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And a smile curve is the most beautiful one-line description of, I have product market fit. People will churn and go like, nah, just kidding. I'm back. And that's what's beautiful about that graph. It goes up and to the right, up and to the left in this case, actually. And that was for Gemini's product? This was for ChatGPT.
you look at the ChatGPT retention cohorts. If you looked at, there's this great article, funnily enough, this is a great article Sequoia put out a long time ago, which is talking about generative AI Act 1, or I think it was Act 2, I'm not sure. It's, they said, you know, the growth is here, but the retention is not. If you compare one month retention on ChatGPT to any other product in the market, say, like, classic YouTube or a WhatsApp, it's far, far from that retention. It was something like a
if you're a middle manager at google all you care about saying is you tell your boss look my guys are working all the time i need more headcount that's what gets you promoted you don't get promoted for saying some of my guys are slacking off that doesn't give you anything