Coatue Pt2. Open AI’s Kevin Weil Dives into All Things ChatGPT | BG2 w/ Bill Gurley & Brad Gerstner

You said today is the worst product for a month you'll use today. The model that you use today is the worst AI model that you'll ever use for the rest of your life. Yeah. Kevin. So, you know, on this slide, in five years, as the ninth most valuable company in the world. Okay? So $300,000,000,000 in enterprise value today as measured by the markets. They have it going to 1,600,000,000,000.0. I remember when you joined OpenAI, and I asked you the question, can OpenAI get to a trillion dollars, right, in total value? And you said, that is it like, if I thought it was just a trillion dollars, I wouldn't be nearly as excited as I am about going to OpenAI. So when you just think about that And by the way, less about market cap and Right. Right. You know, more about, like, the ambition and the opportunity and the impact. Yeah. Yeah. And so that's what I want you to do. Just blue sky for us today. How long have you been at OpenAI now? About a year. Okay. So you're a year into this. A year in, do you think the opportunity is bigger than you thought when you started? And walk so And why and why would you and if so, why do you take it? Talk us through that a little bit. I think it's I think it's bigger for sure than I realized. I'm I I think it's been in Sam's head the whole time, so I don't I'm not sure that there's been a revelation over the past year, but it certainly opened my eyes. Right. Right. Right. I mean, for one, I we have grown faster than anything I've ever seen. Yeah. And I thought I had seen fast growth, when I was at Instagram, for example. Yeah. And And and for those falling at home on slide 24, in the deck, they show the user growth. And we talked about it earlier, but it's just phenomenal. Yeah. So and as we've grown, we're also deepening usage with the platform. People are using it more. So just from that perspective, we're, I think, bigger today than I would have imagined was possible. Slide on that also. So so and you said some comments on stage about, you know, as people use it more, the minutes go up. Yeah. Well, I mean, we look at we look at weekly active users. That's sort of the metric that we that we goal ourselves by from a growth perspective. Obviously, a lot of other things that we look at as well. But, but from a weekly active user, it the reason we do that versus monthly is we're actually you know, we don't want someone that just comes Once a month. Once a month. That doesn't that means we're probably not adding all that much value in their life if they're coming once a month. And over time, I think it's gonna …