Sam Altman is enjoying personal and professional successes, celebrating the birth of his first child while witnessing remarkable growth in ChatGPT's user base. The AI chatbot recently gained 100 million users in just two months, indicating a surge in AI product adoption. Analysts attribute this growth to OpenAI's innovative new AI models, including o1 and o3, along with a partnership with Apple that integrates ChatGPT into iPhones. This strategic distribution reflects the importance of reaching a broader audience in the competitive internet landscape.
"Something seems to have kicked into a higher gear in terms of AI product adoption," Barclays tech analysts wrote in a recent note to investors.
"ChatGPT just added 100 million users in two months, the fastest cohort adoption in two years," they noted. "As a result, we have increased our forecast for AI adoption in both consumer and enterprise."
The technology is important, for sure. But the internet business is mostly about distribution. You think you have a great product, now how are you going to get it in front of a billion people?
About nine months ago, Altman pulled off a coup here. Apple and OpenAI unveiled a partnership that integrates ChatGPT deeply into iPhones and other Apple devices.
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