Paul Bakaus

speaker
264 appearances 3 recordings 1 series first heard Nov 2025 last heard 24 Jun

Paul Bakaus’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months
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Recordings per month over the last 12 months — 3 in all, peaking in Jun 2026 with 1.

Appearances

newest first · ▶ plays the moment
Olivia, welcome.
It's the most exciting time of the year, which is the top one hundred report, is coming out today, I think.
Is that right?
Yep.
It's been six editions over three years.
Talk to us about what's the same, what's changed, what's your excitement level, what's up with the report?
So exciting.
There's a ton to cover here.
So let's start with the big foundation models.
Can you talk a bit about what you think are the respective areas of specialization for Gemini, Quad and then of course Chat GPT?
Because it feels like it's been a rising tide story more than these models trading off with each other.
let's dig into the app store dynamic a little bit because that's so fascinating.
Can you talk about the bull case for ChatGPT with I think what they call the apps directory?
Yeah, it's really interesting because it touches on your point in the report about compounding advantages and how context compounds.
Can you talk a little bit about that concept?
And then what's your proxy in terms of a metric for it?
Is it session time?
Is it number of sessions?
Is it the amount of data you've provided or is there something else?
It's so smart and it really plays to their advantages in that they have signups for nine hundred million people.
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