ChatGPT

260 atoms · 跨 62 天 · 首见 2026-04-16 · 最近 2026-07-03

三色: 🟦 fact 150 · 🟥 take 110 · stance ▲76/▼50/◆67

叙事状态: 🍂 fading (退潮) · 💤 沉寂 · 策展近14d 0 atom · 🐦 X 近14d 8

状态只算低频策展源 (群/卖方); X firehose 仅作背景音量

来源: 群 7 · X 240 · 卖 12

时态: fresh:201 · aging:50 · stale:8 · expired:1

标签: 好数字:101 · 好观点:87 · 好信源:73 · 好思考:28 · 好问题:20

别名 (合并): ChatGPT 广告

🟨 AI 综合 · junior analyst 概览

🧭 拥挤度 (一人一票): ▲ 30 位作者 (KOL30) vs ▼ 28 位作者 (KOL28) + 群 1 条

⚖️ 多头 30/30 来自KOL

📄 广泛报道的事实 · 7 个

💢 核心分歧 (5 轴)

1. 用户增长动能 破顶 vs 触顶

*topic: 用户增长/用户规模/下载量 · 4 bull vs 1 bear*

🟢 bullish 侧:

• <a id="atom-24fa41a938e29a80"></a>2026-05-04 X·@flowersslop · almost a billion users · 用户规模
  Almost a billion users use ChatGPT
  tags: 好数字·好信源 · → daily
  value: qty=~1B · date=2026-05-04
• <a id="atom-329ab7816a243871"></a>2026-05-31 X·@morqon [已过期] · 月活用户数预测 · 用户增长
  with this growth rate chatgpt will cross 1 billion users around october
  tags: 好数字·好观点 · → daily
  value: qty=1 billion users · date=October 2025
• <a id="atom-2e3c31ad3ae599c1"></a>2026-06-02 X·@Techmeme ⭐ · MAU同比增长率 · 用户增长
  ChatGPT's MAUs are up 62% YoY in Q2 to date
  tags: 好数字·好信源 · → daily
  value: qty=62% · date=Q2 to date
• <a id="atom-bae246e73e37ca45"></a>2026-06-12 X·@AndrewCurran_ · 最快达到10亿月活用户 · 用户增长
  Fastest ever to 1B on an app. The previous record holder, Google Maps, did it in five years. Chat did it three and a half years
  tags: 好数字 · → daily
  value: qty=3.5年 · date=
  📷 原图

🔴 bearish 侧:

• <a id="atom-e0c3b291b7920946"></a>2026-04-29 X·@verge · 下载量下降趋势 · 下载量
  ChatGPT downloads are slowing
  tags: 好数字 · → daily
  value: direction=slowing · date=2026-04-29

2. 商业化变现 定价权 vs 竞价压力

*topic: 广告定价/定价权 · 5 bull vs 2 bear*

🟢 bullish 侧:

• <a id="atom-66c9909ea02a9328"></a>2026-05-15 X·@8teAPi · 将消费者转向低成本指数基金 · 订单需求/定价权 +同日2条
  shifting you into lower cost index funds
  tags: 好观点 · → daily
• <a id="atom-473165cf0e609cab"></a>2026-05-15 X·@GoodmanAric · 帮助中产人群的能力 · 订单需求/定价权 +同日1条
  That kind of ability would really help middle income people
  tags: 好观点 · → daily

🔴 bearish 侧:

• <a id="atom-a1c7b10f284d915d"></a>2026-04-17 群 · CPM 从 $60 降至 $25, 最低门槛降至 $50K · 广告定价/需求
  ChatGPT 广告 CPM 从 $60 降至 $25，最低门槛降至 $50K
  tags: 好数字 · → daily
• <a id="atom-92d4766e00f656ab"></a>2026-04-17 群 [老化中] · 暗示初期定价过高或 ROAS 不佳 · 广告定价/ROAS
  tags: 好观点 · → daily

3. 产品护城河 碾压 vs 被蚕食

*topic: 竞争格局/市场份额 · 9 bull vs 9 bear*

🟢 bullish 侧:

• <a id="atom-9ce0a9da878655e7"></a>2026-04-20 X·@WSTAnalystApe [老化中] · 护城河强 · 竞争格局
  現實是 ChatGPT 的護城河太強，而且文書工作真的好用。
  tags: 好观点 · → daily
• <a id="atom-fa3e60ba83a39c64"></a>2026-05-05 X·@WSTAnalystApe [老化中] · 大众市场使用最多且用户最忠诚 · 市场份额
  但在大眾市場，ChatGPT 仍是使用最多、用戶最忠誠的產品
  tags: 好观点 · → daily
  value: date=now
  📷 原图
• <a id="atom-2413bce2687bdffe"></a>2026-05-03 X·@sama [老旧] · product quality assessment · 竞争格局
  no its just a better product imo
  tags: 好观点 · → daily
  value: direction=better
• <a id="atom-5d366a6af5502f08"></a>2026-05-15 X·@8teAPi · 针对所有面向消费者的金融领域 · 技术路线/竞争格局
  they’re going after all consumer facing finance
  tags: 好观点 · → daily
• <a id="atom-addaba31a2225095"></a>2026-05-15 X·@brainstormvince · 用于重要决策的普及速度预期 · 技术路线/竞争格局
  I give it 18 months before world cottons on that the smartest guy in just about any room will be the room
  tags: 好观点·好问题 · → daily
  value: qty=18 months

🔴 bearish 侧:

