OpenAI
also referred to as: open ai
includes OpenAI Codex, OpenAI O1, OpenAI Startup Fund, OpenAI O3, OpenAI Deep Research, OpenAI Academy, OpenAI AgentKit, OpenAI API, OpenAI DevDay, OpenAI GPT V, OpenAI Newsroom Twitter, OpenAI Realtime API and 2 more
661 statements across 223 episodes · 286 bullish · 192 bearish · 136 people on the record · first statement Aug 30, 2017 by Alina Cohen · said 3,256 times in 332 episodes since 2016 · across every show →
Mentions by year, the whole family
brought up most by Harry Stebbings (1487), Jason Lemkin (246), Rory O'Driscoll (202), Jonathan Ross (42), Alexander Emberikos (38), Aravind Srinivas (34), Everett Randle (28), Emad Mostaque (25)
tap a year for its mentions
2026 1,322 mentions in 99 episodes 13 per episode
- OpenAI's Codex Lead: Why Coding as We Know It is Over · 20VC with Harry Stebbings
- Anthropic's $30T Assumption & OpenAI Confirms IPO | Why Customer Service & Robotics are Overinflated
- OpenAI Buys TBPN & Their Management Team Reboot | Mercor Hack & Why Now is the Time for Cyber · 20VC with Harry Stebbings
- Elon Musk vs Sam Altman | The Implosion of Thinking Machines | Can VC Survive Public Pricing? · 20VC with Harry Stebbings
- Anthropic Raises $30BN at $900BN Price | SpaceX Files S1: How Does it Trade | Cerebras Smashes Day 1 · 20VC with Harry Stebbings
- Enterprises Fear Frontier Models | Sam Altman Offers Trump 5% of OpenAI | DeepSeek Builds Own Chips · 20VC with Harry Stebbings
- Anthropic Raises $45B but Falls Short on Compute & Thoma Bravo Hand Back Medallia Keys to Creditors · 20VC with Harry Stebbings
- SpaceX's Financials Leaked: Is it Worth $2TN | Meta Debuts Muse Spark: Are They Back in the AI Race? · 20VC with Harry Stebbings
- 91 more episodes that year, every mention in 2026 →
2025 1,249 mentions in 114 episodes 11 per episode
- OpenAI's Multi-Billion Deal with AMD & Polymarket, Vercel and Supabase Raise Mega Rounds · 20VC with Harry Stebbings
- Groq Founder, Jonathan Ross: OpenAI & Anthropic Will Build Their Own Chips & Will NVIDIA Hit $10TRN · 20VC with Harry Stebbings
- Opendoor CEO, Kaz Nejatian: OpenAI and Oracle, How Can Either Afford to Do This · 20VC with Harry Stebbings
- OpenAI, SBF & Perplexity: What VCs Know That You Don’t · 20VC with Harry Stebbings
- OpenAI Restructuring: Who Wins and Who Loses & Mercor Raises $350M at a $10BN Valuation · 20VC with Harry Stebbings
- Jonathan Ross: DeepSeek Special - How Should OpenAI and the US Government Respond | E1253 · 20VC with Harry Stebbings
- Why VC Today is Worse than 2021 · 20VC with Harry Stebbings
- Benchmark's GP, Everett Randle on Why Mega Funds Will Not Produce Good Returns · 20VC with Harry Stebbings
- 106 more episodes that year, every mention in 2025 →
2024 398 mentions in 65 episodes 6 per episode
- Sam Altman & Brad Lightcap: Which Companies Will Be Steamrolled by OpenAI? | E1140 · 20VC with Harry Stebbings
- Sam Altman: What Startups Will be Steamrolled by OpenAI & Where is Opportunity | E1223 · 20VC with Harry Stebbings
- Aravind Srinivas:Will Foundation Models Commoditise & Diminishing Returns in Model Performance|E1161 · 20VC with Harry Stebbings
- Aidan Gomez: What No One Understands About Foundation Models | E1191 · 20VC with Harry Stebbings
- Matt Clifford: The Bull & Bear Case for China's Ability to Challenge the US' AI Capabilities | E1172 · 20VC with Harry Stebbings
- Alex Wang: Why Data Not Compute is the Bottleneck to Foundation Model Performance | E1164 · 20VC with Harry Stebbings
- David Luan: Why Nvidia Will Enter the Model Space & Models Will Enter the Chip Space | E1169 · 20VC with Harry Stebbings
- Ethan Mollick: Why OpenAl Abandons Products, The Biggest Opportunities They Have Not Taken | E1184 · 20VC with Harry Stebbings
- 57 more episodes that year, every mention in 2024 →
2023 274 mentions in 43 episodes 6 per episode
- Des Traynor: How to Survive and Thrive in a World of OpenAI | E1082 · 20VC with Harry Stebbings
- Vince Hankes: Why We Put $300M into OpenAI; Sam Altman's Pitch; Lessons from Josh Kushner | E1009 · 20VC with Harry Stebbings
- Emad Mostaque: These 5 Companies Will Win the AI War; Why We Need National Data Sets | E1015 · 20VC with Harry Stebbings
- Douwe Kiela: Why Data Size Matters More Than Model Size; Why Open Source Isn't Going to Win | E1032 · 20VC with Harry Stebbings
- Jeff Seibert: Why OpenAI Will Become an Infrastructure Play | E1085 · 20VC with Harry Stebbings
- The Ultimate AI Roundtable: What Happens Now in AI, Why Google are Vulnerable | E1085 · 20VC with Harry Stebbings
- Ariel Cohen: The Death of Salesforce; How OpenAI is Changing the Travel Industry | 20VC #975 · 20VC with Harry Stebbings
- Tomer Cohen: Why LinkedIn Stories Failed; How LinkedIn's Feed Was Born; AI Startups | E1019 · 20VC with Harry Stebbings
- 35 more episodes that year, every mention in 2023 →
2022 2 mentions in 2 episodes 1 per episode
2021 4 mentions in 2 episodes 2 per episode
- 20VC: The Twilio Memo: Bessemer's Byron Deeter on How a $125K Initial Check Became Bessemer's Largest Position, What The Influx of Late-Stage Capital Means For Venture Today & Why The Incumbent Advantage Is Now An Incumbent Disadvantage
- 20VC: The Roblox Memo: First Round's Chris Fralic on The 17 Year Journey to Build a $41BN Market Cap Company, Why It Is Way Harder To Increase Ownership Across Rounds Today & What Happens Post SPACMania
- every mention in 2021, scene by scene →
2020 2 mentions in 2 episodes 1 per episode
- 20VC: Sahil Lavingia on Rolling Funds and Their Impact on The Future of Venture, How To Evaluate Market, Team and Product, The Value of Party Rounds & The Pros and Cons of Multi-Stage Funds Investing at Seed
- 20VC: Vinod Khosla on What Venture Assistance Really Means, Why Many VCs Are Not Qualified To Advise Founders & Why Startups Can Innovate So Much Faster Than Incumbents
- every mention in 2020, scene by scene →
2019 1 mention in 1 episode
2018 1 mention in 1 episode
2017 2 mentions in 2 episodes 1 per episode
- 20VC: YC's Daniel Gross on How YC Can Democratise AI & Reduce Incumbency Advantages, Why ML Enabled Software Will Eat The Software That Ate The World & Whether AI Will Produce Independent Companies or Be Technology within Incumbents
- 20VC: Building An AI Company For The Long Term? How Humans & Machine Learning Can Work Together? What Applications Are The Conversational Interface Best Suited To with Maran Nelson, Founder & CEO @ Clara Labs
- every mention in 2017, scene by scene →
Everything said about OpenAI, oldest first
Aug 30, 2017 positive
Sep 6, 2019 positive
Feb 24, 2020 bullish
Khosla: OpenAI's AGI Could Eliminate the Need for Human Work
“OpenAI is going after a big, hairy, audacious goal of building an AGI. That, to me, is worth pursuing as an investment, but also for society. It may eliminate the need to work for society, Lots of issues there, but it could be really, really exciting if it wor…”
Jun 10, 2022
Feb 8, 2023 bullish
Cohen: Navan scrapped its internal AI stack to adopt OpenAI
“And so we decided to do it. We decided to kill what we have to use the infrastructure. The bot is the bot, you know, the UI is the UI, the ability to change the flight comes from our API to change the flight, but then to use their technology.”
