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ChatGPT was at 700M weekly actives when their head of product went on Lenny's Podcast on Aug 9th. This week Sam announced at dev day they'd hit 800M weekly acti
by 827a 1y ago
ChatGPT was at 700M weekly actives when their head of product went on Lenny's Podcast on Aug 9th. This week Sam announced at dev day they'd hit 800M weekly actives. They gained 100M users in two months. Not monthly active; weekly active. Polymarket has the market for "1B monthly actives in 2025" at 78%, but to be frank; if they're at 800M WAUs, they've probably already blown past 1B MAUs. We probably won't hear them announce 1B WAUs in 2025; but I'd bet every dollar I own that we'll hear it before the end of 2026-Q1.
Here's something I implore readers think about, just to help ground your reality in the numbers we're talking: The super bowl gets ~120M viewers. During the four hour event, this year, they turned ~$800M in advertising revenue. What you're thinking is "I see where you're going with this, but that's higher value advertising, its not the same on..." and I'll stop you right there and ask: How much revenue do you think Meta makes every day? The answer: ~$450M. Not far off.
OpenAI will make so much money if they figure out advertising. Incomprehensible, eye-watering amounts of money. They will spend all of it and more building data centers. If your mental model on these companies is still based in some religious belief that they need to achieve AGI to be profitable, and AGI isn't possible/feasible: you need to update your model. AGI doesn't matter. People want to stop thinking and sext their chatgpt robot therapist. You can hate it, but get with the program and stop crystalizing that legitimate hate for what the future looks like as some weird fantasy that OpenAI is unsuccessful and going to implode.