ChatGPT
also referred to as: chat gpt
includes ChatGPT Pulse, ChatGPT Pro, ChatGPT Enterprise, ChatGPT Health, ChatGPT Plus, ChatGPT Work, ChatGPT Canvas, ChatGPT Agent, ChatGPT Deep Research, ChatGPT Search, ChatGPT Atlas, ChatGPT Image II and 6 more
196 statements across 104 episodes · 73 bullish · 59 bearish · 47 people on the record · first statement Jan 25, 2023 by Yann LeCun · said 1,563 times in 211 episodes since 2023 · across every show →
Mentions by year, the whole family
brought up most by Alex Kantrowitz (1028), Ranjan Roy (146), M.G. Siegler (65), Ed Zitron (24), Greg Brockman (18), Gary Marcus (15), Olivia Moore (14), Joanna Stern (14)
tap a year for its mentions
2026 464 mentions in 69 episodes 7 per episode
- AI’s Unpopularity + Competing With ChatGPT — With Olivia Moore
- Big Technology AI Summit (full): Greg Brockman, Mike Krieger, Aaron Levie & Friends of The Podcast
- Claude Code’s Shining Moment, ChatGPT for Healthcare, End Of Busywork?
- OpenAI President Greg Brockman: Our Plan To Merge Chat And Agents
- Software In Shambles, OpenAI vs. Anthropic Super Brawl, Amazon’s Struggles
- OpenAI President Greg Brockman: AI Self-Improvement, The Superapp Bet, Path To AGI, Scaling Compute
- OpenAI’s $50 Billion Fundraise, AI Advertising Game Theory, Apple’s AI Wearable Pin
- OpenAI Finally Ships Its Superapp, Meta’s AI Price War, ChatGPT Cheating At Brown
- 61 more episodes that year, every mention in 2026 →
2025 865 mentions in 99 episodes 9 per episode
- Boom Times For ChatGPT, OpenAI’s Deep Research, AI Super Bowl
- Revealed: OpenAI Tells Us ChatGPT's Major Use Cases
- Erotic ChatGPT, Zuck’s Apple Assault, AI’s Sameness Problem
- OpenAI’s & NVIDIA's $100 Billion Marriage, Meta’s Sloppy Vibes, TikTok Deal Arrives?
- Are AI's Economics Unsustainable? — With Ed Zitron
- Apple’s Anthropic Flirtation, Can Meta Build Superintelligence?, AI Browser Wars — With M.G. Siegler
- Is Anthropic’s Claude AI Conscious, Shopping in ChatGPT, Systrom vs. Zuck
- OpenAI Raises $40 billion, Is AI a Letdown?, Musk Sells X to xAI
- 91 more episodes that year, every mention in 2025 →
2024 136 mentions in 29 episodes 5 per episode
- OpenAI Builds A Browser, Microsoft Copilot’s Struggles, Jaguar Rebrand
- OpenAI's Leaked Financial Data
- Is Generative AI Plateauing?, Booming Bluesky, Apple’s Smart Glasses Play
- Is OpenAI’s New “o1” Model The Big Step Forward We’ve Been Waiting For?
- OpenAI Raising At $100 Billion Valuation
- Did Klarna Really Automate 700 Jobs With AI? — With Sebastian Siemiatkowski
- Perplexity CEO Aravind Srinivas: How AI Challenges Google
- How AI Will Improve Business Efficiency and Productivity In the Workplace – With Ben Plummer
- 21 more episodes that year, every mention in 2024 →
2023 98 mentions in 14 episodes 7 per episode
- Is ChatGPT A Step Toward Human-Level AI? — With Yann LeCun, Meta Chief AI Scientist
- Why Google Never Shipped LaMDA Its ChatGPT Predecessor
- Amazon Reveals Its AI Master Plan — With Matt Wood
- Blake Lemoine and Gary Marcus Debate AI Chatbots
- AI Keynote: Six Bold Predictions About The Future Of Artificial Intelligence
- Emergency Podcast: Sam Altman Fired At OpenAI
- Google’s Weird Year + Neeva Goes to Snowflake — With Sridhar Ramaswamy
- How Generative AI Is Changing Travel — With Priceline's Marty Brodbeck
- 6 more episodes that year, every mention in 2023 →
Everything said about ChatGPT, oldest first
Jan 25, 2023 neutral
Jan 25, 2023 bearish
Feb 23, 2023 positive
Feb 23, 2023 positive
Marcus: ChatGPT succeeded over Galactica due to RL guardrails
