Apoorv Agrawal

What is your North Star?

How do you how do you what are you optimizing for?

What is Nick looking at in his daily dashboard?

If you were to allocate 100 units of points to these metrics, can you distribute the 100 units across these metrics in order of importance for you right this second?

Phenomenal.

Well, it shows up in the numbers.

I posted this chart yesterday on the data that we have from a third party.

The retention curves for ChatGPT are smiling.

Look at that, just like that.

And that is a rare, that is a very rare occurrence, you know, as we know, and why do you think like, if you were to give us a narrative on that smile curve, what is the why do these smile curves exist?

What are you seeing in chat GPT that has people who have who have maybe turned off for a couple of weeks or months coming back?

And why are they coming back?

Nice, nice, nice.

And you know, the other thing that

I got wrong about ChatGPT.

This was two and a half years ago.

I was like, well, you know, let's look at who's going to win this consumer AI race.

Typically, these consumer markets are winner-take-most, winner-take-all.

Look at search.

Google has near 90% plus market share, three and a half, four trillion in market cap.