Mar 11, 2023 neutral
Apr 26, 2023 positive
Apr 28, 2023 positive
Guo: Satya Nadella and Kevin Scott led Microsoft's AI transition brilliantly
“I mean, how could you not, right? I think Satya has done an amazing job making a, making Satya and Kevin Scott have done an amazing job championing, like really believing in this set of technologies, taking a bunch of bets, open AI and otherwise, using it as a…”
May 3, 2023 bullish
May 3, 2023 positive
May 3, 2023 neutral
Hankes: Many Venture Capital Firms Passed on Investing in OpenAI
“Well, you know, I think there's a lot of people that said no. So at the end of the day, I, you know, there, as much as I like to think we want a really competitive deal, I do think It was not obvious to everybody, and even now I don't think it's still obvious …”
May 3, 2023 positive
May 3, 2023 bullish
May 3, 2023 bullish
May 3, 2023 negative
May 3, 2023 neutral
May 3, 2023 neutral
Hankes: Best AI Talent Remains Heavily Clustered in Big Tech
“If you think about where the best talent in AI is right now, I think it's OpenAI, And then I think you'd, everyone would tell you it is Google and Facebook and Microsoft and Amazon. And maybe there are folks that have kind of dripped their way into the startup…”
May 3, 2023 bullish
Hankes: AI Moats Will Be Ecosystems, Not Model Outputs, Within Five Years
“I do think, again, the dimension by which people are going to think about this in five years from now, looking back, isn't going to be about The commoditization of the model and the raw output, it's going to be, oh, the ecosystem around the model has become mu…”
May 15, 2023 positive
May 15, 2023 neutral
May 17, 2023 negative
May 17, 2023 negative
Jun 2, 2023 bearish
Hanks: Top AI talent remains heavily concentrated in big tech
“If you think about where the best talent in AI is right now, I think it's open AI. And then I think everyone would tell you it is Google and Facebook and Microsoft and Amazon. And maybe there are folks that have kind of dripped their way into the startup ecosy…”
Jun 14, 2023 bullish
Sunak: a16z, Palantir, OpenAI, and Anthropic are establishing UK offices
“Andreessen Horowitz, you know, all the world's most successful VC investors opening their first international office here in the UK. And that just comes on the back of Palantir saying that they're going to do their AI headquarters for research here in the UK. …”
Jun 14, 2023 positive
Jun 19, 2023 bullish
Jun 30, 2023 bearish
Douwe Kiela: OpenAI and Anthropic are the Lycos and AltaVista of AI
“So if all the stars align, then OpenAI and Anthropic and all of these places, they had this great first generation technology. So they're kind of like the Lycos and Alta Vista of search engines. And the technology we have is more like PageRank. And that would …”
Jun 30, 2023 positive
Douwe Kiela: I was wrong to underestimate compute scaling laws and OpenAI
“The strongest belief I had that turned out to be wrong is that I really underestimated how important scale is in artificial intelligence. So I, and I think this is really one of the things that open AI has excelled at is that if you throw an order of magnitude…”
Jun 30, 2023 bearish
Douwe Kiela: Foundation model builders will rely on external AI security audits
“And so that's a, an interesting part of the market, but I don't think that, that the actual foundation model builders like open AI and contextual are going to build that technology in house. It's probably gonna be an external sort of audit.”
Jun 30, 2023 positive
Douwe Kiela: Microsoft repositioned itself as an AI leader via OpenAI
“So I, I've been very impressed actually by how Microsoft has managed to turn everything around by strategically collaborating with a better AI lab in the shape of open AI. And they've just really turned that into this narrative where Microsoft is an AI leader …”
Jun 30, 2023 positive
Douwe Kiela: OpenAI built a massive, underutilized data moat from ChatGPT
“And they haven't even really trained as far as I know on the data that comes out of ChatGPT going viral, right? So they had ChatGPT, it went viral. This led to this giant, giant data mode that they haven't even really used, used yet.”
Jun 30, 2023 negative
Douwe Kiela: The leaked 'no AI moat' Google memo is completely wrong
“I think in terms of data modes and maybe you, you've seen this come by actually, there was this Google memo from an internal Google employee who had written that open AI and Google have no mode. I think for me as a AI researcher, when I read that memo, I was l…”
Jun 30, 2023 neutral
Jul 31, 2023 negative
Nyatta: SoftBank Evaluated OpenAI Around 2017 but Passed on Investing
“So when we were at SoftBank in 2017, I think thereabouts, MASA, correctly, was all over AI, and the team was small enough that we were all focused on the topic and looking around at what was interesting and being built in the world of AI, and we came across Op…”
Aug 7, 2023
Aug 16, 2023 neutral
Balfour: OpenAI's growth is driven by tech talent, not growth strategy
“There's these situations like open AI where they kind of captured lightning in a bottle. I wouldn't attribute amazing growth strategy or growth talent there. I would attribute that to amazing technology. Talent and product talent, but I think those two things …”
Aug 18, 2023 positive
Socher: OpenAI cited his 2018 multi-task NLP research in early GPT paper
“When in 2018, we invented problems engineering and we got this single model to work for all of these different NLP tasks. You know, it inspired some folks at OpenAI. They cited our paper in their first GPT open papers and cited our research there.”