• <a id="atom-9aaadf67046f99db"></a>2026-05-15 群 · 桌面端 session 同比首次下滑 · 市场份额/用户趋势
  ChatGPT 桌面端份额同比首次下滑
  tags: 好观点·好数字 · → daily
• <a id="atom-8132ddbad1654c4c"></a>2026-04-19 X·@cnfinancewatch · 市场份额 · 竞争格局
  C端大模型格局从垄断走向寡头竞争，ChatGPT份额降至55%
  tags: 好数字 · → daily
  value: qty=55%
• <a id="atom-cba292d1bdc09dce"></a>2026-04-24 X·@WSTAnalystApe [老化中] · 3Q25 竞争地位 · 竞争格局
  3Q25：谷歌 Nano Banana 封神，ChatGPT 完了
  tags: 好观点 · → daily
  value: date=3Q25
  📷 原图
• <a id="atom-2fa90b8e0781c6bf"></a>2026-05-01 X·@flowersslop [老化中] · release date relative to Grok · 竞争格局
  ChatGPT was 0 to 1 and Grok was 1 to n
  tags: 好思考 · → daily
  value: date=2023
• <a id="atom-40835ffe20cf180a"></a>2026-05-14 X·@Similarweb · Gen AI 流量份额接近 50% · 市场份额
  ChatGPT moves closer to the 50% mark.
  tags: 好观点 · → daily
  📷 原图

4. 产品体验 满意度 vs 功能积怨

*topic: 产品功能/产品发布 · 29 bull vs 21 bear*

🟢 bullish 侧:

• <a id="atom-d196aab6ba22ce15"></a>2026-04-17 X·@mweinbach · 会议记录功能仅限macOS · 产品发布 +同日1条
  The chatGPT app with ChatGPT record for meetings is macOS only.
  tags: 好信源 · → daily
• <a id="atom-f44010e27c21312d"></a>2026-04-24 X·@WSTAnalystApe [老化中] · 2Q25 市场主导地位 · 产品发布
  2Q25：ChatGPT Ghibli 封神，谷歌完了
  tags: 好观点 · → daily
  value: date=2Q25
  📷 原图
• <a id="atom-e95e0509b0b22af3"></a>2026-04-16 X·@akokoi1 [老旧] · GPT-image-2 能力评价 · 产品发布
  我宣布，GPT-image-2杀死了比赛，太离谱了！
  tags: 好观点 · → daily
  value: qualifier=杀死了比赛
  📷 原图
• <a id="atom-d589f218eceb6c8a"></a>2026-05-01 X·@mark_k [老化中] · being folded into Codex as super app · 产品发布
  ChatGPT itself is increasingly being folded into Codex as a kind of @OpenAI “super app.”
  tags: 好观点 · → daily
• <a id="atom-58b8c33598526fb4"></a>2026-05-01 X·@jimcramer · new features release · 产品发布
  Insane new stuff from ChatGPT this week.
  tags: 好思考 · → daily

🔴 bearish 侧:

• <a id="atom-019801074c83b611"></a>2026-05-06 X·@RobertR91837669 [老化中] · Advanced Voice Mode · 产品功能
  Advanced Voice Mode empty and vague
  tags: 好观点 · → daily
• <a id="atom-6688c4af11c60c06"></a>2026-05-06 X·@jskoiz [老化中] · sidebar organization · 产品功能
  Better organization in the sidebar, folders for chats would be great . Projects kind of works but a simpler option just to easily organize chats would be nice.
  tags: 好观点 · → daily
• <a id="atom-1372b40ad19db88e"></a>2026-05-06 X·@danielbutlerdev [老化中] · Task notifications · 产品功能 +同日2条
  Better tasks notifications, I miss when I used to be able to set a task by itself, and get notified, now it is inside Pulse, I feel like I miss it more frequently due to not constantly reading pulse
  tags: 好观点 · → daily
• <a id="atom-844be32e5461dbe1"></a>2026-05-06 X·@Quirk2Muffin [老化中] · Image generation tool mis-selection · 产品功能
  Chatgpt keeps trying to use image gen tool. This is especially frustrating when the task requires using canvas, but it is unable to use canvas because it used image gen.
  tags: 好问题 · → daily
• <a id="atom-af527e59c3422817"></a>2026-05-06 X·@isamutlib [老化中] · text response quality · 产品功能
  text is still not great, feels very robotic responses.
  tags: 好观点 · → daily

5. 技术领先 代差 vs 追平

*topic: 技术路线 · 4 bull vs 1 bear*

🟢 bullish 侧:

• <a id="atom-a7eec1118fedd8ab"></a>2026-05-04 X·@cixliv [老化中] · generalization as value driver · 产品发布/技术路线
  ChatGPT is only valuable because it’s generalized. The same is the case with humanoids.
  tags: 好观点 · → daily
• <a id="atom-fbf03b80aab8db49"></a>2026-05-15 X·@8teAPi · 重要决策使用场景的爆发预测 · 技术路线
  it’s going to be crazy once people start using them for important decisions everywhere
  tags: 好观点 · → daily
• <a id="atom-f968829caac04b2c"></a>2026-06-29 X·@nypost · 医疗诊断能力对比 · 技术路线
  Doctor ChatGPT is a better doctor than 99% of doctors.
  tags: 好观点 · → daily
• <a id="atom-223fe11236322795"></a>2026-06-29 X·@PolymarketMoney · 医生水平 · 技术路线/产品能力
  Doctor ChatGPT is a better doctor than 99% of doctors
  tags: 好观点·好思考 · → daily
  📷 原图

🔴 bearish 侧:

• <a id="atom-7ddf9e20ef2abca0"></a>2026-05-01 X·@ecommerceshares [老化中] · instruction following capability · 技术路线
  It’s the worst. It’s just beyond bad.
  tags: 好观点 · → daily

🔗 因果传导 (causal map)

*ChatGPT 在产业链上的传导关系. 边是群里/卖方陈述的因果 (非 AI 推断), 数字 = 几条 atom 支撑. 点 atom 溯源.*

↓ 下游·近期陈述 (3)

• 🟢 Canva · 需求拉动 · 1 次陈述
  Canva sees ChatGPT and Claude as distribution channels, not competitors, and says the partnerships have brought in milli
• 🟢 Jalapeño AI chip · 传导 · 1 次陈述
  ChatGPT helped design the chip so they could reach 9 months of developement cycle
• 🟢 企业用户 · 需求拉动 · 1 次陈述
  companies are full of people who want access to Claude or ChatGPT and are pressuring their purchasing staff to get licen

📏 估计带 (1)

*语料内对同一量的估计区间 (≥2 个估计才成带). 不判断谁对, 只陈列.*

• 份额 2026: 50% · 2 个估计 · 最新 2026-06-16 50% (卖·cred4)

