reach universe
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reach universe
@Build4mBottom
Building agents world will not forget, #aiagents .


Added a banked reset to 500k users of ChatGPT Work and Codex. What’s been happening: - Just released the ability to use a banked reset from web and mobile. Before today you could only do it in the desktop app - Had an issue where less than 10% of users who used a banked reset and it didn’t actually reset. This was during a 2 hour window. - It was hard to find all the exact users where it didn’t apply, so instead granted a banked reset to everyone who pressed the reset button in that 2 hour window. This also gives us the opportunity to validate the new infra ahead of tomorrow Tomorrow we will celebrate our 7M active users milestone and grant the first banked reset across all of our ChatGPT Work and Codex users. We will also release a bunch of updates to the desktop app, addressing a ton of your feedback. Talk soon















The mega bull case for AI infrastructure would be *if* market share shifted away from certain frontier labs with 90%+ inference margins toward cheaper models, whether open-source or closed. It would increase the ROI on AI spend for end customers by increasing intelligence per dollar, which would drive incremental token demand. Margin dollars would effectively get redistributed from the frontier labs to AI infrastructure providers. The infra winners would be those with the lowest per token cost and the winners at the model layer would be those with the highest token efficiency. There are many reasons Jensen is so focused on open source, but this is likely the most important one as I think he is probably less worried about a monopsony these days. Lower margin % at the model layer = more margin $ at the infra layer all else equal. With SpaceX and Meta being vertically integrated and possessing the #3 and #4 models respectively it is more possible than ever. Note that Grok 4.5 is ahead of Fable for some useful tasks at a much lower cost, so ranking them #3 is conservative. This is not happening yet. Cheap, mostly open source tokens are likely the majority of volume today but the majority of economic value is still accruing to the most intelligent models. Might change though. We will see.



@sama We start flying them next year. Maybe you can come see them if your parole officer approves. After stealing an open source AI charity, you then stole all of Apple’s phone technology! Wow. What do you plan for an encore? That’s tough to beat.


















