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“We may have the dominant brand and OpenAI and ChatGPT has grown faster, than anything in the history of technology. You know, I think they reached the same…”
@Invest Like the Best
ChatGPT goes proactive and multimodal, monetizing far more of its billion users to become a massive company
OPENAILONGIDEA · NOT YET PRICED
24:10LONG
“It's not going to be a winner-take-all. Certain technical advantages seem limited in timeframe. There's always this kind of constant leapfrogging of the model…”
@Invest Like the Best
AI foundation models become like cloud, multiple durable winners with real profit pools, not winner take all
GOOGLLONG@ $322.63
$361.13+11.93%
since call Dec 2
peak +18.0%
“I think above 30% growth, the market still doesn't fully value the growth rate.”
@Invest Like the Best
High growth above 30% is structurally underpriced because models can't capture persistent growth
AAPLLONG@ $285.35
$302.79+6.11%
since call Dec 2
peak +21.8%
71:24SHORT
“Take salesforce.com... What do people do in salesforce.com? It's basically like a sophisticated form checker with some analysis. And it's brutal. It's painful…”
@Invest Like the Best
AI startups with reimagined UI, new data and new business model can finally rip out Salesforce
CRMSHORT@ $229.46
$186.70+18.64%
since call Dec 2
peak +33.0%
TIMESTAMPS
01:39
24:10
51:45
71:24