RATION GPUS

“I care a lot about long term retention, and I would put all my points there because, I'm I'm really proud of the retention stats we have. Huge. But, ultimately, the sign of durable value is whether or not people are coming back in three months because that means you're really solving their problems. And I think things like revenue, they follow from that.”

“Pricings there's no world in which pricing doesn't significantly evolve when the technology is changing this quickly. Yeah. it's possible that, you know, in in the current era, having unlimited plan is like having unlimited electricity plan. You know? It just doesn't make sense because, like, you know, people may need a lot a lot of electricity, and they're getting a lot of value out of that. There's a reason you can't buy that.”

“I think Mark and I were, giving a demo of reasoning, in front of the, whole company. We're having to do a puzzle in front of everyone. And, I think one of the moments that made me totally feel the EGI is, like, we were in the middle of the demo, and everyone started laughing. I was like, wait. What what is funny? And then I stared at the screen because we're showing this chain of thought as it was streaming out of the model. And the model swore and said, like, oh, damn it. May I have to adjust because I realized I had made a mistake in the puzzle.”

“So first off, Code Reds are a tool we use, to create focus. End of last year, we had one of those moments where we felt like we we need to show up for our users. We need to focus the things, focus on the basics, like reliability, performance, the way that talking to the model feels, making personalization really great. We just exited the code red, which we knew we would, with the launch of 5.3, which, you know, is a is a great model for the everyday user.”

“We've got about 10% of the world coming to us now, 90% left to go. Right? There's so much more opportunity to to to to reach more people and introduce them to the way that AI can can can benefit fit them. But we're also really excited to go deeper. And that means taking the same billion users that find value in ChatGPT today, and actually providing more meaningful value in their world.”

“ChatGPT originally was entirely free, and the reason for that was that it was intended to be a demo. And we're gonna wind it down after a month. We then realized that the demo went viral and people loved the demo, and it was actually a product. And but we realized it'd be a product. You can't take the product down every time you're at capacity. So we, you know, shipped subscriptions simply because it could shape the demand. It was a way of gracefully turning users away, and we had to turn away someone.”

“The thing that's already come first is the, domain specific agents. If you look at what's happening in in code, we're we're we're fully there. You know, it it's mind bending, but we've got so many engineers, who who don't open their IDE, like, ever. I won't be surprised if you see this happen for other forms of sort of quantitative knowledge work just because it happens to have the properties that code has. It's testable. You know if it worked or not. It's, you know, very RL friendly.”

“But GPUs are zero sum. And if you don't have more GPUs, you really have to figure out how do you make very, very hard trades and hate making hard trades for our users. Hence the desire to, have more GPUs, but, it's it's useful to start with the most zero sum trade off when you do your planning. So I think starting working backwards from GPUs, is usually a pretty pretty good idea.”

“I think the most important perma skill in this era is, curiosity, I think, because if the machine can answer all your questions, you better have good questions. And the only way to have good questions, I think, is to pursue the things you were actually excited about from an early age and throughout your entire life. And I reflect on this because the only reason I'm here and working on this stuff is because I thought it was neat when I got, you know, nerds sniped in, in the interview process.”