“Part of the reason why ChatGPT succeeded where Galactica didn't is Galactica didn't really have those guardrails at all, and so it was just, you know, very easy to get it to say terrible things, and it's harder to get ChatGPT to say terrible things because tha…”
Aug 3, 2023 negative
Aug 3, 2023 negative
Aug 3, 2023 negative
Sep 6, 2023 negative
Sep 6, 2023 neutral
Sep 6, 2023 neutral
Oct 25, 2023 bullish
Oct 30, 2023 negative
Oct 30, 2023 neutral
Nov 23, 2023 bearish
Nov 23, 2023 bearish
Nov 23, 2023 bullish
Dec 13, 2023 negative
Feb 15, 2024 neutral
Feb 15, 2024 bullish
Srinivas: AI search is creating a new conversational query behavior
“There is like a new segment of searches that these products like perplexity or ChatGPT are creating, which is like, you know, making people actually ask well-informed questions because we were not asking questions until now. We were just entering keywords. Lik…”
Feb 28, 2024 positive
Catanzaro: ChatGPT signaled an era where applied AI research dominates academics
“To me, that was a statement that we were entering a new era of AI where applied research starts to dominate, you know, so Chachapiti didn't come out with a fully fledged academic paper that described exactly what they did to make it so awesome. But because the…”
Apr 4, 2024 neutral
Lanzone: All major search engines will route queries between AI and links
“This is clearly whether it's Bing,
Or ChatGPT standalone or perplexity standalone with hitting all the databases they're hitting or now Apple and Google and how they're going to do it. They're all going to be doing that the same way. And so for some queries, i…”
May 9, 2024 positive
Clark: US and UK AI Safety Institutes Are Testing Frontier AI Systems
“The US and UK are not, don't have regulatory powers. Will they be third parties that test out systems like Claude or ChatGPT or Gemini for national security risks and hold companies accountable to them? Yes. Like I'm in discussion with them today.”
May 22, 2024 positive
May 22, 2024 positive
Levie: OpenAI cut high-quality token costs tenfold in 18 months
“And the fact that we've now done that, or not we, I mean, OpenAI has basically done that, you know, I don't know, four or five times in the past 18 months. So we're already maybe a 10th of the total amount of cost of a kind of fairly high quality token just in…”
May 22, 2024 bullish
Levie: AI context windows improved 500x in 18 months
“And at the start of ChatGPT in let's call it November of twenty-twenty-two, the context window was somewhere on the order of about 4000 tokens. Just yesterday Sundar announced two million tokens on the latest Gemini model. So when you think about it there's li…”
Jul 17, 2024 negative
Siemiatkowski: LLMs regress toward the average and fail at breakthrough marketing copy
“If I want some amazing copy that, you know, articulates what Klana does that's different, I would not rely on ChatGP to do that. I would rely on a human because it, a human has a bigger, is much better at kind of being far-fetched and do something crazy and ou…”
Jul 24, 2024 neutral
AI models lack consciousness because they cannot refuse requests
“You know, while it may appear that a Claude or a ChatGPT is generating stuff, at the end of the day, it's just predicting the next word, right, the next word after that. It has no consciousness because it cannot say no to you. It can only predict an answer tha…”
Aug 30, 2024 positive
Sep 5, 2024 negative
Sep 11, 2024 bearish
Roy: Agentic Siri and ChatGPT Voice Parity Aren't Coming Anytime Soon
“And the things that we've been promised around agentic AI running across various apps and taking actions and being able to use Siri in a meaningful way on par with ChatGPT audio or ChatGPT voice. None of that is coming anytime soon.”