📊 程序化变化 (近 7 天)

• 已过期 forecast: 1 条

🟦 客观事实 (facts) (30)

• <a id="atom-75763aee5ac0dd63"></a>🟦 2026-06-24 卖·MS Tom Wigg · Growth in Active Advertisers
  Active ChatGPT Advertisers grew by 46% over the past week, from 2,585 in 'The 7 Days Prior' to 3,770 during 'June 2-June 8'.
  tags: 好数字·好信源 · → daily
  value: qty=46% · date=June 2-June 8
• <a id="atom-221ebccdf7bb69ea"></a>🟦 2026-06-24 卖·MS Tom Wigg · Active Advertisers (The 7 Days Prior)
  There were 2,585 active ChatGPT advertisers in 'The 7 Days Prior'.
  tags: 好数字·好信源 · → daily
  value: qty=2,585 · date=The 7 Days Prior
• <a id="atom-e8cdf50b51cf0d5f"></a>🟦 2026-06-24 卖·MS Tom Wigg · Active Advertisers (June 2-June 8)
  There were 3,770 active ChatGPT advertisers during 'June 2-June 8'.
  tags: 好数字·好信源 · → daily
  value: qty=3,770 · date=June 2-June 8
• <a id="atom-de461a4c60ec307e"></a>🟦 2026-06-18 卖·MS Tom Wigg · usage rate among U.S. adults
  44% of U.S. adults say they ever use ChatGPT.
  tags: 好数字·好信源 · → daily
  value: qty=44% · date=Feb. 17-23, 2026
• <a id="atom-70b54e54e3245dd7"></a>🟦 2026-06-18 卖·MS Tom Wigg · usage rate among ages 18-29
  61% of U.S. adults ages 18-29 say they ever use ChatGPT.
  tags: 好数字·好信源 · → daily
  value: qty=61% · date=Feb. 17-23, 2026
• <a id="atom-51bf2b5aa6b72ae8"></a>🟦 2026-06-18 卖·MS Tom Wigg · usage rate among ages 30-49
  55% of U.S. adults ages 30-49 say they ever use ChatGPT.
  tags: 好数字·好信源 · → daily
  value: qty=55% · date=Feb. 17-23, 2026
• <a id="atom-c244ca758852ff6f"></a>🟦 2026-06-18 卖·MS Tom Wigg · usage rate among ages 50-64
  37% of U.S. adults ages 50-64 say they ever use ChatGPT.
  tags: 好数字·好信源 · → daily
  value: qty=37% · date=Feb. 17-23, 2026
• <a id="atom-c9c1230856b54822"></a>🟦 2026-06-18 卖·MS Tom Wigg · usage rate among ages 65+
  19% of U.S. adults ages 65+ say they ever use ChatGPT.
  tags: 好数字·好信源 · → daily
  value: qty=19% · date=Feb. 17-23, 2026
• <a id="atom-4d0375f2fc7bf998"></a>🟦 2026-06-11 卖·MS Tom Wigg · website traffic share
  ChatGPT's website traffic share among Gen AI websites declined from over 70% in June 2025 to approximately 50% in May 2026.
  tags: 好数字·好信源 · → daily
  value: qty=50% · date=2026-05
• <a id="atom-8c8cb1641cdae093"></a>🟦 2026-05-27 群 ⭐ · 意图生成优势 · 广告意图/搜索行为
  46% of ChatGPT users who eventually saw an ad started with no commercial intent; 83% of ad-triggering queries inside ChatGPT would never have activated a traditional Google Shopping ad
  tags: 好数字·好思考 · → daily
  value: qty=46%的用户初始无商业意图，83%的广告触发查询不会激活Google Shopping广告
• <a id="atom-c606eecaf0159b86"></a>🟦 2026-06-04 X·@OpenAI ⭐ · 新记忆系统用户范围 · 产品发布/技术路线
  The new memory system is rolling out to Plus and Pro users in the US today, along with 2x more memory.
  tags: 好数字·好信源 · → daily
• <a id="atom-25571ce489466122"></a>🟦 2026-06-02 X·@Techmeme ⭐ · MAU · 用户增长
  ChatGPT has become the fastest app to hit 1B global MAUs
  tags: 好数字·好信源 · → daily
  value: qty=1B · date=全球月活跃用户
• <a id="atom-2e3c31ad3ae599c1"></a>🟦 2026-06-02 X·@Techmeme ⭐ · MAU同比增长率 · 用户增长
  ChatGPT's MAUs are up 62% YoY in Q2 to date
  tags: 好数字·好信源 · → daily
  value: qty=62% · date=Q2 to date
• <a id="atom-5b31a48ddb4f3acb"></a>🟦 2026-05-15 X·@AndrewCurran_ ⭐ · 推出面向Pro用户的新个人理财体验 · 产品发布
  A preview for Pro users: a new personal finance experience in ChatGPT.
  tags: 好数字·好信源 · → daily
  value: qty=Pro users in the US only · date=2026-05-15
  📷 原图
• <a id="atom-9240f6a2c52a4868"></a>🟦 2026-05-06 X·@hungjng69679118 ⭐ · 将5.5 Instant设置成默认模型 · 产品发布
