ChatGPT, every mention
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every year anyone Brad Gerstner 129Apoorv Mehta 48Bill Gurley 36Nick Turley 22Sherwin Wu 16Apoorv Agrawal 10Satya Nadella 7Kevin Weil 7Jensen Huang 5Aaron Levie 3
Verbatim, from the transcripts: the passages where ChatGPT comes up
ChatGPT – The Super Assistant Era | BG2 Guest Interview · Bg2 Pod
- ▶ 0:00 Nick Turley ChatGPT originally was entirely free, and the reason for that was that it was intended to be a demo. 3 times in the scene
- ▶ 1:16 Nick Turley The only through light in how many sort of employment decisions been entirely people-based, so I don't claim any credit for, for, uh, joining OpenAI, um, or predicting ChatGPT or anything like it, but, um, I, uh, um, hit up someone who I…
- ▶ 2:04 Apoorv Mehta Super cycle we're in is, is, is ChatGPT.
- ▶ 4:46 Apoorv Mehta You know, I, I posted this chart, uh, yesterday on the data that we have, you know, from a third party, the retention curve for chat GPT are smiling. 8 times in the scene
- ▶ 11:09 Nick Turley Um, and that means taking the same billion users that find value in ChatGPT today, um, and actually providing more meaningful value in the world, like actually helping them achieve their goals, not just answering questions, right? 12 times in the scene
- ▶ 14:20 Apoorv Mehta And it feels like the next step is, you know, with, you know, Pulse is a, is a great proactive product. 3 times in the scene
- ▶ 15:29 Nick Turley Um, you know, when I look at past attempts that we've made, like the ChatGPT agent, for example, which kind of has capabilities like this, um, it was just slightly too early. 2 times in the scene
- ▶ 20:58 Apoorv Mehta What's an example of a modality that might take ChatGPT beyond a chatbot? 2 times in the scene
- ▶ 24:03 Apoorv Mehta Um, the vast majority is, is, you know, middle of the pack, and then, and a few, call it casual users, who are, you know, start using ChatGPT as search, maybe. 8 times in the scene
- ▶ 26:43 Nick Turley So the type of user who subscribes to ChatGPT Pro, who used Codex before it quite worked, who is now the strongest advocate of, of, of, of tools like tokens and teaching us what's, what's possible.
- ▶ 29:00 Nick Turley Then we figured out how to make the product stable, and we had the choice of do we keep the subscription thing, or do we go back to free, and we realized we had consistently more tech that we couldn't scale, GPT-IV being the first example,…
- ▶ 34:03 Apoorv Mehta Um, Doc, tell us a little bit of how you think about partnerships for ChatGPT to, to, to meet the, meet the user base, um, and maybe specifically on those two as well. 5 times in the scene
- ▶ 41:35 Apoorv Mehta We took some photos and we were hoping that all our furniture would magically appear that Chad GPD helped us paint, but 15 times in the scene
- ▶ 46:08 Apoorv Mehta Um, you know, how would you frame Chad GPT's differentiation, uh, to, to, to people out there? 6 times in the scene
- ▶ 55:14 Nick Turley We just launched these, like, dynamic math blocks, which allow you to visually understand math inside ChatGPT. 2 times in the scene
AI Enterprise - Databricks & Glean | BG2 Guest Interview · Bg2 Pod
- ▶ 1:34 Apoorv Agrawal ChatGPT said the guns went off three years ago. 3 times in the scene
- ▶ 38:00 Ali Ghodsi Because ChatGPT is going to continue growing, and it's on fire, and it's what everybody uses.
All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner · Bg2 Pod
- ▶ 8:18 Brad Gerstner So Sam, I assume this means no chat GPT or GPT six on Amazon or Google.
- ▶ 13:12 Sam Altman And that not only will Chachapiti keep growing, but we will be able to become one of the important AI clouds that our consumer device business will be a significant and important thing that AI that can automate science will create huge…
- ▶ 23:51 Brad Gerstner You know, there are so many people, including my kids who like to trade their little accounts and they use ChatGPT.
- ▶ 27:49 Brad Gerstner And, and as you start thinking about much more unlimited compute chat GPT six and beyond robotics, physical devices, scientific research, as you, as you look forward to 20, 26, what do you think surprises us the most? 3 times in the scene
- ▶ 35:15 Satya Nadella I mean, if I think about it, right, the collective monetization reach of GitHub Copilot, ChatGPT, Microsoft, three, six, five Copilot and Copilot, you add those four things, that is it, right?
