Lenny Rachitsky: belief

Transcript context

…If folks have looked through the GPT-4 technical report that we released back in March when GPT-4 came out, GPT-4 was the first model that we trained where we could reliably predict the capabilities of that model beforehand based on the amount of computes that we were going to put into it. We did a scientific study to show like, "Hey, this is what we predicted and here is what the actual outcome was." So it'll be, one I think, just as somebody who's interested in technology, but interesting to see does that continue to hold for GPT-5, and hopefully we'll some of that information whenever that model comes out. I also think you can probably draw a few observations. One of them, which is GPT-4 came out. The consensus from the world is, "Everything is different. All of a sudden everything is different. This changes the world. This changes everything." And then slowly but surely, we come back to reality of like, "This is a really effective tool and it's going to help solve my problems more effectively." And I think that is the, undoubtedly, the lens in which people should look at all of these model advancements, like GPT-5 is surely going to be extremely useful and solve some whole new echelon of problems. Hopefully it'll be faster. Hopefully It'll be better in all these ways, but fundamentally, the same problems that exists in the world are still going to be the same problems. You now just have a better tool to solve those problems. And I think going back to vertical use cases, I think people who are solving very specific use cases are just now going to be able to do that much more effectively. I don't think that's going to... People have these unrealistic expectations that GPT-5 is going to be doing back flips in the background in my bedroom while it also writes all my code for me and talks on the phone with my mom or something like that. I'm like, "That's not the case." It's just going to be this very effective tool, very similar to GPT-4, and it's also going to be become very normal very quickly. And I think that is actually a really interesting piece. If you can plan for the world where people become very used to these tools very quickly, I actually think that's an edge, and assuming that this thing is going to absolutely change everything, and in many ways I think it's actually a downside, is the wrong mental framing to have of these tools as they come out. Kind of along these lines, you guys are investing a lot into B2B offerings. I think half the revenue, last I heard, was B2B and then half is B2C. I don't know if that's true, but that's something I heard. What is it that you get if you work with opening AI as a company, as a business? What does it unlock? Is it just called OpenAI Enterprise? What's it called and what do you get as a part of that? Yeah, so I think a lot of our B2B customers are using the API to build stuff. So I think that's one angle of it. I think if you're a ChatGPT B2B customer, we sell Teams, which is the ability to get multiple subscriptions of ChatGPT packaged together. We also have an enterprise version of ChatGPT. There's a bunch of enterprise-y things that enterprise companies want, around SSO and stuff like that, related to ChatGPT Enterprise. I think the coolest thing is actually being able to share some of these prompt templates and GPTs internally. So again, you can make custom things that work really well for your company with all of the information that's relevant to solving problems at your company and share those internally. And to me, that's like you want to be able to collaborate with your teammates on the cool things you create using AI. So that's a huge unlock for companies. I think that those are the two biggest value adds. There's higher limits and stuff like that on some of those models, but I think being able to share your very domain specific applications is the most useful thing.…

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