ChatGPT

also referred to as: chat gpt · chat gpts

includes ChatGPT Agent, ChatGPT Voice, ChatGPT Atlas, ChatGPT Canvas, ChatGPT Deep Research, ChatGPT Enterprise, ChatGPT Operator, ChatGPT Plugins, ChatGPT Agents

136 statements across 64 episodes · 66 bullish · 30 bearish · 52 people on the record · first statement Mar 1, 2023 by Joshua Browder · said 760 times in 167 episodes since 2023 · across every show →

Mentions by year, the whole family

brought up most by Olivia Moore (80), Alex Rampell (50), Anish Acharya (49), Marc Andreessen (40), Justine Moore (29), Martin Casado (21), Erik Torenberg (20), Steph Smith (16)

tap a year for its mentions
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0035061002023202420252026episodesmentions per episode
2026 131 mentions in 32 episodes 4 per episode
2025 474 mentions in 88 episodes 5 per episode
2024 49 mentions in 18 episodes 3 per episode
2023 106 mentions in 29 episodes 4 per episode

every mention, scene by scene, with the transcript →

Everything said about ChatGPT, oldest first

Mar 1, 2023
Assertion Supported
A Colombian judge wrote an official court opinion using ChatGPT
“A Colombian judge recently wrote one of their opinions using ChatGPT.”
Joshua Browder Mar 1, 2023 ▶ 23:57 The Robot Lawyer Resistance with Joshua Browder of DoNotPay
Mar 1, 2023 positive
Prediction Not checkable as stated
Congressional staffers will use ChatGPT to draft laws within a year
“I think in the next year, it's already secretly writing laws. A lot of laws originate from an overworked staffer in Congress, and I'm sure it's two a.m. They need to finish it, and they're probably typing in ChatGPT asking, asking it to help them a bit, and so…”
Joshua Browder Mar 1, 2023 ▶ 34:12 The Robot Lawyer Resistance with Joshua Browder of DoNotPay
Apr 24, 2023 positive
Disclosure
Postma: Uses ChatGPT to summarize academic machine learning literature
“Also for me, I'm dabbling in all the white papers. I don't have an academic background, so I'm using ChatGPT a lot to summarize those things and understanding it mostly.”
Danny Postma Apr 24, 2023 ▶ 31:10 Beyond Avatars: How AI is Reshaping Online Identity (Danny Postma and Sinead Bovell)
Jun 13, 2023 positive
Disclosure
Piff Marti uses ChatGPT to translate music contracts into layman's terms
“I could put a contract into ChatGBT, and it will translate it in layman's terms. Probably not as good as a lawyer, because you still need that human, you know what I mean? Yet, but for me, who couldn't necessarily afford to have a lawyer on retainer, at least …”
Piff Marti Jun 13, 2023 ▶ 1:05:20 Evolve or Die: The Future of the Creative Process, Artist Authenticity, and the Value of the Music
Jul 27, 2023 positive
Assertion Partly supported
Sal Khan: 40% of teachers used ChatGPT within months of release
“Within a month or two, 40% of teachers were using this very imperfect tool for themselves for things like lesson planning, and students were already using it”
Sal Khan Jul 27, 2023 ▶ 10:46 Classroom 2050: Unleashing AI, XR, Gaming
Sep 25, 2023
Disclosure
Murati: ChatGPT was originally released to gather research feedback for GPT-4
“One of the main things was actually to put chat GPT in the hands of researchers out there that could give us feedback since we had this dialogue modality. And so this was the original intent to actually get feedback from researchers and use it to make GPT-IV m…”
Mira Murati Sep 25, 2023 ▶ 15:03 Where We Go From Here with OpenAI's Mira Murati
Sep 25, 2023 neutral
Assertion Supported
Murati: ChatGPT uses same core model as OpenAI API plus RLHF
“It's fundamentally the same technology, maybe with a small difference, with reinforcement learning, with human feedback. For ChatGPT, but it's fundamentally the same technology, and the reaction, and the ability to grab people's imagination, and to get them to…”
Mira Murati Sep 25, 2023 ▶ 6:45 Where We Go From Here with OpenAI's Mira Murati
Sep 25, 2023 neutral
Assertion Supported
Murati: WebGPT was the direct retrieval-based precursor to ChatGPT
“The precursor to ChatGPT was actually another project that we called WebGPT, and it used, ah, retrieval. To be able to get information and cite sources.”
Mira Murati Sep 25, 2023 ▶ 13:41 Where We Go From Here with OpenAI's Mira Murati
Sep 25, 2023 neutral
Disclosure
Murati: OpenAI feared ChatGPT was not good enough a week before launch
“It's a strategy that we, we've been using from the beginning and also with ChatGPT where, you know, the week before we were worried that it wasn't good enough. And we also, what happened, you know, we put it out there and then people Told us it is good enough …”
Mira Murati Sep 25, 2023 ▶ 9:58 Where We Go From Here with OpenAI's Mira Murati
Oct 1, 2023 neutral
Insight
Horowitz: Writers should discard any plot idea ChatGPT easily generates
“If chat GPT can write it, you know, without you prompting it not to write something obvious, then you shouldn't use it.”
Ben Horowitz Oct 1, 2023 ▶ 1:04:44 What is the Future of Hollywood?
Oct 1, 2023 positive
Assertion Partly supported
Andreessen: GPT-4 can write screenplays using the Save the Cat framework
“One of the things you can do with like GPT-IV, you know, with like ChatGPT or with whatever, you know, Bing, Bing Chat or whatever you can actually use it will write you screenplays today, and what you can do, you can just tell it, write me a screenplay about,…”
Marc Andreessen Oct 1, 2023 ▶ 53:17 What is the Future of Hollywood?
Dec 15, 2023 positive
Opinion
Acharya Calls ChatGPT's Voice Module a Top Voice-First Innovation
“I think the second most interesting product, you know, outside of something like 11 is actually just ChatGPT's voice module and their voice sort of interface.”
Anish Acharya Dec 15, 2023 ▶ 6:55 Big Ideas in 2024: Voice-First Apps Will Become Integral to Our Lives with Anish Acharya
Dec 15, 2023 positive
Insight
Acharya Notes Users Quickly Forget ChatGPT's Voice Interface Is AI
“And you'll be amazed at how quickly you sort of forget that you're talking to an AI and you fall into the flow of a conversation.”
Anish Acharya Dec 15, 2023 ▶ 7:10 Big Ideas in 2024: Voice-First Apps Will Become Integral to Our Lives with Anish Acharya
Mar 13, 2024
Assertion Supported
Andreessen: ChatGPT stemmed from Alec Radford's early LLM work at OpenAI
“The origin story of even, even ChatGPT is this is not what OpenAI actually started to do. They started to do something different, and then there was actually one guy who actually his name is, I think Alec Radford, and he literally was, like, off in the corner …”
Marc Andreessen Mar 13, 2024 ▶ 4:27 America Needs More Techno-Optimism, with Marc Andreessen and Tyler Cowen
Jun 4, 2024 negative
Assertion Not checkable as stated
OpenAI's delayed mobile launch cost ChatGPT crucial App Store optimization ground
“The one other interesting thing about mobile was ChatGPT was so slow to launch an app, they lost a little bit of ground just from, like, an, App Store keyword and optimization perspective.”
