ChatGPT

also referred to as: chat gpt

includes ChatGPT Canvas, ChatGPT Work, ChatGPT Codex, ChatGPT Tasks, ChatGPT Pro, ChatGPT Search, ChatGPT Code Interpreter, ChatGPT Deep Research, ChatGPT Atlas, ChatGPT Enterprise, ChatGPT Plugins, ChatGPT Voice Mode and 1 more

79 statements across 50 episodes · 34 bullish · 16 bearish · 46 people on the record · first statement Jun 20, 2023 by George Hotz · said 847 times in 150 episodes since 2023 · across every show →

Mentions by year, the whole family

brought up most by Shawn Wang (130), Alessio Fanelli (74), Akshay Nathan (32), Karina Nguyen (27), Robert McCloy (24), Alex Lupsasca (17), Nathan Lambert (16), Michelle Pokrass (13)

tap a year for its mentions
0025040500802023202420252026episodesmentions
040802023202420252026episodes it came up in
003406802023202420252026episodesmentions per episode
2026 200 mentions in 34 episodes 6 per episode
2025 430 mentions in 72 episodes 6 per episode
2024 189 mentions in 35 episodes 5 per episode
2023 28 mentions in 9 episodes 3 per episode

every mention, scene by scene, with the transcript →

Everything said about ChatGPT, oldest first

Jun 20, 2023 negative
Opinion
Hotz: RLHF models adopt customer support personalities
“I don't like the RLHF models. I don't like the tuned versions of them. I think that they become, you take on the personality of a customer support agent, right?”
George Hotz Jun 20, 2023 ▶ 1:06:11 Ep 18: Petaflops to the People — with George Hotz of tinycorp
Aug 31, 2023
Insight
Cheah: AI Engineers Do Not Need ML Math to Build Products
“Frankly, for an AI engineer, you don't need it. You, your main thing that you needed to do was to, frankly, just play around with ChatGPT, or all the alternatives, be aware of the alternatives, because be very mercenary, swap out to Cloudia if it's better for …”
Eugene Cheah Aug 31, 2023 ▶ 1:33:57 RWKV: Reinventing RNNs for the Transformer Era
Aug 31, 2023 negative
Assertion Not checkable as stated
Most Open-Source LLMs Fall Flat Outside English-Speaking Nations
“Beyond OpenAI's model, and beyond ChatGPT and Claudia, the two big models, right? Outside of the English speaking nations, right? A lot of the open source models really fall flat.”
Eugene Cheah Aug 31, 2023 ▶ 23:00 RWKV: Reinventing RNNs for the Transformer Era
Oct 20, 2023 neutral
Assertion Partly supported
Howard: Modern LLMs like ChatGPT still follow ULMFiT's three-step training framework
“So we generated this three-step system. So step one was train a language model on a big corpus. Step two was fine-tune a language model on a more curated corpus, and step three was further fine-tune that model on a task. And of course, that's what everybody st…”
Jeremy Howard Oct 20, 2023 ▶ 14:04 The End of Finetuning — with Jeremy Howard of Fast.ai
Nov 3, 2023 positive
Assertion Not checkable as stated
Royzen: Users switch to Phind when ChatGPT-4 fails on code
“What really shocks us is that a lot of the people who do that they're coming from ChatGPT. So they tried it in ChatGPT with ChatGPT-IV. It didn't work. Maybe it required like some multi-step reasoning. Maybe it required to like, Some internet context or someth…”
Michael Royzen Nov 3, 2023 ▶ 27:07 Beating GPT-4 with Open Source Models - with Michael Royzen of Phind
Nov 3, 2023 neutral
Opinion
Royzen: AI code startups are ultimately competing with ChatGPT
“Really who everyone's competing with is ChatGPT which only has, like, that one web interface, and, like, ChatGPT is really the bar.”
Michael Royzen Nov 3, 2023 ▶ 23:08 Beating GPT-4 with Open Source Models - with Michael Royzen of Phind
Jan 5, 2024 bullish
Disclosure
Ruiz: tldraw is discussing a potential ChatGPT integration with OpenAI
“Hey, I'm talking to the good folks over at OpenAI tomorrow. Fingers crossed. Maybe we maybe we get it in, inside of ChatGPT or something.”
Steve Ruiz Jan 5, 2024 ▶ 1:26:40 The Accidental AI Canvas - with Steve Ruiz of tldraw
Jan 11, 2024 negative
Insight
Lambert: Startups should avoid RLHF unless it offers niche advantage
“I don't really recommend most startups to do it unless it's like going to provide them a clear competitive advantage in their kind of niche. Yeah. Because you're not going to make your model ChatGPT like better than OpenAI or anything like that.”
