Robert Ta explains how ChatGPT achieved unprecedented product-market fit after OpenAI's $540 million investment in GPT models. He argues that human judgment—the blend of taste and sense-making—will remain crucial until AI agents can autonomously run companies and create products at scale.
ChatGPT is the hottest PMF to scale product in existence so far, right? Before ChatGPT achieved product market fit and launched in November 2022, OpenAI had burned approximately $540 million in 2022 alone, primarily on the development and training of the underlying GPT models. And then now it's like, obviously that was a great bet, right? But like at the time before it popped off, like were people saying, oh, great bet, right? So there's a little bit of the art meets the science, I think, of human subjective taste and sense-making of the world to find the economic opportunities and innovations to bring into the world to capitalize on. I think that's just going to be the nature of the game for a while. I mean, until I guess we're proven wrong and somebody starts running businesses with agents that then create something on the scale of OpenAI.