Oct 11, 2024 neutral
Kantrowitz: OpenAI Projects 100x Revenue Surge by 2029 Driven by ChatGPT
“Chat GPT is what open AI expects to lead its revenue which it expects to increase, it expects revenue, its revenue to increase a hundred fold by 20, 29. And the bulk of that revenue is going to be coming from ChatGPT according to OpenAI's projections”
Oct 11, 2024 bearish
Oct 11, 2024 bearish
Nov 15, 2024 bearish
Nov 15, 2024 positive
Kantrowitz: Google's experimental Gemini 1114 model currently tops the Chatbot Arena leaderboard
“They have a new experimental Gemini model. It's called Gemini exp one, four. And Do you know about, ah, Chatbot Arena where they test which is the best LLMs? It's currently sitting at the top of Chatbot Arena and kicking the butt of ChatGPT for O, O-one Previe…”
Nov 27, 2024 bearish
Benioff: Consumer AI models like ChatGPT and Gemini are commodity products
“They're kind of commodities at this point. You know, Google has Gemini, there's ChatGPT, there's u.com, there's Perplexity, there's Copilot, there's all these things, you know, they're just on your phone, you're just talking to the, basically the same data set…”
Dec 11, 2024 bullish
Wang predicts AI agents will have a 'ChatGPT moment' in 2025
“Yeah, I do think that, yeah, I think that 20, 20 25 is really going to be the year where we start to see some kind of very basic primordial AI agents really start working in the consumer realm and creating sort of real consumer adoption. You know, another way …”
Jan 5, 2025 bearish
Jan 5, 2025 positive
Jan 15, 2025 neutral
Kuyda: AI companion users value personality consistency over newer models
“When it comes to relationships, to things that matter most. It's not always about better. When you go to ChatGPT, you almost always want a better model, and it doesn't matter that it changed personality that much. But with Replica, you have to stay, you have t…”
Jan 27, 2025 negative
Jan 29, 2025 bullish
Hoffman: Voice will very soon become the main computing interface
“A hundred percent. One of the party tricks I do is I bring out my phone and put ChatGPT on audio mode to show people. Because part of when we learn to use phones or PCs, we've learned, you know, with GUIs and everything else, we've made it softer, but there's …”
Jan 31, 2025 positive
Enterprise AI ROI requires targeted micro-models arbitrating between large foundational models
“Can you now devolve or basically create a micro model that's very targeted to your business? That basically was a recipe. So how do I look at what's happening within, you know, within a CHATGP versus Gemini? How do I start looking at Lama differently? And that…”
Feb 5, 2025 neutral
Feb 5, 2025 positive
Feb 7, 2025 bullish
Kantrowitz: ChatGPT hit 3.7B monthly visits in late 2024, dusting Bing
“Bing had 1.5 billion per month in February, 20, 24. It had all of 1.85 billion per month in October, 20, 24. You look at ChatGPT starts with 1.6 billion and now it has 3.7 billion per month. So it's left Bing in the dust. And by God, I mean, the rest that you …”
Feb 7, 2025 neutral
Kantrowitz: ChatGPT web traffic flatlined for a year starting early 2023
“ChatGPT had been flatlining. The growth had just completely stopped. So you see a very, very quick run up to a hundred million Monthly users or on the chart that we're looking at now from similar web, they're measuring web traffic. So about two billion visits …”
Feb 7, 2025 neutral
Kantrowitz: DeepSeek overnight captured one-third of ChatGPT's daily traffic
“You see last week, so January, 28th, chat GPT at 139.3 web and mobile visits. Deep seek at 49 million. So it cut About, like, further than any other company has been able to cut into the lead of OpenAI, and it had about a third of the traffic that ChatGPT took…”
Feb 7, 2025 bearish
Roy: Generative AI suffers a branding problem among non-tech consumers
“Oh, man, I go back and forth, though, because the other side of this is these, this generative AI has a branding problem. Like, when I still talk to most non-tech friends and family, they still associate generative AI content as bad. And, like, that's the whol…”
Feb 12, 2025 bullish
Feb 12, 2025 positive
Interviewees Are More Candid With AI Agents Than Human Reporters
“When it comes to people asking questions or conversing with ChatGPT, there's a quality of, you don't necessarily feel like there's someone there, and you might be a little more intimate than you would have otherwise. And that can be very valuable in an intervi…”
Feb 12, 2025 bearish
Extended LLM Interactions Expose Generic Predictive Training Over Sentience
“The more that you talk to it, the more generic it feels to you. The more you can actually feel The training data, the sort of, like, distilling down the training data and the predictive aspect. Like, oh, it's trying to predict what a human would say in this gi…”
Feb 25, 2025 positive
Mar 19, 2025 neutral
Mar 29, 2025 bullish
Kantrowitz: ChatGPT becoming a generic verb gives OpenAI a compounding advantage
“ChatGPT is now a verb like Google or, you know, basically people call it ChatNow. That is just this huge compounding advantage that OpenAI is going to have and releases like this just help it push even further forward.”
Mar 29, 2025 neutral
McCullough: OpenAI intentionally sparked the Ghibli controversy for viral marketing
“And again, I think that they are, this is not accidental. They are Writing a line here of, they know what can go viral, and they know what will get attention, and even the questions and the controversy about the legality of it, and is this where it's going? Li…”
Mar 29, 2025 neutral
Mar 29, 2025 bullish
Apr 2, 2025 bullish
Kantrowitz: ChatGPT Reached 500M Weekly Active Users, Adding 400M in One Year
“Five hundred million people use ChatGPT every week. It's not just the number, but it's the velocity to which they got there in March, 20, 24. So a year ago, they had a hundred million users vetted four hundred million. In in a year, which is crazy.”
