So amazing to see the reception for the new ChatGPT images. Usage up >50% in just a few weeks + nearly 60% of daily users coming from newly logged-in users. Incredible breadth of utility across home design, learning, work graphics, creative etc
You can now discover 360 worlds within ChatGPT Images on web! Just ask for a "360 image" and click "enter 360 world." Excited to see what worlds you create!
It's been 24 hours since the release of ChatGPT Images 2.0 and the response has been incredible!! What would you like to see next from us at ChatGPT? Tag me and @gabeeegoooh for any suggestions or feedback!
Whether you’re a designer, founder, marketer, artist, educator, or builder, ImageGen 2.0 helps turn rough ideas into production-ready visuals with less friction and more creative range.
Can't wait for you all to try it out!
ImageGen 2.0 is built for real creative workflows.
Create posters, infographics, product shots, concept art, campaign visuals, social posts, storyboards, brand assets, thumbnails, and polished design explorations faster than ever
Introducing ChatGPT Images 2.0
A new generation of image creation: sharper details, stronger visual composition, cleaner text rendering, and more control from idea to final asset
openai.com/introducing-chatg…
All in all, infra software companies have created enormous value in the market and have beaten app SaaS vendors on metrics like growth, profitability, efficiency, and return since IPO
Companies like Wiz, Hashicorp, Snowflake, and Datadog have reached $100M ARR at an astonishing rate, and companies that have started recently have achieved significant scale and growth from the get-go because of their strong resonance within the market
Because infra companies are building multi-product platforms, employing usage-based pricing, and growing in large markets, infra companies are some of the largest and fastest growing companies with over >$500M ARR
Infra software businesses consistently observe higher FCF margins post IPO vs. app SaaS businesses. We’re excited to continue track the profitability of these infra index companies in our index over time!
Infra companies are building huge, multi-product platforms. Take Datadog, which has been able to launch 6 products in the last 10 yrs on top of their core data platform
Infra SaaS NDRs are 120% vs. App SaaS NDRs are 113%, largely because infra software businesses leverage a usage-based pricing model which intrinsically ties the value delivered to contracts sizes
After their IPOs, cloud infrastructure businesses have observed a significant jump in their TAM estimates, signifying the significant growth potential that each of these companies have. Take Snowflake, who has seen a $30B annual TAM expansion since their IPO in 2020
The market for infrastructure software is huge and is growing at a rapid pace, surpassing the pace of expansion of application software. In 2023, more than 60% of the total cloud IT spend will be dedicated to cloud infra, experiencing a remarkable YoY growth rate of 30%
How we write software has changed dramatically over the last 25 years. Cloud infrastructure software has made it dramatically easier to build applications that are scalable and reliable. We are still early in building the next gen of cloud-first businesses