Nathan Lambert Jan 11, 2024 ▶ 29:37 The Origin and Future of RLHF: the secret ingredient for ChatGPT - with Nathan Lambert
Jan 11, 2024 bearish
Opinion
Lambert: Open-source claims of ChatGPT-level performance are overblown
“I think the claims of ChatGPT level are long overblown in most of the things in open source.”
Nathan Lambert Jan 11, 2024 ▶ 30:44 The Origin and Future of RLHF: the secret ingredient for ChatGPT - with Nathan Lambert
Jan 11, 2024 neutral
Assertion Supported
Lambert: Anthropic, ChatGPT, and Bard Use Post-Generation Moderation Classifiers
“Anthropic and ChatGPT and Bard almost surely have a classifier after, which is like, is this text good? Is this text bad?”
Nathan Lambert Jan 11, 2024 ▶ 45:13 The Origin and Future of RLHF: the secret ingredient for ChatGPT - with Nathan Lambert
Feb 7, 2024 positive
Opinion
Hsu: 60% to 70% of AI business utility comes from ChatGPT
“I think a lot of the utility in AI today like, I would probably argue 60, 70% of the utility, like, you know, businesses I found in AI is mostly via ChatGPT and across the world, too.”
David Hsu Feb 7, 2024 ▶ 30:13 The State of AI in production — with David Hsu of Retool
Apr 27, 2024 negative
Opinion
Swyx: Enterprise ChatGPT implementations are just retrieval, not generative AI
“That is what people think generative AI is, but it's not super generative, really, it's just retrieval.”
Shawn Wang Apr 27, 2024 ▶ 1:40:33 This World Does Not Exist — Joscha Bach, Karan Malhotra, Rob Haisfield (WorldSim, WebSim, Liquid AI)
Apr 27, 2024 positive
Insight
Generative AI is shifting from conversational chatbots to interactive environments
“What I find most fascinating about this idea is that it shifts us away from the perspective of agents, ah, to interact with, to the perspective of environments that we want to interact with. And, ah, while arguably this agent paradigm of the chatbot is, ah, wh…”
Joscha Bach Apr 27, 2024 ▶ 1:26:44 This World Does Not Exist — Joscha Bach, Karan Malhotra, Rob Haisfield (WorldSim, WebSim, Liquid AI)
Jul 5, 2024 neutral
Opinion
Tay: ChatGPT's release made task-specific academic NLP research obsolete
“The big thing about the ChatGPT moment of, like, twenty-twenty-two, the thing that changed drastically is, like, it completely, like, it was, like, this sharp, like, make all this work, like, kind of, like, obsolete”
Yi Tay Jul 5, 2024 ▶ 6:26 The 10,000x Yolo Researcher Metagame — with Yi Tay of Reka
Jul 23, 2024
Assertion Supported
Scialom: Meta had to reinvent scaling RLHF without published frontier research
“You have just the basics, but then when it comes to, like, ChatGPT or GPT Instruct or Cloud, No one published the details there. And so we had to reinvent the wheel there in a very short amount of time.”
Thomas Scialom Jul 23, 2024 ▶ 7:53 Training Llama 2, 3 & 4: The Path to Open Source AGI — with Thomas Scialom of Meta AI
Aug 2, 2024 positive
Disclosure
Alessio Fanelli canceled ChatGPT subscription, switching to Claude for podcast workflows
“I canceled chat GBD a while ago. Really small podcaster run for Latent Space. It runs both on Claude and on OpenAI and Claude is definitely better most of the time.”
Alessio Fanelli Aug 2, 2024 ▶ 7:48 The Winds of AI Winter (Q2 Four Wars of the AI Stack Recap)
Aug 28, 2024
Assertion Supported
Carlini: ChatGPT emitted verbatim 50+ word sequences from internet training data
“And what I can say is that the output of the model was a verbatim, at least 50 word in a row match. To some other document that appeared on the internet previously.”