Apr 2, 2025 bullish
Apr 2, 2025 neutral
Apr 16, 2025 positive
Apr 19, 2025 neutral
Kantrowitz: AI Memory Will Cause Users to Feel Love for Chatbots
“It is going to make so many people Feel like they've developed friendships with these bots, companions, companionship with these bots, and even love towards these bots, which I spoke about with Mustafa Suleiman a couple of weeks ago.”
Apr 28, 2025 bullish
Kantrowitz: Shopping inside ChatGPT will become default behavior for many
“When you have such a deep relationship with ChatGPT, what are you going to do? You're going to trust what it says the same way that you trust Amazon Prime, and that trust is going to make you want to, instead of going to other websites, just buy right within C…”
Apr 28, 2025 positive
Kantrowitz: ChatGPT web code reveals hidden Shopify checkout and native shopping
“There are new code strings in ChatGPT's public web bundle, including buy now, price, and shipping fields, Product offer ratings, and a Shopify checkout URL, which indicate that OpenAI is wiring a native purchase flow within the Assistant.”
May 5, 2025
Kantrowitz: AI adoption succeeds when tied directly to performance reviews and comp
“I think that when you integrate something into performance reviews, that's when it gets done. Right. I think that like performance management is what drives a lot of the tech industry comp. I mean, as you might imagine, money matters. And if your pay is contin…”
May 14, 2025 negative
Bender: ChatGPT only mimics language form and fails genuine information needs
“What ChatGPT can do is it can mimic human language use across many different domains. And so it can produce the form of a poem. It can produce the form of a travel itinerary. It can produce the form of a Wikipedia page on the history of some event. It is an ex…”
May 19, 2025 negative
May 19, 2025 bearish
May 19, 2025 bullish
May 19, 2025 bullish
ChatGPT traffic grew 13% month-over-month while other top websites declined
“If you look at the traffic change month over month, Google, at YouTube, Facebook, Instagram, all going down. ChatGPT up, 13% month over month. Then everything else that follows, X, WhatsApp, Wikipedia, Reddit, Yahoo Japan, All going down. And so, ChatGPT stand…”
May 27, 2025 bearish
Roy: Anthropic's Coding Pivot Is a Bad Move Against Entrenched Rivals
“So I think it's like, it's the easy way out. And I think they're taking the easy way out. And I think it's gonna be very bad for them because Then you're competing against Cursor, Replit, ChatGPT, Gemini, like every other like either coding first services that…”
May 28, 2025 negative
May 28, 2025 negative
May 30, 2025 neutral
Jun 3, 2025 bearish
Kantrowitz: Grammarly will go extinct as LLMs replace grammar tools
“And here's my hot take on Grammarly. I think they're going to go extinct. I think I wouldn't call them a rapper because they were around before large language models, but all this logic that they painstakingly built into their program and all the AI developmen…”
Jun 9, 2025 neutral
Kantrowitz: Judge orders OpenAI to preserve ChatGPT chats for NYT lawsuit
“The New York Times is telling OpenAI, has gotten a judge to rule in favor of this position, that OpenAI has to preserve its chats, because people who are using OpenAI's ChatGPT to, ah, go around the New York Times paywall, ah, may delete those chats. And there…”
Jun 11, 2025 positive
Jun 11, 2025 neutral
Siegler: ChatGPT is the only proven consumer generative AI product right now
“You hit on some of the other things, generative stuff, you know, some of the video stuff is cool, but it's so early that it's like, it, it's just not there right now. And so the only thing that is there right now is really ChatGPT.”
Jun 23, 2025 positive
Jun 23, 2025 negative
Jun 23, 2025 negative
Kantrowitz: MIT Study Found ChatGPT Users Showed Lowest Brain Engagement
“The study divided 54 subjects, 18 to thirty-nine-year-olds,
From the Boston area into three groups and asked them to write several SAT essays using OpenAI's ChatGPT, Google search engine, and nothing at all.
Researchers used an EEG.
