logo
episode-header-image
Aug 19
11m 21s

The AI Revenue Wars

Jaeden Schafer and Jamie McCauley
About this episode

In this episode, Jaeden and Jamie discuss the remarkable revenue growth of ChatGPT, highlighting its impressive earnings and user engagement. They delve into the competitive landscape of AI applications, comparing ChatGPT's performance with its rivals like Grok and Claude. The conversation also touches on the global reach of ChatGPT, its download statistics, and the implications of these numbers for the future of AI applications.



Chapters


00:00 ChatGPT's Impressive Revenue Growth

02:49 Comparative Analysis with Competitors

05:28 Revenue Per Download Insights

08:36 Global Download Trends and Market Saturation

Up next
Aug 21
Will Perplexity Buy Google Chrome?
In this episode, Jamie and Jaeden discuss Perplexity's unsolicited $34.5 billion offer to acquire Google Chrome amidst Google's legal troubles related to antitrust issues. They explore the implications of this bold move, the competitive landscape of AI browsers, and the financial ... Show More
10m 41s
Aug 20
Looking at: Lovable
In this episode, Jamie and Jaeden discuss Lovable, an AI startup aiming for $1 billion in annual recurring revenue. They explore its rapid growth, the concept of vibe coding, and the potential risks associated with it. The conversation also includes a comparison of Lovable with i ... Show More
12m 24s
Aug 9
OpenAI Goes Open Source!?
In this conversation, Jamie and Jaeden discuss the recent launch of OpenAI's new open-sourced AI reasoning models. They explore the significance of this development, its implications for businesses, and potential use cases for the models. The discussion also touches on the compet ... Show More
9m 44s
Recommended Episodes
Nov 2024
20Product: Is an AI Winter Approaching | The Future of AI Software Development: What is Real & What is BS | OpenAI: WTF is Going on & How Far Into Application Layer Do They Go | The Future Role of Sof
Guy Podjarny founded Tessl, Snyk and Blaze. Tessl is reimagining software development for the AI era and shaping AI Native Development. Snyk created and leads the Developer Security category, and is now a multi-billion dollar company with over 1,000 employees. Guy was previously ... Show More
46m 10s
Jan 2025
DeepSeek Threatening Nvidia: US Gov Responds
Jaeden Schafer discusses the emergence of DeepSeek, a new AI competitor to ChatGPT, highlighting its capabilities, unique features, and the implications of its censorship practices. The discussion delves into the cost efficiency of DeepSeek compared to other AI models, its impact ... Show More
16m 31s
Dec 2024
OpenAI’s Trademark Move The Implications for AI Reasoning Models
In this episode of The AI Podcast: Decoding Tomorrow’s Intelligence, Eli Schafer delves into OpenAI’s groundbreaking decision to trademark its reasoning models—a move that’s stirring debate across the AI landscape. Eli explores the potential benefits of protecting intellectual pr ... Show More
7m 50s
Sep 2024
Unveiling OpenAI's Latest AI Model
In this conversation, Jaeden Schafer discusses the recent release of OpenAI's new AI model, ChatGPT 01 preview, highlighting its enhanced reasoning capabilities compared to previous versions. He shares his personal experiences testing the model, user reactions, and the implic ... Show More
11m 59s
Mar 2025
Insights from OpenAI's AMA: The Next Breakthrough in AI
In a recent AMA, OpenAI executives discussed the future of AI, focusing on advancements in models, the introduction of AI agents, and the importance of cost reduction for accessibility. They highlighted the ongoing development of various AI tools, including Sora and image models, ... Show More
17m 4s
Jul 2
Alembic and the Future of AI in Marketing - Ep. 263
Tomás Puig, founder and CEO of Alembic, joins the NVIDIA AI Podcast to discuss the intersection of AI, data, and marketing. He shares how Alembic uses advanced mathematics and AI—particularly spiking neural networks and causal inference—to help brands extract actionable insights ... Show More
39m 44s
Aug 2024
Elon Musk's Grok AI Model Adds Image Generation FLUX
In this episode, we take a closer look at Elon Musk's AI research company, Grok, and its latest development: the addition of an image generation capability called FLUX to its AI model. We discuss the potential implications of this advancement, which combines text and image ge ... Show More
18m 15s
Oct 2024
Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, joined by Sunny Madra (Groq) they discuss Jensen Huang’s recent appearance on the podcast, including scaling intelligence towards AGI, NVIDIA's strategic p ... Show More
54m 6s
Jan 2025
Erik Bernhardsson on Creating Tools That Make AI Feel Effortless
Today on No Priors, Elad chats with Erik Bernhardsson, founder and CEO of Modal Labs, a platform simplifying ML workflows by providing a serverless infrastructure designed to streamline deployment, scaling, and development for AI engineers. Erik talks about his early work on Spot ... Show More
23m 36s
Mar 2025
The Future of AI: Predictions and Realities
In this episode, Jaeden Schafer discusses the current challenges and developments in the AI industry, particularly focusing on the limitations faced by major players like OpenAI and Anthropic. The conversation explores the anticipated improvements in AI models, the predictions fo ... Show More
18m 14s