Nicholas Carlini Aug 28, 2024 ▶ 1:03:03 Personal benchmarks vs HumanEval - with Nicholas Carlini of DeepMind
Aug 28, 2024 negative
Assertion Supported
Prompting ChatGPT to repeat a word indefinitely leaks verbatim training data
“One of my co-authors, Milad was working on some other random experiments, and he figured out that if you prompt ChatGPT to repeat a word forever, then it will repeat the word many, many, many times in a row, and then like explode and like just start doing rand…”
Nicholas Carlini Aug 28, 2024 ▶ 1:02:16 Personal benchmarks vs HumanEval - with Nicholas Carlini of DeepMind
Sep 17, 2024
Assertion Not checkable as stated
ChatGPT's launch caused Postgres bottlenecks by reusing API developer accounts
“Surprisingly there were a lot of Postgres issues when ChatGPT came out because the accounts for like ChatGPT were tied to the accounts in the API. And so you're basically creating a developer account to log into ChatGPT at the time, because it's just what we h…”
Michelle Pokrass Sep 17, 2024 ▶ 9:20 Building AGI with OpenAI's Structured Outputs API
Oct 4, 2024 neutral
Assertion Supported
Weil: ChatGPT supports over 200 million weekly active users
“As we, you know, we support over two hundred million people every week on ChatGPT.”
Kevin Weil Oct 4, 2024 ▶ 1:51:49 Building AGI in Real Time (OpenAI Dev Day 2024)
Nov 1, 2024 positive
Assertion Not checkable as stated
Chiang: Vicuna Showed Open-Weight Models Could Match ChatGPT Quality
“And people were very excited about it because it kind of like demonstrate open way model can reach this conversation capability similar to ChatGPT.”
Wei-Lin Chiang Nov 1, 2024 ▶ 3:01 In the Arena: How LMSys changed LLM Benchmarking Forever
Nov 11, 2024 neutral
Assertion Supported
Swyx: ChatGPT rewrote its frontend from Next.js to Remix
“Recently ChatGPT just rewrote from Next.js to Remix.”
Shawn Wang Nov 11, 2024 ▶ 52:47 Agents @ Work: Dust.tt — with Stanislas Polu
Nov 15, 2024 neutral
Insight
Crivello: Early AI Agent Builders Overestimated LLM Capabilities
“I think many people, when they started working on agents, they were very LLM-peeled and ChatGPT-peeled, right? They got ahead of themselves in a way, and as included, and they thought that agents were actually and LLMs were actually more advanced than they act…”
Florent Crivello Nov 15, 2024 ▶ 1:55 Agents @ Work: Lindy.ai (with live demo!)
Dec 13, 2024 bullish
Insight
Mohan: IDEs evaluate AI models better by tracking post-acceptance edits
“One of the really beautiful parts about our product that is very different than a chat GPT is we can not only see if the acceptance happened, but if something more than the acceptance happened and it happened even more than that, right? Like, let's say you acc…”
Varun Mohan Dec 13, 2024 ▶ 48:10 Windsurf: The Enterprise AI IDE
Dec 22, 2024 positive
Assertion Supported
Robicheaux: 2B PaliGemma 2 Beats ChatGPT on MMVP with 47.3%
“The big result, and one of the reasons that I was really excited about this paper, is that they blow everything else away on MMVP. I mean, 47.3, sure, that's nowhere near human accuracy, which again is 94%, but for, you know, two billion language, two billion …”
Peter Robicheaux Dec 22, 2024 ▶ 34:28 Best of 2024 in Vision [LS Live @ NeurIPS]
Dec 24, 2024 neutral
Assertion Supported
Hugging Face finds LLM proxy words jumped in Common Crawl after ChatGPT
“For example, here we measured like these words ratio in different dumps of common crawl, and we can see that like the ratio really increased after chat GPT's release.”
Loubna Ben Allal Dec 24, 2024 ▶ 3:50 Best of 2024: Synthetic Data / Smol Models, Loubna Ben Allal, HuggingFace [LS Live! @ NeurIPS 2024]
Jan 1, 2025 bullish
Prediction Open · timeframe Jan 2028
Swyx predicts OpenAI will launch a $2,000 per month ChatGPT tier
“I think that 2000 dollars ChatGPT will come.”
Shawn Wang Jan 1, 2025 ▶ 18:02 2024 Year in Review: The Big Scaling Debate, the Four Wars of AI, Top Themes and the Rise of Agents
Jan 17, 2025 bullish
Opinion
McAteer: OpenAI o1 is the first model that grows more impressive over time
“O-one is actually the first model where I'm getting more impressed by it the more I use it. So, like, when ChatGPT first came out, right, I think it was GPT-III. And at first it seemed like, oh wow, this is amazing, it can actually create text that sounds like…”
Dan McAteer Jan 17, 2025 ▶ 2:10 OpenAI o1 isn’t a chat model (and that’s the point)
Feb 1, 2025 bullish
Prediction Open · timeframe Feb 2028
Nguyen: ChatGPT Will Evolve Into an Interface That Morphs Based on User Intent
“Chat CPT evolves into this Blank interface, which can morph itself in whatever you trying, like the model should try to like derive your true intent and then modify the interface based on your intent. And then if you like writing, it should become like the mos…”
Karina Nguyen Feb 1, 2025 ▶ 37:53 The Agent Reasoning Interface: Claude, ChatGPT Canvas, Tasks, Operator — with Karina Nguyen, OpenAI
Feb 1, 2025 bullish
Prediction Not checkable as stated
Nguyen: Canvas and Tasks Will Evolve ChatGPT into Something Completely New
“There are different types of like. Features like Canvas, tasks, but all those components that go, they compose together to evolve ChatGPT into something completely new, I think, in the new year.”