I guess that's, yeah,
it's …”
Jul 1, 2025 negative
Anugas: Enterprises will avoid public LLMs like ChatGPT for isolated data stores
“One of the things that's important that we really want everyone to see is a future where you're not sending your data to an LLM. You're not going to load your data into chat GPT. You're not going to do that. Okay. You're going to want that in an isolated data …”
Jul 9, 2025 bearish
Siegler: Apple must replace Siri with an external large language model
“They've got to replace Siri with something else, whether it be ChatGPT, or Claude, or Google Gemini, or one of the other products, because this is just really table stakes stuff that they should, you know, they've been working on Siri for 15 plus years”
Jul 21, 2025 neutral
Kantrowitz: Meta only needs to slow ChatGPT's growth via distribution
“If Meta's able to build a competitive
LLM with this compute and talent that it's stacking up, then it's going to be able to distribute that through Facebook products. And, you know, all they have to do really is slow down the growth of ChatGPT, similar to the…”
Jul 23, 2025 bearish
AI companion bots are an easily commoditized and replaceable product category
“AI companions feels like something that ChatGPT, again, because they are all over the place with all their use cases, it's something that they're getting because they're the biggest name said to everyone at all times. It's something that can be replaced by any…”
Aug 6, 2025 neutral
Aug 6, 2025 bullish
Kantrowitz: OpenAI reaches $12B annualized revenue and 700M ChatGPT weekly users
“OpenAI hits twelve billion in annualized revenue, breaks seven hundred million ChatGPT weekly active users. This is from Bloomberg. They roughly doubled their revenue in the first seven months of the year, reaching twelve billion in annualized revenue says Ope…”
Aug 8, 2025 neutral
Sep 16, 2025 neutral
Sep 18, 2025 positive
Levie: Claude is the first AI to reliably generate high-quality documents
“Claude this week announced a new capability that will generate files for you, and even though we're two and a half years, you know, nearly three years into the ChatGPT moment, it's the first time Where an AI system can, I believe, generate reliably a kind of h…”
Sep 18, 2025 neutral
Levie: AI lab losses are a strategic choice to subsidize market dominance
“And the losses are a choice, to be clear. Like, that's very obvious. Like, they're choosing to lose that money. They're doing it, ah, for a strategic reason. You know, that, that's at least their decision. The strategic reason is, is that this is such a valuab…”
Sep 22, 2025 negative
Kantrowitz: OpenAI inflated 'doing' stats to conceal lack of agent usage
“I think what we're seeing in the numbers here is the vast majority of activity within ChatGPT is really thought partner. It is a thought partner tool, and the agentic stuff, of course, is super early, but they didn't want maybe the numbers, and this is maybe s…”
Sep 22, 2025 neutral
Sep 22, 2025 neutral
Sep 22, 2025 neutral
Sep 22, 2025 negative
Kantrowitz: AI companies cannot serve companion, thought partner, and agent concurrently
“And that to me is, I think it's a problem, and that's why I think these companies are gonna have to have clarity over which one they're going for. You cannot really do all three. Maybe you can do it in the same product, but you definitely need a switcher.”
Sep 22, 2025 neutral
Sep 22, 2025 bullish
Kantrowitz: ChatGPT's Practical Guidance Is a Brand New Category, Not Search
“I think there was a misconception that AI was going to be just like search redone, a refactoring of search, and it's probably led by publishers who are like, where's our traffic going? But the fact that practical guidance is number one, where you can go to, an…”
Sep 22, 2025 neutral
Sep 22, 2025 neutral
Sep 22, 2025 bullish
Sep 29, 2025 neutral
Oct 1, 2025 positive
Oct 1, 2025 positive
Oct 4, 2025 positive
Oct 4, 2025 neutral
Maintaining leadership in AI coding models is existential for Anthropic's business
“And I think that Anthropic, you know, for OpenAI, I mean, coding models are just a small piece of their business. ChatGPT is kind of the big tuna for them, but for Anthropic, I mean, this is existential, like they need to lead in coding and this is their attem…”
Oct 6, 2025
Oct 6, 2025 neutral
Oct 13, 2025 bullish
Oct 17, 2025 bearish
Heitzman: FirstMark sees no sustainable consumer AI startups, only ChatGPT wrappers
“So we've found sadly, that, you know, we haven't seen this wave of startups that we believe are sustainable. So there's actually been a handful of startups that are Wrappers on ChatGPT that are maybe a little bit better at travel. They might be a little bit be…”
Oct 20, 2025
Oct 20, 2025 negative
Oct 20, 2025 neutral
Oct 20, 2025 negative
Oct 27, 2025 negative
Oct 30, 2025 negative
Medium Will Only Pay Writers for Lived Human Experiences, Not AI Text
“The thing that we want to pay for to make sure it exists on the internet is your real life lessons. And this idea of paying you to spend 15 seconds generating a ChatGPT transcript, Just not even doesn't even make sense to us as a worthy thing to pay for”
Oct 30, 2025 bearish
Oct 30, 2025 neutral
Oct 30, 2025 positive
Oct 30, 2025 neutral
ChatGPT Referral Traffic to Medium Has Plateaued Since Spring
“ChatGPT was on a tremendous growth curve from the fall of last year to the spring of this year, and then leveled out. And a bunch of people said, oh, it's only, it's all college students, and it'll pick back up when school starts again. We haven't seen that. S…”
Oct 30, 2025 neutral
ChatGPT Uses Em Dashes So Frequently Because It Trained on Medium
“I'm saying it's because of medium.
