The Ledger
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Gerstner: Apple will use small on-device models and delegate complex queries
“Think about what Apple's going to do maybe more like a small language model. Like, really understand all the language, really understand everything about me, really understand how I interact with all these applications, and then when I have a deep problem I ne…”
Turley: About 10% of the world currently uses ChatGPT
“We've got about 10% of the world coming to us now.”
Laffont: Anthropic grew from $1B to $3B in revenue within five months
“We've seen Anthropic, we have data in here that I think it took him about a year to get to their first billion in revenue.
It took him three months to get to the next billion, and then it took him two months to get to the one
The next billion after that, right…”
Gerstner: Generative AI apps show around 40% weekly engagement
“If you look at these generative AI apps, character tops out at about 64%, but if you look at Claude, Gemini, ChatGPT, they're about 40%. So much lower engagement you know, than you know, internet consumer apps.”
Wu: GPT-4 already existed internally at OpenAI by September 2022
“The first one was right when I joined the company in September, 20, 22. We, it was pre-TiGPT. But at the time, GPT-IV already existed internally.”
Wu: ChatGPT is roughly the fifth largest website in the world
“ChatGPT obviously is really, really, really big now.
[233] Sherwin Wu: It's I think like the fifth largest website in the world.”
Gerstner: Reasoning models dwarf single-shot ChatGPT in compute consumption
“You have these O series models, and now you have deep reasoning out of Google that launch this whole different vector of scaling intelligence and reasoning. But the thing about those, Bill, as you well know, is they are compute hogs. Right? The number of token…”
Wu: OpenAI's original product was its developer API, not ChatGPT
“When I joined OpenAI around three years ago to work on the API, it was actually the only product that we had.
[178] Sherwin Wu: So I think a lot of people actually forget this, where the original product for, from OpenAI actually was not ChatGPT.
[183] Sherwin…”