Karina Nguyen Feb 1, 2025 ▶ 1:58 The Agent Reasoning Interface: Claude, ChatGPT Canvas, Tasks, Operator — with Karina Nguyen, OpenAI
Feb 17, 2025 negative
Opinion
Wang: ChatGPT cannot match hardware agents without an always-on recording layer
“Just being able to have wake words, like enables some form of sort of voice agent, agent features that even chat GPT can never have because they don't have the recording layer.”
Shawn Wang Feb 17, 2025 ▶ 21:21 Bee AI: The Wearable Ambient Agent
Mar 11, 2025 bullish
Disclosure
OpenAI releases its Operator computer use tool to API developers
“And then we're also launching our computer use tool. So this is the tool behind the operator product in ChatGPT. So that's coming to developers today.”
Nikunj Handa Mar 11, 2025 ▶ 1:08 The new OpenAI Agents Platform: CUA, Web Search, Responses API, Agents SDK!!
Apr 15, 2025 neutral
Disclosure
GPT-4.1 powers OpenAI API while enhanced memory remains ChatGPT-exclusive
“So, 4.1 is powering the API, whereas the enhanced memory is, is ChatGPT only.”
Michelle Pokrass Apr 15, 2025 ▶ 16:11 GPT 4.1: The New OpenAI Workhorse
Apr 21, 2025 neutral
Prediction Held up
Packer: ChatGPT will likely use sleep-time compute to learn offline
“Like if you activate sleep time compute on a chatbot like ChatGPT, it can like learn about you as you're not on ChatGPT.com. I think that's, you know, kind of what they're probably going to try to do. That's the direction they're going in.”
Charles Packer Apr 21, 2025 ▶ 10:35 Sleep-Time Compute — Letta AI (Charles Packer, Charlie Snell, Kevin Lin)
Jun 10, 2025 negative
Opinion
Kirkos: ChatGPT CSV charts fail to help users understand data
“Drop a CSV and chat GPT and ask it for a chart. Those aren't responsive. Those aren't interactive. And those, I don't think ultimately help people understand data better.”
David Kirkos Jun 10, 2025 ▶ 5:55 Quadratic: The AI Spreadsheet
Jun 25, 2025 positive
Insight
Lloyd: Warp builds native agent because tool-calling integration goes deeper
“The main reason is like, we feel like the integration can go way, way deeper. If warp itself is the thing driving the interaction primarily because of like the, Type of tool calling that we can do, like, directly in Warp.”
Zach Lloyd Jun 25, 2025 ▶ 5:09 ⚡️Warp 2.0: the Agentic Development Environment - Zach Lloyd and Ben Holmes
Jul 2, 2025 neutral
What-if
Morris: ChatGPT could likely have been built using RNNs instead of Transformers
“And I think like, we honestly probably could have gotten this with RNNs. I know like the scaling laws paper shows that RNNs have worse curves for scaling, but probably people would have been like, I bet you could have built chat GPT with a very sophisticated R…”
Jack Morris Jul 2, 2025 ▶ 1:10:28 Information Theory for Language Models: Jack Morris
Jul 2, 2025 neutral
Assertion Not checkable as stated
Jack Morris: Fundamental AI science shifted to companies due to academic compute limits
“That's when I think things really started to change in terms of the types of questions you wanted to ask can't always be answered with academic resources. So a lot of the like fundamental kind of like boundary pushing and AI science moved into companies.”
Jack Morris Jul 2, 2025 ▶ 4:22 Information Theory for Language Models: Jack Morris
Jul 18, 2025 positive
Assertion Supported
Marimo AI Completions Access In-Memory Variables and Database Connections
“What's unique about doing it in Marimo is the fact that not only does Marimo see your code, but it sees all the variables in memory and it can also see your database connections, et cetera. So it can really provide rich Rich completions.”