- ▶ 51:19 Satya Nadella In fact, if anything, the Azure revenue was purely the consumption revenue of ChatGPT and anything else, and the APIs they put out that they monetize
AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 8:17 Bill Gurley And I just described those things to ChatGBT and ask it for its analysis, both as an accountant and as a financial investor.
- ▶ 24:40 Brad Gerstner We don't know what it will be worth at the end of the day, so I think for now, at least, there's enough belief in the, the byproduct of generative AI, because people are using ChatGPT, they're seeing the utility in the enterprise that…
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 30:41 Brad Gerstner We got people sending money every month for ChatGPT, a billion and a half monthly users using the product. 2 times in the scene
Inside OpenAI Enterprise: Forward Deployed Engineering, GPT-5, and More | BG2 Guest Interview · Bg2 Pod
- ▶ 0:19 Sherwin Wu Like, ChatGPT only came out in 2022.
- ▶ 1:15 Apoorv Agrawal OpenAI is well known as the creator of ChatGPT, which is a product that billions across the world have come to love and enjoy. 3 times in the scene
- ▶ 2:58 Sherwin Wu So I think a lot of people actually forget this, where the original product for, from OpenAI actually was not ChatGPT. 5 times in the scene
- ▶ 6:35 Olivier Godman Um, essentially, I think, basically, everyone woke up, like, with CHGPT on, like, um,
- ▶ 22:18 Sherwin Wu Whereas, I think AI agents are like really in day one here, like ChatGPT only came out in 2022. 2 times in the scene
- ▶ 38:45 Sherwin Wu So even, you know, pre-ChatGPT days, we actually had a supervised fine-tuning API available, and people were actually using it to great effect.
- ▶ 48:16 Apoorv Agrawal You won't need memory when StratGPD is bionic.
- ▶ 50:23 Apoorv Agrawal Favorite underrated AI tool, other than ChatGPT, maybe? 3 times in the scene
- ▶ 54:55 Sherwin Wu Um, all the tools didn't work, and then, uh, this brother, um, uh, ended up using ChatGPT. 3 times in the scene
- ▶ 1:02:03 Sherwin Wu Um, really brutal, pure sub-zero, no one could hit ChatGPT, no one could hit the APIs.
- ▶ 1:06:53 Sherwin Wu We, it was pre-TiGPT. 3 times in the scene
China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 44:28 Bill Gurley I, I did a deep dive on, on your favorite product chat, GBT, uh, 300 dollar version, deep research, and on the 24 members of the select committee for the CCP, and I think all but four of them have never been to China.
- ▶ 1:05:25 Brad Gerstner No, you literally can go on ChatGPT and just ask it, you know, uh, what your favorite CEO, you know, what's Jensen Wang think about, uh, the level of competition in China?
China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 44:43 Brad Gerstner Bill's book is in, you know, ChatGPT, and that's the- 3 times in the scene
Coatue Pt2. Open AI’s Kevin Weil Dives into All Things ChatGPT | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 2:39 Kevin Weil And over time, I think it's going to be more natural for us to measure daily active users because really if we're doing our job and you're using ChatGPT on a daily basis and hopefully multiple times per day, 3 times in the scene
- ▶ 5:59 Kevin Weil You know, the, the, the number one advice I have for people when they like ask what they should do with chat GPT is just start using it because when you start using it for things and you, you take, you know, little, little tiny risks and… 4 times in the scene
- ▶ 14:53 Brad Gerstner To get 10 blue links to using ChatGPT to get answers to our questions. 2 times in the scene
- ▶ 18:12 Brad Gerstner What's your degree of confidence that given the value that open AI and chat GPT is delivering into the world, and we haven't even got into really enterprise and everything you're doing with enterprise.
Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2 · Bg2 Pod
- ▶ 16:19 Brad Gerstner One, one of the topics you guys had an incredible audience here, you had Andy Jassy here, you know, talking at lunch, Kevin Weil from, uh, OpenAI, and one of the topics was consumer AI, and I thought one of the most incredible pieces of…
- ▶ 20:22 Brad Gerstner Well, and I think that, you know, even slide 24, you know, when we were talking two years ago about ChatGPT, we knew it was off to a good start, but the question was, what's gonna happen when Meta, you know, gets its game going? 4 times in the scene
- ▶ 28:19 Brad Gerstner So you got ChatGPT. 2 times in the scene
- ▶ 41:50 Thomas Laffont So he's probably seeing how quickly ChatGPT is growing, social users, how quickly, um, Anthropic is growing, business users through their API, and thinking, I don't have two years to wait in European regulatory, uh, purgatory.