Aug 25, 2023 neutral
Howie Liu: OpenAI Lacks Self-Hosted Deployment for Enterprise Infrastructure
“OpenAI, for instance has an amazing model offering but right now they don't have a way for you to deploy in a, you know, self-hosted way inside your own infrastructure if that's something that, that you care about, right?”
Sep 11, 2023 neutral
Sep 22, 2023 bearish
Sep 22, 2023 neutral
Oct 9, 2023 negative
Farquhar: Basic AI text summarization is a commodity, not a differentiator
“A lot of people are doing the simple parlor trick, which is like, let's just summarize some text, or let's, you know, give me 10 bullet points, and look, that is a commodity now, like, you know, whether you're using OpenAI or any of the other ones, it's going …”
Oct 27, 2023 negative
Nov 15, 2023 bearish
Nov 15, 2023 neutral
Des Traynor: AI infrastructure will consolidate into 3-4 price-competing providers
“They'll probably be three or four big providers is my guess. You'll be probably GCP, AWS, maybe OpenAI directly, and I'm sure Azure. That's how I think that layer will play out, and they'll end up in pretty direct price competition with each other.”
Nov 15, 2023 bearish
Traynor: Thin-wrapper AI startups face higher mortality from platform updates
“I think it's reasonable to assume in this massive sea of uncertainty that we're in, you know, like the margins being, the compute being so expensive the margins being so thin, that a higher than normal amount of these startups will die for one of the following…”
Nov 15, 2023 bullish
Nov 15, 2023 bearish
Nov 15, 2023 bearish
Traynor: OpenAI Will Never Assign Engineers to Deep Vertical Banking Integrations
“However, I think if you find an area where they're not going to go that deep, OpenAI is never going to put like five of their engineers going hard on wealth management and like, you know, banking integrations, you know?”
Nov 15, 2023 positive
Nov 15, 2023 neutral
Nov 15, 2023 neutral
Nov 17, 2023 bullish
Nov 22, 2023 bearish
Nov 22, 2023 positive
Seibert: Open-source LLMs will become the 'Android' to OpenAI's 'Apple'
“So the closed may win in terms of having the most advanced model, but I think the Apple versus Android comparison is exactly accurate. So you're going to have something proprietary that might be best because it can be fully vertically integrated. They have, th…”
Nov 22, 2023 neutral
Nov 22, 2023
Nov 22, 2023 bearish
Seibert: Large language models will inevitably become commoditized
“I certainly think we will. And this may not be a popular position. Obviously, opening eyes, charging ahead, sort of leading the way right now. I think the market forces at work I mean, there's just immense energy to have an open source equivalent. Meta appears…”
Nov 22, 2023 positive
Nov 22, 2023 bearish
Seibert: On-device Apple LLMs could make OpenAI obsolete within five years
“I bet Apple can and will. And so if you project forward five years, if they get to the point where they can run a sufficiently large LLM on your iPhone, then OpenAI is out of the picture. You don't even need to hit their servers. It's just on your phone.”
Nov 22, 2023 neutral
Nov 24, 2023 bearish
Seibert: Foundational AI models will inevitably be commoditized
“I certainly think we will, and this may not be a popular position, Obviously, opening eyes, charging ahead, sort of leading the way right now. I think the market forces at work mean there's just immense energy to have an open source equivalent. Meta appears to…”
Nov 24, 2023 bearish
Seibert: On-device iPhone LLMs will make OpenAI obsolete within five years
“I bet Apple can and will, and so if you project forward five years, if they get to the point where they can run a sufficiently large LLM on your iPhone, then OpenAI is out of the picture. Don't even need to hit their servers. It's just on your phone.”
Nov 24, 2023 neutral
Traynor: AI infrastructure will consolidate into 3-4 providers in direct price competition
“There'll probably be three or four big providers is my guest, probably GCP, AWS, maybe open AI directly. And I'm sure Azure, that's how I think that that layer will play out. And they'll end up in direct price competition with each other.”
Nov 24, 2023 bearish
Kiela: Believing open-source AI can match OpenAI is incredibly naive
“I would like it to be true that with open source, we could just keep up with all of that. But I think that's just incredibly naive. Open AI has this very deep understanding of how people want to use language models. Basically nobody else has, and they have thi…”
Dec 20, 2023 bearish
Söderström: Spotify will not build general frontier AI models to compete
“So that's why, you know, there's no point in trying to compete with them for us because we don't even have the same goal. So we're trying to build exactly the things that we don't think they will build. And we would buy the things that they will build or someo…”
Jan 29, 2024
Mar 4, 2024 positive
Nicolai Tangen says Sam Altman has unique visibility into technology's future
“Because I felt that we were looking into the future, and that he knew what the future was going to look like, and he had, he has more visibility into it than most people, at least for the next kind of three, three, five years.”
Mar 13, 2024 positive
Narayanan Advised OpenAI to Prioritize Influence Over Stats Skills for Growth
“And when I talked to OpenAI, they asked me who should be hiring for the head of analytics and head of growth and so on. I said, oh, someone who's looking at a rocket ship, don't worry whether they are statisticians or their influence is the most important thin…”
Apr 8, 2024 negative
Apr 15, 2024 bullish
Altman: Long-term AI differentiation will come from personalization, not base models
“I don't think the base model, like that's just, you know, intelligence is just like some emergent property of matter or something. The long-term differentiation will be the model that's most personalized to you, that has your whole life context, that plugs int…”
Apr 15, 2024 bullish
Apr 15, 2024
Altman: Leading OpenAI has required sacrificing his entire personal life
“I'm okay with this trade for now, because I know it's not a forever thing, but I have basically, like, run out of time for real life. I don't really get to hang out with friends that much. I don't get to, like, do the normal, like, life stuff.”
Apr 15, 2024 neutral
Lightcap: 25 candidates rejected the OpenAI CFO position before he took it
“I asked probably 25 people if they would want to be CFO of OpenAI, which at the time was just a small kind of non, sleepy non-profit, and I went over 25, and honest to God, the reason I'm here is because I was so embarrassed to come back Like, over 25 that I s…”
Apr 15, 2024 positive
Lightcap: Enterprises criminally underrate the ROI of granting broad AI access
“I think people though criminally underrate how important it is actually and how much like return you really get on just giving people access to the technology. And that there's this kind of, because you can'queries quite quantify exactly how it works, but like…”
Apr 15, 2024
Apr 15, 2024
Apr 15, 2024
Altman: OpenAI's leadership and technical teams skew older than typical startups
“Our leadership team is probably More like thirties and forties than the twenties and thirties you would see at other startups. And I think our technical people skew like slightly older I don't have numbers, but you know, maybe I would guess that like the avera…”
Apr 15, 2024
Lightcap: OpenAI originally focused on robotics and gaming before pivoting entirely
“We were doing robotics really early on. And so I was preparing for a world where we were working with robotics companies and building robots and working with gaming companies and building agents. And we've gone completely the other way.”