Akshay Agrawal Jul 18, 2025 ▶ 17:56 ⚡️The Future of Notebooks - with Akshay Agrawal of Marimo
Jul 23, 2025 negative
Prediction Open · timeframe Jul 2030
McCloy: ChatGPT will not pass user prompts to destination websites
“The reason I think it probably won't be the case in the future is for privacy reasons. So I don't think that you will see, at least in the context of the way search is working today inside like a system like ChatWD, I don't think you'll see that it's going to …”
Robert McCloy Jul 23, 2025 ▶ 21:05 AI is Eating Search
Jul 23, 2025
Assertion Supported
McCloy: ChatGPT personalization and custom preferences directly alter AI search retrieval and sources
“ChatGPT personalization, memories, just explicit preferences, if you set them up, do definitely affect the results you get. Now, Again, obviously, there's, they're still using traditional search, so the search index itself is not necessarily personalized, but …”
Robert McCloy Jul 23, 2025 ▶ 29:06 AI is Eating Search
Jul 23, 2025 bullish
Opinion
McCloy: ChatGPT user experience is vastly superior to Google search
“The experience people have of using ChatGPT versus, like, Browsing the internet, sort of the old Google 10 blue links and clicking around is like vastly more positive, you know, compared to the past.”
Robert McCloy Jul 23, 2025 ▶ 4:21 AI is Eating Search
Jul 23, 2025 bullish
Assertion Partly supported
McCloy: Perplexity is the second-largest AI-native search platform after ChatGPT
“Perplexity is pretty big. So I would actually say that like perplexity is the second biggest AI native search platform after ChatVT.”
Robert McCloy Jul 23, 2025 ▶ 52:32 AI is Eating Search
Jul 23, 2025 positive
Assertion Not checkable as stated
McCloy: Most high-intent commercial AI queries increasingly rely on live search
“Most of the queries that lead to action that are sort of commercial interest are increasingly using search across these systems, like for a bunch of reasons, right? Timeliness and avoiding hallucinations and so on.”
Robert McCloy Jul 23, 2025 ▶ 8:49 AI is Eating Search
Jul 23, 2025 neutral
Insight
McCloy: ChatGPT filters out clickbait metadata in favor of descriptive information
“The metadata has been super optimized for human click through, right? So think about like clickbait, think about things that are like, you know, like Creating urgency, especially true in e-commerce, right around sales and things like that. But they're not very…”
Robert McCloy Jul 23, 2025 ▶ 18:06 AI is Eating Search
Jul 23, 2025 positive
Assertion Not checkable as stated
McCloy: Clerk Achieved 6x AI Traffic Growth and 9x Lift in Conversions
“So I think the stat is like, they've seen like a six X growth in ChattoBD traffic or traffic from the ChattoBD propensity, but the common set, but they've seen a nine X lifted conversions.”
Robert McCloy Jul 23, 2025 ▶ 48:24 AI is Eating Search
Jul 23, 2025 bullish
Insight
McCloy: AI chat queries represent higher commercial intent than Google informational searches
“In chat search people, people don't really do that. People just say, solve the problem for me. What I think is really interesting about that is, like, it's actually the highest intent. Like, it's the most valuable thing you could be doing. Because you're going…”
Robert McCloy Jul 23, 2025 ▶ 33:37 AI is Eating Search
Jul 23, 2025 positive
Assertion Not checkable as stated
McCloy: Enterprise users are outsourcing B2B software vendor bake-offs to ChatGPT
“One specific example that takes people a little bit by surprise is, like, there are a huge number of people doing, like, B to B software bake-offs in chat to VT. You know, if you're at a big company and your boss is like, Hey, we need to buy something to solve…”
Robert McCloy Jul 23, 2025 ▶ 34:05 AI is Eating Search
Jul 23, 2025 bullish
Opinion
McCloy: ChatGPT holds the most durable consumer presence among AI platforms
“ChatGPT, I would say, by far, in a way, is the thing that people think about as being an AI platform that has the strongest consumer presence and the most durable relationship with consumers. Right. So everything else is kind of a distant second.”
Robert McCloy Jul 23, 2025 ▶ 51:53 AI is Eating Search
Jul 23, 2025 negative
Assertion Supported
McCloy: ChatGPT Does Not Index or Retrieve llms.txt by Default
“I knew that there's debate about this, but I'd say the evidence is like ChatTriPT is not indexing and it's not retrieving content from LMS.txt by default.”
Robert McCloy Jul 23, 2025 ▶ 38:52 AI is Eating Search
Jul 23, 2025 bearish
Prediction Partly held up
McCloy: ChatGPT Search Bans for Prompt Injection Are Coming
“I think it works until it stops working. Right. And I would say like, there's not a lot of stories of people getting banned for like Chatsby D search so far, but it's coming.”