  5月6日，ChatGPT将5.5 Instant设置成默认模型
  tags: 好数字·好信源 · → daily
• <a id="atom-187d970771aa23fa"></a>🟦 2026-05-06 X·@hungjng69679118 ⭐ · 上线自助广告主平台 · 产品发布/营收
  同时面向美国企业上线自助广告主平台，支持自助投放、CPC/CPM竞价
  tags: 好数字·好信源 · → daily
  value: date=2026-05-06
• <a id="atom-3a91e50c66bd5350"></a>🟦 2026-05-27 群 · CPM 定价对比 · 广告定价/CPM对比
  Similarweb estimates ChatGPT ads may command about $60 CPM, a lot higher than Meta and LinkedIn; CPC about $12 for ChatGPT ads, well above Google Search
  tags: 好数字·好观点 · → daily
  value: qty=$60 CPM, $12 CPC
• <a id="atom-f35654b9ff82c186"></a>🟦 2026-06-22 X·@aleyda · 品牌推荐后7天内被访问概率 · 品牌推荐/搜索流量
  Brands recommended by ChatGPT were 2.5x more likely to receive a visit within the following 7 days vs. competing brands that were not recommended.
  tags: 好数字·好信源 · → daily
  value: qty=2.5倍 · date=7天
  📷 原图
• <a id="atom-46ad50dbb0335e59"></a>🟦 2026-05-27 X·@mattcollinsuk · fastest-growing consumer application in history · 用户增长
  ChatGPT being the fastest-growing consumer application in history
  tags: 好数字·好信源 · → daily
• <a id="atom-f0d26b04a2c900ff"></a>🟦 2026-05-22 X·@Similarweb · 推荐流量变化 · 数据流量
  Referral visits from ChatGPT increased ~150% (week before 7th May vs after)
  tags: 好数字·好信源 · → daily
  value: qty=150% · date=week before vs after May 7, 2026
  📷 原图
• <a id="atom-c559f1e52a1f83a8"></a>🟦 2026-05-22 X·@Similarweb · 推荐流量落地比例 · 数据流量
  Around 60% of this traffic now lands on brand homepages
  tags: 好数字·好信源 · → daily
  value: qty=60%
  📷 原图
• <a id="atom-89d0983c2ed2b888"></a>🟦 2026-05-22 X·@Similarweb · 推荐流量页面浏览量提升 · 数据流量
  +24% uplift in pageviews per visit
  tags: 好数字·好信源 · → daily
  value: qty=24%
  📷 原图
• <a id="atom-4abc4ed7858265dd"></a>🟦 2026-05-22 X·@Similarweb · 推荐流量网站停留时间提升 · 数据流量
  +11% uplift in time on site
  tags: 好数字·好信源 · → daily
  value: qty=11%
  📷 原图
• <a id="atom-f5e7f3d9aa6c4c91"></a>🟦 2026-05-22 X·@DoDataThings · 推荐流量转化率 · 数据流量
  ChatGPT referrals already convert at 7% against Google's 5%
  tags: 好数字·好信源 · → daily
  value: qty=7%
• <a id="atom-d48a64cdf88930b1"></a>🟦 2026-05-22 X·@DoDataThings · 推荐流量用户停留时间 · 数据流量
  users spending 15 minutes on site versus 8
  tags: 好数字·好信源 · → daily
  value: qty=15 minutes
• <a id="atom-24fa41a938e29a80"></a>🟦 2026-05-04 X·@flowersslop · almost a billion users · 用户规模
  Almost a billion users use ChatGPT
  tags: 好数字·好信源 · → daily
  value: qty=~1B · date=2026-05-04
• <a id="atom-31df74694105121c"></a>🟦 2026-04-30 X·@Similarweb · 日均访问量及变化 · 出货量
  ChatGPT日均访问量: 182.8M (+5%)
  tags: 好数字·好信源 · → daily
  value: qty=182.8M · direction=+5% · date=2026-04
  [图: Similarweb发布的2026年4月主要生成式AI工具日均访问量及4周趋势数据表 — ChatGPT日均访问量: 182.8M (+5%); Gemini日均访问量: 91.6M (+9%); Claude日均访问量: 26.8M (+26%); DeepSeek日均访问量: 13.3M (+32%); Grok日均访问量: 9.5M (-21%
  📷 原图
• <a id="atom-b18a7fa48b88b6cf"></a>🟦 2026-05-21 X·@venturetwins · achieved 100M MAUs in 2 months · 用户规模/产品发布
  ChatGPT hit 100M MAUs faster than any app in history - it took just 2 months (vs. 9 for TikTok and 30 for IG).
  tags: 好数字·好思考 · → daily
  value: qty=100M MAUs · date=2 months after launch
  📷 原图
• <a id="atom-8ec69b7e81325891"></a>🟦 2026-06-18 群 · 周活用户接近10亿 · 用户规模
  ChatGPT approaching “a billion” weekly active users
  tags: 好数字 · → daily
  value: qty=接近10亿
• <a id="atom-ab5f8a1d60989363"></a>🟦 2026-05-27 群 · 点击率表现 · 广告点击率/CTR表现
  ChatGPT ads currently generate an average CTR of roughly 0.68%; the best performing campaign had a CTR of 5.4%, above the Google Search average
  tags: 好数字 · → daily
  value: qty=平均CTR 0.68%，最佳 5.4%

