ChatGPT

“Weirdly enough rivet was a name that Chad CPT told me.”

“It would not be shocking at all if yes, this is like, this is what's going to completely transform the future. But when I say the future, it might mean 10 or 20 years from now. Now things are moving so ridiculously fast. I don't know if you've played with Clau…”

“So you're kind of approaching the billion user number in consumer AI. I think we'll definitely surpass that this year.”

“That is a brand that like, you know, he might be with, like talking to ChatGPT for the rest of his Life, you know, or like some version of it. And so I do think there's real value in brand.”

“During the summer months, you know, we reach number two on the entire App Store, number one in productivity, ahead of some great tools like ChatGPT and others, TikTok”

“That got us the top 15 in the App Store. And I think now we have forty million dollars following that GPT portfolio.”

“Keeping up with OpenAI product updates is a full-time job, and that's the strategy, is ship fast. And I feel like that done at a consistent pace, I mean, just in, just this year alone, you've had Operator and Deep Research and ChatGPT agents and Codex, and the…”

“And ChatGPT exhibits a smile curve. The other apps that exhibit smile curves are Instagram, and TikTok.”

“On, in terms of time spent, you know, we've published this analysis. They are far and above time spent per user per day compared to any of the other apps AI apps today. Actually not just AI apps. I, you know, one of the analysis we did is they are now larger t…”

“If you took the user count of ChatGPT on one side, And all the other AI apps on the other side, let's do perplexity, and Claude, and Croc, and Gemini, and you know, long tail of apps that people use. Add them all up, multiplied by 10, it's probably still less …”

“Memory in particular, I think adds so much context for your life that switching out of it would be so hard.”

“ChatGPT is no longer a website. It is no longer a product. It is a relationship that users have with technology similar to the way the relationship that I have with this phone.”

“I mean, I don't buy anything above a hundred dollars without consulting chat GPT.”

“Instead of using a real estate agent, there's no reason they can't use ChatGPT or an equivalent product.”

“I have started to play around with ChatGPT to write a book for me.”

“I think it's ballpark, fifty million dollars. For Google, so Google pays Reddit, fifty million dollars a year to kind of, ah, have trained in the past on it, but B, have updated data, and, ah, ChatGPT does the same thing.”

“We looked at our original investment memo. There was no mention of ChatGT in there.”

“Value is being created by all the users of ChatGPT, nearly a billion of them.”

“I don't think it's like a death knell for them because, you know, it's like, again, like most of the users of ChatGPT would use ChatGPT whether or not it was a GPT model in there or not. Like they like the product.”