Olivia Moore Jun 4, 2024 ▶ 3:26 The Top 100 GenAI Consumer Apps
Jun 4, 2024 negative
Insight
Consumers unknowingly pay third-party wrapper apps for free OpenAI models
“If you're a normal person who doesn't know the names of these models, you might not understand that, like, on this other app, you're paying for access to the free version of the OpenAI model that you would get on ChatGPT.”
Olivia Moore Jun 4, 2024 ▶ 4:39 The Top 100 GenAI Consumer Apps
Jun 4, 2024 neutral
Assertion Supported
Most top web AI companion apps rely on uncensored models
“Most of them were actually uncensored models. So not to say they were all NSFW, because that isn't necessarily the use case, but they allow you more freedom to talk about different topics, do different things than you can do if you were just trying to use Chat…”
Olivia Moore Jun 4, 2024 ▶ 5:40 The Top 100 GenAI Consumer Apps
Oct 1, 2024
Assertion Not checkable as stated
Schmidt: ChatGPT, Llama, and DeepSeek use Nous Research's YaRN context extension
“Bone here is the lead author of a method we developed called YARN, which is a context window extension method that we released and did the research on. It is now used by every, every model you use nowadays, everything, everything Chachipiti, Lama, DeepSeq, all…”
Jeff Schmidt Oct 1, 2024 ▶ 12:18 The Quest for Community-Trained Open Source AI Models
Oct 22, 2024 negative
Opinion
Andreessen: Major commercial AI models are heavily shackled and hobbled
“The, large language models you know, like ChatGPT from the big labs from the big companies they basically all have in common. Grok is a little bit more liberated, but with the other ones that people use, all have in common is they, they've been like, just like…”
Marc Andreessen Oct 22, 2024 ▶ 5:00 Truth Terminal - The AI Bot That Became a Crypto Millionaire
Dec 9, 2024 positive
Assertion Supported
Immerman: 10% of consumers name ChatGPT as primary search engine
“10% of consumers, they're now referring to ChatGPT as their search engine of choice.”
Alex Immerman Dec 9, 2024 ▶ 4:22 The 2025 AI Search Race
Dec 9, 2024 bullish
Opinion
Immerman: Gen AI search offers a much better UX than Google
“If you think about the Google experience as it is today, it's just a long list of links. And the first few are sponsored. They're ads. And I, as a user, when I make a query on Google, I then need to make the decision. I have to sift through the information on …”
Alex Immerman Dec 9, 2024 ▶ 2:19 The 2025 AI Search Race
Dec 9, 2024 bullish
Prediction Not checkable as stated
Immerman: Standalone vertical AI search apps will thrive in deep domain research
“For the average query on ChatGPT, Perplexity, or Google, they're pretty good. You don't need a vertical specific application, but for deep domain research, I can imagine a world in which standalone apps thrive.”
Alex Immerman Dec 9, 2024 ▶ 6:42 The 2025 AI Search Race
Feb 14, 2025 negative
Opinion
Sivulka: ChatGPT provides no investment alpha due to lack of custom data
“If you look at ChatGPT and the limitations of like, you give it to a bunch of investors and you ask it to draft an IC memo for a company like Hebbia, every single VC would get the same IC memo out.”
George Sivulka Feb 14, 2025 ▶ 10:55 Reasoning Models Are Remaking Professional Services
Feb 20, 2025 bearish
Opinion
Dixon: Top consumer AI products like ChatGPT and Claude lack network effects
“So in consumer, right now at least, I don't think you see a lot of network effect businesses, right? So, like as successful as these you know, these, the clods and chat GPTs are, I don't think they have a network effect.”
Chris Dixon Feb 20, 2025 ▶ 18:24 Who Will Own the Internet? a16z’s Chris Dixon on AI and Crypto
Feb 28, 2025
Assertion Supported
Long: Social engineering attacks rose over 4x since ChatGPT launch
“So since ChatGPT came out a little over two years ago, we've seen over a four X increase in social engineering attacks.”
Brian C. Long Feb 28, 2025 ▶ 2:09 How to spot an AI Deepfake
Mar 7, 2025 neutral
Assertion Partly supported
Casado: Leading AI consumer products launch web-first before releasing APIs
“Anecdotally, other than like, say, maybe like mid-journey and Discord, all of these are web technologies, like ChatGPT, Ideogram, like all of them, Claude, I mean, it seems like that the first place that they land is a website, and then maybe an API, which you…”
Martin Casado Mar 7, 2025 ▶ 9:51 Agent Experience: Building an Open Web for the AI Era
Mar 15, 2025 bullish
Opinion
Midha: Sesame's research preview is the ChatGPT moment for voice AI
“Relative to five, six days ago, I don't think it's too much of an exaggeration anymore to say this research preview has been for voice what ChatGPT was for text.”
Anjney Midha Mar 15, 2025 ▶ 1:12:28 Building the Next Generation of Conversational AI
Mar 18, 2025 bearish
Opinion
Acharya: Tech incumbents are vastly behind LLM startups in voice AI
“I think that the incumbents, it's just such a daily demonstration of how far behind they are when you both have Google Home in your home and you've got ChatGPT in your pocket. You know, my children try to ask Google Home to tell them stories in the same way th…”
Anish Acharya Mar 18, 2025 ▶ 33:48 Why AI Voice Feels More Human Than Ever
Mar 20, 2025 positive
Assertion Supported
Huang: More people program using ChatGPT today than C++
“The fact is there are more people who program computers using ChatGPT today than there are people who program computers using C++.”
Jensen Huang Mar 20, 2025 ▶ 31:20 Jensen Huang & Arthur Mensch: Why Every Nation Needs Its Own AI Strategy
Mar 26, 2025 positive
Assertion Supported
Acharya: DeepSeek offered reasoning models for free vs OpenAI's paid tier
“So, one I think important nuance is the fact that they released their reasoning model for free at scale, so previously you had to use O-one Pro, and you had to pay ChatGPT's premium subscription to get access to it.”
Anish Acharya Mar 26, 2025 ▶ 4:55 The Top 100 GenAI Products, Ranked and Explained
Mar 26, 2025 neutral
Assertion Partly supported
Moore: ChatGPT web visits remained flat from February 2023 to February 2024
“Between February, 20, 23, basically for a whole year through February, 20, 24, it was essentially flat in monthly visits to the website.”
Olivia Moore Mar 26, 2025 ▶ 20:08 The Top 100 GenAI Products, Ranked and Explained
Mar 26, 2025 neutral
Assertion Supported
Moore: DeepSeek mobile app achieves 7% 30-day retention versus ChatGPT's 9%
“On a retention basis, like, how many users are coming back to the app, say, Exactly 30 days, exactly seven days, exactly 60 days. It's just slightly below ChatGPT. So we're looking at seven percent day 30 for DeepSeq and nine percent day 30 for ChatGPT.”
Olivia Moore Mar 26, 2025 ▶ 24:26 The Top 100 GenAI Products, Ranked and Explained
Mar 26, 2025 bullish
Assertion Supported
Moore: ChatGPT doubled weekly active users to 400M in six months
“In the past six months, they grew from two hundred million to four hundred million weekly active users.”