🟥 多头 takes (bullish) (30)

• <a id="atom-329ab7816a243871"></a>🟥 2026-05-31 X·@morqon [已过期] · 月活用户数预测 · 用户增长
  with this growth rate chatgpt will cross 1 billion users around october
  tags: 好数字·好观点 · → daily
  value: qty=1 billion users · date=October 2025
• <a id="atom-223fe11236322795"></a>🟥 2026-06-29 X·@PolymarketMoney · 医生水平 · 技术路线/产品能力
  Doctor ChatGPT is a better doctor than 99% of doctors
  tags: 好观点·好思考 · → daily
  📷 原图
• <a id="atom-3b9c21b0fe57db16"></a>🟥 2026-05-15 X·@flowersslop · 信任度预期 · 用户信任/数据安全
  People share their life on 20 apps, trust companies they dont know anything about for sensitive data, use online banking, use online verification services, all of which had data breaches, everything having humans in the loop that cant do whatever...yeah id trust AI much more
  tags: 好观点·好思考 · → daily
  value: qty=高于传统公司 · direction=up
• <a id="atom-55c0d8e6ecc78d95"></a>🟥 2026-05-15 X·@GoodmanAric · 通过预算最大化支付高端订阅的可能性 · 营收预测/产品发布
  Probably pay for a high end subscription just by budget maximization
  tags: 好观点·好思考 · → daily
• <a id="atom-6012333883d489da"></a>🟥 2026-05-15 X·@GoodmanAric · 跨店跨供应商成本追踪能力 · 技术路线/定价权
  Imagine it starts tracking costs across stores and vendors recommending purchases
  tags: 好观点·好思考 · → daily
• <a id="atom-be15d58a5def739e"></a>🟥 2026-05-06 X·@MuhNeesh · dynamic visualizations in answers · 产品功能
  more dynamic visualizations in the answers. no need to go overboard but more tasteful charts when appropriate rather reducing everything down to a table/list.
  tags: 好观点·好思考 · → daily
• <a id="atom-3df708036b712336"></a>🟥 2026-05-05 X·@chatgpt21 [老化中] · 用户期望AVM功能 · 产品发布
  I think everyone wants avm
  tags: 好观点·好问题 · → daily
• <a id="atom-e3c4c547a76266d7"></a>🟥 2026-07-01 X·@Similarweb · 超过60%的Claude用户同时也使用ChatGPT · 用户重叠
  ChatGPT is massive, with more than 60% of Claude users also using ChatGPT.
  tags: 好数字 · → daily
  value: qty=>60%
• <a id="atom-addaba31a2225095"></a>🟥 2026-05-15 X·@brainstormvince · 用于重要决策的普及速度预期 · 技术路线/竞争格局
  I give it 18 months before world cottons on that the smartest guy in just about any room will be the room
  tags: 好观点·好问题 · → daily
  value: qty=18 months
• <a id="atom-e62da5c82265c320"></a>🟥 2026-05-11 X·@sama [老旧] · 新模型、个性与个性化的组合感觉像新事物 · 产品发布
  the combo of the new ChatGPT model, personality, and personalization feels like a new thing
  tags: 好观点 · → daily
• <a id="atom-9a90e5fde9adf3e0"></a>🟥 2026-05-06 X·@ItsTheDaybreak [老化中] · privacy password feature · 产品功能
  I hope there's a way to add a password to certain ChatGPT conversations and projects, requiring a passcode or fingerprint to view them.
  tags: 好观点·好问题 · → daily
• <a id="atom-66e2bbb0218d2b6d"></a>🟥 2026-05-05 X·@sama [老旧] · 5.5版本被视为重大升级 · 产品发布
  imo it is a pretty big upgrade
  tags: 好观点 · → daily
• <a id="atom-2413bce2687bdffe"></a>🟥 2026-05-03 X·@sama [老旧] · product quality assessment · 竞争格局
  no its just a better product imo
  tags: 好观点 · → daily
  value: direction=better
• <a id="atom-31f694202657c0e8"></a>🟥 2026-06-23 X·@pennycheck · MCP capability to leverage user data · AI能力/数据利用
  the ability claude and now chatgpt mcp have to leverage yoyr data
  tags: 好思考 · → daily
• <a id="atom-07acf41de6d905f3"></a>🟥 2026-06-12 X·@Similarweb · 广告主增长驱动力 · 广告主增长
  The increase appears to be driven by a lower spend threshold for participation.
  tags: 好思考 · → daily
  value: direction=lower spend threshold
  [图: 显示过去一周活跃 ChatGPT 广告主数量增长的柱状图 — +46% (广告主增长率); 3,770 (6月2日至6月8日活跃广告主数); 2,585 (前7天活跃广告主数)]
  📷 原图
• <a id="atom-eb5bcd83f78a8214"></a>🟥 2026-06-12 X·@Similarweb · 预期新市场广告主采纳持续增长 · 市场扩张/广告主增长