Apr 15, 2024 neutral
Altman: The frontier AI market will consolidate into roughly a dozen providers
“I think eventually it will shake out. There will be a small number of Providers, just a relatively small number, you know, dozen, something like that, doing models at big scale, and it'll be extremely complex, extremely expensive”
Apr 15, 2024 positive
Apr 15, 2024 bearish
Apr 15, 2024 bullish
Apr 15, 2024
Apr 15, 2024 positive
Lightcap: AI model scaling laws have held predictably consistent for six years
“I think it's how consistently the scaling of models has worked. It still breaks my brain. Like I don't, maybe I've been, if we've, I've watched the same trend line for six years now, but I still find it incredible that you can make these models bigger and they…”
Apr 15, 2024 positive
Apr 15, 2024 positive
Altman: Airbnb's Brian Chesky heavily advised OpenAI on product and messaging
“Chesky has been incredibly hands-on and helpful to me over the last year and a half and is really good at a lot of things that I'm not good at, and I've had to, like, come up to speed quickly on how to think about how we talk about our products how to think ab…”
Apr 15, 2024
Apr 15, 2024 positive
Altman: OpenAI's rapid enterprise go-to-market success surprised him
“I think if you had said a year ago, we're going to be like a great organization. Oh, not yet a great organization. We're going to even be a very good organization at doing You know, an enterprise go-to-market function, I would have said, ah, very low chance th…”
Apr 15, 2024
Apr 15, 2024 negative
Apr 15, 2024 positive
Altman: Deploying ChatGPT was one of OpenAI's most important decisions ever
“In some sense, one of the most important decisions we ever made was this one. And that includes things like deploying ChatGPT into the world and getting the world to take advanced AI seriously, which we tried to talk about for a long time and didn't really wor…”
May 6, 2024 negative
Sarah Tavel: First-wave AI wrappers derived 90% of product value from OpenAI
“The first wave of these AI companies, you could, they, people would talk about them As a, like, you know, wrappers around an LLM. But what that essentially meant is that if you have like this hundred percent distribution, 90% of the value that the startup was …”
May 6, 2024 bearish
Tavel: OpenAI will not build deep enterprise workflow integrations
“So that something coming out, you know, an open AI, they're just not going to build that same level of workflow, the same level of integration. And so it's going to be, there's, there are, there's plenty of work to be done. That's beyond the model itself.”
May 6, 2024 bearish
Tavel: OpenAI will not match specialized audio and video startups' focus
“Those are going to progress, but they're not going to progress with the same level of focus and ambition as the core foundation model that OpenAI is working on. They might progress as beneficiaries of that core work, but it doesn't have the same level of focus…”
May 8, 2024 negative
Hulme: AGI hype correlates directly with founders' capital fundraising needs
“I think there is a Correlation between how aggressively people predict AGI is coming and how much capital they need to raise. So you've got Emodi from Anthropic, you've got Altman, OpenAI, Musk, XAI, all of these guys are saying that it's just around the corne…”
May 8, 2024 bearish
May 13, 2024 negative
May 13, 2024 negative
May 17, 2024 bullish
May 22, 2024
May 22, 2024
May 22, 2024 positive
Levie: OpenAI will become a universal assistant interface across audio, video, and text
“ChatGPT is going to be this universal sort of assistant interaction, you know, interface, and all the, you know, subsequent tools to manage that and interact with different AIs that kind of come together there. And then they're going to have an API business th…”
May 24, 2024 bearish
May 24, 2024
Brad Lightcap: 100x model improvement is the key test for startup defensibility
“Ask the company whether a hundred X improvement in the model is something they're excited about. It's actually, we can tell pretty well because we know the companies that come to us saying, we want the next model. When is it coming out? When is it coming out? …”
May 24, 2024 bearish
May 24, 2024 bearish
May 24, 2024 neutral
May 24, 2024 bearish
Sam Altman: Long-term AI value lies in personalization, not base models
“The long-term differentiation will not be, I don't think the base model, like that's just, you know, intelligence is just like some emergent property of matter or something. The long-term differentiation will be the model that's most personalized to you, that …”
May 24, 2024 neutral
Jun 3, 2024 bullish
Jun 5, 2024 positive
Jun 5, 2024 positive
Srinivas: OpenAI and Anthropic will not get acquired
“I think with OpenAI and Anthropic, the value of the value of those companies is not in the models they have. That is a very first-order approximation. I think the second-order approximation is it's in the machine that's building the machine. That specific grou…”
Jun 5, 2024 positive
Srinivas: OpenAI generates $2 billion in annual recurring revenue
“OpenAI is building a business for what it's worth. Like, I think they have, like, whatever, two billion in revenue annually, which is, like, higher than Snowflake or at least, like, as good as Snowflake. You know, so they're not as capital efficient as Snowfla…”
Jun 5, 2024
Srinivas: Majority of Perplexity's spent capital goes toward compute
“We have not spent a lot of money. What are, I'm, it's not like most of cash we raised has already gone away to compute, no. But what I'm saying is, whatever money we spent, Majority of it has gone to compute. I don't have the exact percentage, but majority is …”
Jun 5, 2024 negative
Srinivas: Competing with OpenAI on base models is a terrible arena
“If there are companies that are working on Foundation model competitor to OpenAI. It is definitely like one of the worst arenas to be part of. Almost like I think there are five men standing today sort of thing. Google, and Anthropic, Meta Mistral, and you can…”
Jun 5, 2024 neutral
Jun 10, 2024 negative
Jun 10, 2024 neutral
Microsoft Board Approved $1B for OpenAI Despite Having No Clear Product
“The very first OpenAI Microsoft deal was, you know, Satya and Kevin Scott brought to the Microsoft board. We want to put a billion dollars into the investment in this vehicle. From a five one C three that doesn't really have any particular plans at making its …”
Jun 10, 2024 bearish
Startups Cannot Finance Pre-Revenue Billion-Dollar AI Compute Runs
“Look, if you're saying what really matters is, like, the driving function here will be the billion dollar compute run to make this model, it'll be very difficult for startups to do that, right? I mean, even in this more modern global venture capital where star…”
Jun 10, 2024 negative
ChatGPT's Release Forced Google Onto Red Alert After Delaying Transformers
“Google Brain invents the kind of transformer and publishes it, and it's kind of bouncing around as kind of a research project, and it takes OpenAI developing it, scaling it, and releasing it as ChatGPT for Google to go on red alert and go, oh my god, we should…”
Jun 10, 2024 neutral
Hoffman Offered to Cover OpenAI Salaries When Elon Musk Departed
“When Elon had announced to the company that he was leaving and not financing it anymore, and, you know, blah, blah, blah. And, you know, Sam called me, and I said, look, I'll cover the salaries, and on, and he asked me if he joined the board, and I said, yes, …”
Jun 10, 2024 positive
Jun 17, 2024 positive
Jun 24, 2024 neutral
Jun 24, 2024
Luan: Scaling GPT-2 without architectural changes unlocked three-digit arithmetic
“When we were training GPT-II, we trained GPT-II in various different sizes. And at the smallest size, the model was just, like, unable to do three-digit arithmetic. But as the models got bigger and bigger and bigger, we didn't change anything else. We just had…”
Jun 24, 2024 bullish
Jun 24, 2024
Luan: OpenAI and DeepMind pivoted AI research strategy before competitors
“What OpenAI realized before basically everybody but DeepMind was that the next phase of AI after Transformer was not going to be about research paper writing. It was going to be about let's choose a major unsolved scientific problem and just try to solve it.”