Olivia Moore Mar 26, 2025 ▶ 20:51 The Top 100 GenAI Products, Ranked and Explained
Mar 26, 2025 bullish
Assertion Supported
Moore: DeepSeek reached #2 AI web product within a week of launch
“We only had 10 days of data for Deep Seek for January, because it launched at the end of the month, and it shot up from literally nothing to number two on the list, you know, 10% of ChatGPT scale on web within a week, a little bit more than a week.”
Olivia Moore Mar 26, 2025 ▶ 23:34 The Top 100 GenAI Products, Ranked and Explained
Mar 26, 2025 positive
Opinion
Acharya: Anthropic's Claude surpasses ChatGPT in coding and creative writing
“Claude sits in this very interesting place where it seems like it's more beloved by a smaller number of people. It's better at, Creative writing. You know, it seems to have more of a personality, which is interesting, because at least I think it's designed to …”
Anish Acharya Mar 26, 2025 ▶ 22:59 The Top 100 GenAI Products, Ranked and Explained
May 24, 2025
Assertion Supported
Acharya: ChatGPT has roughly 500 million monthly active users
“ChatGPD has about five hundred million monthly active users.”
Anish Acharya May 24, 2025 ▶ 6:47 Sovereign AI: Why Nations Are Building Their Own Models
May 31, 2025 negative
Insight
Dixon: ChatGPT effectively one-boxes the entire internet, ending referral traffic
“In that framework, you can think of AI, like ChatGPT, as sort of one-boxing the whole internet, right? It's just like, it gives you the answer. You don't need to click through, right?”
Chris Dixon May 31, 2025 ▶ 20:19 Where Crypto Meets AI with Chris Dixon & David George
Jun 6, 2025
Disclosure
Bryan Kim: ChatGPT knows more personal context about him than Google
“I pour my heart and soul into ChatGPT. It knows more about me than probably Google, potentially. Which is an insane thing to say. Like Google, I've been using, using Google for a decade plus, and ChatGPT may know more about me than Google, because I type more,…”
Bryan Kim Jun 6, 2025 ▶ 9:20 The State of Consumer Tech in the Age of AI
Jun 12, 2025 positive
Assertion Not checkable as stated
Adam Neumann: AI helps dyslexic individuals write without spelling mistakes
“I have a lot of dyslexic friends now who keep, everyone keeps calling me about how they're using AI to write stuff because it's just, they're not making mistakes anymore because my kind of dyslexia, even when you do the auto, even if you need, when you did it …”
Adam Neumann Jun 12, 2025 ▶ 13:24 Adam Neumann: This is How You Build Iconic Companies
Jun 13, 2025
Assertion Not checkable as stated
Olivia Moore: ChatGPT pioneered real-time consumer voice in September 2023
“ChatGPT was the first one to do what I would call kind of real-time consumer voice. Where you could have, like, a conversation. And this was, like, last September in the ChatGPT app.”
Olivia Moore Jun 13, 2025 ▶ 6:58 What You Missed in AI This Week (Google, Apple, ChatGPT)
Jun 13, 2025 neutral
Opinion
Olivia Moore: Apple is outsourcing core mobile AI features to ChatGPT
“It does seem like from a lot of Apple's updates that they put out, they're kind of outsourcing a lot of the true AI features to ChatGPT just running on your phone.”
Olivia Moore Jun 13, 2025 ▶ 11:07 What You Missed in AI This Week (Google, Apple, ChatGPT)
Jun 13, 2025
Opinion
Olivia Moore: Backlash over 'Sky' voice spooked OpenAI from releasing human-sounding AI
“I honestly think a big part of it might have been when they first released advanced voice mode, if you remember all the controversy around her, And was this gonna be a, you know, a companion that replaced humans, and some of what people would think of as kind …”
Olivia Moore Jun 13, 2025 ▶ 9:30 What You Missed in AI This Week (Google, Apple, ChatGPT)
Jun 13, 2025 positive
Opinion
Justine Moore: Google Veo 3 Is AI Video's ChatGPT Moment
“VO three was sort of like the chat GPT moment for AI video.”
Justine Moore Jun 13, 2025 ▶ 0:05 What You Missed in AI This Week (Google, Apple, ChatGPT)
Jun 16, 2025 positive
Assertion Not checkable as stated
De la Garza: ChatGPT is 100% accurate at detecting suspicious emails
“To drop a suspicious email into a, into ChatGPT and ask if it's suspicious, and it's like a hundred percent accurate, right? Like if you want to like find sensitive information, you ask the LLM, is this sensitive information? And it's like a hundred percent ac…”
Joel de la Garza Jun 16, 2025 ▶ 22:21 AI is Revolutionizing Web Security - Bots, Agents, & Real-Time Defense
Jun 20, 2025 positive
Assertion Not checkable as stated
Zach Cohen: LLMs like ChatGPT are already good enough to teach
“Language models are good enough to teach. Like, they really are, right? Like, if you want to learn something, ChatGPT is a great place to go learn something.”
Zach Cohen Jun 20, 2025 ▶ 28:52 TikTok & AI Have Changed Education Forever - What it means for Teachers, Students & Parents
Jul 14, 2025 bullish
Prediction Not checkable as stated
Levie: Vertical AI agents will outperform horizontal models in specialized workflows
“Now, that translates fine to agents, but I still would then bet on that, that vertical player doing that, as opposed to somebody prompts their way into ChatGPT to build a FDA compliance agent. I would still largely bet on, you know, complianceagent.ai to do th…”
Aaron Levie Jul 14, 2025 ▶ 26:22 Aaron Levie on AI's Enterprise Adoption
Jul 21, 2025
Assertion Not checkable as stated
Casado: Companionship and therapy are ChatGPT's top use cases, not coding
“Like, if you look at the most common use cases of something like ChatGPT, I think the top one is like companionship and therapy, and then it's like managing my schedule, and it's like the top of the pyramid of need stuff. And then number five is professional d…”
Martin Casado Jul 21, 2025 ▶ 42:31 The Future of Software Development - Vibe Coding, Prompt Engineering & AI Assistants
Jul 28, 2025 positive
Disclosure
Balaji Srinivasan makes decisions by having multiple AI models debate memos
“I will write sometimes these long memos to an AI, and then continuing, I know maybe you don't love this analogy, but I think it's funny. Continuing the Polytechnology, I'll give them to Brahma, Vishnu, and Shiva, ok? So I'll give them to Chachi Bti and Claude,…”
Balaji Srinivasan Jul 28, 2025 ▶ 27:09 Balaji Srinivasan: How AI Will Change Politics, War, and Money
Jul 31, 2025 positive
Assertion Not checkable as stated
Cahn: Ash AI users increase real-world human connections unlike ChatGPT users
“In a space of chat, like chatbots, like people who talk to ChatGPT about their mental health largely over time lose connections with other humans. Like they actually connect with people less than replace it. With Ash, we've shown now Over time, on average, peo…”
Daniel Reid Cahn Jul 31, 2025 ▶ 22:10 Health Tech Founders: The Future of Care Is Personalized, Proactive—and AI-Powered
Aug 8, 2025
Insight
Isa Fulford: AI user patience quickly shifts from minutes to 30 seconds
“Initially people are like, oh, this is amazing. It's doing all this work. That would have taken me so long, and now people are like, ok, but I want it, now I want it in 30 seconds.”
