ChatGPT
also referred to as: chat gpt · chat gpts
includes ChatGPT Health, ChatGPT Images 2.0, ChatGPT Work, ChatGPT Pro, ChatGPT Enterprise, ChatGPT Images, ChatGPT Voice, ChatGPT Voice Mode, ChatGPT Codex, ChatGPT Deep Research, ChatGPT Images 2.5, ChatGPT Plus and 1 more
94 statements across 61 episodes · 45 bullish · 21 bearish · 28 people on the record · first statement Nov 3, 2024 by John Coogan · said 1,173 times in 275 episodes since 2024 · across every show →
Mentions by year, the whole family
brought up most by John Coogan (428), Jordi Hays (106), Mark Cuban (21), Sam Altman (13), Brian Chesky (13), Greg Brockman (9), Delian Asparouhov (8), Garry Tan (7)
tap a year for its mentions
2026 379 mentions in 119 episodes 3 per episode
- Greg Brockman on Astra and the Future of OpenAI
- Anthropic Declares War on OpenAI in Scrappy Super Bowl Ads
- GPT-5.6 Reactions, Phoebe Gates’ Phia Drama, Hollywood Chases Internet Horror | Diet TBPN
- Anthropic-OpenAI war, Walmart hits $1T, Gas Town & Vibecoding | Diet TBPN
- xAI Raises $20B, Anthropic’s $350B Valuation, OpenAI Launches ChatGPT Health | Diet TBPN
- FULL INTERVIEW: Sam Altman Responds to Anthropic’s Attack Ads, Live on TBPN
- SpaceX-Cursor Deal, ChatGPT Images 2.0, Fake Bear Scam | Diet TBPN
- Super Bowl Ad Reactions, ChatGPT launches ads, Jordi vs France | Diet TBPN
- 111 more episodes that year, every mention in 2026 →
2025 677 mentions in 137 episodes 5 per episode
- Weekly Recap: Sam vs. Elon, Cluely's Crazy Ad, UFC x Paramount, Apple's AI Robot
- Weekly Recap: Casey Neistat, OpenAI Cracks Math, The Future of ChatGPT, Apple x F1, Intel Layoffs
- Weekly Recap: Apple Sitting on $100B, Disney Enters The AI Race, Marc Andreessen, All About GPT-5
- Weekly Recap: Apple WWDC, Andrew Huberman, YC Demo Day, Intern Phone Assembly, $14B Meta x Scale
- DeepSeek Update, Market Crash, Timeline in Turmoil, Is VC Cooked, Zero Cope Policy
- The Future of ChatGPT
- DJI Suspicions, Stargate Turmoil, OpenAI Operator, F40 for the Mind
- Weekly Recap: Grok 4 Launch, Texas Floods, Web Browser War, Top Signals, Meta Smart Glasses
- 129 more episodes that year, every mention in 2025 →
2024 117 mentions in 19 episodes 6 per episode
- Inside Facebooks Secret "Red Book" (ep18)
- Inside JD Vance's Portfolio (ep8)
- Year of Tech in Review (ep25)
- Trump's Secret Career (ep7)
- What is the TRUMP BUBBLE? (ep11)
- How we became the fastest growing podcast (ep20)
- CEO Assassination Deep Dive (ep19)
- How BILLIONAIRES dress for XMAS (ep17)
- 11 more episodes that year, every mention in 2024 →
Everything said about ChatGPT, oldest first
Nov 3, 2024 bearish
Coogan: Apple is two years behind ChatGPT and should have replaced Siri
“The AI thing has been really, really difficult for Apple, in my opinion, because they're two years behind ChatGPT. Like, the day ChatGPT came out, They should have ripped out Siri and had an LLM replace it in terms of just like what consumers would want.”
Nov 6, 2024 positive
Nov 15, 2024 bullish
Coogan: AI apps will dynamically route user prompts across models automatically
“Very quickly, they're going to be able to put a router in front of that and dynamically decide, oh, this is a question that needs to go to oh, one. This is a question that needs to go to four. Four O or whatever, and all of that will become extracted.”
