It's kinda funny that Ben Thompson from Stratechery keeps saying that there haven't been any big consumer software companies since Facebook other than OpenAI (thanks to ChatGPT).

Twitter
Pinterest
Spotify
Snapchat
ByteDance

Are a few that come to mind. Don't know the numbers but I suspect some of those have user bases larger than ChatGPT.

The open web is dead, long live the open web. ⌐◨-◨

Building /warpcast and /farcaster

— gabrielayuso.com

Snap clearly meets his definition (AR/VR, AI, UGC filters), so likely he's just being stubborn on this point.