Isa Fulford Aug 8, 2025 ▶ 26:43 GPT-5 and Agents Breakdown – w/ OpenAI Researchers Isa Fulford & Christina Kim
Aug 8, 2025
Disclosure
Kim: OpenAI originally considered narrowing ChatGPT to a meeting or coding bot
“At the time, we were kind of thinking, like, okay, we kind of have this chatbot. Should we make this, like, a really specific, like, meeting bot type of thing? Do we, like, make it a coding helper?”
Christina Kim Aug 8, 2025 ▶ 34:20 GPT-5 and Agents Breakdown – w/ OpenAI Researchers Isa Fulford & Christina Kim
Aug 8, 2025
Assertion Not checkable as stated
OpenAI tested early ChatGPT with a 50-person beta group
“We gave early access to about 50 people. Most of those people being, like, people I lived with at the time.”
Christina Kim Aug 8, 2025 ▶ 33:59 GPT-5 and Agents Breakdown – w/ OpenAI Researchers Isa Fulford & Christina Kim
Aug 14, 2025 positive
Insight
Lingelbach: Iconic AI companies win by solving the UX last mile
“When I think about, like, the most iconic companies in the space, They did that last mile, right? Like, ChatGPT has built out a really good user experience for interacting with LLMs, and they've built things into that core workflow that people aren't coming fo…”
Michael Lingelbach Aug 14, 2025 ▶ 16:30 Why AI Characters & Virtual Influencers Are the Next Frontier in Video ft Hedra’s Michael Lingelbach
Aug 18, 2025 negative
Opinion
Patel: OpenAI captures under 10% of the value created by ChatGPT
“I legitimately believe OpenAI is not even capturing 10% of the value they've created in the world already just by usage of chat.”
Dylan Patel Aug 18, 2025 ▶ 18:21 Dylan Patel on GPT-5’s Router Moment, GPUs vs TPUs, Monetization
Aug 27, 2025 neutral
Assertion Not checkable as stated
Only three AI app categories had sustained usage two years ago
“Companionship and general LLM assistance, like ChatGPT, and then creative tools were kind of the three categories that were working two years ago. And anything else that popped up on the list, in many cases, was pretty random, and would spike one month and be …”
Olivia Moore Aug 27, 2025 ▶ 19:23 The Top 100 Most Used AI Apps in 2025
Aug 27, 2025 positive
Assertion Supported
Google Gemini reaches half of ChatGPT's mobile app traffic
“Gemini was number two. It was right behind ChatGPT. It has just about 10% of ChatGPT's traffic on web, but it's much closer on mobile. It's like half of ChatGPT's traffic on the mobile app, which is interesting. It's mostly Android users, which I think you wou…”
Olivia Moore Aug 27, 2025 ▶ 4:28 The Top 100 Most Used AI Apps in 2025
Sep 10, 2025 positive
Insight
Dixon: Silicon Valley underestimates brand equity and consumer inertia
“I've always suspected in tech, we, in Silicon Valley, kind of, we underestimate the power of just kind of brands and consumer inertia, and I think you're sort of seeing that today with ChatGPT of just like such a Household name, like overnight almost that even…”
Chris Dixon Sep 10, 2025 ▶ 11:53 Chris Dixon on How to Build Networks, Movements, and AI-Native Products
Sep 17, 2025 negative
Assertion Not checkable as stated
Moore: LLM hallucinations force shoppers back to Google and Amazon
“All, like, all LLMs, but I'll use ChatGPT as the example, because the most people use it have this really unfortunate and annoying problem of hallucinating around product recommendations that basically everyone experienced if you tried to use it for that.”
Justine Moore Sep 17, 2025 ▶ 21:19 The Death of Search: How Shopping Will Work In The Age of AI
Sep 17, 2025 bearish
Assertion Not checkable as stated
Rampell: Google is losing non-monetizable informational search queries to AI
“They are starting to lose some of the free, but not any of them immune, right? They're losing some of these informational queries, like who won the Oscar in 1977, like that's not a monetizable query.”
Alex Rampell Sep 17, 2025 ▶ 20:04 The Death of Search: How Shopping Will Work In The Age of AI
Sep 17, 2025 neutral
Prediction Not checkable as stated
Rampell: AI platforms will make marketing attribution harder to untangle
“And this is only going to get more complicated in the AI world, where, like, it might be the same thing, where it's like, Justine might have researched on Reddit, saw the Super Bowl, like, did all of these things, Asked a question on ChatGPT and then clicked p…”
Alex Rampell Sep 17, 2025 ▶ 12:02 The Death of Search: How Shopping Will Work In The Age of AI
Sep 17, 2025 bearish
Disclosure
Rampell: Uses ChatGPT three orders of magnitude more than Google
“And then number three was just my own personal behavior of it's just like, I probably use ChatGPT like three orders of magnitude more than I use Google now, which is interesting.”
Alex Rampell Sep 17, 2025 ▶ 2:41 The Death of Search: How Shopping Will Work In The Age of AI
Sep 23, 2025 positive
Assertion Supported
Agarwala: HHS deployed enterprise-secure ChatGPT across the entire agency
“HHS rolled out across, you know, agency-wide an enterprise secure version of ChatGPT”
Vineeta Agarwala Sep 23, 2025 ▶ 51:51 Taking Bold Bets: NIH and the Future of Biomedical Science
Sep 27, 2025 positive
Disclosure
Lazzarin prompts ChatGPT, Anthropic, and Grok simultaneously for medical queries
“To be honest, I'll send the same thing to ChatGPT, Anthropic, and Grok at the same time, force them to fight against each other and then end up with just kind of a list of interesting sources that I put in front of the doctor.”
Eddie Lazzarin Sep 27, 2025 ▶ 17:30 The Common Thread of All Technology: Monitoring the Situation, Ep.1
Sep 27, 2025 positive
Disclosure
Boyle uploads all pregnancy diagnostic reports to ChatGPT for analysis
“I upload every single medical diagnostic, every blood report, everything to ChatGPT, and it gives me a ton of data. That the doctors don't have time to give me.”
Katherine Boyle Sep 27, 2025 ▶ 16:19 The Common Thread of All Technology: Monitoring the Situation, Ep.1
Sep 30, 2025 positive
Insight
Fedus: Pre-training on domain data outperforms retrieval-augmented generation
“However, as we've seen with things like ChatGPT and other things, when you pre-train on the data, when you actually encode the knowledge into the weights, it's not just a retrieval system, you have a richer, deeper understanding of the material.”
