OpenAI

“It's all of the web, but it's mostly Reddit, right? And the best way to understand mostly Reddit. It's Reddit anywhere. Like the internet, it was mostly forums.”

“The reason they haven't released it is because I think there's a lot of, so ChatGPT, I mean, OpenAI has a team called the Red Team, okay, which is responsible for breaking or, you know, jailbreaking ChatGPT, right? Now, if you give ChatGPT access to the intern…”

“So if you're an entrepreneur who's trying to build foundational models, models from the very ground up, like Google does, or Microsoft with OpenAI does, and they have four or five others, You have to raise, you know, two, three billion dollars. Now maybe some …”

“So you may have heard of O-one from OpenAI, and there is kind of similar work at Meta and other places where this sort of very basic forms of reasoning that consists in having an LLM produce lots of different sequences of words, and then having a way of search…”

“It's actually pretty expensive to serve deep research for us. We still price it at 20 dollars a month. I think OpenAI's one is, like, slightly more detailed on some queries. But it's priced at 200 dollars a month. And you can see, right, that that's simply bec…”

“I mean, that's the most intense. Those guys, it's wild. And they're very good guys. Boy, are they surfing, surfing the wave.”

“The sort of, the robustness and reliability has greatly increased and that, that's very helpful for agentic workflows. So I'm like very impressed by how long and complex of a task it can carry out.”

“And in particular, India is now our second largest market in the world.”

“GPT-V is quite good at helping to create small pieces of software very quickly. And much better than any model that I've used.”

“We've taken a lot of feedback from users in India about what they'd like from us. Better support for languages, more affordable access much more, and we've been able to put that into this model and upgrades to ChatGPT.”

“Cursor is like a recent example of a company that is just exploding in popularity and I think really durable relationships with their customers.”

“My, the analogy I like most for AI is the transistor, which was this really important scientific discovery that for a while looked like it was going to capture a ton of the value. And then turned out to be something that just gets built into like tons of produ…”

“Using AI itself does not create a defensible business. You see this with every technology boom where people are like, well, I'm a startup doing X, and because I'm using the latest technology trend, the normal rules of business don't apply to me. And that's nev…”

“It is like having PhD-level experts in every field available to you, 24 seven, for whatever you need. Not only to ask anything, but also to do anything for you. So if you know, need a piece of software created, it can kind of do it from scratch all at once.”

“It's an integrated model, so you don't have to, like, pick in our model switcher and know if you should use GPT-IV or O-III or O-IV or any of the complicated things. It's just one thing that, that works”

“So we'll try multiple products but I think this idea of trying to build hardware that an AI companion can sort of embody itself in will be an important thread.”

“If you build a business that gets better, the business gets better when the model gets better, then you should keep doing well if we continue to make progress. If you build a business where, when the model gets better, your business gets worse because the wrap…”

“As I mentioned earlier, I think India may be our largest market in the world at some point in the not very distant future.”

“You know, when we started, it was like four and a half years before we had our first product, and it was very uncertain. We were just doing research, trying to figure out how to get AI to work, and we had very different ideas than the rest of the world.”

“I would not go after the inspiration side, because I think the inspiration side, thank you very much, is, is going to be served really, really well by an open AI or a Google.”

“It also became hard, like, hiring people when we had a partnership like that, where folks felt like we were outsourcing our AI, which we weren't doing, and we were actually doing all of it mostly ourselves internally.”

“OpenAI led my series B. We generally were working on some kind of advanced models with them. Or maybe a year or two, a year or so, about a year. And I figure ultimately chose to kind of, ah, leave them and go in our own direction.”

“I was for a variety of reasons just not convinced that at the, you know, institution that, that I was at, that, that there was a real and serious conviction to do it in the right way.”

“I wouldn't be surprised if it's a phone looking device with the UI, which is not natively Android or anything that already exists, but something which is a lot more different with a partner with a buddy device, maybe, which is like a pendant or something like …”

“We are, of course, continuously looking at, like, OpenAI, Google, incredible teams, and probably, like, as we think about the space, the biggest potentials of effectively competing with 11 Labs.”

“Where we today, of course, don't depend on open AI for voice and we can stay ahead and build models that are both great in English, great internationally, great across India languages, great across European languages.”