Nathaniel Whittemore

They build it because a chatbot is hard to put a multiple on.

This is a feature for the S1, not for you.

Now one other take which I don't think is exactly right but does deserve some discussion is summed up by Yoshik who writes, one thing I've learned from tech, the best technology doesn't always win.

The company that owns the user usually does.

That's why OpenAI is trying to turn ChatGPT into a super app before the IPO.

Every model eventually gets copied.

Getting millions of people to open your app every day is the hard part.

Although on the flip side, Anand thinks that consumers might be in for a shock with these changes.

They write, It's going to be interesting to watch how casual ChatGPT users react to this.

Most people have only used it as a chatbot.

A full redesign into SuperApp is going to feel like a completely different product to them.

So is this all just about money and the IPO?

The answer is yes, but.

And I think it's worth pausing to note how frequently the investor class cannot imagine that anything that any company does is not specifically and primarily about impressing them, the investor class.

What's actually going on here is the embodiment of a much bigger trend, and the instantiation and extension of what we have discovered are the most valuable categories of use cases for AI, which are simply put, not about chat.

Now, what's very clear is that there is a major difference between power users of ChatGPT and regular users of ChatGPT.

In a recent interview, OpenAI CFO Sarah Fryer said, our free users do about seven turns or seven questions a day.

Our first paid tier does double that, about 15.

Our real paid tier plus, which is $20, is about 3x, and pro is about 11x over a free user.

In other words, the power users are using AI more.