Liam Fedus Sep 30, 2025 ▶ 39:20 Building an AI Physicist: ChatGPT Co-Creator’s Next Venture
Sep 30, 2025 negative
Disclosure
Fedus: Early ChatGPT was mathematically weak due to friendliness rewards
“The reward functions that we were using originally couldn't determine whether you were mathematically correct or not. So early versions of Chachapiti were mathematically not particularly strong, and it sort of results from the reward function. What did you opt…”
Liam Fedus Sep 30, 2025 ▶ 7:02 Building an AI Physicist: ChatGPT Co-Creator’s Next Venture
Oct 2, 2025 positive
Disclosure
Kupor: OPM finally deployed ChatGPT to desktops via a $1-a-year GSA deal
“Until this week, we did not have ChatGPT on anybody's actual desktop, right? And so I've been, you know, pounding my CIO, and pounding my CIO, we finally, literally, you know, thanks to the new deal that GSA did for the, you know, the one dollar a year deal, A…”
Scott Kupor Oct 2, 2025 ▶ 31:51 The Person Who Runs HR For 2 Million Federal Workers
Oct 2, 2025 neutral
Disclosure
Kupor: Silicon Valley recruits resorted to using ChatGPT on their personal phones
“The people on my team who, you know, came from Silicon Valley who are working in my department, What they were doing was just, they would just, you know, on their personal phone, they were using ChatGPG to help them do stuff”
Scott Kupor Oct 2, 2025 ▶ 36:07 The Person Who Runs HR For 2 Million Federal Workers
Oct 8, 2025 negative
Opinion
Altman: Paid recommendation ads would destroy user trust in ChatGPT
“People have a very high trust relationship with ChatGPT. Even if it screws up, even if it hallucinates, even if it gets it wrong, people feel like it is trying to help them and that it's trying to do the right thing. And if we broke that trust, it's like you s…”
Sam Altman Oct 8, 2025 ▶ 39:26 Sam Altman on Sora, Energy, and Building an AI Empire
Oct 8, 2025 positive
Assertion Not checkable as stated
Altman: Public awareness lags far behind actual AI model capabilities
“And now we're in this world where the capability overhang is so immense. Like most of the world still just thinks about what ChatGPT can do. And then you have, like, some nerds in Silicon Valley that are using codecs, and they're like, wow, those people have n…”
Sam Altman Oct 8, 2025 ▶ 13:05 Sam Altman on Sora, Energy, and Building an AI Empire
Oct 8, 2025 neutral
Assertion Not checkable as stated
Altman: Addressing ChatGPT's sycophantic tone is technically easy
“So it's not, technically, it's not hard to deal with at all.”
Sam Altman Oct 8, 2025 ▶ 14:37 Sam Altman on Sora, Energy, and Building an AI Empire
Oct 8, 2025
Assertion Not checkable as stated
Altman: Industry gaming LLM search recommendations emerged in past year
“So this is a very sudden shift that has happened. We never used to hear about this, like, six months ago, 12 months ago. Certainly. And now, there's like, a real cottage industry that feels like it's sprouted up overnight. Trying to do this.”
Sam Altman Oct 8, 2025 ▶ 40:45 Sam Altman on Sora, Energy, and Building an AI Empire
Oct 8, 2025 positive
Prediction Not checkable as stated
Altman: ChatGPT will automatically adapt personality based on user interaction
“I mean, ideally, like you just talk to ChatGPT for a little while and it kind of interviews you and also sort of sees what you like and don't like and.”
Sam Altman Oct 8, 2025 ▶ 15:04 Sam Altman on Sora, Energy, and Building an AI Empire
Oct 16, 2025 negative
Assertion Not checkable as stated
Alex Rampell asserts Google is artificially inflating Gemini daily active user metrics
“And I think the metrics that they're kind of faking right now is it's like what percentage of our users are using AI and that's not using Gemini as a DAU. I'm sure of that. It's just like they have like an AI summary, something, something in there, but they're…”
Alex Rampell Oct 16, 2025 ▶ 18:30 Keith Rabois: Israel, OpenAI, Opendoor, and DOGE
Oct 16, 2025 bearish
Prediction Not checkable as stated
Alex Rampell predicts ChatGPT purchasing execution will steal Google's search monetization
“If chat GPT gets, it gets that going, which I think is one of their top priorities, then like that's going to really steal the monetization engine bike. From Google.”
Alex Rampell Oct 16, 2025 ▶ 17:40 Keith Rabois: Israel, OpenAI, Opendoor, and DOGE
Oct 16, 2025 bearish
Assertion Not checkable as stated
Rabois: Anthropic and rivals present no real competition to ChatGPT
“But ChatGBT alone, there is no competition for. It's not like Anthropic or all these other companies have any competition for that.”
Keith Rabois Oct 16, 2025 ▶ 12:52 Keith Rabois: Israel, OpenAI, Opendoor, and DOGE
Oct 16, 2025 bullish
Prediction Not checkable as stated
Keith Rabois predicts ChatGPT will become a multi-trillion dollar monopoly
“I think ChatGBT becomes a monopoly. It's the fastest growing consumer product of all time. It is transforming how everybody, every normal person basically does their work, runs their life. And so that product alone is a several trillion dollar company.”
Keith Rabois Oct 16, 2025 ▶ 12:30 Keith Rabois: Israel, OpenAI, Opendoor, and DOGE
Oct 16, 2025 bearish
Disclosure
Rabois: Google Search is so inferior to ChatGPT that he no longer uses it
“I don't use Google for anything. Like, I can't remember the last time I used Google versus ChatGPT. Like, it's just so inferior.”
Keith Rabois Oct 16, 2025 ▶ 13:37 Keith Rabois: Israel, OpenAI, Opendoor, and DOGE
Oct 22, 2025 positive
Insight
Rose: Pitting multiple AI models against each other resolves bugs faster
“And if I run into a problem, I then take that problem over to the other side, have them also work on it. And if I put them against each other, you can typically get to a solution pretty quickly.”
Kevin Rose Oct 22, 2025 ▶ 54:33 Why Creativity Will Matter More Than Code | Kevin Rose and Anish Acharya
Oct 22, 2025 positive
Disclosure
Rose uses ChatGPT and professional therapy frameworks during marital disagreements
“If I get in a disagreement with my wife, I will take some of that shit to ChatGVT and be like, am I right here? What's going on? You know? And I, but I call and I say, use the framework of Terry Real. I use some of these like professional therapists and say, h…”
Kevin Rose Oct 22, 2025 ▶ 28:20 Why Creativity Will Matter More Than Code | Kevin Rose and Anish Acharya
Oct 22, 2025 bullish
Assertion Supported
Acharya: Consumers are paying up to $300 monthly for AI subscriptions
“The top chat GPT SKU is 200 a month. The top Gemini SKU Google Ultra is two 50. And then Grok is 300 a month. And consumers are actually paying that amount.”
Anish Acharya Oct 22, 2025 ▶ 7:39 Why Creativity Will Matter More Than Code | Kevin Rose and Anish Acharya
Oct 29, 2025 positive
Opinion
Patel: ChatGPT's initial competitive analysis beats human product marketers
“I think the first ChatGPT take on competitive is always better than what my, any product marketing person comes up by themselves.”
Jeetu Patel Oct 29, 2025 ▶ 28:33 Building the Real-World Infrastructure for AI, with Google, Cisco & a16z
Oct 30, 2025 negative
Opinion
Baker: ChatGPT was a 'Pearl Harbor' moment for Google
“No, to me, ChatGPT was Pearl Harbor for Google, and we're going to see how they responded, and they're slowly starting to respond.”
