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Love BIC!

From pens to ChatGPT. What a ride.-



Every feature Google / Apple releases gets millions of users in days. ChatGPT is but a fad that has no moat.


A fad valuated in the billions ...


Plenty of overvalued fads during bubbles (see the dotcom bubble).


Current valuation is not relevant in the context of history, yet.


For now...


...Apple sold less than a million Apple Visions.


Ah, I see you edited your original comment which read something like “ChatGPT might be the most successful product, millions of users in only a few days”.


It’s a service not a product.


Just thinking out loud - in terms of adoption might be up there regardless. But, fair point.-


It's not an apples-apples comparison. Logistics and physical sales is a massive barrier.


Not to mention, ownership.


Granted granted ...




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