The Retention Curve for Chat GPT

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Ben: It took chat GPT two months from launch to get to a hundred million users. What this shows is just the massive mainstream interest that this technology has, which is why there has been so much activity around new startup creation here. David: How do we contextualize this in a broader context of like B2B software revolutions that have happened before? And how does this compare to the on-prem to cloud revolution?

How do you build defensible business value in an era when, as AngelList CEO Avlok Kohli said on our last ACQ2 episode, the “cost of intelligence is going to zero”? Longtime friend of the show Jake Saper and his partners at Emergence Capital have been refining their thesis for this brave new world of Generative AI in B2B, and we sit down with him to discuss. We cover topics including:

When do exactly correct answers matter, and when do they not?
When are human-in-the-loop systems necessary?
When do startups have an advantage vs. incumbents, and vice-versa?
Where can companies capture value on a durable basis?
When do you need proprietary data in order to be defensible?

Whether you’re building or investing in existing businesses from the “pre-AI” era or brand new startups that are native to GPT, this episode has plenty of takeaways you should consider. Tune in!

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