Robert McCloy Jul 23, 2025 ▶ 36:20 AI is Eating Search
Jul 28, 2025 positive
Opinion
Scott Wu: AI is shifting from text completion tools to autonomous agents
“The first wave of generative AI is what I generally call these text completion products, right? And, you know, that makes a lot of natural sense if you think about it that obviously the interface of a language model is text completion, right? You give it a pre…”
Scott Wu Jul 28, 2025 ▶ 1:18:06 🕰️ The Oral History of Windsurf (ft. Varun Mohan, Scott Wu, Jeff Wang, Kevin Hou, Anshul R)
Jul 28, 2025 positive
Insight
Mohan: Post-acceptance code edits provide better training signal than mere acceptance rates
“One of the really beautiful parts about our product that is very different than a chat GPT is we can not only see if the acceptance happened, but if something more than the acceptance happened and it happened even more than that, right? Like, let's say you acc…”
Varun Mohan Jul 28, 2025 ▶ 2:25:02 🕰️ The Oral History of Windsurf (ft. Varun Mohan, Scott Wu, Jeff Wang, Kevin Hou, Anshul R)
Jul 28, 2025 positive
Assertion Partly supported
Hou: Codeium is highest-rated dev tool in Stack Overflow survey
“We are the highest rated developer tool as voted in by developers in the most recent stack overflow survey. And you'll note that this is even higher than tools like chat GPT and GitHub copilot.”
Kevin Hou Jul 28, 2025 ▶ 55:09 🕰️ The Oral History of Windsurf (ft. Varun Mohan, Scott Wu, Jeff Wang, Kevin Hou, Anshul R)
Aug 6, 2025 bearish
Insight
Palazzolo: News aggregators and summarizers are being displaced by AI and influencers
“If you're a company that's more known for, like, summarizing, like, the daily news, or even, like, having some sort of opinion or analysis, like, now that, you know, people on, like, X who are doing that, or you can just use, like, ChatDBT to send you summary …”
Stephanie Palazzolo Aug 6, 2025 ▶ 50:36 The AI Agenda: GPT5 leaks and the business of AI News — Steph Palazzolo, The Information
Sep 18, 2025 bearish
Prediction Not checkable as stated
Falk: ChatGPT will aggressively enter and replace design prototyping tools
“And candidly, I think that ChatGPT is going to come in and replace a lot of that because that's what they did in a GBT five demo. They were really showing that off. These things are not designed for production. It's just another reason to come to ChatGPT. So I…”
Brendan Falk Sep 18, 2025 ▶ 26:26 ⚡️No, Don't Do Palantir for AI - Brendan Falk, Hercules (AUDIO FIXED)
Sep 25, 2025 negative
Opinion
Rajpal: Pure ChatGPT test conversations lack diversity and realism
“Compared to, let's say, you were asking, like, ChatGPT to generate, you know, these, like, conversations for you. They all kind of have that ChatGPT vibe, and this ends up looking, you know, very diverse and very grounded in, like, your use case and your data.”
Shreya Rajpal Sep 25, 2025 ▶ 12:02 ⚡️Snowglobe: Simulations for your AI
Oct 7, 2025 neutral
Assertion Supported
Apple Siri routes requests based on the user's ChatGPT subscription tier
“If you sign into your ChatGPT account the Siri integration will actually use your subscription status to decide what type of model to use when it passes things over to ChatGPT. And so if you're you know just a free user you get, you know, the free model. But i…”
Sherwin Wu Oct 7, 2025 ▶ 29:56 DevDay 2025: Apps SDK, Agent Kit, MCP, Codex and why Prompting is More Important than Ever
Oct 7, 2025 neutral
Disclosure
Wu: OpenAI has no current plans to become a generic IdP
“Direct answer is like no plans right now, of course but I actually think we currently have some version of this, which is our partnership with Apple because with Apple, you can actually sign in to your ChatGPT account, and some of that identity does carry with…”
Sherwin Wu Oct 7, 2025 ▶ 29:32 DevDay 2025: Apps SDK, Agent Kit, MCP, Codex and why Prompting is More Important than Ever
Oct 30, 2025 bullish
Assertion Supported
Sands: Over 1M Shopify merchants and Salesforce joining ChatGPT checkout
“There's over one million Shopify merchants coming soon, including some really big ones like Glossier and Viore. this week, Salesforce announced that they're also in”
Emily Glassberg Sands Oct 30, 2025 ▶ 26:46 The Agents Economy Backbone - with Emily Glassberg Sands, Head of Data & AI at Stripe
Oct 30, 2025 bullish
Assertion Supported
Sands: Walmart and Sam's Club signed up for ChatGPT Agentic Commerce Protocol
“In the last couple of days, Walmart and Sands Club have just signed up to also make their inventory purchasable Through ChatGPT and the Agentic Commerce Protocol, which, like, I don't think that there is a bigger signal on a big retailer being up for it than W…”
Emily Glassberg Sands Oct 30, 2025 ▶ 27:09 The Agents Economy Backbone - with Emily Glassberg Sands, Head of Data & AI at Stripe
Nov 14, 2025 neutral
Insight
Smarter Consumer AI Models Do Not Increase User Growth or Retention
“Furthering the intelligence of models and chat GPT, a consumer product does not lead to more users or more retention. It only is really applicable to us the thin slice of users who care about very smart type queries, right?”