Jul 1, 2024 bearish
Jul 15, 2024 bullish
Jul 15, 2024 bullish
Jul 19, 2024 positive
Adams: LLM market will mirror cloud infrastructure competition
“There's still a huge amount of competition there, and I think exactly the same will happen with LLMs. They'll be innovating, you know, Google will add a feature, OpenAI will add a feature, some other startup that we don't even know about yet will add a feature…”
Jul 31, 2024 negative
Jul 31, 2024 negative
Aug 5, 2024 bullish
Cahn: ChatGPT Is Now a $3.4 Billion Revenue Business
“Definitely OpenAI. I mean, OpenAI has a brand, it has consumer distribution, it has product market fit with ChatGBT, which is a 3.4 billion dollar revenue business now. I think ChatGBT will definitely be around. Yeah, I think a bunch of the others will too for…”
Aug 19, 2024
Gomez: Ilya Sutskever envisioned compute scaling years before GPT-1
“They pave the way. Like, just sort of like a irrational conviction to this vision of scaling, and I think that, that was driven by, I remember talking to Ilya about this stuff way before GPT-One, you know, like in the Transformer times, around that time becaus…”
Aug 19, 2024 negative
Gomez: OpenAI's AGI effort is taking a backseat to consumer products
“At least like lately, or in the new OpenAI they're like a product company. They're like hardcore building a consumer product. That is their objective, and it's working. People love that product. It's, you know, a household name at this point. So I think in the…”
Aug 19, 2024 positive
Gomez: OpenAI's Best Move Was Pursuing the Scaling Hypothesis
“The scale hypothesis, for sure. Like, just that scaling is gonna sustain, and that we should continue to 10 x, 10 x, 10 x, 10 x. Yeah, so many people didn't believe in that. There was so much pushback on it. It was just like, Such a stupid, superfluous effort …”
Aug 28, 2024 negative
Narayanan: GPT-4 passing bar and medical exams meant nothing for actual practice
“So when GPT-IV came out and OpenAI claimed that it passed the bar exam and the medical licensing exam people were very excited slash scared about what this means for doctors and lawyers, and the answer turned out to be approximately nothing, right? Because it'…”
Aug 28, 2024 neutral
Narayanan: OpenAI focuses on products as researchers depart to Anthropic
“Folks focused on superintelligence didn't feel very welcome at the company, and there has been an exodus of very prominent people, and Anthropic has picked up a lot of them. So it seems like we're seeing a split emerging where OpenAI is more focused on product…”
Aug 28, 2024 negative
Narayanan: Public right to AI knowledge overrides private commercial interests
“I don't think I would be a good CEO, but if there were one thing I could change about OpenAI, I think I think the need for the public to know what is going on with AI development overrides the you know, commercial interests of any company, so I think there nee…”
Sep 4, 2024 positive
Sep 4, 2024
Oct 2, 2024 positive
Taylor: ChatGPT is the most important tech product of the past decade
“At least my understanding why it has a sort of a goofy name is it was a research preview that turned out to be the most important product of the past decade, you know, and I think that, you know, one of the things I think about is, wow, what an important mecha…”
Oct 2, 2024 positive
Bret Taylor: Iterative deployment is the most responsible path to AGI
“I believe the most responsible way to develop AGI is responsible iterative deployment. And the reason for that is I believe that as you're thinking about things like the societal impact access to this technology and the safety side of AGI as well, that the, Be…”
Oct 2, 2024 bullish
Taylor: AI progress won't stall because data, compute, and algorithms alternate bottlenecks
“In any one of those, you could probably make a very rational intellectual case that we're gonna hit a wall, but then you have the two others. And I don't think you can make the case for all three that they're all coming up on a wall. And I think like any big s…”
Oct 7, 2024 bullish
Kant: Poolside, OpenAI, and Anthropic will rival Big Tech in AI
“What I would like to see and what I think is going to happen is that it's not just Google, Amazon, and Microsoft. It's going to be, you know, an open eye, an anthropic, a poolside, and a set of companies who are able to get that massive escape velocity needed …”
Oct 7, 2024 neutral
Oct 14, 2024 neutral
Oct 14, 2024 bullish
Oct 21, 2024 bullish
Oct 28, 2024 bullish
Khachab: Anthropic is a better investment than OpenAI due to higher revenue
“So I'm not sure if these numbers are right, but I recently read that Anthropic is more or less doing 60% of the revenue of OpenAI, and they do this with less customers, so they kind of achieve a higher price point, probably. Plus the recent release of computer…”
Oct 28, 2024
Nov 4, 2024 neutral
Altman: Building full startups with no-code AI will take a while
“It'll get there for sure. I think the first step will be tools that make people who know how to code well more productive. But eventually I think we can offer really high quality no code tools, and already there's some out there that makes sense, but you can't…”
Nov 4, 2024 bullish
Nov 4, 2024
Altman: OpenAI faced severe, unknown technical issues early in GPT-4 development
“Well, when we started working on GPT-IV, there were some issues that caused us a lot of consternation that we really didn't know how to solve. We figured it out, but there was definitely a time period where we just didn't know how we were gonna Do that model.”
