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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 dessert, was on the record.
It’s uncommon to have such an extended, wide-ranging interview with a major tech CEO over a meal. But there’s 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. He’s 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, he’s focused on the response to last week’s rollout of GPT-5. About an hour before the dinner started, OpenAI pushed an update to bring back the “warmth” 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.
“I think we totally screwed up some things on the rollout,” he said. “On the other hand, our API traffic doubled in 48 hours and is growing. We’re 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 we’ve learned a lesson about what it means to upgrade a product for hundreds of millions of people in one day.”
He pegged the percentage of ChatGPT users who have unhealthy relationships with the product at “way under 1 percent,” but acknowledged that OpenAI employees are having “a lot” of meetings about the topic. “There are the people who actually felt like they had a relationship with ChatGPT, and those people we’ve been aware of and thinking about. And then there are hundreds of millions of other people who don’t 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.”
“You will definitely see some companies go make Japanese anime sex bots because they think that they’ve identified something here that works,” he said in a not-so-subtle dig at Grok. “You 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.”
Altman wants ChatGPT to feel as personal as possible but not necessarily play to a specific ideology or political view. ”I don’t think our products should be woke. I don’t 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 you’re like, ‘I want you to be super woke,’ it should be super woke. And if you’re like, ‘I want you to be conservative,’ it should reflect you.”
ChatGPT has roughly quadrupled its user base in a year and is now reaching over 700 million people each week. “Pretty soon, billions of people a day will be talking to ChatGPT,” Altman said. “We’re the fifth biggest website in the world right now. I think we’re on the clear path to the third.” (That means beating Instagram and Facebook.) “Then it gets harder. For ChatGPT to be bigger than Google, that’s really hard.”
For its operation to keep scaling, OpenAI needs a lot more GPUs. This is one of Altman’s top priorities. “You should expect OpenAI to spend trillions of dollars on data center construction in the not very distant future,” he confidently told the room.
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