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ChatGPT

6 statements across 3 episodes · 4 bullish · 0 bearish · 2 people on the record · first statement Dec 19, 2022 by Ben Gilbert · said 73 times in 15 episodes since 2022 · across every show →

Mentions by year

brought up most by David Rosenthal (40), Ben Gilbert (32), Daniel Ek (1)

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2026 2 mentions in 1 episode
2025 46 mentions in 6 episodes 8 per episode
2024 6 mentions in 3 episodes 2 per episode
2023 15 mentions in 4 episodes 4 per episode
2022 4 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about ChatGPT, oldest first

Dec 19, 2022 neutral
Insight
Major platform shifts are obvious, but specific breakout use cases are not
“When the App Store first came out, you could stare at it and go, this is going to change everything, but it was only a select few people who actually saw the particular massive use case with the new thing.”
Ben Gilbert Dec 19, 2022 ▶ 30:15 Holiday Special 2022 · Acquired
Sep 6, 2023 positive
Assertion Supported
ChatGPT reached 100 million active users faster than any application
“First, with OpenAI's ChatGPT, which became the fastest app in history to a hundred million active users”
Ben Gilbert Sep 6, 2023 ▶ 2:35 Nvidia Part III: The Dawn of the AI Era (2022-2023) (Audio) · Acquired
Sep 6, 2023 bullish
Assertion Supported
OpenAI is reported to have exceeded a $1 billion annualized revenue run-rate
“ChatGPT made it so OpenAI is rumored to be doing over a billion dollar run rate now. Maybe multiple single digit billions, and still growing, meaningfully.”
Ben Gilbert Sep 6, 2023 ▶ 1:33:39 Nvidia Part III: The Dawn of the AI Era (2022-2023) (Audio) · Acquired
Oct 6, 2025 bullish
Opinion
ChatGPT Provides a Better UX Than Google Search for the Same Job
“ChatGPT is a better user experience to do the same job function that Google search does.”
David Rosenthal Oct 6, 2025 ▶ 2:32:32 Google Part III: The AI Company. Google is amazingly well-positioned... will they win in AI? (Audio) · Acquired
Oct 6, 2025
Assertion Supported
OpenAI Originally Planned to Be a B2B API Business Before ChatGPT
“They also just throw up a paywall randomly because they thought that the business was going to be an API business. They thought that the projections were all about how much revenue they were going to do through B to B licensing deals. And then they just realiz…”
Ben Gilbert Oct 6, 2025 ▶ 2:26:39 Google Part III: The AI Company. Google is amazingly well-positioned... will they win in AI? (Audio) · Acquired
Oct 6, 2025 positive
Opinion
ChatGPT Surprise Was Worth It if Google Avoids Antitrust Breakup
“As flat-footed as Google was when ChatGPT happened, if the outcome of this is they avoid a Microsoft-level distraction and damage to their business from a U.S. Federal court monopoly judgment, worth it.”
David Rosenthal Oct 6, 2025 ▶ 3:17:02 Google Part III: The AI Company. Google is amazingly well-positioned... will they win in AI? (Audio) · Acquired
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