🤖 ChatGPT plugins make OpenAI the next great computing platform

Sacks tech w=0.77 · n=53 · E122 (2023-03-31) · explicit_prediction · strength 3 ▶ 15:11 SUPPORT

“Yeah. I mean, I think this is the most important developer platform since the iPhone and the launch of iOS in the App Store, and I would argue maybe ever in our industry, certainly since the beginning of the internet.”

Chamath tech w=0.90 · n=83 · E122 (2023-03-31) · sentiment · strength 2 ▶ 20:32 OPPOSE

“As an investor, I think it's important to just stay a little patient because it's not clear to me that there are any natural blockers.”

Friedberg tech w=1.08 · n=65 · E122 (2023-03-31) · sentiment · strength 2 ▶ 56:48 OPPOSE

“Is there enough of a network effect in the plug-in model, as Sacks pointed out, to really give OpenAI the sustaining competitive advantage? I'm not sure.”

Chamath tech w=0.90 · n=83 · E125 (2023-04-21) · sentiment · strength 2 ▶ 42:24 OPPOSE

“like how impressed Sacks was about plugins and then plugins were rendered useless and somewhat impotent two weeks later by auto GPTs.”

Jason tech w=1.05 · n=56 · E126 (2023-04-28) · sentiment · strength 2 ▶ 24:35 OPPOSE

“Or should I even bother, so should I bother building, you know, a verticalized app? And it turns out, like, I think you should do the verticalized app.”

Friedberg tech w=1.08 · n=65 · E128 (2023-05-12) · sentiment · strength 2 ▶ 5:23 OPPOSE

“Yeah, a lot of what we've been talking about with respect to plugins and the tooling built into AutoGPT, many of the most interesting kind of applications that folks have kind of demonstrated or utilized are really kind of built into this Bard product.”

Chamath tech w=0.90 · n=83 · E132 (2023-06-10) · explicit_prediction · strength 2 ▶ 1:30:44 OPPOSE

“And all these Expedia examples that are plugins at GBT make no sense. They make no economic sense. Those companies should go to zero.”

Brad Gerstner (regular guest ×1.0) tech w=1.41 · n=17 · E136 (2023-07-09) · sentiment · strength 2 ▶ 21:43 OPPOSE

“Then on top of that, try downloading plugins. It's still a pain in the ass. And if you don't have a plugin, I think there are only 500,000 people using plugin. If you don't have a plugin, you have no new data past 2021, which makes it dead on arrival as a product.”

Friedberg tech w=1.08 · n=65 · E147 (2023-09-29) · explicit_prediction · strength 3 ▶ 1:14:34 SUPPORT

“So if mobile really is the dominant hardware platform that humans are using for computing today, LLMs and these sorts of tools can become the dominant operating system on that hardware.”

Sacks tech w=0.77 · n=53 · E147 (2023-09-29) · explicit_prediction · strength 2 ▶ 1:20:18 SUPPORT

“But imagine if the phone perfectly understood what you were saying, then you would just say, call me an Uber, order me food, whatever, and you would just instruct it.”

Jason tech w=1.05 · n=56 · E171 (2024-03-22) · sentiment · strength 2 ▶ 1:01:22 SUPPORT

“the idea that you would just talk to a computer or in a chat interface and you wouldn't use an app interface. You would just ask it questions and it would give you answers.”