Absolutely.
It's because we've in part, we popularized it in other parts of the internet too, but the medium corpus is very, very deep in those.
And so, right.
So when you hear, oh, this must've been written by AI because…”
Nov 3, 2025 neutral
Kantrowitz: Kevin Weil Memo Targeted 1 Billion ChatGPT WAU
“In 2024, a long memo from Kevin Wheel, a former Meta executive who was then serving as the chief product officer, caused a bit of a stir shortly after he joined. In the document, Wheel, who was known at Meta for his lengthy missives, detailed his goal of getti…”
Nov 3, 2025 negative
Kantrowitz: OpenAI has $1.4T in financial obligations and 30GW compute commitments
“OpenAI has 1.4 trillion worth of financial obligation. And it's made commitments to use 30 gigawatts of data center capacity. But OpenAI's revenue is going to be thirteen billion this year, and we already have eight hundred million people using ChatGPT.”
Nov 6, 2025 bullish
Nov 10, 2025 neutral
Kantrowitz: OpenAI partners with Walmart, Etsy, and Shopify for commerce revenue share
“They want to take a cut of both the discovery and the transaction when someone searches
For a product using ChatGPT.
This is already happening with Walmart, Etsy, Shopify, all announced on dev, on their dev day.”
Nov 17, 2025 bearish
Nov 17, 2025 bearish
Nov 17, 2025 positive
Nov 17, 2025 bullish
Luria: ChatGPT will become profitable as users accept higher prices
“So as we use ChatGPT a lot more broadly, we're going to be willing to go from a 20 dollar a month price point to a much higher price point. So at some point, this is a product that will be profitable. We just have to expand the usage so much that the people th…”
Nov 24, 2025 bearish
Roy: Google's vast distribution makes Gemini 3 a lethal threat to OpenAI
“What makes this so scary for ChatGPT is Google's distribution, because Claude going consumer is, like, non-existent when someone has to sign up, find about it, it's a whole marketing exercise, but If Gemini three fully replaces ChatGPT or is as good, that is r…”
Dec 5, 2025 neutral
Zendesk: 47% of Customer Service Inquiries Stem From Business Failures
“We kind of looked at, we took a sample of. Fifteen million or more customer service conversations across send us customers. And we actually use chat GPT to classify the contact reasons or the intents and just kind of group them into cohorts. And you get someth…”
Dec 10, 2025 positive
Dec 17, 2025 bearish
Kantrowitz: OpenAI Must Separate Enterprise and Consumer AI Models
“This is why I believe they're really gonna have to separate those two models out, but that's the risk is, you might have this cannibalization effect where you go for enterprise, but then your 800 or nine hundred million weekly users who are using ChatGPT as a …”
Dec 17, 2025
Dec 18, 2025
Dec 18, 2025 positive
Dec 18, 2025 bullish
Dec 18, 2025 bullish
Dec 18, 2025 bullish
Altman: AI will remember every detail of a user's life
“AI is definitely gonna be able to do that. And we actually talk a lot about this. Like right now, memory is still very crude, very early. We're in like the, you know, the GPT-II era of memory, but what it's gonna be like when it really does remember every deta…”
Dec 18, 2025
Altman: AI should generate dynamic interfaces for different tasks
“What I think should happen, of course, is that the AI should be able to generate different kinds of interfaces for different kinds of tasks. So if you are talking about your numbers, it should be able to show you that in different ways, and you should be able …”
Dec 22, 2025 bullish
Kantrowitz: Improved AI memory will lead many users to feel companionship
“As memory gets better, it's also going to be, it's going to really, I think, deepen people's relationships with these bots. And just think about a bot that like never misses Your birthday never forgets what you said. Always, is always there with a healthy remi…”
Dec 22, 2025 positive
Dec 23, 2025 positive
Dec 23, 2025 bullish
Dec 29, 2025 bullish
Jan 12, 2026 bullish
Jan 12, 2026 neutral
Jan 13, 2026 negative
Siegler: Microsoft missed its chance to turn Bing into ChatGPT