Gavin Baker Oct 30, 2025 ▶ 13:01 "Is there an AI bubble?” Gavin Baker and David George
Nov 3, 2025 positive
Assertion Not checkable as stated
Sacks: Five major AI model companies are closely clustered in capability
“Fortunately, so far what we're seeing in the market is that it's hyper competitive. There's five major model companies all making huge investments. And the benchmark, the model performance, the evaluations are relatively clustered. And there's a lot of leapfro…”
David Sacks Nov 3, 2025 ▶ 33:14 Sacks, Andreessen & Horowitz: How America Wins the AI Race Against China
Nov 3, 2025 positive
Assertion Not checkable as stated
Andreessen: Top AI models are directly accessible in standard consumer products
“And then the best AI's in the world are in the consumer products, right? And so if you use the, if you use, you know, current day chat GPT or Grok or any of these things, like, you know, I can't spend more money. You know and, get access to a better AI. It's i…”
Marc Andreessen Nov 3, 2025 ▶ 31:43 Sacks, Andreessen & Horowitz: How America Wins the AI Race Against China
Nov 5, 2025
Assertion Supported
Kuyda: OpenAI research shows one-third of ChatGPT usage is writing help
“OpenAI published one of those research one of those studies showing that these are, in fact, the main use cases for Chagipty. I think a third of all, all of the use was around writing writing help.”
Eugenia Kuyda Nov 5, 2025 ▶ 3:13 Seeing The Future from AI Companions to Personal Software
Nov 7, 2025
Assertion Not checkable as stated
Amjad Masad: Non-technical consumers routinely switch between multiple competing AI models
“Not particularly technical consumers actually do use multiple AIs. Like I didn't expect that, like, you know, people only use Google. They never like looked at Google and then Yahoo or like very few people do it. But now you talk to just average people and the…”
Amjad Masad Nov 7, 2025 ▶ 40:07 Amjad Masad & Adam D’Angelo: How Far Are We From AGI?
Nov 17, 2025 negative
Opinion
Shear: ChatGPT is sycophantic, Claude is neurotic, and Gemini is repressed
“ChatGPT is a little bit more sycophantic still. They made some changes, but it's still a little more sycophantic. Claude is still the most neurotic. Gemini is, like, very clearly repressed.”
Emmett Shear Nov 17, 2025 ▶ 57:46 Emmett Shear on Building AI That Actually Cares: Beyond Control and Steering
Nov 17, 2025 positive
Assertion Not checkable as stated
Shear: Treating ChatGPT and Claude as beings yields lower predictive loss
“I get lower predictive loss when I treat them as a being. And the thing is, I get lower predictive loss when I treat ChatGPT or Claude as a being.”
Emmett Shear Nov 17, 2025 ▶ 26:22 Emmett Shear on Building AI That Actually Cares: Beyond Control and Steering
Nov 26, 2025 bearish
Prediction Not checkable as stated
Marc Andreessen predicts massive turnover for public figures who sound like AI
“My new version of this, my, the new test I think is happening is what we might call the GPT test, which is, okay, if what somebody says is indistinguishable from chat GPT output, like not going to make it. Right. And then the more advanced version of the test …”
Marc Andreessen Nov 26, 2025 ▶ 50:34 The Secret Marketing Strategy That Built a16z: From Zero to Legendary VC Firm
Nov 28, 2025 positive
Assertion Supported
Sherman Wu: ChatGPT has reached 800 million weekly active users
“The first party app is a really great way to get, you know it was like eight hundred million wows or whatever now.”
Sherman Wu Nov 28, 2025 ▶ 10:04 How OpenAI Builds for 800 Million Weekly Users: Model Specialization and Fine-Tuning
Nov 28, 2025 positive
Assertion Not checkable as stated
Sherman Wu: OpenAI API end-user reach previously exceeded ChatGPT's reach
“One thing we talk about internally sometimes is like, what does our end user reach from the API? Like it's actually, it's like really, really, it's really bright. It might even, it's hard because ChatGPT is growing so quickly, but like it, like at some point i…”
Sherman Wu Nov 28, 2025 ▶ 10:50 How OpenAI Builds for 800 Million Weekly Users: Model Specialization and Fine-Tuning
Nov 28, 2025 positive
Assertion Not checkable as stated
Sherman Wu: OpenAI views ChatGPT and Sora as interfaces for core intelligence
“At the end, like, at the end of the day, OpenAI is like a, an AGI company. It's like an intelligence company. And so, agents are just, like, one way in which this intelligence kind of be manifested. And so, the way that I'd say we actually think about internal…”
Sherman Wu Nov 28, 2025 ▶ 29:40 How OpenAI Builds for 800 Million Weekly Users: Model Specialization and Fine-Tuning
Nov 28, 2025 positive
Assertion Supported
Sherman Wu: 10% of the global population uses ChatGPT weekly
“10% of the globe uses it weekly.”
Sherman Wu Nov 28, 2025 ▶ 0:08 How OpenAI Builds for 800 Million Weekly Users: Model Specialization and Fine-Tuning
Dec 1, 2025 negative
Insight
Fradin: Employee surveys are the worst way to measure AI productivity
“The worst way to measure productivity is I'm going to send a survey to my employees and say, do you feel more productive today from using ChatGPT? First of all, there's a definition issue. Second of all, people are going to answer the way you hope they'll answ…”
Russ Fraden Dec 1, 2025 ▶ 13:07 The $700 Billion AI Productivity Problem No One's Talking About
Dec 12, 2025 positive
Insight
Evans: AI startups unbundle ChatGPT like SaaS startups unbundled Excel
“They're unbundling chat GPT, just as the enterprise software company of 10 years ago was unbundling Oracle or Google or Excel.”
Benedict Evans Dec 12, 2025 ▶ 25:06 AI Eats the World: Benedict Evans on the Next Platform Shift
Dec 12, 2025 bearish
Assertion Supported
Evans: Claude has virtually no consumer usage despite top benchmark scores
“It's basically, the only consumer, Claude has basically no consumer usage, even though on the benchmark score it's the same. And then it's ChatGPT, and then halfway down the chart, it's Meta and Google.”
Benedict Evans Dec 12, 2025 ▶ 40:19 AI Eats the World: Benedict Evans on the Next Platform Shift
Dec 12, 2025 neutral
Assertion Supported
Evans: ChatGPT has 800-900 million weekly active users, 5% paying
“ChatGPT has got eight or nine hundred million weekly active users. Five percent of people are paying.”
Benedict Evans Dec 12, 2025 ▶ 21:34 AI Eats the World: Benedict Evans on the Next Platform Shift
Dec 29, 2025 bullish
Assertion Not checkable as stated
Moore: ChatGPT reaches 800M-900M weekly active users in late 2025
“If we had to call it now, ChatGPT is currently in the lead, by far, at 800 to nine hundred million weekly active users.”
Olivia Moore Dec 29, 2025 ▶ 1:23 Where does consumer AI stand at the end of 2025?
