In markets where ChatGPT is restricted, Deepseek has a structural advantage, as users have no alternative but to use Deepseek.

DeepSeek launched at the end of January and quickly rose to number two on the list, achieving significant user engagement in a short time frame, and it could have ranked number two if it had five more days, showing a narrow gap between it and ChatGPT, which was a surprising outcome.

The growth of ChatGPT has been unprecedented, with 500 million weekly active users, and it's growing rapidly.

DeepSeek-V3 is a new mixture of experts transformer language model from DeepSeek in China, designed for instruction-based tasks similar to ChatGPT.

The traffic to ChatGPT was flat for a year, primarily driven by students, but has recently doubled due to new model releases that unlocked new use cases.

AI applications are showing improved engagement, with daily to monthly active user ratios for AI apps like ChatGPT climbing significantly, indicating that more users are finding value in AI.

The subscription model for ChatGPT has surprisingly worked well for us, and I didn't expect it to perform as successfully as it has.

The project that led to ChatGPT began as Web GPT, which utilized retrieval to provide information and cite sources, ultimately evolving into ChatGPT due to its unique dialogue capabilities.

The DeepSeek phenomenon may not be as impactful as people think, depending on whether the focus is on application layers or the models themselves.