Nov 16, 2024 bullish
Coogan: Creator AI wrappers capture value despite not disrupting foundation models
“She has a cornered resource in her audience. She's got attention where yes. Who knows if this is that much better than just asking vanilla chat GPT, but if she can drive people to this app, she can monetize that she's effectively acting as like an affiliate of…”
Nov 19, 2024 neutral
Hays: Altman's Grok vs ChatGPT post was savvy content marketing
“So I actually saw a deeper dive on that on Sam's post and it did seem like he had sort of strategically cropped it or screenshot it in a way to not give the sort of like final conclusion. So I think what Sam was doing is what, you know, a lot of people do, whi…”
Dec 2, 2024 bullish
Dec 2, 2024 positive
Dec 2, 2024 positive
Dec 2, 2024 positive
Hays: OpenAI Built Consumer Scale After Wrappers Reached Tens of Millions ARR
“Before chat GPT, there were products like copy.ai that were leveraging the API well, and like had gotten to decent, not scale, but tens of millions of ARR, and then OpenAI was like, oh, actually we're a consumer product company now, and then now they have hund…”
Dec 6, 2024 neutral
Dec 11, 2024 bearish
Jan 23, 2025 neutral
Coogan: AI-assisted executive orders unlikely to cause unintended legal errors
“I'd be surprised if we wind up learning that, that the executive orders being written with chat, with the help of chat GPT wind up causing an unattended effect, right? Where it's like, oh, they didn't proofread it. It hallucinated. And now it's illegal to drin…”
Jan 24, 2025 bullish
Coogan: Biggest AI opportunities lie in controversial categories big labs avoid
“The biggest AI opportunity is that we've seen in the last few years have been the ones that the big labs just don't want to touch. It's like the AI girlfriend stuff. It's like too controversial. So probably not going to be killed by ChatGPT because they'll be …”
Jan 25, 2025 bullish
Hays: ChatGPT leads consumer AI through mindshare and search-like utility
“The reason that ChatGPT has stayed very dominant from a user standpoint is because they have the consumer mindshare. The average person is not like prompt engineering. They don't care about the context window. They're just almost using it like a Google that ca…”
Jan 28, 2025 positive
Feb 19, 2025 neutral
Feb 19, 2025 neutral
Mar 5, 2025 positive
Mar 9, 2025 neutral
Mar 24, 2025 bullish
Foody: AI data training shifted from low-skilled crowdsourcing to high-caliber expert vetting
“What we realized was that there was this really large shift happening in the human data market where large AI labs are hiring thousands of people to train the next generation of LLMs. And it used to be this crowdsourcing problem that was super low skilled, rig…”
Mar 24, 2025 bearish
LLMs won't be a 10X ad platform for discovery-driven DTC brands
“Probably I wouldn't say a 10 X ad platform. I think the important distinction is like there are certain brands and industries that benefit from like these high intent channels, right? You are looking for a mattress or you are looking for insurance. They're the…”
Mar 25, 2025 bullish
Mar 26, 2025 bullish
Rauch: 5% of Vercel signups come from ChatGPT, growing 30% MoM
“We see five percent of our Vercel signups that also happen to be some of the highest intense signups coming from ChatGPT. Which is up from being like, one percent or less than one percent six months ago. And it's growing. I didn't share the growth metric, but …”
Mar 26, 2025 positive
Apr 8, 2025 neutral
Housel: AI excels at micro writing feedback but fails at macro feedback
“I found that it's pretty good for what I would call micro feedback of just like, Hey, you probably needed a comma here. It's not that good for macro feedback of like, Hey, was this chapter good? Like, did it make any sense to you? It's like, so far it's not th…”
Apr 9, 2025 bullish
Kirsten Green likens ChatGPT to Google, opening doors for vertical AI apps
“Jack GPT is to this generation what Google was to the last. If you think about Google is like the place where, you know, the front door, you go there, that's your big search. But if you want to, like, look for real estate, you go to Zillow. If you want to unde…”
