This Changes Everything: ChatGPT's Memory Update Just Blew Our Minds

Bullish:

• $OPENAI - OpenAI has a significant competitive advantage due to its large user base and data moat, with potential to dominate the AI market through features like memory and sign-on capabilities.

  • “OpenAI has all this data, it owns it in private. They're talking about creating sign on with OpenAI, so they'll be able to, license this out to third parties if you wanna engage with other platforms. There's this whole world that they've just locked in because ChatGPT is the oldest and the most used version of AI.”

    Josh·8:14
• $GOOGL - Google is making rapid improvements in AI capabilities, particularly in model performance, surprising observers with their progress and potentially leading the AI race.

  • “Google is leading the model race right now, which is shocking because not too long ago, their image generation AI was producing pictures of the forefathers, which were of completely different ethnic races to the originals.”

    Ejaaz·1:08:05
• $AIAGENTS - There's an expected explosion in the development and deployment of useful AI agents, driven by advancements like Google's new agent-to-agent protocol.

  • “I have a feeling that we're gonna see just an explosion of agents. Unironically, I know we said that a lot during the Web three hype, but I actually think we're gonna start seeing a bunch of really useful agents come out.”

    Ejaaz·57:00

Bearish:

• $AAPL - Apple is struggling to integrate advanced AI capabilities into their devices, particularly Siri, potentially weakening their competitive position in the AI market.

  • “We are watching Apple in real time fumble in getting AI integrated into the device. And that's a bummer because we all want smart Siri. Right? We all want Siri to be chatty bitty.”

    David·46:46