ChatGPT's historical growth has come from a roughly even three-way split: removing friction (like eliminating the login wall), core product investments like search and personalization, and step-change model improvements like GPT-4.

8:00them to the way that AI can can can >> benefit them, right? But when I when I look backwards and I only say that because like the next billion users might be very different in terms of like how you um engage and reach and provide value, >> but when I look backward, it's been roughly sort of >> oneird one third one third between sort of classic friction removal type of

8:22work. Like one of our biggest um um moments when you look at pure impact um was you know removing the authentication wall >> and Sam will say I told you so because I think that was his feedback from like day one >> u like can't you shouldn't have to log into the chatbt but it's like stuff like that that you do for any product and it does matter some things never change

8:45right >> um and but you know and then you know another third or so isort >> you know are what I would sort of sort core product investments and they're really typically things that we've done together between research and product. So >> search and personalization are really good examples of that where we came together and we figured out not just UIUX evolution but also how to postrain

9:06um these changes into the model and it was really the moments when we came together. Um um another recent example is like we have these writing blocks that render when you you know ask about queries um where you're um you know trying to write with the model >> and like putting really good craft into those experiences really matters and um um you our users love it and then

9:27>> another third of of the growth has been just model improvements like step both step changes like going from um GBD 3.5 back then to GPD4 then going from GPD4 behind a payw wall to O suddenly available to everyone, right? >> But a lot of it is also the iteration that isn't splashy, that doesn't warrant like, you know, a named release. You we um I'm really excited about the updates

9:49we just made um with 5.3, 5.4, etc. >> Because um that is when we like take a lot of user feedback and we you know, methodically address it and obviously that shows up um >> in our retention as well. So sort of one third one third one third between classic um friction removal um and access >> um core product investments and then pure model improvements. >> And so the question that I've really