We want ChatGPT as a first-party app. First-party app is a really great way to get 800 million

wow, or whatever now.

10th of the globe, right?

Yeah, yeah, 10% of the globe uses it. Every week, every week. Yeah, even with an open eye, the thinking was that there would be like one model that rose them all. It's like definitely completely changed. It's like, I'm increasing and clear. right out. There will be room for a bunch of specialized models. There will likely be a proliferation of other types of models. Companies just have giant treasure troves of data that they are

sitting on. The big unlock that has happened recently is with the reinforcement fine-tuning. With that

setup, we're now letting you actually run a RL, which allows you to leverage your data way more.

Open AI sells weapons to its own enemies.

Every day, thousands of startups build on OpenAI's API, many trying to compete directly with Chi-GPT.

It's the ultimate platform paradox.

Enable your competitors or lose the ecosystem.

Sherman Wu runs this highwire act.

He leads engineering for OpenAI's developer platform, the API that powers half of Silicon Valley's AI ambitions.

Before OpenAI, he spent six years at Open Door teaching machines to price houses where a single wrong prediction could cost millions.

Today, Sherwin sits down with A16Z general partner Martin Casado to explore something nobody expected,

that the models themselves are becoming anti-dist intermediation technology. You can't abstract them away. And every attempt to

hide them behind software fails because users already know and care which model they're using.

It's changing everything about how platforms work. Sherwood and Martine talk about why OpenAI abandoned the dream of one model to rule

them all, how they priced access to intelligence, and why deterministic workflows might matter

more than pure AI agents.

German, thanks very much for joining. So we're being joined by Sherman Wu.

It'd be great, actually, if you provided the long form of your background as we get into this just for those that may not know you. I mean, I've used Sherman as one at the top AI thought leader, so I've been really looking forward to this. Yeah, yeah, thanks for having me. I'm really excited to be on the podcast. Yeah, so a little bit more of my background. So maybe we can start from present and go backwards. So I currently lead the engineering team for OpenAIs developer platform. So the biggest product in there, of course, is the API.

Is there more for the... from present and go backwards. So I currently lead the engineering team for OpenAI developer platform.

...