Episode 9 - ChatGPT Atlas and the next era of web browsing

Bullish:

• $OPENAI - OpenAI is positioned as a long-term investment with strong commitment to developing AI-native browser technology and transforming internet usage patterns

  • “My view for this has always been that this is like a long term investment.”

    Ben·58:54

  • “So I imagine a world where actually there may be a lot of internet traffic in the future that is agentic, that may even be most of the internet traffic.”

    Ben·1:09:20
• $AIPROD - AI productivity tools are demonstrating dramatic efficiency gains in software development, with team members showing exceptional output increases

  • “One of the top Codex users at the company is on our team and they're just sort of like raw productivity in terms of like PR output is like off the charts as a result of using this tool”

    Ben·22:38

Bearish:

• $BROWSERS - Traditional browsers are being disrupted as AI-native browsers become the proper entry point for web interaction

  • “The time is right because it's actually how people should be starting their journey.”

    Darin·0:28
• $CLOUD - AI agents are helping users identify and eliminate unnecessary cloud services, potentially reducing cloud provider revenues

  • “And I watched it navigate through the website, go to the page, find the different things I was doing, explain to me what the service was doing. I'm like, can I shut this down? I'm like, yeah, shut it down. And that was like a $100 a month bill that was just saved through.”

    Andrew·47:18