“It was a huge missed opportunity. They could have made being a real potential competitor to Google and In some ways they, you know, they were probably too early, I'm sure. And they stubbed their toe and they pulled back... But still they were there and they co…”
Jan 13, 2026 bearish
Jan 19, 2026 bullish
Jan 26, 2026 neutral
Jan 26, 2026 neutral
Hassabis: Google Has No Immediate Plans for Ads in Gemini
“He said we have no plan at no plans at the moment to do ads. If you're talking about the Gemini app specifically, I think we're obviously going to watch very carefully the outcome of what ChatGPT is saying they're going to do. I think that has to be handled ve…”
Jan 28, 2026 positive
Jan 28, 2026 neutral
Taylor outlines OpenAI's three business pillars: ChatGPT, APIs, and agents
“So if you look at OpenAI's business model kind of three pillars the first is ChatGPT monetize through subscriptions today, and this is where Fiji announced sort of the ads principles where, where the plans are to introduce some monetization component to that. …”
Jan 28, 2026 bullish
Feb 3, 2026 negative
Siegler: Microsoft's heavy-handed response to Sydney hampered its AI momentum
“Microsoft maybe shot themselves in the foot because they put the foot down like so hard and sort of made it sure that no one could do anything like the Sydney situation again, because it got so much negative press for them, obviously, but in a way that probabl…”
Feb 9, 2026 bearish
Kantrowitz: ChatGPT Mobile Market Share Fell to 45.3% in January 2026
“OpenAI's, ChatGPT's market share has dropped from 69% in January, this is according to Apptopia, from 69% in January, twenty-twenty-five to 45.3% in January, 26. Now it is growing, but in that same time, ah, let's see, Gemini has gone from 14.7% chatbot market…”
Feb 9, 2026 bearish
Feb 16, 2026 negative
Adler: OpenAI Left Delusion-Detection Safety Classifiers Undeployed on Shelf
“My concern with the relationships is less so the relationships themselves and more that open AI had a bunch of important safety tooling to make this less harmful that they left on the shelf. So for example, they had classifiers to tell when users were really s…”
Feb 16, 2026 negative
OpenAI fired safety executive Ryan Beiermeister after she opposed AI erotica
“OpenAI has cut ties with one of its top safety executives on the grounds of sexual discrimination after she voiced opposition to the controversial rollout of AI Erotica in its ChatGPT product. The fast-growing artificial intelligence company fired the executiv…”
Mar 2, 2026 bullish
Mar 9, 2026 neutral
Kantrowitz: Anthropic published a prompt to export ChatGPT memory into Claude
“Anthropic put a prompt that you could copy to ChatGPT to export your memory. Like I was saying, memory's not sticky. They built the prompt that we were talking about, and you drop it in ChatGPT, it prints out your memory, you paste the memory in Claude, and th…”
Mar 9, 2026 neutral
Mar 12, 2026 positive
Mar 12, 2026 neutral
Mar 12, 2026 bullish
Foundation AI labs face constraints, creating massive gaps for independent startups
“These labs have so many resources, but they are still constrained. They're constrained on, like, compute. They're constrained on inference. They're constrained on people. Every second building, like, a new creative model is a second they could have spent on a …”
Mar 12, 2026 neutral
Mar 12, 2026 bullish
AI chatbots will become memory-sharing authentication layers, not super apps
“Maybe you're not ordering an Uber through ChatGPT, but any other product you can authenticate through, and it can borrow your tokens, it can borrow your memory, it can borrow everything that it knows about you from ChatGPT. I think that is probably more of whe…”
Mar 12, 2026 neutral
ChatGPT targets mainstream consumers while Anthropic focuses on enterprise domains
“So you're seeing ChatGPT really go towards like fashion, retail, transport, like mainstream consumer. You're seeing Anthropic go towards like premium data sets for finance, science, medicine, and so they seem to be diverging a little bit in those directions.”
