Barton: OpenAI has 800M WAU with engagement rivaling Instagram
Michael Barton · Inside Coatue: $70B Hedge Fund’s AI & Retail Strategy · Sourcery with Molly O'Shea · Oct 23, 2025 · at 53:31
Coatue Sector Head Michael Barton compares OpenAI's user base and daily engagement metrics to Meta's Instagram.
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“OpenAI's got, what, like, eight hundred million weekly active users. Spending, like, spending, by my estimates, close to the amount of time every day that is spent on Instagram.”
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