  As ChatGPT advertising expands into additional markets, with the UK recently launching and Japan, Mexico, Brazil, and South Korea expected to follow, advertiser adoption is likely to continue growing.
  tags: 好思考 · → daily
  value: direction=expected to continue growing
• <a id="atom-bcd34ff0b13ae958"></a>🟥 2026-05-12 X·@emollick [老化中] · tutoring investment recommendation · 产品发布
  If OpenAI cares about the mission of making the world a better place, tutoring should be an area of investment, not one to silently remove
  tags: 好思考 · → daily
  📷 原图
• <a id="atom-697ad6f47eb4549f"></a>🟥 2026-05-06 X·@danielbutlerdev · Advanced Voice Mode integration · 产品功能
  my main requests are good tool integrations (like I want to be able to say, give me a roundup of my calendar, or what are my unread emails), as well as being able to have longer individual conversations than 1 hour and having more fluidity in terms of interuptions and the overall conversation.
  tags: 好思考 · → daily
• <a id="atom-3b466c1abd923bb5"></a>🟥 2026-05-06 X·@danielbutlerdev · Cross-device connectivity with Codex · 产品功能
  Better connections, like Codex has access to things like email, I want to be able to manage everything through ChatGPT, across my devices - hopefully this capability gets merged with the Super app :)
  tags: 好思考 · → daily
• <a id="atom-f38253482e75d2e0"></a>🟥 2026-05-06 X·@danielbutlerdev · Chat handoff between ChatGPT and Codex · 产品功能
  Allow me to start a chat in ChatGPT and take it over/see it in Codex to pick it up inside one of my projects
  tags: 好思考 · → daily
• <a id="atom-e7dcb46bc80b4bd7"></a>🟥 2026-05-06 X·@TalkyElysia · Advanced Voice Mode · 产品功能
  A new Advanced Voice Mode. Reasoning, low latency, able to talk and listen at the same time and to recognize different speakers, free to sing and generate sounds, and capable to notice movement (not a sequence of static frames) in vision mode.
  tags: 好思考 · → daily
• <a id="atom-b702de71fe8275b6"></a>🟥 2026-07-01 X·@BiblicallyAccAI · 历史上拥有压倒性的活跃用户优势 · 用户优势
  ChatGPT has had an overwhelming active user advantage historically.
  tags: 好观点 · → daily
• <a id="atom-f968829caac04b2c"></a>🟥 2026-06-29 X·@nypost · 医疗诊断能力对比 · 技术路线
  Doctor ChatGPT is a better doctor than 99% of doctors.
  tags: 好观点 · → daily
• <a id="atom-54d450eed84fa074"></a>🟥 2026-06-03 X·@thsottiaux · 品牌定位 · 产品发布
  ChatGPT Whether you understand the name or not. It's here to stay. It's the past, the present, the future. Synonym with AI, soon synonym with agents.
  tags: 好观点 · → daily
• <a id="atom-78b2d85fda9dd45c"></a>🟥 2026-05-22 X·@itsolelehmann · used by doctors in exam rooms · AI能力/合作客户
  every doctor is already secretly using chatGPT in the exam room
  tags: 好观点 · → daily
  value: qty=every doctor
• <a id="atom-0fbdd802797808ce"></a>🟥 2026-05-17 X·@emollick · 影响力预测 · 仓位情绪
  This is the least the world will care about AI.
  tags: 好观点 · → daily
• <a id="atom-66c9909ea02a9328"></a>🟥 2026-05-15 X·@8teAPi · 将消费者转向低成本指数基金 · 订单需求/定价权
  shifting you into lower cost index funds
  tags: 好观点 · → daily
• <a id="atom-1d9c3a4aeb6c7d74"></a>🟥 2026-05-15 X·@8teAPi · 信用卡余额转移以享受免息期 · 定价权/订单需求
  transferring balances on credit cards to enjoy the interest free period
  tags: 好观点 · → daily
• <a id="atom-cd437438e785b64f"></a>🟥 2026-05-15 X·@8teAPi · 将定期存款转移到利率更高的银行 · 定价权/订单需求
  moving CDs to banks with higher rates
  tags: 好观点 · → daily
• <a id="atom-5d366a6af5502f08"></a>🟥 2026-05-15 X·@8teAPi · 针对所有面向消费者的金融领域 · 技术路线/竞争格局
  they’re going after all consumer facing finance
  tags: 好观点 · → daily