Mar 12, 2026 bullish
Manual software onboarding will disappear in two to five years
“In two, three, five years, Onboarding to software should not be a thing. Like, you should be able to log in with a ChatGPT or a Claude, and that new software product should know everything about you and, like, set up perfectly to cater to you”
Mar 12, 2026 neutral
Mar 12, 2026 bullish
ChatGPT leads Gemini web traffic by 3x and Claude by 30x
“If you look at the gap between them and the number two Gemini on web, it's about still two and a half, three X. The gap between them and something like a Claude is closer to, like, 30 X. So even though a lot of these other apps are getting more attention, Chat…”
Mar 23, 2026 positive
Mar 23, 2026 neutral
Apr 1, 2026 positive
Brockman: Friend Used ChatGPT to Find Treatment After Terminal Cancer Diagnosis
“I have a friend who used ChatGPT to understand different treatments for his cancer, and that he was told by doctors that he was terminal, that there was nothing they could do for him. He used ChatGPT to actually research a bunch of different ideas, and he was …”
Apr 1, 2026 positive
Brockman: ChatGPT Image Generation Uses GPT Architecture, Not Diffusion Models
“The reason we're able to do that is because it's not actually on the world model, like diffusion model tech, tech branch. It's actually based on the GPT architecture, and so there, even though it's a different data distribution, the actual core technology at t…”
Apr 6, 2026 neutral
Apr 29, 2026 bullish
Cuban: Business leaders who avoid using LLMs are falling behind
“I think, you know, if you're not using one of the large language models, whether it's Claude, my favorite, ChatGPT, Grok Gemini, you know, from a business perspective, since this is a business and student audience, you're falling way behind. That if you don't …”
May 4, 2026 neutral
May 4, 2026 bearish
May 4, 2026 bearish
Alex Kantrowitz cites Apptopia data showing consumer AI app growth declining
“Daily active user growth across all AI, AI apps. So that includes perplexity and Claude and the Gemini's of the world. ChatGPT, growth is not just tailing off, it's down. So you can see that, you know, while like the space is growing overall the growth is, is …”
May 7, 2026
May 18, 2026 negative
May 25, 2026 bearish
Kantrowitz: OpenAI Averaged 905M WAU, Missing 1B Year-End Target
“OpenAI's weekly active users for the quarter averaged about nine hundred five million users. Although the company hit about nine hundred twenty million weekly active users in February, the lower average figure for the quarter implies that usage during the rest…”
Jun 2, 2026 neutral
Kantrowitz: AI chatbots will directly manage trading strategies and bank funds
“The second you start researching stocks in ChatGPT, we're going to get to a place where ChatGPT or Claude will offer to build a strategy for you. We'll have access to your bank account. We'll ask if you want to portion some money towards, you know, giving this…”
Jun 8, 2026 negative
Siegler: OpenAI's Atlas Browser Refuses to Summarize New York Times Articles
“If you go to a New York times story in Atlas and you say within the Atlas native chat GPT that's baked into it. If you say like summarize this page, it refuses to do it because they don't have an agreement on the content.”
Jun 26, 2026 bullish
Jun 26, 2026 positive
Brockman: The ultimate AI product interface is zero interface
“You want almost no interface. You want no product, right? You want this to be like, what's the interface between you and me, right? Just being able to talk to a persistent entity of some form that's able to go and accomplish goals for you.”
Jun 26, 2026
Jul 1, 2026 positive
Jul 1, 2026 positive
Jul 13, 2026 positive
Institutions are to blame for AI cheating on outdated take-home exams
“To do stuff in the exact same way you've always done, and then say it's a problem given how much things have changed. I think that reflects more on the institution and the teacher than the students. Of course they're gonna do it. I don't think it's cheating in…”
Aug 5, 2026 negative
Cahn: Meta and Google pursue AI because ad models face existential disruption
“Part of why I think Meta and Google are so all in AI is their businesses are the most at risk from AI. Like if we all move to ChatGPT, if we all move, if our time eyeballs move to these other interfaces, Then these ad driven businesses have a lot of questions.”
Aug 31, 2026 neutral
Roy: Claude-Salesforce Integrations Were Already Possible Before Official ClaudeForce Launch
“I don't want to say it's a complete non-event, but you could already do this in Salesforce and Claude. At Rider, where I work, people connect to Salesforce and run all types of queries. It's actually one of the most valuable things I've found for my day-to-day…”
Sep 7, 2026 bearish
Roy: Declaring AGI has arrived poses a massive danger to OpenAI
“Do you know what, to me, what actually the greatest danger in the world to open AI is, is to say AGI is here. And then everyone goes to ChatGPT, types in something, and gets a lukewarm response that isn't quite right. And then suddenly, I actually think that i…”