Apr 25, 2025 bullish
Apr 25, 2025 neutral
Apr 25, 2025 neutral
Apr 26, 2025 neutral
Mehr: Physical manufacturing lacks internet data troves used by LLMs like ChatGPT
“Unfortunately for a lot of manufacturing tasks, the data is not out there, right? You cannot train a very complicated model on it. For, you know, for ChatGPT, the internet had trove of free data that you could use to create a very complex kind of chatbot. For …”
Apr 26, 2025 positive
LiveKit's d'Sa: LiveKit built the infrastructure for OpenAI's ChatGPT voice modes
“Fast forward, like, about a year and a half, two years, and, ah, we built a demo when ChatGPT first came out, ah, where you could talk to it instead of text with it using LiveKit's infrastructure, and a few months later, OpenAI ended up finding it, ah, wanted …”
Apr 26, 2025 positive
D'Sa: LiveKit partnered with OpenAI to build ChatGPT voice mode
“We built a demo when ChatGPT first came out, ah, where you could talk to it instead of text with it using LiveKit's infrastructure, and a few months later, OpenAI ended up finding it, ah, wanted to build a voice interface to ChatGPT, And we started to work pre…”
Apr 28, 2025 neutral
Jun 21, 2025 bullish
Hotz: Shift to diffusion AI models will erode centralized cloud moats
“With AI, I think there's going to be a much less of a moat. Especially when you look at the move from autoregression to diffusion. So autoregression can run in large batch sizes. When you run ChatGPT, you're running with a whole bunch of other people on that s…”
Jul 5, 2025 neutral
Coogan: Meta Will Not Try To Directly Disrupt ChatGPT
“I don't think that Meta is necessarily going to try and go eat ChatGPT's lunch. Like I was revisiting that conversation that we had with Jeff Huber, and he was saying like, you know, he was kind of reiterating like, never bet against Zuck. Like he's working on…”
Jul 19, 2025 bullish
Jul 26, 2025 bullish
Jul 26, 2025 positive
Coogan: Long term, AI model routing will be fully prompt-driven
“I would imagine that over the long term, everything's driven by the prompt. I would love to be able to go to ChatGPT and just say, Hey, quickly, what's the population of Canada? And it knows to use for that. And then if I say, hey, I want you to give me a full…”
Jul 26, 2025 bearish
Hays: Native ChatGPT image tools pose a massive challenge to wrapper startups
“This presents a massive challenge if you are a ChatGP a GPT rapper that's trying to go compete in the creative expression space because you have to, you, it's not enough to generate a cool image or generate a meme it used to be that if you could do text well, …”
Aug 8, 2025 bearish
Andreessen: Google Could Have Built a GPT-4 Level Chatbot by 2019
“I talked to somebody senior who was there at the time and I asked them, you know, when could you have had chat GPT with GPT four level output if you had just gotten, you know, gone, gone flat out starting in 2017. And they said by 2019.”
Aug 8, 2025 positive
Aug 8, 2025
Andreessen: LLM Researchers Were Surprised ChatGPT Was the Breakthrough Moment
“Like if you talk to the people who worked on like, I'm sure you guys have talked to people who work on language models, they will tell you that they were surprised the chat GPT was the breakthrough moment. Cause they thought everybody already knew what these m…”
Aug 9, 2025 bullish
Aug 9, 2025 neutral
Aug 9, 2025 negative
Andreessen: Google could have built a GPT-4-level ChatGPT by 2019
“Google developed the transformer in 2017. And then they basically let it sit on the shelf, right? Cause it was a research project. They didn't productize it. They were very worried about, you know, from people I've talked to, they were very worried about the, …”
Aug 9, 2025 bullish
Coogan: OpenAI generates around $1B per month in revenue
“Like, you know, they're generating, what, a billion dollars a month in revenue at this point. Everyone uses the app. It's installed everywhere. Like, that, that, that token demand is not going anywhere, that infrastructure demand is not going anywhere, so.”
