ChatGPT has overtaken the cultural zeitgeist faster than any consumer service in the history of technology, with some analysts estimating that it has already been used by more than 100 million people. So when OpenAI, ChatGPT’s creator, live-streamed the launch of its new AI model GPT-4, there was a rush of excitement reminiscent of the Apple product launches of the past.

It’s been about 24 hours since GPT-4’s public launch, and all of us here at Lux have already extensively played around with it, so it seemed apt for a rapid response “Securities” episode on our very first impressions. Joining host Danny Crichton is Lux Capital partner Grace Isford, who not only has been playing around with ChatGPT, but also Anthropic’s new bot Claude, which was a bit overshadowed between SVB’s situation and OpenAI’s announcement.

We talk about GPT-4 and what’s new, its new frontiers of performance, the increasingly impenetrable black box OpenAI is establishing around its company and processes, the company’s competitive dynamics with big tech, and much more.