ChatGPT
also referred to as: chat gpt
12 statements across 10 episodes · 8 bullish · 2 bearish · 8 people on the record · first statement Jun 25, 2025 by Kyle Vogt · said 50 times in 17 episodes since 2025 · across every show →
Mentions by year
brought up most by John Collison (30), Ben Thompson (5), Marc Andreessen (4), Satya Nadella (2), Bret Taylor (2), Alex Rampell (2), Tobi Lütke (1), Reiner Pope (1)
tap a year for its mentions
2026 29 mentions in 11 episodes 3 per episode
- Ben Thompson from Stratechery on AI ads, the end of SaaS, and the future of media
- The history and future of AI at Google, with Sundar Pichai
- Bret Taylor of Sierra on AI agents, outcome-based pricing, and the OpenAI board
- Ramp founder Eric Glyman on the many ways AI is changing corporate spending
- The world of voice AI, with Mati Staniszewski of ElevenLabs
- Stripe’s 2025 annual letter
- What comes after smartphones, with Evan Spiegel of Snap
- The economics and trends of the restaurant industry, with Tony Xu of DoorDash
- 3 more episodes that year, every mention in 2026 →
2025 21 mentions in 6 episodes 4 per episode
- Marc Andreessen and Charlie Songhurst on the past, present, and future of Silicon Valley
- Satya Nadella describes how lessons from Microsoft’s history apply to today’s boom
- Tobi Lütke is still captivated by internet commerce, 20 years later
- A Cheeky Pint with serial entrepreneur Pieter Levels (@levelsio)
- Dave Ricks, CEO of Eli Lilly, on GLP-1s and the business of pharma
- A Cheeky Pint with Kyle Vogt, cofounder of Twitch, Cruise, and The Bot Company
- every mention in 2025, scene by scene →
Everything said about ChatGPT, oldest first
Jun 25, 2025 bullish
Vogt: Mimicry and LLM-Style Tools Make Domestic Robotics Tractable
“If you're willing to completely let go of that and embrace today's tools, it's not the programming thing. You have to show a robot how to do a task and it can mimic that and let, you know essentially chat GPT like technologies instruct these things at a high l…”
Jul 9, 2025 bullish
Oct 1, 2025 bullish
Oct 6, 2025 bullish
Collison: AI platforms will become the new aggregation layer, disrupting legacy aggregators
“It feels like step one is, that's going to happen with agentic commerce is, I feel like existing aggregators, if just aggregation is their raison d'etre, then they're going to have a lot of, ah, questions that they need to answer, because ChatGPT and the AI ap…”
Nov 11, 2025 positive
Ricks: Claude and xAI beat ChatGPT for science because references check out
“I don't use that one for science actually. It's too, too horrible.
Patrick Collison: So which one do you use for science?
Dave Ricks: I tend to use either Claude or the XAI one. I find it more terse. And more, the references actually check out more often.”
Nov 18, 2025 neutral
Nadella: AI front doors will remain highly competitive among major tech firms
“Because the good news here is there is going to be multiple. I mean, obviously, ChatGPT is the big one, but there's going to be, I mean, you know, Google's going to be there. We're going to be there. Meta will be there. Perplexity. There's going to be a lot of…”
Feb 12, 2026 neutral
Ben Thompson: TSMC cut capex for two years following ChatGPT's release
“ChatGPT comes out. Every hyperscaler starts investing like crazy. What does TSMC do? They actually decreased their capex year over year, two years in a row. They did, they, there was no market response from TSMC to the ChatGPT moment.”
Feb 12, 2026 bullish
Feb 12, 2026 negative
Ben Thompson: Contextual chat ads limit inventory and provoke bias suspicions
“If you're using the easiest possible way to target ads, which is based on the context of the conversation, we're going to show you a roughly relevant ad. Number one, your market's way smaller because you have to hope someone starts a conversation that matches …”
Feb 24, 2026 positive
Mar 10, 2026 negative