Keep pulling the thread on Apoorv.
Apoorv believes OpenAI is on a clear path to becoming the winner of the consumer AI supercycle.
OpenAI is the largest investment in the history of the venture capital firm Altimeter.
OpenAI has publicly disclosed that ChatGPT has 700 million weekly active users.
OpenAI announced a $10 billion revenue run rate in June.
Expo's system of AI agents has become more effective at hacking than any human, achieving the number one global rank on the HackerOne platform.
Apoorv asserts that OpenAI's high feature velocity is its key defensibility and that "speed is the only moat."
Apoorv predicts that within five to 10 years, advancements in AI will make it so that humans no longer have to work to earn a living.
Expo's AI agents became the number one ranked hacker in the United States on the HackerOne platform within a few weeks of being deployed.
Expo's AI agents achieved the number one global ranking on the HackerOne platform at the Black Hat conference.
Meta has approximately $70 to $80 billion in cash on its balance sheet and generates $25 to $30 billion in operating cash flow each quarter.
Apoorv estimates that ChatGPT's user base is more than 10 times larger than the combined user bases of all other AI applications, including Perplexity, Claude, Grok, and Gemini.
Apoorv predicts that OpenAI's user base could grow to three to four billion users over time.