The Ledger
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Altman: Robotics will have its 'ChatGPT moment' in two to three years
“It's not 20 years. I would say we get the ChatGPT moment for robotics in the next, like, two or three years.”
Liemandt: 90% of student ChatGPT usage is for cheating, not learning
“90% of the use of chat GPT is to cheat kids. Take it. Now there are 10% use case of people who are like, I need a Socratic tutor where I'm super excited about it, and I need to dive in deeper, right? And that five to 10%, those kids are going to crush it with …”
Thompson: Early OpenAI ad model would severely threaten Google and Meta
“There's a bit where had they leaned into advertising immediately as soon as ChatGPT was a hit, I think they would have a killer ad product right now. I think that Google would be in much bigger trouble. I think Meta would be in much bigger trouble”
Chesky: ChatGPT subscriptions will plateau because Claude and Gemini offer free tiers.
“Subscriptions. Unfortunately, they're probably going to hit a local maximum percentage of users subscribing because Claude and Gemini are giving away for free.”
Sundheim: Personalization, Not Answer Quality, Will Be the Moat for AI Assistants
“I think if you're Google or you are OpenAI, the differentiating factor will not necessarily be that Google gives you a better answer. Like if we were just like to, you know query Gemini or ChatGPT on something I don't think it's the case that we would say defi…”
ChatGPT Possesses Far Better Intent and Identity Data Than Google or Meta
“ChatGPT. Their combination of intent and identity data is unparalleled. I mean, Google had intent data but not identity. Facebook identity but not intent. These things have been brought together.”
Startups Building Ad Optimization Tools for ChatGPT Will Ultimately Fail
“There's going to be almost certainly a cottage industry of companies that are going to come and say, I'm going to help you optimize ads in ChatGPT. There's already companies that help you optimize placement In what is called these answer engines called AEO ins…”
Smartphones will run pruned frontier AI models locally within three years
“In three years on a bigger and bulkier phone to fit the amount of DRAM necessary, you know, and the battery won't probably last as long. You will be able to probably run a pruned down version of something like Gemini five or GroK four, GroK 4.1, or, you know, …”
George: Future AI Interaction Will Shift from Reactive Chatbots to Proactive Systems
“I don't think that the future of how we interact with AI is going to be a chat pot. Like, I just think that's way too limiting. I think the big shift will be a sort of what is reactive today to something that's proactive in the future.”
Ferrari: AI Capable of Building Complex SaaS Like Jira Is Years Away
“As far away. Like, it's not months away. It's not even a couple of years away. AI today can't do a lot for you beyond, say, research, copywriting, and maybe some basic content production, but it'll do more and more, and fast.”
Wiltschko: Text AI Is Nearing the Plateau of Its Capability S-Curve
“I think we're pretty close to the right side of that S-curve with text, right? Like, we kind of blew past it, but yeah, we passed the Turing test, right? Like, I regularly am fooled and curious whether or not this was written by ChatGPT or not. So text works. …”
Altman: Codex succeeds on quality, not ChatGPT bundling
“I think codex mostly Is winning because it's the best product and the best model. We do get some advantage from ChatGPT bundling, but very, very tiny. That is mostly not what it's been about.”
Wachen: Existing GPUs and TPUs are retrofitted pre-ChatGPT hardware
“Every GPU, every TPU, every AI chip that was serving these models were just, like, fundamentally built before this and are retrofit to serve these modern models.”
Levine: ChatGPT Began as John Schulman's Pet Project, Not Corporate Strategy
“ChatGPT was
You know, basically John Schulman's pet experiment for a while.
It wasn't a concerted corporate strategy with lots of, you know, spreadsheets and pie charts.
It was like a pet project.”
Altman: ChatGPT was almost named 'Chat with GPT-3.5' before launch
“In fact, it was originally gonna be called chat with GPT 3.5. And we didn't plan to be product. Didn't think it'd be a huge ship, but did think it would get people The world to like catch up with this and realize something was going on. And we mercifully renam…”
Amin: Clay was already taking off before ChatGPT's release
“That actually allowed the company to take off, because the company was already taking off before, like, ChatGPT came out, and we were well set up to include, kind of, like, LLMs in Clay, because one, we were set up to allow any integration to anything, and two…”