Last updated Nov 29, 2025

E129: Sam Altman plays chess with regulators, AI's "nuclear" potential, big pharma bundling & more

Fri, 19 May 2023 21:12:00 +0000
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aitech
By approximately 5–10 years after this May 2023 episode (i.e., by roughly 2028–2033), large language models and similar AI models will have largely moved to run on edge devices (e.g., user hardware rather than centralized servers) in such a ubiquitous and rapidly evolving way that it will be effectively impossible for regulators to comprehensively track, audit, and approve which models are being run on which machines.
there really isn't a great or easy path or ability to do that. And there certainly won't be in 5 or 10 years. Once these models all move on to the edge of the network, and they're all being turned around all the time, every day, and there's a great evolution underway.View on YouTube
Explanation

As of November 30, 2025, it is too early to judge a prediction whose explicit horizon is 5–10 years after May 2023 (i.e., roughly 2028–2033). We are only about 2.5 years into that window, so the core claim about what will or will not be possible for regulators by that time cannot yet be tested.

What we can say so far:

  • On-device / edge models are clearly advancing, but not dominant for frontier capabilities. Apple’s “Apple Intelligence” strategy uses a relatively small ~3B-parameter model on-device plus larger models in a privacy-preserving cloud, illustrating a hybrid approach rather than a full shift of powerful models entirely to the edge. Apple emphasizes that many features run on-device, but more complex tasks are still offloaded to server-side models via Private Cloud Compute. (apple.com)

  • Regulatory systems are still in the process of being built, not demonstrably obsolete yet. The EU AI Act, approved in 2024 and entering phased effect starting August 2025, creates obligations specifically for general‑purpose / foundation models (called GPAI models), focusing on transparency, safety, and risk controls rather than trying to track every individual device instance. (ibanet.org) Enforcement and guidance are still being rolled out and even debated (e.g., calls to delay enforcement and soften rules), but there is not yet clear evidence that regulators in principle cannot monitor major model families or providers. (reuters.com)

  • The prediction’s key test (“it will be effectively impossible for regulators to comprehensively track, audit, and approve which models are being run on which machines”) is inherently about the end state of a technological and regulatory race. Current trends (rapid open-source proliferation and stronger on-device hardware, alongside regulatory experimentation) could plausibly support Friedberg’s concern, but by 2025 we do not yet have decisive evidence either way.

Because the specified 2028–2033 timeframe has not arrived and present evidence does not conclusively show that comprehensive regulatory oversight over models-on-edge is either definitively possible or definitively impossible, the prediction’s truth value cannot yet be determined.

techai
Following the May 2023 launch of the official ChatGPT mobile app, the number of ChatGPT users and overall usage volume will increase by roughly an order of magnitude (about 10x) relative to pre‑app levels, assuming broad app availability.
They did? Oh, that's game over man. If this thing is an app form that's going to ten x the number of users and it's going to ten x the amount of usageView on YouTube
Explanation

Evidence suggests that Jason’s directional prediction—that the official mobile app would drive about an order‑of‑magnitude jump in both users and usage—has essentially come true, even if the user count has not landed exactly at 10×.

Baseline (pre‑app):

  • By January 2023, before any official mobile app, ChatGPT had already surpassed 100 million monthly active users, widely reported as the fastest growth for a consumer app at the time. (en.wikipedia.org)
  • Web traffic was about 616 million visits in January 2023 and climbed to around 1.8 billion monthly visits by April–May 2023, just before and around the iOS app launch. (nerdynav.com)

Post‑app user growth:

  • OpenAI CEO Sam Altman announced 100 million weekly active users in November 2023. (techcrunch.com)
  • Weekly active users then grew to 300 million by December 2024 and 400 million by February 2025. (theverge.com)
  • By DevDay 2025, Altman reported around 800 million weekly active users, with Business Insider and other outlets repeating that figure. (businessinsider.com) Relative to the ~100M active‑user baseline in early 2023, that’s roughly a 7–8× increase in recurring users.

Post‑app usage (volume) growth:

  • Within a week of its late‑2022 launch, ChatGPT was handling on the order of 10 million queries per day. (digitalinformationworld.com)
  • By December 2024, OpenAI said ChatGPT was already processing over 1 billion messages per day, a ≥100× jump versus those early levels. (theverge.com)
  • In July 2025, OpenAI disclosed that ChatGPT now handles about 2.5 billion prompts every day, a 150% increase over late‑2024 usage. (timesofindia.indiatimes.com) That is clearly well over a 10× increase in usage volume compared with the pre‑app era.

Role of the mobile app:

  • The official iOS app launched in the US on May 18, 2023, and expanded to dozens of countries and then 152+ countries by early June; Android followed in August 2023. (iqiglobal.com)
  • Since then, the app has become a central access point: by mid‑2025 it had hundreds of millions of monthly active mobile users and, in 2025 alone, an estimated 300M+–400M+ additional downloads, with total installs approaching 700M. (statista.com) This mobile reach plausibly underpins much of the jump in both user count and query volume.

Putting this together:

  • User count has increased by around 7–8× versus the pre‑app 100M‑user baseline—not literally 10×, but close to the “roughly an order of magnitude” framing.
  • Usage volume has jumped far beyond 10×, from millions of daily queries in early 2023 to billions per day by mid‑2025.

Given that his claim was qualitative (“game over… going to 10x the number of users and 10x the amount of usage”), and that both users and especially usage did, in fact, grow on roughly that scale after the official app rollout and broad availability, the fairest assessment is that the prediction was basically right in substance, even if the current user count falls somewhat short of an exact 10×.