In this episode of Sourcery, Chris Power interviews a speaker from Altimeter about their investment strategy and perspective on the AI supercycle, particularly focusing on OpenAI and its ChatGPT technology. The discussion covers OpenAI's valuation, user growth, revenue potential, and competitive advantages compared to other AI models like Anthropic and Google's Gemini. They delve into the concept of ChatGPT as a consumer brand with a strong user relationship, the importance of rapid product updates, and the impact of AI on various industries. The conversation also explores the talent war in AI, the significance of forward-deployed engineers, and Altimeter's investment in XBOW, an AI-driven cybersecurity company. The episode concludes with a quickfire round assessing the potential IPOs of several tech companies and the broader trend of companies staying private longer.
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