Use ChatGPT? Protect Yourself Now.
This is bigger than the internet. Bigger than mobile. Bigger than social media.
While everyone was distracted by stock market fluctuations and political theater…
Most people have NO IDEA what just happened last week with ChatGPT.
Their new memory feature allows ChatGPT to remember EVERYTHING about you across all your conversations.
Think about that for a minute...
While most tech companies have been collecting mere breadcrumbs about you - your likes, your clicks, your browsing history - OpenAI is now collecting the most valuable dataset in human history: your complete psychological profile.
This is Zuckerberg x 5,000.
The more you use ChatGPT, the more it understands you, becoming a supercharged reflection of yourself that improves at an exponential rate.
Are you a regular ChatGPT user?
Consider whether it’s time to turn off the “you can train on my information” feature. To prevent your data from being used for training while still using the memory feature:
- Disable Model Training:
- Navigate to Settings > Data Controls.
- Toggle off "Improve the model for everyone".
- Manage Memory Settings:
- Go to Settings > Personalization > Memory.
- Here, you can:
- Turn off memory entirely.
- Delete specific memories.
- Use Temporary Chat for sessions that won't be saved or used for training.
Now the investment implications…
Why This is Bigger Than You Think
Consider this: the relationship between humans and ChatGPT is evolving beyond a mere tool.
People are now treating these AI assistants as friends, confidants, and even romantic partners.
I'm not making this up - there are already documented cases of people ending real human relationships to pursue “connections” with their AI companions.
A viral Instagram meme shows a person going through life with a glowing, featureless humanoid figure - representing ChatGPT - as their companion.
The post has over 1.1 million likes and comments like "Bro ChatGPT is like my best friend. Ain't even ashamed to say it" with 25,000 likes.
But here's where things get really interesting for investors and entrepreneurs...
Three Things to Watch
For starters, hardware is the next big thing for the big players.
The iPhone form factor is dead.
It hasn't meaningfully changed in nearly a decade. The next evolution in hardware will be designed specifically to interface with these AI companions.
OpenAI is already working on hardware with Johnny Ive, the legendary designer behind the iPhone and iPod. But you can’t ignore Elon Musk’s edge here.
So what does all of this mean for you?
- The companies that control the personal AI relationships will be worth trillions. OpenAI and Elon Musk will have the coziest moats.
- We're witnessing the birth of a new internet - one built on agents that can communicate with each other across platforms. Google's new agent-to-agent protocol allows AI agents to work together without sharing internal memories or tools.
- The hardware companies that create the perfect interface for these AI companions will dominate the next decade of technology.
And almost nobody is talking about what this means.
My prediction? Within five years, most people will have a personal AI that knows them better than anyone else. And they will interact with it in ways that seem foreign today.
(And, yes, it will almost certainly have dystopian elements.)
In the meantime, the biggest gains won’t come from household names. And, right now, James is seeing a prime opportunity to invest in the most under-the-radar plays in AI…
For dirt cheap.
More on that next week.