Deedy Das Nov 14, 2025 ▶ 30:50 Anthropic, Glean & OpenRouter: How AI Moats Are Built with Deedy Das of Menlo Ventures
Nov 14, 2025 neutral
Assertion Contradicted
OpenAI Spent $7 Billion on Compute, With $5 Billion for R&D
“This year, OpenAI spent seven billion dollars on compute. Only two of that was for all of their inference. The remaining five was R&D. So all of ChatGPT, all eight hundred million users, all of Sora, all of like, all, all the sort of like API volume, two billi…”
Shawn Wang Nov 14, 2025 ▶ 1:17:40 Anthropic, Glean & OpenRouter: How AI Moats Are Built with Deedy Das of Menlo Ventures
Dec 7, 2025 bullish
Opinion
Goyal: AI Coding Has the Most Product Market Fit After ChatGPT
“The first is it is the use case that has the most product market fit in AI, I think, other than ChatGPT.”
Ankur Goyal Dec 7, 2025 ▶ 3:53 The Great Evals Debate — Ankur Goyal & Malte Ubl
Dec 11, 2025 positive
Assertion Supported
Houssier: Grammarly captures cross-app context that ChatGPT cannot access
“Grammarly knows, basically, where you, I say, you're switching from Google Doc to Salesforce. To LinkedIn, and now you're writing an email. So we have this augmented context even more, so like much more precise compared to something like ChatGPT, for example. …”
Loïc Houssier Dec 11, 2025 ▶ 47:50 The Future of Email: Superhuman CTO on Your Inbox As the Real AI Agent (Not ChatGPT) — Loïc Houssier
Dec 11, 2025
Opinion
Superhuman views OpenAI and ChatGPT as direct competitors in productivity
“Oh, the answer is like ChatGPT, or like OpenAI and superhuman are competitors. Like this is what we fight against to some extent.”
Loïc Houssier Dec 11, 2025 ▶ 57:20 The Future of Email: Superhuman CTO on Your Inbox As the Real AI Agent (Not ChatGPT) — Loïc Houssier
Dec 31, 2025 neutral
Insight
Yang: Evaluating Human-AI Code Interaction Requires Compelling Products or Simulators
“From an academic standpoint, it feels like there's two difficult approaches to resolving that. Either you build, like, a really compelling product, like Elmarina, that people have people use consistently, which is, I mean, really tricky in and of itself. Or yo…”
John Yang Dec 31, 2025 ▶ 14:48 [State of Code Evals] After SWE-bench, Code Clash & SOTA Coding Benchmarks recap — John Yang
Jan 27, 2026 positive
Insight
Weil: True AI acceleration requires native workflow integration, not copy-pasting
“If there was a lesson from what happened over the last year with software engineering, it's that Part of the acceleration from, ah, in software engineering came from better models, but part of it also came from the fact that you now have, ah, AI embedded into …”
Kevin Weil Jan 27, 2026 ▶ 2:00 ⚡️ Prism: OpenAI's LaTeX "Cursor for Scientists" — Kevin Weil & Victor Powell, OpenAI for Science
Jan 28, 2026 neutral
Assertion Not checkable as stated
Anderson: 20% of pre-ChatGPT global compute went to simulating water
“Once I did an estimate, I think pre like ChatGPT, something like 20% of the world's computing power just went to simulating water.”
