Locator: 49361AVGO.
Locator: 49356LIKE_NEVER_BEFORE.
Updates
October 13, 2025: link here.
Tag: Broadcom, AVGO, OpenAI, ChatGPT
Later, 11;05 p.m.: it will be interesting to see how Meta (Facebook) incorporates a chatbot into its architecture and whether Meta uses ChatGPT or something else. It won't work the other way around: ChatGPT won't incorporate Meta / Facebook.
Later, 10:58 p.m.: "the everything app" -- ChatGPT is now a permanent app at the bottom of my desktop, along with Finder, Safari, Firefox, Word, Chrome, Notes, Maps, FaceTime,.....ChatGPT, Numbers. ChatGPT has become my "everything app." My top "apps": Firefox, blogger, ChatGPT. The bottom of my desktop:
Later, 10:51 p.m. CT: this is the relationship among ChatGPT, Oracle, SoftBank, Microsoft, and Stargate: link here. This is not trivial. This is very, very helpful for investors in this arena.
Later, 10:31 p.m. CT: this is truly incredible. I spent quite a bit of time on this story earlier today after reading the aritcle in The Verge -- ChatGPT becoming the "everything app." Now, CNBC is covering the story. link here.
Original Post
Chart of the day.
Tag: AI LDC ChatGPT chatbot.
I wonder if folks on CNBC are paying attention.
ChatGPT is trending toward 90% market share in some markets. And the rate of growth is almost incomprehensible. It would surprise me if you are not using ChatGPT.
It's impossible to compare apples (Ford Model T) with oranges (ChatGPT) but ChatGPT went from 50 million users one year after lease to nearly 800,000 users three years after release.
Ford's Model T: sales went from maybe 50,000 in the first year after release to maybe 700,000 seven years later:
But a closer comparison, an apples-to-apples comparison, ChatGPT vs the internet is absolutely astonishing. ChatGPT is only one of many chatbots and chatbots are only a minor sector on the internet, and yet it took ten years for the internet to record the number of users ChatGPT has recorded in three years. Absolutely astonishing.
I pretty much use ChatGPT exclusively.
I have been re-reading Andrew Hodges' 1983 biography of Alan Turing who predicted this back in the 1920s / 1930s.
I've been having discussions with ChatGPT regarding chatbots.
ChatGPT's market dominance: YouTube link here.
ChatGPT holds a commanding lead in chatbot market share, with recent reports placing its share between 60% and 90% of the AI chatbot market.
The remaining market is shared among competitors, with Perplexity, Microsoft Copilot, and Google Gemini holding the next largest shares, though their relative positions can vary depending on the analysis.
Microsoft's Windows 10 is "obsoleted" as of October 14, 2025 -- this next week. Apple will be the natural beneficiary.
Chatbot and LDC chokepoints:
- right now: access to blades;
- the next twelve months: putting blades on-line;
- Nvidia, AMD, copper, fiberoptics
- next few years with the large data center build-out: cooling;
- five to seven years: access to affordable electricity.
Comparing the chatbot revolution to the Bakken revolution is striking.
In the early days of the Bakken revoluion, time was way more important than money. Operators were willing to pay whatever it took to get "the acres" the fastest. Then, once they got the acres, the operators said money was more important than time. Same thing is happening with in the chatbot / LDC revolution. Get the best sites as fast as possible; get the blades as fast as possible, get contracts for energy as fast as possible. Don't worry about the money. Time is money.
In fact, I wonder if this might be the sine qua non of a revolution: time. Time and timing are most important. Time: how fast one does it. Timing: first out of the gate is critical.