Aug 16, 2025 bullish
Randle: ChatGPT drives the majority of industry foundation model revenue
“The majority of all of that, or at least the plurality of all of that is ChatGPT. And ChatGPT, even though it is served by a foundation model company, is an application. It is a consumer subscription that has an immense amount of power. It has an immense amoun…”
Aug 16, 2025 neutral
Hays: Apple AI teams use ChatGPT and Gemini during product development
“During the development of the tabletop robot, Apple engineers have made heavy use of ChatGPT and Google Gemini to build and test features. Within Apple AI and Siri Teams as a whole, software developers are increasingly using third-party systems as part of thei…”
Aug 16, 2025 bullish
Aug 21, 2025 bearish
Cuban: Consumers won't abandon misleading AI because users are primed for misinformation
“I wouldn't agree with that, Jordy, because I think people are primed for misinformation these days. You see it in healthcare continuously. You know, you saw it with COVID vaccines. People on their deathbed say, I wish I had taken the vaccine, you know, and you…”
Aug 21, 2025 positive
Aug 21, 2025 positive
Aug 23, 2025 positive
Sep 27, 2025 bullish
Coogan: ChatGPT hits 700M weekly active users amid massive compute demands
“Company executives made it clear that the Abilene site was just the beginning, noting they envisioned a need for more than 20 gigawatts of computing capacity to meet the explosive demand for ChatGPT, which now has more than seven hundred million weekly users.”
Oct 9, 2025
Oct 10, 2025 negative
Oct 22, 2025 bullish
Hays: OpenAI could swap ChatGPT's model for Claude and retain users
“OpenAI could swap out the underlying model,
And still accrue the vast majority of value.
So, hypothetically, you could have ChatGPT, chat.com, powered not by GPT-Five, but instead powered by Gemini or Claude, and still see positive user growth, monetization, b…”
Oct 22, 2025 neutral
Oct 28, 2025 positive
Nadella: Microsoft Committed $13.5B to OpenAI Before ChatGPT Became a Hit
“I mean, if you look back, you asked how we put the billion, and the reality is we put the ten billion. Or the 13 and a half was fully committed before it became a thing, right? And remember that was all done before ChatGPT became a thing.”
Nov 4, 2025 bullish
Gurman: Apple built an in-house AI search to rival Perplexity
“What they haven't talked about Is AI web search. And so the new Siri is also going to have a chat GPT perplexity competitor for things like deep research and summarizing search. That is going to be an Apple built, an Apple powered system.”
Nov 4, 2025 negative
Nov 4, 2025 positive
Nov 19, 2025 neutral
Coogan: Nvidia earnings lag real-time AI demand due to five-year lead times
“Also with the Nvidia news, it's like, how much can you actually read into AI demand based on Nvidia earnings? Because I feel like we're projecting out like these deals five years in advance. We buy the chips, then we install them like that whole rumored decele…”
Nov 25, 2025 negative
Nov 25, 2025 neutral
Dec 3, 2025 bearish
Hays: Siri's Gemini integration is an underrated threat to OpenAI
“It's an underrated threat for OpenAI. There's a lot of queries that all hit open ChatGBT on mobile. That are not even, like, super economic, but it's just a lot of my usage around, like, hey, just trying to learn about something or research a product, et ceter…”
Dec 3, 2025 bullish
Dec 3, 2025 neutral
Dec 3, 2025 negative
Jan 8, 2026 neutral
Jan 8, 2026 neutral
Jan 8, 2026 bearish
Coogan: AI wrappers relying on model limitations are doomed long-term
“If you build a wrapper that depends on the models not getting better, you're gonna have a bad time, because the models will just get better. So if your thing is, oh, it can't do long context windows, or it can't answer in pages and pages and pages, well, the m…”
Jan 8, 2026 neutral
Jan 20, 2026 bearish
Ben Affleck: LLMs write poorly because they inherently regress to the mean
“What I see is, for example, if you try to get ChatGPT or Claude or Gemini to write you something, it's, Really shitty, and it's shitty because by its nature, it goes to the mean, to the average, and it's not reliable, and it's, I mean, I just can't even stand …”
Jan 21, 2026 positive
Coogan: ServiceNow commits revenue in three-year deal to integrate OpenAI models
“So they signed a three year deal that will integrate the AI models. ChatGPT's models into ServiceNow's business software. The deal depends on customers using OpenAI's models within ServiceNow and also includes a revenue commitment from ServiceNow to OpenAI.”
