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The next billionaire

Unfiltered and real ... • 21d

ChatGPT's product retention curves is a product manager's wet dream. Their 1 month retention has skyrocketed from <60% 2yrs ago to an unprecedented ~90%! Youtube was best-in-class with ~85%. 6mo retention is trending to ~80%. Rapidly rising smile curve. Generational product. This was posted by Deedy Das from Menlo VC.

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The next billionaire

Unfiltered and real ... • 4m

Found this interesting perspective on AI by Greg Isenberg: "Fine, I'll say the thing that no-one is saying... There's a bunch of AI companies with $1-10M "ARR" raising big VC money on what I'll call "curiosity revenue" - not real sustainable ARR.

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