatGPT is going to be gigantic.
OpenAI's Multi-Billion Deal with AMD & Polymarket, Vercel and Supabase Raise Mega Rounds · 20VC with Harry Stebbings
- ▶ 17:00 Harry Stebbings So if we progress this forward then to Devday, which we touched on slightly there, and why don't we start on kind of, one of the major announcements was the opening up of apps into ChatGPT, so you can essentially use your Figma's, your… 12 times in the scene
- ▶ 1:31:33 Jason Lemkin There's going to be deceleration in lay users wanting to use these platforms. 2 times in the scene
Cerebras CEO, Andrew Feldman on Why Raise $1BN and Delay the IPO & Why NVIDIA’s Worried About Growth · 20VC with Harry Stebbings
- ▶ 27:47 Harry Stebbings I think Sam Altman said it very well in terms of how people use ChatGPT, but he said, you know, essentially the majority of people use it like Google, like Google replacement, and actually the younger people use it as an operating system…
20Growth: How to Use Influencers to Scale Growth Insanely Fast | How to Optimise User Onboaring for Growth | How the Best Growth Teams Create Organic Growth and Community | Why LTV/CAC Models are BS with Ketty Slonimsky
- ▶ 18:03 Ketty Slonimski If you're embedded into the workflow and each piece of your workflow, think about ChatGPT, think about other companies in the space.
- ▶ 34:51 Harry Stebbings We basically have like my top 20 LinkedIn posts, and then you can just do, I mean, obviously put it in chat GPT and say, hey, give me three variations, and then schedule 60 days worth.
Are Burn Multiples BS in an AI World? & Sam Altman Needs $1TRN of Energy · 20VC with Harry Stebbings
- ▶ 14:13 Rory O'Driscoll By definition, it's pre-ChatGPT.
- ▶ 56:59 Rory O'Driscoll The big picture comment is if you spend two hours a day on chat GPT, that's two hours a day that you are not spending on Facebook and we live and die on our attention. 2 times in the scene
- ▶ 57:17 Harry Stebbings And you are, how significant do you think it is that chat GPT now enables like a buy in chat GPT feature, totally opening up commerce. 3 times in the scene
Groq Founder, Jonathan Ross: OpenAI & Anthropic Will Build Their Own Chips & Will NVIDIA Hit $10TRN · 20VC with Harry Stebbings
- ▶ 45:24 Harry Stebbings 10% of the world's population is a GPT weekly active user. 3 times in the scene
The Impact of H1B Visas on Startups in the US & NVIDIA Invests $100BN Into OpenAI · 20VC with Harry Stebbings
- ▶ 0:27 unnamed speaker Think how much ChatGBT already dominates our lives.
- ▶ 6:46 unnamed speaker Well, they, I mean, Anthropic's not going to be able to build its own GPU like ChatGPT is. 2 times in the scene
- ▶ 8:44 unnamed speaker Never have there in that basis been a less successful monopoly than ChatGPT because they're subsidizing, I saw, we'll talk about it later, an estimate of the consumer surplus delivered by ChatGPT in the tens of billions of dollars. 3 times in the scene
- ▶ 1:22:06 unnamed speaker I think, I think, I think in that, I think for the normal world, uh, we're not looking to, I mean, look how successful ChatGPT is, it's the same paradigm we've been using since, uh, since forever.
General Catalyst CEO, Hemant Taneja: Lessons Scaling GC to $40BN in AUM · 20VC with Harry Stebbings
- ▶ 33:47 Hemant Taneja To me is more of a consumer company with chat GPT.
20VC: Why 90% of Founders Build Startups Wrong | Why AI Growth Rates are Sustainable & Remote Work is BS and the AI Talent War | Competing with Brett Taylor and Sierra: Who Wins the Customer Service War with Jesse Zhang, Decagon
- ▶ 49:49 Jesse Zhang Uh, even now, well, our sales team relies a lot on JATGPT to do like research and stuff like that.
Opendoor CEO, Kaz Nejatian: OpenAI and Oracle, How Can Either Afford to Do This · 20VC with Harry Stebbings
- ▶ 16:13 unnamed speaker I mean, maybe ChatGPT is a better deal, but they've got to earn the, you had to earn the other 75% through merchant services and others.