- ▶ 49:36 Brad Gerstner We just showed the slide of ChatGPT going parabolic. 2 times in the scene
China, AI Immigration, Rare Earths & Chips, Tariffs, Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 2:23 Brad Gerstner So I wanted to know, and I went and I asked, uh, asked our chat GPT friend to help me with some split adjusted math on this.
- ▶ 11:09 Brad Gerstner Right, because here we have deep research announcing today that they're going to access all those things using MCP on my behalf, which I'm excited about, right, because I am using all of those Google services, but I do like the idea of…
- ▶ 12:23 Bill Gurley Yeah, and for the record, I had ChatGBT do the, the analysis. 2 times in the scene
Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2 · Bg2 Pod
- ▶ 33:02 Brad Gerstner And I wouldn't say that they view themselves as an exclusively a consumer company, but clearly chat GPT is a major thrust, a major focus of the business. 3 times in the scene
- ▶ 41:31 Brad Gerstner Sam tweeted this week, uh, they added a million ChatGPT users in an hour. 7 times in the scene
- ▶ 52:10 Brad Gerstner It took ChatGPT moment, and them getting to the scale of maybe a billion monthlies and five hundred million weeklies to even lead to this conversation, but things happen very slowly, Bill, as we know, and then they happen very fast, and I…
- ▶ 1:10:29 Brad Gerstner 90% of the value of the company is things like Doyan, which is the Chinese version of TikTok, and Daobao, which is the Chinese version of ChatGPT, and TikTok around the world, and so there's a huge and profitable business inside of China…
NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod
- ▶ 1:05:40 Brad Gerstner ChatGPT was at number one at the time in App Store downloads. 3 times in the scene
Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 13:11 Brad Gerstner And I know certainly with my own, uh, behavior, the amount of activity that I used to do on Google has been 80% cannibalized by ChatGPT because there's search embedded within ChatGPT. 4 times in the scene
- ▶ 14:59 Bill Gurley Check GPT cannibalize first, not the commerce searches, which is where most of the money is on the paid. 2 times in the scene
- ▶ 19:30 Brad Gerstner It is not what Chad GPT does. 2 times in the scene
- ▶ 24:16 Brad Gerstner Advanced voice mode on chat GPT is excellent. 4 times in the scene
- ▶ 32:30 Brad Gerstner They did this Apple intelligence integration with ChatGPT and now they're rumors that they're gonna do a Gemini. 2 times in the scene
- ▶ 34:07 Brad Gerstner Their AI, you know, their chat GPT equivalent is number one in China, right?
- ▶ 38:09 Brad Gerstner And, you know, there's a variable cost of serving a chat GPT query, right?
DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 1:35 Brad Gerstner You know, I'm reading on ChatGPT about the McKinley tariffs, and he said, yeah, but dad, don't worry about it.
- ▶ 3:32 Brad Gerstner Andreessen tweeted this, you know, which shows the percentage of, of DAUs, uh, relative to ChatGPT, you know, their top GOs, I think they have something like 15% in India and like 10% in China,
- ▶ 8:01 Bill Gurley And we'll put the link to that interview and you can, you can copy it and put it into ChatGPT or whatever and get a quick translation.
Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 14:35 Brad Gerstner CapEx was growing before the chat GPT moment, but nothing like we've seen it grow over the last two years, and we're forecasting it to grow for the next couple of years.
- ▶ 27:49 Brad Gerstner Number one, you have over three hundred million people a week who've decided that I want to use chat GPT instead of search or something else to answer my question.
- ▶ 31:38 Brad Gerstner The number of tokens that you have to produce, that you have to repopulate back into the prompt, the number of, of branches of inference that you go down, it's, it dwarfs single shot kind of chat GPT. 2 times in the scene
- ▶ 1:03:03 Bill Gurley You know, how search is at risk, and clearly for those of us that are doing so many, um, searches first on a ChatGBT or, or, or other product like that, um, there is a real argument as, you know, what's the point of Google in the long run,…
- ▶ 1:10:17 Brad Gerstner And X.AI, so his need to build these large clusters and place these bets is because he's got to support huge potential businesses, not just competing, not just building Grok to compete with JetGPT,
- ▶ 1:20:03 Brad Gerstner Most of them tell me that we're around a Chad GPT 2 times in the scene
AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 46:11 Dylan Patel Today, when you open up ChatGPT, you use GPT-IV, IV-O, you say something, you get a response.
