ChatGPT

“There was a report today that the chat GPT usage or engagement is down quite a bit, which we've been hearing in the back channels, not just about GPT, but many of the other AI chatbots.”

“This is my whole thing that like chat GPT is basically useless because it's so delusional.”

“Like the most interesting stat that I saw this week was that it was something like five percent of people that have interacted with chat GPT have used GPT for.”

“And you know how pro Google I am. I've like moved to perplexity or GPT. It's like I had a, there's a switching cost to this and like, I get that they're training it and trying to make it better, but it's really frustrating when they're just.”

“Texting a chat bot for a piece of information, like, it's not, I mean, That is not going to kill our business. If we continue to do that well, we're going to have an amazing business and it's much, much deeper than that.”

“We're building for old people. Like, all this shit is made, you made this point, Jess, about how all the sixty-year-olds, like, love ChatGPT. They think it's, like, the coolest thing they've ever seen.”

“All the developers that, you know, are, we're looking at investing in you, you're seeing it as the API that everybody's using. People talk about using the other ones, but, you know, despite Anthropic maybe having better software engineering models or Elon buil…”

“I think there's elasticity in like the pricing mechanisms that they offer right now, where as there are more product features and tools to be had, which I don't think it's just going to be like this format forever. I will probably pay more as both a consumer a…”

“The thing that ChatGPT is becoming and continues to get better at is memory. And just like we've seen at Apple, Dropbox, like many places where data is a moat, like...”

“It is the most important product on the Planet right now.”

“ChatGPT is an iPhone. It's not the chat. Like you're buying a computer.”

“If it went away tomorrow, there's like four others that are basically the same thing.”

“OpenAI with ChatGPT has become the consumer interface. I think they also said that they've just reached a billion users within the last Two or three weeks. And so, you know, we should expect them to behave like a billion user consumer internet company at this …”

“Gemini has thirty-five million daily actives. I think ChatGPT has five hundred million monthlies, and actually Gemini is three hundred and fifty million monthly, so that's not that.”

“Publishers have to build it themselves, and in no way, shape, or form should be turning that data over.”

“I mean, if you look at daily actives, Gemini is about three quarters of ChatGPT at the moment.”

“I've actually tried, I tried what you just described this week several times where I asked the same question to both. And ChatGPT always answers better in context, like in a way that makes me feel like the work is better than what Gemini answers for me. Not in…”

“Like I've actually come out of this exercise more cynical even than I was a month ago. Right. Or even a few weeks ago that any of these are going to be good, sustainable businesses, despite the fact it's clearly going to be everywhere in the air.”

“Yeah, I mean, that goes back to that first research paper that came out right after ChatGPT launched, which basically said you can't create Fake data for training models. It just doesn't work, and so there was, like, this very early paper that effectively told…”

“ChatGPT, you know, ChatGPT, by the way, like, and Anthropic, like, they're making a lot of money, but they're not making enough money to fund the capital that they're raising. And so they have to turn to advertising sooner or later.”

“I saw a chart last week that ChatGPT is now nearing Instagram's daily time spent.”

“I think that's the real question here is that can they build a product that can compete? Cause right now they don't have one. And so they have to figure out how to use yesterday's ad dollars to fund the creation of a new product.”

“The money is made on the like, oh shit, you want some like, you convincing someone they want something. Right? Putting something they didn't know they want in front of them, right? And so I think this is, like, the big thing is, like, I'm not saying these thin…”

“Again, I just think the future, honestly, is you have to model these things like a cast of characters, not a single person that is your confidant. And like, they're just a bunch of friends. There's gonna be more of them. And like, Grok is your Republican frien…”

“I actually spend a lot of money on AI at this point, using mostly Gemini, but some ChatGPT.”

“I actually think this is your, this is actually a classic technology cycle story around when a new technology cycle starts. There are a bunch of different players in the market, and one of them will kind of choose a product lane that the other one that is the …”

“Kids are gonna get access to this stuff. Just like, you know, everyone, our generation, parents tried, tried, tried to keep pouring away from them, but that didn't work. Right? Like the kids are gonna get the bad stuff no matter what we do.”

“Not worth half a trillion dollars, but useful.”

“They kept Chrome and Google, they saved TikTok. There's, like, six things that because there's, like, this wave of anticipation and hope and excitement around this stuff, These other conversations just get people just move on.”

“I always assumed that one day I would wake up and I would open ChatGPT and it would ask me to upload my contacts and then I would be able to use ChatGPT with my friends, right? Like the four of us could use ChatGPT and have ChatGPT in the middle of the convers…”

“All of the people who are, you know, some version of like, how do I sell data or give data or give context to chat GPT and get paid cents on the dollar are stupid, right? And like, it should be exactly the way around, which is you just use them as commodity ar…”

“The other news was that ChatGPT is gonna work to more personalize this so that it can Add more or enable more erotica for its adult users. So I think Altman was actually saying they had gone too far in weeding out some content and that they're, you know, just …”

“I can't describe to you what the use case is of how the browser works. Other than that, it shows you ChatGPT in the window to the right, and then you can click like a single button to summarize an article. But all that does is pull the current URL into it. It …”

“I signed in with my OpenAI account, obviously, and then I started using it like I would have used ChatGPT in my Google Chrome browser, and it was hallucinating way more. It didn't have like a lot of memory stored about all the things I had talked to it about. …”

“It's kind of like when you look at nineties albums, they all look like nineties grunge. Like that's what the 20 twenties is going to look like in the future.”

“ChatGPT launched group chats in a bunch of obscure countries.”

“I actually think there's a very strong argument you're making right now, which I agree with, that actually, like, ChatGPT will be, is not Kleenex. And like this will be a like branding blip in history.”

“And I kind of look at this and I'm like, I think I said this on a previous pod that like this was by far the most obvious thing to do in social with AI. And it's like absolutely shocking to me that Meta did not do this first because it's like really, really ob…”

“We're like, we don't actually know what's going to work. We're going to do literally everything and like something will work, right? That's kind of feels like the arrow we're in on the chat GPT open AI side for me.”

“Guys, I switched in the last two weeks. I have become primarily Gemini, not GPT.”

“I also think the chat GPT memory is a liability.”

“No, it takes two to three acts as long to get me an answer, and I'm sitting there waiting, whereas GPT is much more quick.”

“And similarly, I think each of us is going to have like one primary agent That's not just like your open chat GPT. It's connected into more than one platform. So into like Amazon and GPT and your health data and something that is your primary agent. That start…”

“I could see this reversing. I don't think this is long term.”

“There are a billion people today using chat GPT.”

“They added the information that, which is pertinent, which would certainly be newsworthy on its own, that they have also missed revenue targets for ChatGPT recently, although we don't know by how much and we already knew that they missed the user targets, but …”

“ChatGPT itself still isn't beyond eight hundred million people, and it's declining in growth right now.”

“The problem that OpenAI created for themselves is they went so broad and have so many partners that they lost their ability to be pure scare narrative. Because they have all these other, including consumer relationships where the fear thing is to their negativ…”

“Charles was hired at OpenAI from Instagram to like help build creator sort of love for OpenAI products, ChatGPT.”