ChatGPT, every mention

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Verbatim, from the transcripts: the passages where ChatGPT comes up

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▶ 1:06 Brad Gerstner I just opened up ChatGPT 2 times in the scene
▶ 4:12 unnamed speaker Hey ChatGPT, how are you doing?
▶ 5:05 Brad Gerstner So it only took us, you know, 11 years from her to have kind of our her moment, um, and I actually asked ChatGPT how long it usually takes from science fiction to it showing up kind of in its first iteration, and it turns out they, they…
▶ 20:53 Brad Gerstner And I think what you're saying is if Apple were to allow ChatGPT to embed, you know, in any way within the iPhone, it's a little bit like AOL, who was the king at the time, allowing Google to embed, you know, uh, you know, and, and pull…
▶ 22:34 Brad Gerstner The, the people who love them really love perplexity, but the fact of the matter is ChatGPT is the Google verb of the moment, of AI. 2 times in the scene

▶ 23:04 Brad Gerstner I mean, Bill, do you remember, I mean, 18 months ago, pre-chat GPT, I imagine less than five percent of enterprises in this, you know, uh, were building AI, uh, production use cases.
▶ 32:12 Brad Gerstner I don't think it particularly matters because what generative AI has done, what the chat GPT moment has done is it's caused every enterprise to get off their ass, to get all their data organized, because that's a condition required to…
▶ 37:45 Brad Gerstner And Zuck did say in his announcement, kind of as a shot across the bow at, at, at Claude and at ChatGPT, that they had the most cap, the, the most capable, free, 3 times in the scene

▶ 19:56 Bill Gurley What people are doing is extrapolating the feeling they had the first time they used ChatGPT or the first time they had it write a letter, you know, and, and it just had this magical appeal to it.
▶ 58:30 Bill Gurley Um, and then OpenAI said there was going to be a non-login version of ChatGPT, which would, would just inherently be cannibalistic to their 20 dollar, even though 3 times in the scene

▶ 1:11:31 Brad Gerstner All I'm suggesting is that ChatGPT only came out 18 months ago.
▶ 1:13:33 Brad Gerstner So, you know, this is a large startup, but what they were going after was really think the ChatGPT consumer market, uh, with Pi. 4 times in the scene

▶ 3:55 Brad Gerstner And I said, you know, it kind of felt like a little bit of a chat GPT moment.
▶ 10:32 Bill Gurley One, um, in terms of just how they got this going, you know, a lot of people I, I fear equate AI with LLMs, um, because it was really the arrival of ChatGPT and the LLM that I think
▶ 35:10 Brad Gerstner One, I've said in the past, if I was Sam Altman running OpenAI, I think I might rename the company ChatGPT and just focused on the multi-trillion dollar opportunity to replace Google, right?
▶ 35:50 Brad Gerstner I mean, ChatGPT has become the verb in the age of AI. 2 times in the scene

▶ 0:47 Brad Gerstner Um, I think this is going to be a bit of a chat GPT moment for, uh, full self-driving, but what it really, it just reminded me of the magic of this moment.
▶ 18:03 Brad Gerstner So next we took a crack at, um, a chart that says how many of those queries are going to become chat GPT like queries. 4 times in the scene
▶ 24:04 Bill Gurley Because right now the premium versions of perplexity and ChatGPT have a dollar amount. 4 times in the scene
▶ 36:41 Brad Gerstner So we talked about, you, you talked about memory being a 10 X chat GPT moment.

▶ 30:14 Bill Gurley We could have gotten chat GBT to do a really nice illustration of that. 3 times in the scene
▶ 43:43 Brad Gerstner I just think it's this, this innovator's dilemma, right, that Google faces, which is that 99% of their profits or a 110% of their profits comes from an advertising model around 10 blue links that is just at its core seems somewhat at odds,… 3 times in the scene
▶ 49:15 Aaron Levie I, I guess what I'm saying is that when I do a Chachaputee question of, hey, give me a recipe for this thing. 2 times in the scene
▶ 53:27 Bill Gurley Not even chat GPT.
▶ 1:04:26 Aaron Levie I'll walk, you know, through the office and see what's people, what, what's on people's screens and, and, um, and, you know, AI is certainly actively being used for in ChatGPT to optimize a code, you know, um, uh, the code that somebody's…
▶ 1:08:36 Brad Gerstner It doesn't happen quite as fast as we all thought, um, but then when we look back three to five years from now, you know, you had a tweet about, you know, the, the dramatic reduction in costs of these models, so you can imagine ChatGPT…
▶ 1:10:55 Bill Gurley And so, but in our modern lexicon, we think of AI as chat GPT and what the LLM did. 2 times in the scene
▶ 1:21:46 Brad Gerstner Again, we're lucky that chat GPT was invented here, that open AI is here, that anthropic is here, but that's not a given.

▶ 1:01:43 Bill Gurley And ChatGPT got it right, of course, Ding Xiaoping, who brought capitalism to China and brought 500 1,000,500 million people out of poverty.

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