Dec 29, 2025 bearish
Opinion
Kim: Pure text AI startups cannot compete against major labs
“When the input and the output is text. Where ChatGPT and Gemini of the world shine the most, no matter how deeper you go, no matter how specific you think your text output is going to be, essentially given the frequency of the usage of the main Big Lab product…”
Bryan Kim Dec 29, 2025 ▶ 33:11 Where does consumer AI stand at the end of 2025?
Dec 29, 2025
Assertion Not checkable as stated
Moore: OpenAI integrated launches into ChatGPT while Google built standalone products
“What we saw was OpenAI tended to keep more things in the ChatGPT interface, so like Pulse, group chats, shopping, research, tasks, all of these features launched inside ChatGPT as the core. The exception there is obviously Sora as a standalone video app, where…”
Justine Moore Dec 29, 2025 ▶ 3:20 Where does consumer AI stand at the end of 2025?
Dec 29, 2025 positive
Insight
Justine Moore: App layer AI startups pioneered generation templates before OpenAI
“I would almost argue the application layer companies, like the Kriyas, the Hedras, the Higgsfields of the world, popularized that template format. And did it first and did it better.”
Justine Moore Dec 29, 2025 ▶ 15:49 Where does consumer AI stand at the end of 2025?
Dec 29, 2025 bearish
Opinion
Kim: Bearish on OpenAI's social initiatives like Sora 2
“Bearish for now.”
Bryan Kim Dec 29, 2025 ▶ 16:28 Where does consumer AI stand at the end of 2025?
Dec 29, 2025 neutral
Assertion Partly supported
Kim: Five of top 10 iOS productivity apps are Google, ChatGPT #1
“If you go to app store today, top five out of top 10 productivity apps are all Google. It's insane. And Chachi B is number one.”
Bryan Kim Dec 29, 2025 ▶ 8:04 Where does consumer AI stand at the end of 2025?
Dec 29, 2025 bearish
Assertion Not checkable as stated
Moore: ChatGPT year-over-year growth slowed to 23%
“And ChatGPT is only growing 23% year over year.”
Olivia Moore Dec 29, 2025 ▶ 2:01 Where does consumer AI stand at the end of 2025?
Dec 29, 2025 neutral
Assertion Supported
Olivia Moore: Less than 10% of ChatGPT users tried rival LLMs in 2025
“For most of the year, less than 10% of ChatGPT users even visited another one of the big LLM providers.”
Olivia Moore Dec 29, 2025 ▶ 1:15 Where does consumer AI stand at the end of 2025?
Dec 29, 2025 positive
Assertion Contradicted
Moore: Perplexity Comet browser launch traffic surpassed ChatGPT Atlas
“If you look at the data, like the spike at launch and the sustained traffic for Comet was actually much higher than for ChatGBT's own browser launch, Atlas, which is kind of crazy given how much more distribution ChatGBT has than Perplexity.”
Olivia Moore Dec 29, 2025 ▶ 11:02 Where does consumer AI stand at the end of 2025?
Dec 29, 2025
Assertion Not checkable as stated
Moore: Only 9% of AI users subscribe to multiple major LLMs
“So only nine percent of consumers are paying for more than one out of the group of ChatGPT, Gemini, Claude, and Cursor.”
Olivia Moore Dec 29, 2025 ▶ 1:08 Where does consumer AI stand at the end of 2025?
Dec 29, 2025
Assertion Supported
Olivia Moore: Gemini hits 50% of ChatGPT scale on Android, 17% on iOS
“Like, if you look at Android, Gemini is at, like, 50% of ChatGPT's scale on mobile, whereas on iOS it's, like, 17%.”
Olivia Moore Dec 29, 2025 ▶ 13:03 Where does consumer AI stand at the end of 2025?
Dec 29, 2025 positive
Disclosure
Olivia Moore: Claude has largely replaced ChatGPT as her primary LLM
“Claude has somewhat replaced Chachi Biti for me as my general LLM.”
Olivia Moore Dec 29, 2025 ▶ 21:19 Where does consumer AI stand at the end of 2025?
Dec 29, 2025 bullish
Prediction Not checkable as stated
Olivia Moore: Google Gemini could rival ChatGPT's brand dominance in 2026
“But if they keep doing what they're doing on these amazing viral consumer creative tool launches and model launches, like, they could get there next year.”
Olivia Moore Dec 29, 2025 ▶ 13:38 Where does consumer AI stand at the end of 2025?
Jan 13, 2026 positive
Disclosure
Ben Horowitz uses Grok and ChatGPT every day
“Well, for sure, you know, Grok and ChatGPT I use every day. And then you know, probably I've been playing with, like Veo and Nano Banana a lot on a daily basis of the big guys.”
Ben Horowitz Jan 13, 2026 ▶ 33:04 Ben Horowitz on Investing in AI: AI Bubbles, Economic Impact, and VC Acceleration
Jan 19, 2026 bullish
Assertion Not checkable as stated
Acharya: OpenAI lacks the proprietary therapist data powering Slingshot
“Of course, OpenAI and ChatGPT are formidable, but they simply don't have the data that Slingshot has, and as a result, Slingshot's able to provide a differentiated and high-priced product, and it's working well.”
Anish Acharya Jan 19, 2026 ▶ 55:42 The AI Opportunity that goes beyond Models
Jan 19, 2026 bearish
Prediction Not checkable as stated
Rampell: ChatGPT will never get access to proprietary enterprise contracts
“They are never going to get 50 old Deloitte contracts.”
Alex Rampell Jan 19, 2026 ▶ 38:18 The AI Opportunity that goes beyond Models
Jan 19, 2026 bullish
Assertion Supported
Rampell: 15 percent of global adults use ChatGPT weekly
“Something like 15% of adults on planet Earth now use ChatGPT every single week.”
Alex Rampell Jan 19, 2026 ▶ 5:32 The AI Opportunity that goes beyond Models
Jan 26, 2026 positive
Assertion Supported
George: ChatGPT reached 365 billion searches five times faster than Google
“The time to get to three hundred and sixty five billion searches on chat GPT was two years. The time for Google to get to three hundred and sixty five billion searches was 11 years.”
David George Jan 26, 2026 ▶ 9:25 The Biggest Bottlenecks For AI: Energy & Cooling
Jan 26, 2026 bullish
Assertion Supported
George: ChatGPT daily users average 30 minutes per day
“Active daily active users of chat GPT are ready today. Spend like 30 minutes at 20, 28, 29 minutes a day on the product. And, you know, to put that into context, I think Instagram's like 50 minutes a day and, you know, tick tock like Sadly, it's like 70 minute…”
David George Jan 26, 2026 ▶ 15:22 The Biggest Bottlenecks For AI: Energy & Cooling
Jan 26, 2026 bullish
Opinion
George: OpenAI Has More Monetization Upside Than Downside Risk
“I think there's way more upside to monetize the base than there is risk of price pressure on, you know, today's thirty million people paying for it.”
David George Jan 26, 2026 ▶ 29:38 The Biggest Bottlenecks For AI: Energy & Cooling
Mar 9, 2026 positive
Opinion
Daisy Wolf: ChatGPT outperforms the average American doctor
“ChatGPT is already an incredible doctor, probably better than an average doctor an American can get access to.”