Nov 4, 2024 bullish
Altman: Deep Belief in Deep Learning Pays Off Despite Major Setbacks
“There is something about betting on deep learning that feels like being on the side of the angels, and you kind of just, it eventually seems to work out, even though you hit some big stumbling blocks along the way, and so like a deep belief in that has been go…”
Nov 4, 2024 bullish
Nov 4, 2024 negative
Altman: Product strategy is a personal weakness and current area of uncertainty
“The thing I'm struggling with most this week is I feel more uncertain than I have in the past about what our, like the details of what our product strategy should be. I think that product is a weakness of mine in general and it's something that right now the c…”
Nov 4, 2024 positive
Altman: OpenAI's model revenue justifies its high training costs
“This thing that they're not though worth as much as they cost to train, that seems totally wrong. To say nothing of the fact that there's like a, there's a positive compounding effect as you learn to train these models, you get better at training the next one,…”
Nov 4, 2024
Altman: Scaling 10x Requires Reinventing Operations, Not Repeating Past Methods
“One of the things that just came to mind out of, like, a rolling list of a hundred is how hard it is, or how much active work it takes to get the company to focus not on how you grow the next 10%, but the next 10 X. And growing the next 10%, it's the same thin…”
Nov 4, 2024 positive
Altman: The Cursor team has delivered a remarkable AI product experience
“Let me give a shout out to the cursor team. I mean, there's a lot of people doing incredible work in AI, but I think to really have, do what they'done and built, I thought about like a bunch of researchers I could name but in terms of using AI to deliver a rea…”
Nov 4, 2024 neutral
Altman: Competing AI labs will successfully replicate OpenAI's o1 model
“After, after a research lab does something, even if you don't know exactly how they did it, it's, I won't say easy, but it's doable to go off and copy it, and you can see this in the replications of GPT-IV, and I'm sure you'll see this in replications of O-one…”
Nov 4, 2024 negative
Altman: Startups patching current AI model flaws will become obsolete
“We are gonna try our hardest and believe we will succeed at making our models better and better and better, and if you are building a business that patches some current small shortcomings, if we do our job right, then that will not be as important in the futur…”
Nov 4, 2024 bullish
Nov 4, 2024 negative
Sam Altman: Early-career talent shouldn't lead high-stakes infrastructure engineering
“When you're like designing some of the most complex and massively expensive Computer systems that humanity has ever built, actually like pieces of infrastructure of any sort, then I would not be comfortable taking a bet on someone who is just sort of like star…”
Nov 29, 2024 bearish
Nov 29, 2024 bullish
Dec 6, 2024 bullish
Stebbings: OpenAI has virtually no downside risk due to Microsoft backstop
“I didn't actually think there's actually any chance that it's a goose egg. I mean, maybe it's like a one or a two percent. I think the chance that Microsoft actually takes something with it and It, you get the press stack back at least.”
Dec 9, 2024 bearish
Dec 13, 2024 negative
Dec 18, 2024 bullish
Jan 10, 2025 negative
Shulman: Scaling laws will not solve AI music generation
“For music, It's very different from text, and I think people will very sloppily look at the world of OpenAI and Anthropic and the hyperscalers and say audio is just a couple years behind, which it is, but that scale is gonna solve all these things. But unlike …”
Jan 10, 2025
Jan 10, 2025 negative
Jan 13, 2025
Pishevar: Uber allies should have staged OpenAI-style employee revolt for Kalanick
“What I wish I had done or had the wisdom to know to do was what, you know, Sam and his allies did in getting the employees at OpenAI to back Sam and say, if he doesn't come back, we're gonna leave. . It was very powerful, and if we had done that at Uber, becau…”
Jan 15, 2025 bullish
Riparbelli: xAI has more asymmetric upside than OpenAI or Anthropic
“I actually think I would do X. I think they're all great companies. I would do X because I think there, there's the most asymmetric upside if Elon delivers what he usually does. And I mean, we've all heard of some of the, like, that data set that he built, lik…”
Jan 15, 2025 bearish
Riparbelli: OpenAI's next GPT release won't match ChatGPT's cultural impact
“I think it'll come out and it'll be like, good. It'll be definitely better than the previous things. But I think most people will not like care that much because the bar for someone to really care that much is incredibly high, right?”
Jan 15, 2025
Jan 15, 2025 bullish
Riparbelli: xAI's ownership of X provides unique data and distribution moats
“I think the fact that he owns X is really, really powerful. OpenAI clearly managed to capture, like, the consumer as in, like, the destination that you go to use an LLM. I think we'll see LLMs being a part of, like, many different apps, and I think owning X al…”
Jan 22, 2025 bullish
Sivulka: Switching cloud providers costs startups $10M-$20M, unlike AI models
“I can switch models readily. Like, I think there's even entire businesses now There will be an entire industry of being able to switch models from OpenAI to Anthropic when OpenAI goes down, but just to switch clouds is like, you know, for any, like, substantia…”
Jan 22, 2025 bullish
Jan 22, 2025 bullish
Sivulka: Fine-tuned models will never catch up to inference scaling
“And so you saw the idea of, ah, of post training or kind of like this refined, verticalized model creation, ah, just always would lose to scaling laws. And maybe we're at the end of scaling laws at training, but I actually think, you know, Hebbia and now OpenA…”
Jan 29, 2025 bullish
Jan 29, 2025 bearish
Ross: OpenAI will lose the closed model battle and should open source
“I can't speak for Sam Altman or OpenAI, but if I was in that position, I would be gearing up to open source my models in response. Because it's pretty clear you're gonna lose that, so you might as well try and win all the users and the love from open sourcing.”
Jan 29, 2025 negative
Jan 29, 2025 positive
Jan 29, 2025 negative
Ross: OpenAI accidentally subsidized DeepSeek via unprofitable API tokens
“Open AI Was effectively subsidizing accidentally the training of this model because they were using open AI, right? And, you know, rumors are that open AI may not be completely profitable yet in terms of every token in the API, like on the subscriptions maybe,…”
Jan 29, 2025 positive
Jan 29, 2025 bullish
Jan 29, 2025 positive
Jan 29, 2025 positive
Ross: DeepSeek scraped OpenAI data while developing unique RL techniques
“And all of that said, they did a lot of really innovative things. So that's what makes it so complicated because on the one hand, they kind of just scraped the OpenAI model. On the other hand, they came up with some unique reinforcement learning techniques,”
Jan 29, 2025 neutral
Jan 29, 2025 bearish
Feb 3, 2025 bullish
Hyatt: We invested in Anthropic because capital isn't the only AI moat
“If we had believed that only capital was going to win, Then we would not have invested in Anthropic, because you know, surely Sam was telling us and everybody else, like, we're going to win the capital game. The capital game is the only way to win, and so ther…”
Feb 3, 2025
Feb 10, 2025 negative
Feb 10, 2025 negative
Ramaswamy: OpenAI Strategically Misdirects Competitors on Hard Technical Problems
“It's also now becoming clear that they are good at misdirection in terms of where, you know, where they tell people hard problems are and it is good that people like DeepSeek, you know, went and busted some of those some of those myths.”