Feb 5, 2026 bearish
Hays: Claude has lost the race to reach billions of users
“Anthropic has already lost the race to serve billions of people, right? I don't think that they're, when you look at Gemini's sort of traction, OpenAI's, ChatGPT traction, like it seems like the race to get to Three billion monthly actives is kind of over. I d…”
Feb 6, 2026 bearish
Hays: Anthropic has lost the race for billions of consumer users
“Anthropic has already lost the race to serve billions of people, right? I don't think that they're, when you look at Gemini's sort of traction, OpenAI's, ChatGPT traction, Like, it seems like the race to get to three billion monthly actives is kind of over.”
Feb 6, 2026 bullish
O'Laughlin: AI Coding Agents Represent First New Modality Since ChatGPT
“The reason why you should actually pay attention so much is because this is the first time, like, image models essentially always gain share, video models always gain share, like Studio Ghibli moment, and then obviously ChatGPT. This is the first, like, new mo…”
Feb 6, 2026 bearish
Feb 10, 2026 neutral
Feb 10, 2026 neutral
Hays: ChatGPT ads will target interest graphs, not conversation content
“From what I understand, it won't be related to the content because people are going to be annoyed at that. I would expect it in the future. It is. But in the meantime, I think it'll effectively be display ads based on your interest graph, right? What they know…”
Feb 23, 2026 bullish
Shah: Consumers will use AI agents for autonomous purchases within six months
“You just, and no one's really doing this yet, but it's going to happen, I think, you know, in the next six months. Is just tell your agent, you know, tell Gemini, tell ChatGPT, go buy these things, it has your credit card, and now that world that they were des…”
Mar 19, 2026 neutral
Mar 23, 2026 negative
Coogan: Agencies unable to track independent performance are just media buyers
“If an ad agency says it can't provide performance data because the channel doesn't provide it is merely a media buying intermediary. If you're an ad agency, you've got to figure out whether or not the ads that you pitch to your clients are actually working.”
Mar 25, 2026 positive
May 15, 2026 bearish
Coogan: Apple Is 1 to 2 Years Behind in Knowledge Retrieval AI
“Apple is like the most far behind. They still have a ChatGPT integration. They're solving the Gemini thing. And there may be like a year or two behind in terms of like the knowledge retrieval use case that is in so in such high demand.”
May 15, 2026 positive
Jul 11, 2026 neutral
Coogan: AI Tools Will Consolidate Work and Personal Modes into One Interface
“There is no enterprise Google search. Like, you just use Google at work. You use Google at home. It's all one box that gives you answers, and there was never, like, a dividing line between these two things, and so that's probably where all of this goes ultimat…”
Jul 11, 2026 negative
Coogan: New ChatGPT Desktop App Replaced Native Mac App with Electron
“The new ChatGPT app is just the Codex app, and when you install it, you can keep the
The old ChatGPT app as ChatGPT classic, but a lot of people don't like that because the Codex app is written in Electron, which means it's a bunch of like web views, web brows…”
Aug 8, 2026 negative
Sep 8, 2026 bullish
Sep 8, 2026 bullish
Sep 8, 2026 positive
Sep 8, 2026 neutral
Brockman: Highlighting esoteric AI use cases fails to trigger broad adoption
“We've sometimes highlighted esoteric use cases, something that appeals to someone in particular, and it's amazing for that person, but people don't then say, oh, because it's this powerful, I can also do this other powerful thing I've been waiting on. Like tha…”