OPENAI directional thesis
A billion people use ChatGPT and barely 50 million pay, so the room to turn that into money is almost endless as it shifts from chatbot to a proactive assistant that shops and acts for you.
“We may have the dominant brand and OpenAI and ChatGPT has grown faster, than anything in the history of technology. You know, I think they reached the same scale as Google something like 4 times faster. You know, billion people using it and they're only monetizing a tiny piece of that, which I think is a really exciting dynamic. But I don't think that the future of how we interact with AI is going to be a chatbot.”01:39claim_id
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