- ▶ 1:27:22 Brad Gerstner Use ChatGPT or to use Claude or to use these other services.
Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 23:59 Brad Gerstner And then what does, you know, what does Bing need to do or your consumer efforts under Mustafa need to do in order to, you know, compete with ChatGPT, which really looks like, you know, it's broken out from a consumer perspective. 4 times in the scene
- ▶ 28:46 Bill Gurley Will Microsoft let, uh, ChatGPT instantiate apps and take data from apps on, on 2 times in the scene
- ▶ 34:50 Brad Gerstner And Bill and I have talked a lot dating back to the start of this year that we think the next 10 X function, you know, it sounds like you agree on chat GPT is really, you know, this persistent memory, um, combined with being able to take… 2 times in the scene
- ▶ 40:53 Satya Nadella Um, and so the, um, uh, so most of the revenue or all the revenue is pretty much, uh, our API business or, in fact, to your point, ChatGPT's inference costs are there, right? 4 times in the scene
- ▶ 1:09:02 Satya Nadella That, that we did because we all got caught with the hit called ChatGPT and OpenAI APIs, right?
- ▶ 1:13:00 Brad Gerstner At Ignition, you showed a slide highlighting the differences between Azure OpenAI and OpenAI Enterprise.
- ▶ 1:13:16 Brad Gerstner So when you look at that tension, you know, the competition that you have with OpenAI, do you think about them as ChatGPT is likely to be that, that, that winner on the consumer side?
- ▶ 1:23:29 Brad Gerstner Well, it's hard to believe that we're only 22 months into the post-Chat GPT era.
BG2 Thanksgiving Roundtable: DOGE, EV Tax Credit, Tariffs, Conspiracy Theories, Invest America · Bg2 Pod
- ▶ 24:55 Brad Gerstner What I mean by that, you know, I, I, I jumped online here, and I asked our good friend at ChatGPT, um, you know, the art of negotiation, particularly when it comes to anchoring. 2 times in the scene
Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 18:51 Brad Gerstner Um, so that doesn't, you know, and then when I look at ChatGPT, you could see the numbers that are out there publicly.
- ▶ 21:18 Brad Gerstner And I think these models, I think, you know, for example, OpenAI could double, triple the number of users of ChatGPT with frankly, not making any improvements in the core model because consumers today barely scratched the surface on core… 3 times in the scene
Ep19. State of Venture, AI Scaling, Elections | BG2 w/ Bill Gurley, Brad Gerstner, & Jamin Ball · Bg2 Pod
- ▶ 6:05 Brad Gerstner And it's not the, it's not the sexy, you know, chat GPT stuff.
- ▶ 56:58 Brad Gerstner Um, chat GPT has consumed an extraordinary percentage of the time and energy that I used to spend in search. 4 times in the scene
Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 8:43 Brad Gerstner I mean, I just asked ChatGPT how many CUDA developers there are today just to be on top of it.
- ▶ 35:54 Brad Gerstner If ChatGPT wasn't doing what it was doing, if the revenue wasn't doing what it was doing, 2 times in the scene
- ▶ 38:06 Bill Gurley what it does to do a normal chat GPT search. 3 times in the scene
Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 1:27 Brad Gerstner You know, this year the, the, the theme is scaling intelligence to AGI, and it's pretty mind-boggling that when we did this two years ago, we did it on the age of AI, and that was two months before ChatGPT, and to think about all this…
- ▶ 31:07 Brad Gerstner And of course the Cambrian moment occurred with chat GPT and not withstanding that fact, these 25 analysts
- ▶ 42:35 Jensen Huang Yeah, yeah, and, and, and so I, I think, I think, um, uh, I think that the, the awakening of AI ChatGPT, uh, triggered, uh, it is completely, uh, incredible, and, and I, I love, I love their, uh, their, uh, their velocity, and their,
Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 15:31 Jensen Huang And so whereas, whereas each one of the prompts today into ChatGPT is a one pass, in the future is going to be hundreds of passes inside. 4 times in the scene
- ▶ 21:36 Brad Gerstner You know, has, you know, is chat GPT now in a flywheel? 5 times in the scene
Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 3:04 Brad Gerstner Um, right after chat GPT hit the screens, you know, stocks are up 60%.
- ▶ 1:06:47 Bill Gurley And so now, anyway, I think it's important for people to understand that now was, I think the difference between search GPT and chat GPT is, is precisely that. 7 times in the scene
Ep11. Coatue Conference Recap, Tesla & ISS Controversy | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 8:45 Brad Gerstner We get Chad GPT at the end of 22.
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