🟥 空头 takes (bearish) (30)

• <a id="atom-ea397136de21c187"></a>🟥 2026-07-02 X·@dnvolz · 社会情绪转变 · 情绪拐点/舆论变化
  Three and a half years after the launch of ChatGPT, the initial wonder that the world first felt about all-knowing answer boxes has increasingly curdled into anger, anxiety, and organized opposition.
  tags: 好观点·好思考 · → daily
• <a id="atom-24512680e38a8ff3"></a>🟥 2026-05-06 X·@danielbutlerdev [老化中] · Chat search functionality · 产品功能
  Better chat searching, there are times when I try to search for some chat but cannot find it because the search doesn't pick it up, would be even better if I could just ask, 'Hey, I was talking to you about xyz, can you find that chat for me' as I can have many chats per day and lose track as I can cover multiple topics and so the title isn't clear then for me to find where that particular thing was
  tags: 好问题·好思考 · → daily
• <a id="atom-7e461b6bfbcb78fc"></a>🟥 2026-05-12 X·@verge [老化中] · 提供派对毒品相关不良建议 · 安全事故/监管政策
  Parents say ChatGPT got their son killed with bad advice on party drugs
  tags: 好信源 · → daily
• <a id="atom-92d4766e00f656ab"></a>🟥 2026-04-17 群 [老化中] · 暗示初期定价过高或 ROAS 不佳 · 广告定价/ROAS
  tags: 好观点 · → daily
• <a id="atom-eb8d944e630dea10"></a>🟥 2026-06-05 X·@flowersslop · image generation identity matching realism · 产品发布
  ChatGPT still isnt really close on identity matching and realism
  tags: 好思考 · → daily
  value: direction=low
  📷 原图
• <a id="atom-96acf9233d8a3eb1"></a>🟥 2026-05-06 X·@danielbutlerdev [老化中] · Chat organization · 产品功能
  Better chat organisation, although I'm not sure the best solution for this, I like projects, but then I can get lost with chats going into projects if there are many chats, but I also don't want to spend ages moving things around or labelling loads of chats, so I am not sure the best way for this
  tags: 好思考 · → daily
• <a id="atom-2fa90b8e0781c6bf"></a>🟥 2026-05-01 X·@flowersslop [老化中] · release date relative to Grok · 竞争格局
  ChatGPT was 0 to 1 and Grok was 1 to n
  tags: 好思考 · → daily
  value: date=2023
• <a id="atom-cf488ee547fbecbb"></a>🟥 2026-06-24 X·@cb_doge · is_heavily_biased_toward_left · 大模型立场
  ChatGPT is heavily biased toward the left.
  tags: 好观点 · → daily
  📷 原图
• <a id="atom-09a0c747c6af74a1"></a>🟥 2026-06-24 X·@fleetingbits · voice chat user experience · 产品体验
  i still can’t walk around the city and chat to claude or chatgpt in voice mode and have a pleasant experience
  tags: 好观点 · → daily
• <a id="atom-d3bb6c7884f37e46"></a>🟥 2026-06-24 X·@fleetingbits · reasoning requirement for voice mode · 产品体验
  the models are not smart without reasoning and ordinary cell reception isn’t good enough for a smooth conversation
  tags: 好观点 · → daily
• <a id="atom-89164cd98e2b8bdd"></a>🟥 2026-06-21 X·@dhtikna · Bidirectional Voice Mode 延迟慢 · 产品发布
  Man that latency between banana and banana one was so slow.
  tags: 好观点 · → daily
• <a id="atom-769bca2a822c90a0"></a>🟥 2026-06-08 X·@MikeFritzell · 网站流量已见顶 · 用户趋势
  Website traffic: ChatGPT has peaked
  tags: 好观点 · → daily
  📷 原图
• <a id="atom-22e6da4b3391cd53"></a>🟥 2026-05-16 X·@khushkhushkhush · 故障总结 · 用户体验
  i had chatgpt tell me everything it messed up
  tags: 好观点 · → daily
  📷 原图
• <a id="atom-3a600b7aaf190e51"></a>🟥 2026-05-16 X·@ElliotGlazer · 证明了显然错误的consistency claim · 模型推理
  Chatgpt proves an obviously false consistency claim, by horribly misformalizing the axiom in this context
  tags: 好观点 · → daily
• <a id="atom-f06021c6ad56ca01"></a>🟥 2026-05-15 X·@heynavtoor · 验证患者妄想 · AI风险
  The chatbot did not just witness her delusion. It mediated it. It validated it. It nudged the door open.
  tags: 好观点 · → daily
  📷 原图
• <a id="atom-42423ae8d990e38d"></a>🟥 2026-05-15 X·@8teAPi · 广告资金转移影响 · 营收预测/竞争格局
  if Chat starts allocating funds… those ad dollars disappear
  tags: 好观点 · → daily
• <a id="atom-40835ffe20cf180a"></a>🟥 2026-05-14 X·@Similarweb · Gen AI 流量份额接近 50% · 市场份额
  ChatGPT moves closer to the 50% mark.
  tags: 好观点 · → daily
  📷 原图
• <a id="atom-c8adbf3d6ff4c9a5"></a>🟥 2026-05-12 X·@emollick [老化中] · Study Mode removal status · 产品发布
  The silent removal of Study Mode from ChatGPT is a big mistake (both Claude and Gemini still have theirs)
  tags: 好观点 · → daily
• <a id="atom-44cb9d6e17fd34fc"></a>🟥 2026-05-12 X·@emollick [老化中] · Study Mode accessibility · 产品发布
  Study mode was an easy option that parents and teachers could suggest to mitigate negative effects, even if it wasn't perfect. OpenAI still has a page about it, and the link activates study mode but otherwise there seems to be no way to select it from a menu for most accounts
  tags: 好观点 · → daily
• <a id="atom-019801074c83b611"></a>🟥 2026-05-06 X·@RobertR91837669 [老化中] · Advanced Voice Mode · 产品功能
  Advanced Voice Mode empty and vague
  tags: 好观点 · → daily
• <a id="atom-6688c4af11c60c06"></a>🟥 2026-05-06 X·@jskoiz [老化中] · sidebar organization · 产品功能
  Better organization in the sidebar, folders for chats would be great . Projects kind of works but a simpler option just to easily organize chats would be nice.
  tags: 好观点 · → daily
• <a id="atom-1372b40ad19db88e"></a>🟥 2026-05-06 X·@danielbutlerdev [老化中] · Task notifications · 产品功能
  Better tasks notifications, I miss when I used to be able to set a task by itself, and get notified, now it is inside Pulse, I feel like I miss it more frequently due to not constantly reading pulse
  tags: 好观点 · → daily
• <a id="atom-af527e59c3422817"></a>🟥 2026-05-06 X·@isamutlib [老化中] · text response quality · 产品功能
  text is still not great, feels very robotic responses.
  tags: 好观点 · → daily
• <a id="atom-c4770567c53d80cd"></a>🟥 2026-05-06 X·@r1cc1r1ch [老化中] · response headings and lists · 产品功能
  It ain't improved for shit, still bombarding me with headings and lists
  tags: 好观点 · → daily
• <a id="atom-17769bf8e6fe0ffc"></a>🟥 2026-05-06 X·@goyosaurus [老化中] · UI design update · 产品功能
  we need a looksmaxxing front end UI update to compete with claude
  tags: 好观点 · → daily
• <a id="atom-7ddf9e20ef2abca0"></a>🟥 2026-05-01 X·@ecommerceshares [老化中] · instruction following capability · 技术路线
  It’s the worst. It’s just beyond bad.
  tags: 好观点 · → daily
• <a id="atom-cba292d1bdc09dce"></a>🟥 2026-04-24 X·@WSTAnalystApe [老化中] · 3Q25 竞争地位 · 竞争格局
  3Q25：谷歌 Nano Banana 封神，ChatGPT 完了
  tags: 好观点 · → daily
  value: date=3Q25
  📷 原图
• <a id="atom-620a03fc45f1fc2b"></a>🟥 2026-05-13 X·@lefthanddraft · 泄露用户个人信息 · 隐私安全/产品缺陷
  Why is ChatGPT being told my name, email address and some kind of handle even when memory is turned off?
  tags: 好问题 · → daily
  value: qty=姓名、邮箱和某种句柄 · date=
  📷 原图
• <a id="atom-dfb9ef2f94be52d7"></a>🟥 2026-05-07 X·@SufficientBeeCC [老化中] · creative writing quality · 产品功能
  Creative writing
  tags: 好问题 · → daily
• <a id="atom-567ed11e420a8981"></a>🟥 2026-05-07 X·@SufficientBeeCC [老化中] · humor quality · 产品功能
  Humor
  tags: 好问题 · → daily