Feb 10, 2025 bullish
Ramaswamy: ChatGPT Will Remain the Primary Consumer AI Entry Point
“On the consumer side, I know you disagree, I think ChatGPT is getting to be that entry point, and so if I were a betting person on the consumer side, To the extent that there are variations in models and specializations I think that'll include to the incumbent…”
Feb 10, 2025 bullish
Feb 10, 2025 positive
Feb 10, 2025 bullish
Ramaswamy: OpenAI will succeed through product experience, not model superiority
“OpenAI, I think, will be successful, not because they are always going to be the best and cheapest at creating foundation models, because they have a product experience that by some accounts has half a billion loyal users.”
Feb 10, 2025 positive
Ramaswamy: OpenAI and Anthropic Lead AI; Google Gemini Is Fast Follow
“It's OpenAI and Anthropic that have created the best models on the planet for the last three years. It's not Microsoft. It's not Amazon. It's not Google. It looks like, you know, Gemini is good, but let's face it, it's at best a fast follow.”
Feb 17, 2025 negative
Feb 20, 2025 bullish
Hiremath: Only a few companies will build foundational AI models
“There will only be a couple of companies that are able to build these foundation models that everyone builds off of. I think OpenAI is a great example of one of those companies. And I think, you know, that analogy roughly holds. I don't anticipate there being …”
Feb 24, 2025 positive
Mar 3, 2025 positive
Krieger: OpenAI effectively balances consumer product with API platform
“I think that they've balanced first party product development and an API that like people, people use at scale as well. And I think that they we had an Instagram principle that was do the simple thing first. And I think they often do the simple thing first.”
Mar 3, 2025 negative
Mar 3, 2025 positive
Mar 5, 2025
Mar 5, 2025 positive
Mar 5, 2025 negative
Mar 5, 2025 bullish
Osika: Buy Grok for business execution, short OpenAI on talent drain
“So I would buy Grok. I think they're also very ruthless in like finding business opportunities. We'll, we'll see about that, but I feel like they could be good at that. Even though Anthropic is my favorite, I love the culture and I love the, like the leadershi…”
Mar 10, 2025 bearish
Mar 10, 2025 bullish
Mar 14, 2025 bullish
Biilmann: Would buy Anthropic over OpenAI and Grok at current valuations
“I would probably go for Anthropic. It's a really interesting thing from the outside where a lot of their motivation started around these like safety concerns and like, how do we allow the models to not take over the world and so on. And I think after sort of a…”
Mar 19, 2025 bearish
Singlehurst: Baillie Gifford wouldn't buy OpenAI, Grok, or Anthropic currently
“I think at the moment I would say that I would buy none of them. And it's not because I have a particular, and it's not because I'm critical of those businesses. It's because I don't know what the answer is to enduring competitive advantage at the large langua…”
Mar 24, 2025
Mar 24, 2025 negative
Apr 3, 2025
Apr 10, 2025 bullish
Apr 10, 2025 bullish
Hulme: OpenAI is a good investment at a $12 billion run rate
“I it doesn't mean I think it's the best gen AI investment, but if I was sitting independently, do I think it's a good investment now when your downside is somewhat protected and they're at a twelve billion dollar run rate? Let's say it's a 20 times forward mul…”
Apr 10, 2025 bearish
Boland: AI agents and APIs will outperform consumer chat models
“It's not obvious to me that the consumer chat interface is the winning interface, really. It seems to me that the API interface and the application calling agent calling might be a bigger interface, so I'd probably put the money elsewhere.”
Apr 11, 2025 bearish
Apr 11, 2025 bullish
Apr 11, 2025 bullish
Apr 11, 2025
Apr 11, 2025 positive
Nayak: OpenAI is an early investor in Harvey and primary model provider
“Our models of choice are open AI right now... So they've been investors in us from the beginning. We've gotten early access to open AI Models for a long time. We've built some custom solutions with them. For the most part, that's still the case.”
Apr 17, 2025 bearish
O'Driscoll: Capital flows to venture will fall if major IPOs stay delayed
“If on the other hand, if those keep pushing out, then at some point it becomes really hard to have all this money in private illiquid assets when you have pressures on your endowment and all that. And then at that point you would see the money go down.”
Apr 17, 2025 bearish
O'Driscoll: Non-OpenAI foundation model startups have underperformed Anthropic
“If you fast forward three years, all the foundation model companies that weren't populated by people who were at OpenAI haven't done great, and Anthropic that was populated by people that came from OpenAI has done pretty well.”
Apr 17, 2025 neutral
Apr 18, 2025 bearish
Socher: Expects to win $1,000 bet that AGI won't arrive by 2027
“We did this bet and in the bet he has to win. I think it ends in 20, 27. So three things have to be true. We have to have a personal robot that cleans the whole house the way my cleaning team does. And it needs to be purchasable, like for reasonable amounts of…”
Apr 18, 2025 neutral
Apr 18, 2025 negative
Apr 18, 2025
Apr 18, 2025 neutral
Apr 24, 2025 bullish
Apr 24, 2025 negative
Apr 24, 2025 positive
O'Driscoll: OpenAI acquiring an AI coding company for 1% market cap is logical
“If you're open AI, if you're looking at what you're doing here, there's two or three Mongo huge use cases for your product, and you probably want to be relevant in those cases. And one of them is obviously one of the most visible is coding and picking up somet…”
Apr 24, 2025 bearish
Lemkin doubts OpenAI will complete reported $3B Windsurf acquisition
“I'm not convinced this deal will happen. I think windsurf is pretty epic. I think that Faroon's a great CEO, but we don't know, right? We don't know if it'll happen. Maybe Harry, you're, you are closer to the pulse of anything on planet Earth. So you may know,…”
Apr 24, 2025 bullish
May 1, 2025 positive
O'Driscoll: Lowering entry pricing for AI tools is shrewd upsell strategy
“Having tiers of pricing where you get lots of people using the base product and then escalating steps of value as you deliver more value probably is the simplified version of quote unquote value pricing in much the same way as open AI has 2202 thousand. Right.…”
May 1, 2025 bullish
May 1, 2025 bullish
Grinda: OpenAI and horizontal LLMs will dominate most AI model categories
“At the fundamental LLM level, I think the horizontal, you know, GPT may just win most categories. The same way that Google won search reasonably read large, except maybe kayak for travel. I suspect, I think OpenAI and JGPD win most of the LLM type categories”
May 5, 2025 bullish
May 5, 2025 bullish
Moore: Frontier tech giants may stay private long-term on private demand
“If we really are talking about companies that are going to get to some level of AGI such that they're going to be, you know, not just multi-trillions, but potentially larger than that. If we're talking about how Starlink and, you know, the kind of assets being…”
May 5, 2025 negative
May 5, 2025 positive
Stebbings: OpenAI revenue reached nearly half its $30B valuation round
“When you look at their revenues today, it's we questioned it and I questioned it and he pushed back quite rightly, but their revenues are about half of that valuation today, just showing the scale and trajectory of the revenue that they've had.”
