On Thursday, I had dinner with Sam Altman, a few other OpenAI executives, and a small group of reporters in San Francisco. Altman answered our questions for hours. No topic was off limits, and everything, with the exception of what was said over desert, was on the record.
Itās uncommon to have such an extended, wide-ranging interview with a major tech CEO over a meal. But thereās nothing common about the situation Altman finds himself in. ChatGPT has quickly become one of the most widely used, influential products on earth. Now, Altman is plotting an aggressive expansion into consumer hardware, brain-computer interfaces, and social media. Heās interested in buying Chrome if the US government forces Google to sell it. Oh, and he wants to raise trillions of dollars to build data centers.
But first, heās focused on the response to last weekās rollout of GPT-5. About an hour before the dinner started, OpenAI pushed an update to bring back the āwarmthā of 4o, its previous default model for ChatGPT. It was Altman who made the call to quickly bring back 4o as an option for paying subscribers after some protested its disappearance on Reddit and X.
āI think we totally screwed up some things on the rollout,ā he said. āOn the other hand, our API traffic doubled in 48 hours and is growing. Weāre out of GPUs. ChatGPT has been hitting a new high of users every day. A lot of users really do love the model switcher. I think weāve learned a lesson about what it means to upgrade a product for hundreds of millions of people in one day.ā
He pegged the percentage of ChatGPT users who have unhealthy relationships with the product at āway under 1 percent,ā but acknowledged that OpenAI employees are having āa lotā of meetings about the topic. āThere are the people who actually felt like they had a relationship with ChatGPT, and those people weāve been aware of and thinking about. And then there are hundreds of millions of other people who donāt have a parasocial relationship with ChatGPT, but did get very used to the fact that it responded to them in a certain way, and would validate certain things, and would be supportive in certain ways.ā
āYou will definitely see some companies go make Japanese anime sex bots because they think that theyāve identified something here that works,ā he said in a not-so-subtle dig at Grok. āYou will not see us do that. We will continue to work hard at making a useful app, and we will try to let users use it the way they want, but not so much that people who have really fragile mental states get exploited accidentally.ā
Altman wants ChatGPT to feel as personal as possible but not necessarily play to a specific ideology or political view. āI donāt think our products should be woke. I donāt think they should be whatever the opposite of that is, either. I think our product should have a fairly center of the road, middle stance, and then you should be able to push it pretty far. If youāre like, āI want you to be super woke,ā it should be super woke. And if youāre like, āI want you to be conservative,ā it should reflect you.ā
ChatGPT has roughly quadrupled its user base in a year and is now reaching over 700 million people each week. āPretty soon, billions of people a day will be talking to ChatGPT,ā Altman said. āWeāre the fifth biggest website in the world right now. I think weāre on the clear path to the third.ā (That means beating Instagram and Facebook.) āThen it gets harder. For ChatGPT to be bigger than Google, thatās really hard.ā
For its operation to keep scaling, OpenAI needs a lot more GPUs. This is one of Altmanās top priorities. āYou should expect OpenAI to spend trillions of dollars on data center construction in the not very distant future,ā he confidently told the room.
āWe have to make these horrible trade-offs right now,ā he said. āWe have better models, and we just canāt offer them because we donāt have the capacity. We have other kinds of new products and services weād love to offer.ā
He also thinks weāre in an AI bubble. āWhen bubbles happen, smart people get overexcited about a kernel of truth,ā he explained. āIf you look at most of the bubbles in history, like the tech bubble, there was a real thing. Tech was really important. The internet was a really big deal. People got overexcited. Are we in a phase where investors as a whole are overexcited about AI? My opinion is yes. Is AI the most important thing to happen in a very long time? My opinion is also yes.ā
He confirmed recent reports that OpenAI is planning to fund a brain-computer interface startup to rival Elon Muskās Neuralink. āI think neural interfaces are cool ideas to explore. I would like to be able to think something and have ChatGPT respond to it.ā
Does Fidji Simo joining OpenAI to run āapplicationsā imply there will be other standalone apps besides ChatGPT? āYes, you should expect that from us.ā He hinted at his social media ambitions: āI am interested in whether or not it is possible to build a much cooler kind of social experience with AI.ā He also said, āIf Chrome is really going to sell, we should take a look at it.ā
While Altman has a lot of interests, itās not actually clear that running OpenAI over the long run is one of them. āIām not a naturally well-suited person to be a public company CEO,ā he said at one point. āCan you imagine me on an earnings call?ā
I then asked if he would be CEO in a few years. āI mean, maybe an AI is in three years. Thatās a long time.ā
Here are some other things Altman said:
- Making GPT-5: āWe had this big GPU crunch. We could go make another giant model. We could go make that, and a lot of people would want to use it, and we would disappoint them. And so we said, letās make a really smart, really useful model, but also letās try to optimize for inference cost. And I think we did a great job with that.ā
- OpenAIās AI device with Jony Ive: āItās going to take us a while, but I think you will think it is very worth the wait. I think it is incredible. You donāt get a new computing paradigm very often. There have been like only two in the last 50 years. So just let yourself be happy and surprised. It really is worth the wait.ā
- The future of the web and publishers: āI do think people will go to fewer websites. I think people will care more about human-crafted content than ever. My directional bet would be that human-created, human-endorsed, human-curated content all goes up in value dramatically.ā
- What AGI means: āMaybe the milestone thatās most relevant to us is when most of our research cluster is allocated to the AI researcher instead of the human researchers. But I donāt think thatās going to be so binary, because I think itāll feel like people get a little more help and a little more help and a little more help.ā
- āIf we didnāt pay for training, weād be a very profitable company.ā
- āI donāt use Google anymore. I legitimately cannot tell you the last time I did a Google search.ā
Interesting career moves this week:
- I suppose I should start asking, āAre you about to quit your job?ā in interviews. A week after my Decoder episode with him was published, GitHub CEO Thomas Dohmke announced he was leaving for startup life. The real story here is that GitHub is less independent from the rest of Microsoft, which suggests that the commercial interests of Jay Parikhās new Core AI team that absorbed it have officially overtaken GitHubās open-source, Switzerland-for-coding ethos.
- Igor Babuschkin, the co-founder and de facto head of Elon Muskās xAI, announced that heās leaving after two years to launch an investing firm focused on AI safety. (Iām sure recent Grok headlines had nothing to do with the timing of this news.)
- Alexandr Wang added more OpenAI researchers to his new AI lab at Meta: Hyung Won Chung, Jason Wei, and Zhiqing Sun.
- Anthropic added Dave Orr, a Google veteran who most recently ran safety for Gemini, as its head of safety. It also hired Jordan Burgess and his team at the startup Humanloop, which has been working on LLM evaluations for businesses.
- Joelle Pineau, Metaās former head of AI research, joined Cohere as chief AI officer.
If you havenāt already, donāt forget to subscribe to The Verge, which includes unlimited access to Command Line and all of our reporting.
As always, I welcome your feedback. You can respond here or ping me securely on Signal.
Read the full article here