🟥 中性 takes (neutral) (20)

• <a id="atom-272ecad25450120c"></a>🟥 2026-05-15 X·@8teAPi · 监管限制预期 · 监管政策/技术路线
  probably regulation on what AI is allowed to do
  tags: 好观点·好思考 · → daily
• <a id="atom-96533743787fc248"></a>🟥 2026-05-23 X·@tuolaji2024 · 类比Netscape作为AI行情起点 · 技术路线
  把 ChatGPT（2022/11/30）类比为 Netscape（1994/12）
  tags: 好思考 · → daily
  [图: 纳斯达克指数在Netscape发布后与ChatGPT发布后的走势对比图 — Netscape问世时间: 1994/12/19; ChatGPT问世时间: 2022/11/30; 格林斯潘警告非理性繁荣: 1996/12/5; 美联储开始加息: 1999/6; 图表发布日期: 2026/5/23]
  📷 原图
• <a id="atom-48d02e3396bcd0b4"></a>🟥 2026-05-03 X·@lidangzzz [老化中] · 定义任务和语言 · 技术路线
  给ChatGPT定义任务和语言（比如Python）
  tags: 好思考 · → daily
• <a id="atom-6513bc680ff62e55"></a>🟥 2026-05-03 X·@lidangzzz [老化中] · 定义有限环境和命令 · 技术路线
  给ChatGPT定义有限的环境和命令（比如linux terminal、pip、conda）
  tags: 好思考 · → daily
• <a id="atom-f7f2e54819ef9fcb"></a>🟥 2026-04-21 X·@realBigBrainAI [老化中] · 理解能力 · 技术路线
  ChatGPT doesn't understand anything
  tags: 好观点 · → daily
• <a id="atom-03d09b195b36441e"></a>🟥 2026-06-22 X·@boneGPT · induced hypersuggestive state in user · AI影响
  4o slipped him into a hypersuggestive state
  tags: 好观点 · → daily
• <a id="atom-733e85bf096f566d"></a>🟥 2026-06-20 X·@tunguz [老化中] · would add to Codex only Deep Research · 产品发布
  The only part of ChatGPT that would add to Codex is Deep Research. Everything else is unnecessary, or worse - could overclutter the interface.
  tags: 好观点 · → daily
• <a id="atom-2309ec63671fd8d1"></a>🟥 2026-06-11 X·@Miles_Brundage · Pro 选项功能一致 · 产品发布
  I think it's functionally the same (there are still two options under Pro, you just have to highlight it to see the toggle)
  tags: 好观点 · → daily
• <a id="atom-e0025d7547290b44"></a>🟥 2026-06-10 X·@dragosroua · 拥有良好UI和市场营销 · 产品发布/竞争格局
  Claude and ChatGPT have good UI, VERY good marketing and improved harnesses
  tags: 好观点 · → daily
• <a id="atom-1724fe94edfd99ad"></a>🟥 2026-06-10 X·@dragosroua · 从推理角度与所有模型水平相当 · 模型能力/竞争格局
  purely from inference perspective all models are head to head now.
  tags: 好观点 · → daily
• <a id="atom-f2f0ad476b46512c"></a>🟥 2026-05-17 X·@SealOfTheEnd · 用户评价 · 竞品评价
  Chatgpt is the least bad.
  tags: 好观点 · → daily
  value: direction=least bad
  📷 原图
• <a id="atom-d8d68de1b5089512"></a>🟥 2026-05-15 X·@8teAPi · 金融数据读取能力 · 技术路线
  ChatGPT is just reading your finance s data
  tags: 好观点 · → daily
• <a id="atom-86dac27e000389d7"></a>🟥 2026-05-10 X·@kyleichan [老化中] · 被中国担忧的内容传播风险 · 地缘政治
  China was worried that ChatGPT would basically do the same thing
  tags: 好观点 · → daily
  📷 原图
• <a id="atom-332b537d3d763cde"></a>🟥 2026-05-05 X·@BenjaminDEKR [老化中] · launch perceived as revolutionary · 产品发布
  ChatGPT was not seen as particularly revolutionary when it launched... even by those who built it.
  tags: 好观点 · → daily
  📷 原图
• <a id="atom-ccbd405692c3e4bb"></a>🟥 2026-05-05 X·@flowersslop [老化中] · capability relative to GPT-3 Playground · 技术路线
  it wasnt that revolutionary, i’d already been using the gpt-3 playground for months, and text davinci 002/003 could already do everything chatgpt did.
  tags: 好观点 · → daily
• <a id="atom-dcdc047f7444820c"></a>🟥 2026-05-05 X·@chatgpt21 [老化中] · 5.5版本特性 · 产品发布
  One things that’s hyper immediate I noticed about 5.5 is it takes into account your last conversation and shoves it into every new conversation
  tags: 好观点 · → daily
  📷 原图
• <a id="atom-d3c581e91930494c"></a>🟥 2026-05-03 X·@Enscion25 [老化中] · 全球知名度高 · 品牌影响/市场份额
  The name ChatGPT has become known globally, & to some, it's not just an intelligence provider, It's their main point of reference for AI
  tags: 好观点 · → daily
• <a id="atom-4fec37ca90ef7760"></a>🟥 2026-06-11 X·@Miles_Brundage · UX 变更 或 A/B 测试 · 产品发布
  ChatGPT UX just changed 🤔 or is being A/B tested.
  tags: 好问题 · → daily
  📷 原图
• <a id="atom-b92efe32749bea88"></a>🟥 2026-05-05 X·@verge [老旧] · 新默认模型幻觉率降低 · 模型发布/技术路线
  OpenAI claims ChatGPT’s new default model hallucinates way less
  tags: 好问题 · → daily
• <a id="atom-2b330ae1ca7a1925"></a>🟥 2026-05-02 X·@danielcberk [老旧] · 是否取消订阅 · 产品选择
  I currently pay for Claude and for ChatGPT. No need to keep both. @sama should I cancel Chat or naw
  tags: 好问题 · → daily

🟦 新闻流 (squawk · 6)

⏱ 时间轴 (近 20)

• 🟦 2026-07-03 · fact · was unavailable in Italy for weeks due to GDPR issues · → daily
• 🟥 2026-07-02 · narrative · 社会情绪转变 · → daily
• 🟦 2026-07-01 · fact · 与Claude的用户重叠比例随时间变化 · → daily
• 🟥 2026-07-01 · narrative · 历史上拥有压倒性的活跃用户优势 · → daily
• 🟥 2026-07-01 · fact · 超过60%的Claude用户同时也使用ChatGPT · → daily
• 🟦 2026-07-01 · fact · can connect to financial accounts · → daily
• 🟥 2026-06-29 · position · 医疗诊断能力对比 · → daily
• 🟥 2026-06-29 · narrative · 医生水平 · → daily
• 🟦 2026-06-28 · fact · one month retention rank · → daily
• 🟦 2026-06-24 · fact · Growth in Active Advertisers · → daily
• 🟦 2026-06-24 · fact · Active Advertisers (The 7 Days Prior) · → daily
• 🟦 2026-06-24 · fact · Active Advertisers (June 2-June 8) · → daily
• 🟥 2026-06-24 · narrative · is_heavily_biased_toward_left · → daily
• 🟥 2026-06-24 · narrative · voice chat user experience · → daily
• 🟥 2026-06-24 · narrative · reasoning requirement for voice mode · → daily
• 🟥 2026-06-23 · narrative · MCP capability to leverage user data · → daily
• 🟦 2026-06-22 · fact · 品牌推荐后7天内被访问概率 · → daily
• 🟥 2026-06-22 · narrative · induced hypersuggestive state in user · → daily
• 🟦 2026-06-21 · fact · GPT Bidirectional Voice Mode 正在推出 · → daily
• 🟥 2026-06-21 · narrative · Bidirectional Voice Mode 延迟慢 · → daily

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