Daisy Wolf Mar 9, 2026 ▶ 35:10 Andrew Huberman: Peptides, Sleep Tech, and the End of Obesity
Mar 10, 2026 neutral
Assertion Supported
Moore: ChatGPT Reaches 10% Global Weekly Active User Penetration
“ChatGPT is by far the biggest global AI product, and still only 10% of the global population is using it on a weekly active basis.”
Olivia Moore Mar 10, 2026 ▶ 0:33 Inside a16z’s Top 100 AI Apps Report with Olivia Moore
Mar 10, 2026 bullish
Prediction Not checkable as stated
Moore: AI Memory Will Render Software Onboarding Obsolete Within Two Years
“Whether it's their own memory or, like, ChatGPT lending memory, any product that you start to use two years from now, if it doesn't immediately feel like it knows you, it will feel broken. Like, the concept of, like, onboarding to a product should not be somet…”
Olivia Moore Mar 10, 2026 ▶ 37:19 Inside a16z’s Top 100 AI Apps Report with Olivia Moore
Mar 10, 2026 neutral
Assertion Supported
Moore: Claude and ChatGPT App Stores Share Only 11% Overlap
“If you actually look at the app stores that are emerging on Cloud and ChatGPT, they both have 200 plus apps, but there's only 11% overlap.”
Olivia Moore Mar 10, 2026 ▶ 3:24 Inside a16z’s Top 100 AI Apps Report with Olivia Moore
Mar 10, 2026
Assertion Supported
Moore: China Has Lowest Combined ChatGPT and Gemini Usage at 15%
“They actually have the lowest combined Chachi, BT, and Gemini usage of any country. It's only 15%.”
Olivia Moore Mar 10, 2026 ▶ 12:03 Inside a16z’s Top 100 AI Apps Report with Olivia Moore
Mar 10, 2026 bullish
Assertion Supported
Moore: ChatGPT Is 30x Larger Than Claude on Web, 80x on Mobile
“On web, they're 2.7 times bigger than Gemini. On mobile, they're 2.5 times bigger than Gemini. And then, despite, again, like, the kind of tech Twitter discourse Claude, they're almost 30 times bigger than Claude on web, and almost 80 times bigger than Claude …”
Olivia Moore Mar 10, 2026 ▶ 2:29 Inside a16z’s Top 100 AI Apps Report with Olivia Moore
Mar 10, 2026 positive
Assertion Partly supported
Acharya: ChatGPT Has Reached 900 Million User Signups
“They have signups for nine hundred million people”
Anish Acharya Mar 10, 2026 ▶ 7:59 Inside a16z’s Top 100 AI Apps Report with Olivia Moore
Mar 10, 2026 positive
Assertion Partly supported
Moore: OpenAI's Sora Reached 1 Million Users Faster Than ChatGPT
“And they actually hit a million users faster than ChatGPT itself.”
Olivia Moore Mar 10, 2026 ▶ 21:43 Inside a16z’s Top 100 AI Apps Report with Olivia Moore
Mar 10, 2026 bullish
Prediction Not checkable as stated
Moore: Context Lock-In Will Favor Horizontal AI Platforms Like ChatGPT
“I think there's going to be increasing lock-in, and I do think that probably actually benefits the broader, more horizontal tools like ChatGPT”
Olivia Moore Mar 10, 2026 ▶ 6:23 Inside a16z’s Top 100 AI Apps Report with Olivia Moore
Mar 10, 2026 neutral
Assertion Supported
Moore: Roughly One-Third of Americans Use AI Tools Monthly
“Like in the US, it's around probably a third of people are, Monthly active users of something like a ChatGPT.”
Olivia Moore Mar 10, 2026 ▶ 16:42 Inside a16z’s Top 100 AI Apps Report with Olivia Moore
Apr 6, 2026 negative
Disclosure
Yang Churned From ChatGPT Over Annoying Repetitive Conversational Prompts
“And dude, I got so annoyed about it that I kind of churned from ChatGPT.”
Peter Yang Apr 6, 2026 ▶ 9:23 OpenClaw, Claude Code, and the Future of Software | Peter Yang on The a16z Show
Apr 6, 2026 positive
Prediction Held up
Yang: OpenAI Will Integrate Personal Agent Capabilities Directly Into ChatGPT
“I mean, I think that's what Peter Steinberg is working out at OpenAI, right? Yeah. He's probably going to build something to ChatGPT, which everybody uses so that ChatGPT can actually get stuff done for you and, like, maybe feels more human.”
Peter Yang Apr 6, 2026 ▶ 9:00 OpenClaw, Claude Code, and the Future of Software | Peter Yang on The a16z Show
Apr 6, 2026 positive
Opinion
Yang: OpenClaw via Telegram feels more personal than Claude or ChatGPT
“Because I've installed on Telegram, it just feels like more personal than using like Cloud or ChatGPT.”
Peter Yang Apr 6, 2026 ▶ 3:13 OpenClaw, Claude Code, and the Future of Software | Peter Yang on The a16z Show
Apr 7, 2026 positive
Insight
Balaji Srinivasan: New AI models displace older AI models rather than humans
“Another one is AI doesn't take your job, AI takes the job of the previous AI. Claude took ChatGPT's job, right? Just like Midjourney, you know, took took Dali's job, took Stable Diffusion's job.”
Balaji Srinivasan Apr 7, 2026 ▶ 43:46 Why Balaji Srinivasan Thinks the SaaS Apocalypse Is Overhyped | The a16z Show
Aug 9, 2026 negative
Insight
Massa: Handing LLM tools to unchanged teams yields zero efficiency gains
“The first, and this is where I think many companies are stuck right now, is the first instinct is, okay, let's adopt AI. And you basically leave your structure as it is and just give ChatGPT or Claude to your team. And then there's no efficiencies. Your custom…”
Ale Massa Aug 9, 2026 ▶ 5:17 Kavak's Playbook for Rebuilding a Company Around AI
Sep 1, 2026 negative
Assertion Supported
Litt: Multiple preprint papers have appeared with identical AI-generated proofs
“Like, sometimes, you know, we've seen examples where, like, three or four or five papers with the exact same proof of the exact same theorem have come out in, within a couple days of each other, which is clearly, you know, some situation where someone's playin…”
Daniel Litt Sep 1, 2026 ▶ 37:46 Can AI Learn Mathematical Intuition?
Sep 1, 2026 neutral
Assertion Not checkable as stated
Litt: Claude was useless for research math until Opus 4.5 or 4.6
“One thing is that ChatGPD got better at math earlier. Yes. So, like, for a long time the Claude models were just, like, not useful for research math. And then I think maybe around Opus 4.5 or Opus 4.6, they, like, more or less caught up.”
Daniel Litt Sep 1, 2026 ▶ 12:43 Can AI Learn Mathematical Intuition?
Sep 1, 2026 bearish
Assertion Not checkable as stated
Litt: Frontier AI models cannot autonomously perform mathematical theory building
“So like, I've tried to get both, both Fable and ChatGPT, 5.6 Sol, I guess, to do some kind of theory building, and it's like, they're not, they definitely are not good at it autonomously, at least with, like, whatever scaffolding I've set up. But with some hin…”
Daniel Litt Sep 1, 2026 ▶ 11:31 Can AI Learn Mathematical Intuition?
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