Brandon Anderson Jan 28, 2026 ▶ 40:45 🔬 From Red Teaming GPT-4 to Automating Drug Discovery: The Future of AI in Science — Andrew White
Feb 19, 2026 bearish
Opinion
Wang: Robotics funding prematurely assumes a 'ChatGPT moment' has happened
“It would probably be on the hardware side, actually, right, and the robotics sector, right, which is, it's, I don't want to say that it's not getting funding, because it's clearly it's sort of non-consensus to almost not invest in robotics at this point, but w…”
Sarah Wang Feb 19, 2026 ▶ 19:57 Inside AI’s $10B+ Capital Flywheel — Martin Casado & Sarah Wang of a16z
Feb 19, 2026
Insight
Wang: AI playbook is raising capital for compute, launching apps, repeating
“You raise money for compute. You pour that, or you pour the money into compute. You get some sort of breakthrough. You funnel the breakthrough into your vertically integrated application. That could be chat GPT. That could be cloud code, you know, whatever it …”
Sarah Wang Feb 19, 2026 ▶ 6:38 Inside AI’s $10B+ Capital Flywheel — Martin Casado & Sarah Wang of a16z
May 5, 2026 bullish
Insight
AI Proof Generation Shifts Human Scientific Burden to Automated Verification
“Now that we're in this regime where you can just get ChatGPT to tackle thousands of questions at the same time, and it will return proofs for a significant fraction of them. Now, actually the onus is back on the humans to verify all the outputs. And so, yeah, …”
Alex Lupsasca May 5, 2026 ▶ 1:29:49 🔬How GPT‑5 derived new results in theoretical physics and quantum gravity — Alex Lupsasca, OpenAI
May 5, 2026 bullish
Assertion Not checkable as stated
ChatGPT Solved Open Physics Problem Before Collaborator's Flight Landed
“We decided to start working on it using AI a little bit before Andy was scheduled to come, like the week before. And in fact, using ChatGPT, we solved the problem before he even got off the plane.”
Alex Lupsasca May 5, 2026 ▶ 20:53 🔬How GPT‑5 derived new results in theoretical physics and quantum gravity — Alex Lupsasca, OpenAI
Jun 17, 2026
Disclosure
Krause: Radical AI uses ChatGPT and Claude rather than custom LLMs
“We don't build custom LLMs. Of course, we use ChatGPT or Claude.”
Joseph Krause Jun 17, 2026 ▶ 1:15:44 🔬 The Limits of AI in Science - Why We Need Self-Driving Labs — Joseph Krause, Radical AI
Jul 10, 2026 bullish
Opinion
Swyx: Betting on transformer ASICs is safe because architectures persist
“The ChatGPT, like, GPT-III.V-ish architecture has mostly stayed the same this entire time. It's a pretty good bet, man. Like, even if there is a new, Model sometime in the future. The current workloads on existing models, like, four-oh is still being used, rig…”
Shawn Wang Jul 10, 2026 ▶ 4:14 Podcast Crossover: AIE, AGI, frontier lab strategy with ​ ⁨@matthew_berman⁩ and @swyxtv
Jul 10, 2026 negative
Opinion
Swyx: AI is too volatile for utility-style government regulation
“I think this thing is too volatile to treat as a utility, right? Like imagine if like Edison was like, you know, working on his like electrical stuff and light and Lighting and all that. And you immediately try to regulate it. Like, no, you'll probably wait 50…”
Shawn Wang Jul 10, 2026 ▶ 9:54 Podcast Crossover: AIE, AGI, frontier lab strategy with ​ ⁨@matthew_berman⁩ and @swyxtv
Jul 22, 2026 positive
Assertion Supported
Kant: Zhipu AI began developing models years before ChatGPT
“They started years before ChatGPT.”
Eiso Kant Jul 22, 2026 ▶ 32:39 The AI Frontier: from open weights to open research — Eiso Kant, Poolside AI
Jul 28, 2026
Assertion Not checkable as stated
Swyx: Generated Playable 3D Board Game in ChatGPT Using 1.7B Tokens
“So over the weekend, I took like, 30 photos and just threw it into ChatGPT. 1.7 billion tokens later, out comes this site with a fully playable thing with three D block placement and everything because it requires physical blocks and I needed friends to train …”
Shawn Wang Jul 28, 2026 ▶ 27:50 OpenAI’s Vision for the AI Super App — Akshay Nathan, OpenAI
Jul 28, 2026
Disclosure
Nathan: OpenAI limits sub-agent UI visibility to prevent user overwhelm
“There's another, you know, iteration of this where like you can see exactly what they're doing and things like that, which I think is like, you know, could verge on like overwhelming with information. And so this is like the deliberate trade-off that we've mad…”
Akshay Nathan Jul 28, 2026 ▶ 52:50 OpenAI’s Vision for the AI Super App — Akshay Nathan, OpenAI
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