ChatGPT, every mention
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tap a year for its mentions
every year anyone Ted Seides 13Ashby Monk 6Alex Sacerdote 3Rajiv Jain 2Michael Carmen 2Jon Harris 2Cliff Asness 2Adrian Meli 2Ted Martell 1Richard Craib 1
Verbatim, from the transcripts: the passages where ChatGPT comes up
Contrarian Quality at GQG Partners – Rajiv Jain (EP.505)
- ▶ 37:09 Rajiv Jain We re-entered as we saw the impact of ChatGPT in early days.
- ▶ 42:02 Rajiv Jain And turned out this would be weeks before the chat GPT came along, and he's talking to golf.
Kieran Goodwin – Private Credit Concerns (EP.494)
- ▶ 42:12 Kieran Goodwin Literally putting in every loan into Claude or ChatGBT to figure out what do they think it is.
Katelin Holloway – Human Side of Venture Investing at 776 (EP.490)
- ▶ 48:16 Katelin Holloway These are things that you can't chat GPT your way out of.
Gavin Baker – Truth-Seeking and Crossover Investing at Atreides (EP.489)
- ▶ 1:12:12 Gavin Baker If ChatGPT is to AI as Netscape Navigator was, we're in year three of what should be a 20, 25, thirty-year really exciting cycle or trend.
Ashby Monk – Total Portfolio Approach and the Future of Asset Owners (EP.480)
- ▶ 41:57 Ashby Monk You could imagine it as if Google is like, what search and ChatGPT is how?
Top 5 of 2025: #4: Alex Sacerdote
- ▶ 19:29 Alex Sacerdote And similarly, we loaded up on NVIDIA right after ChatGPT in January, 20, 23.
- ▶ 23:33 Alex Sacerdote AI had been around for 20 years, but serious last five years, but it was hidden inside the clouds, and it really wasn't exposed to anybody or consumers or businesses, and then bam, OpenAI put out ChatGPT.
- ▶ 27:48 Alex Sacerdote So then we tried to forecast how many times would people go to the internet and ping chat GPT?
Josh Wolfe & Brett McGurk – Venture, Geopolitics, and the Next Frontier (EP.476)
- ▶ 37:48 Josh Wolfe I've got Grok, Gemini, Perplexity, ChatGPT, Claude,
Daniel Mahr – Glass Box Quant at MDT Advisers (EP.472)
- ▶ 46:16 Ted Seides When you've been working with machine learning models for a long time, what does the introduction of Chad GPT change, if anything, in the way you've approached what you've done? 5 times in the scene
Matt Spielman – Igniting Careers and Energizing Lives (EP.463)
- ▶ 48:18 Matt Spielman It's like inflection point GPT.
Jack Kokko – Building the Google of Finance at AlphaSense (EP.461)
- ▶ 7:30 Ted Seides I'll just go into ChatGPT and figure that out.
- ▶ 12:18 Jack Kokko Today, the easiest comparison point is something like a ChatGPT, where you're asking a language model, a human language question.
- ▶ 18:56 Ted Seides How's in the last couple of years, starting with ChatGPT, I'm curious how that has changed the trajectory of what you've done for a long time before they were around.
Adrian Meli – Active Equity Excellence at Eagle (EP.459)
- ▶ 33:00 Adrian Meli It is hard enough to identify what a big search engine is going to look like in three years, what the profit pool of that is with the growth of ChatGPT.
- ▶ 40:48 Adrian Meli ChatGPT comes out.
Friends Reunion 3 – Five Allocators Riff on Investing (EP.454)
- ▶ 42:05 Jon Harris Somebody said if you're over 50, you basically use ChatGPT as an enhanced Google, and I think it's great. 2 times in the scene
John Mathews – Steering the Largest Wirehouse at UBS (Private Wealth 2, EP.444)
- ▶ 27:35 John Matthews It's been on our list for four years now, and wow, is it accelerating, and we used to talk about chat GPT.
Geopolitical Uncertainty – James Aitken, Louis-Vincent Gave, and Marko Papic (EP.440)
- ▶ 41:39 Marko Papic ChatGPT is formulating critical policy.
Cliff Asness - Simple Investing is Hard (EP.385)
- ▶ 37:34 Cliff Asness I think of this as reverse ChatTPT. 2 times in the scene
Chris Dixon - Empty Rooms: Web3 After the Fall (EP.380)
- ▶ 29:26 Ted Seides And if anything, we've seen that not in the blockchain, but in ChatGPT and AI. 3 times in the scene
- ▶ 53:06 Chris Dixon One critique was, this hasn't happened yet, and it's been around, why hasn't it happened, and where's your chat GPT moment?
Gary Sernovitz - Inside the CIO Seat (EP.357)
- ▶ 24:10 Gary Sernovitz ChatGPT didn't need to be invented because people were doing it themselves.
Nicolai Tangen – Overseeing the Largest Sovereign Wealth Fund (EP.354)
- ▶ 43:33 Nicolai Tangen We transcribe them, summarize them through ChatGPT, put them out on the intranet.
Ted Martell – Empty Rooms: Commercial Real Estate Non-Performing Loans in NYC at Maverick Real Estate (EP.349)
- ▶ 30:59 Ted Martell So we've had some recent evolutions in how we're working using some of the gen AI and chat GPT or large language model type software.
Adam Karr – Extreme Alignment at Orbis (EP.338)
- ▶ 3:21 Ted Seides Feel free to use ChatGPT if that helps.
Marlene Puffer – Canadian Pension Model at AIMCo (EP.337)
- ▶ 7:06 Ted Seides Feel free to use ChatGPT if that helps.
WTT: The Real Yale Model
- ▶ 13:21 Ted Seides I would love to know what he thought about social media, artificial intelligence, chat GPT, private credit, late-stage venture, and everything else new under the sun.
Michael Carmen – Late-Stage Private Investing at Wellington (EP.332)
- ▶ 24:26 Michael Carmen It's just been a lot of stuff around the edges, and now it looks like in terms of what OpenAI is doing with ChatGBT, and now we have BARD from Google, and there'll be many other versions, is we're starting to see those applications…
- ▶ 28:09 Michael Carmen You look at the number of people that have downloaded or started using chat GBT and these other systems.
Jim Falbe – Modern Value Investing at Saguaro (Capital Allocators, EP.320)
Richard Craib – Crowdsourcing Data Science for Returns at Numerai (Capital Allocators, EP.314)
- ▶ 29:02 Richard Craib I mean, would you call a open AI chat GPT data mining?
Ashby Monk – Investor Identity, Navigation, and Resilience (Capital Allocators, EP.312)
- ▶ 7:07 Ashby Monk So I'll tell you really quickly before we jump in that I actually went to chat GPT 2 times in the scene
- ▶ 18:43 Ashby Monk It's great to use technology and chat GPT to go collect knowledge on the world, but ultimately I think the real unlock with technology will be to say, what do I own?
- ▶ 25:43 Ashby Monk It's like, oh, I can use chat GPT to write my investment memo.
- ▶ 29:08 Ashby Monk And I don't dispute that because I do think human beings will always have a comparative advantage in human relationships, even beyond what we're seeing with chat GPT sounding incredibly human and passing the Turing test, et cetera.