Gerstner argues Google's culture evolved from product-led growth to a research institution.
“the culture at Google had evolved in such a way that it had become more of a research institution than a product led growth institution.”
Gerstner argues OpenAI could 2-3x ChatGPT users without model improvements since consumers barely use current capabilities.
“OpenAI could double triple the number of users of ChatGPT with frankly not making any improvements in the core model because consumers today barely scratch the surface on core model capabilities.”
Gerstner mentions ChatGPT 5.5 trained on Blackwell chips and Vera Rubin rolling out later this year.
“On new Blackwell chips. We got Vera Rubin rolling out later this year. Notwithstanding all of the noise in the market,”