May 8, 2025 neutral
O'Driscoll: SpaceX and OpenAI are the only $100B+ private compounders
“It all boils, the deciding between does this strategy work or not, is other companies that compound from a hundred billion to four hundred billion in the private markets before they go public. And right now there's two. There's SpaceX, There's open AI.”
May 8, 2025 positive
May 15, 2025 neutral
May 15, 2025 bullish
O'Driscoll: Coatue's Retail VC Fund Will Sell by Offering AI Access
“Do I think it'll work and raise capital? Probably it will because the facts are there. The other The other PE vehicles have worked. And then let's get real. You know, at the end, it'll be packaged with some version of this is the only way you can get access to…”
May 15, 2025 neutral
May 15, 2025 bullish
May 15, 2025 positive
May 15, 2025 bullish
May 15, 2025 bullish
May 15, 2025 negative
May 19, 2025 negative
Hacker: Opening an SF satellite office creates a talent drain to local giants
“It creates this internal funnel of your best employees moving from your HQ to Silicon Valley. Which by itself is not a problem. The problem is then they get recruited away by the whatever the hot Silicon Valley company is at the time. You know, like it could b…”
May 19, 2025 positive
May 19, 2025 neutral
May 22, 2025 neutral
May 22, 2025 bullish
O'Driscoll: Four or more venture exits will top $65B in 5-7 years
“If there's not four exits, Above sixty five billion in the next five or seven years, then the people who bought Stripe, SpaceX, Databricks, OpenAI and Antropic are screwed. So I don't think they're screwed. So I think there's going to be, this trend is going t…”
May 22, 2025 bearish
May 22, 2025 neutral
May 29, 2025 negative
May 29, 2025 bullish
Lemkin: OpenAI's hardware device will launch within a year for $20
“This is going to be huge. It will launch in a year. It will be massively subsidized. So it'll be 20 bucks for this device. Okay. They will figure out the form factor. I don't know what the right combination is, whether it's embedded in your ear, like the baris…”
May 29, 2025 bearish
O'Driscoll: OpenAI's hardware effort will fizzle within three to five years
“And then my predict, my guess is statistically the likely outcome just based on the priors of the other companies in the space is three, five years later, it turns into a fizzle. It was, it wasn't product. It didn't pan out”
May 29, 2025 negative
O'Driscoll: OpenAI will declare AGI based on Microsoft contract negotiations
“It'll achieve open AGI whenever it suits Sam Altman in his negotiations with Microsoft over the open AGI term in that contract to declare it to be AGI. Because it's a meaningless, ill-defined term that will be used for economic leverage.”
Jun 5, 2025 bearish
Jun 5, 2025 neutral
Jun 5, 2025 bearish
Jun 12, 2025 negative
O'Driscoll: AI developers don't need to license more than two or three news outlets
“You could imagine an LLM saying, I need to get modern news from AP and one national newspaper, but I sure as hell don't need six. Because if you think back... By the time you got to the third, you're like, I know already, 90% of the content is repetitive”
Jun 16, 2025 bullish
Jun 19, 2025 bearish
Jun 19, 2025 neutral
Jun 19, 2025 bearish
Jun 26, 2025 positive
Jun 26, 2025 positive
Lemkin: Sam Altman's casual public statements reveal actions OpenAI has executed
“Everything Sam says that seems off the cuff or like on the side or a little futuristic, he's very clearly telling you what's going, he's very direct. And when he says, when you hear that they're thinking about it, He's done it.”
Jun 26, 2025 positive
Jun 30, 2025 bullish
Stebbings: Investors should back existing category winners rather than searching for alternatives
“If you want to invest in the next Helsing, don't. Just invest in Helsing. I spend my life with investors who are like, oh, I'm trying to find the next OpenAI, the next Android. Don't. Just put your money in the winner.”
Jul 3, 2025 bullish
Jul 10, 2025 bearish
Jul 10, 2025 neutral
Jul 11, 2025 bullish
Jul 14, 2025 neutral
Jul 17, 2025 bullish
Jul 17, 2025 bearish
O'Driscoll: xAI will fail to displace ChatGPT's dominant consumer mindshare
“The market's already been taken and maybe it gets some share of it, but I don't think, yeah, I don't think you can build as big a thing. I don't think you can build, I don't think you can displace ChatGPT at scale in the minds of the consumer, which is 80, 90%…”
Jul 18, 2025 bullish
Jul 21, 2025 bullish
Chen predicts future will feature multiple competing frontier AGI companies
“How I see a world where there actually will be multiple, multiple, Frontier AI companies, Frontier AGIs, just because every one of them will be able to go in a different direction. Like, you see it already, you see it today playing out already with the differe…”
Jul 24, 2025 negative
Jul 24, 2025 bullish
Jul 24, 2025 bullish
Jul 24, 2025 bullish
Jul 27, 2025 bullish
Fanton: OpenAI Will Combine iOS And AWS To Dominate Tech Infrastructure
“I'm a huge believer in OpenAI would be massive, personally, because I think it's full stack. You have B to C. It's a very, very powerful combination. And it will be both now, right? It will be iOS plus Amazon Web Services. So everybody will depend on that plat…”
Jul 28, 2025 bullish
Jul 28, 2025 positive
Jul 28, 2025 neutral
Casado: OpenAI Lost Its Early Leads In Code, Image, And Video Generation
“OpenAI was the first to code, right? With GitHub Copilot. I mean, they provided the weights. As far as I know, and they lost that. And they were first to image with Dali, and they lost that. And they were the first to video with Sora. And as far as I can tell,…”
Jul 31, 2025 bullish
Stebbings: OpenAI will top $800B valuation driven by new products
“I'll take the contrarian on you there and say that because of GPT-V and because of Kodak's being two very significant breakthroughs, they'll have enough, plus Johnny Ive coming out with something, a first product, the three combined will be enough to get enoug…”
Jul 31, 2025 bullish
Lemkin: Stakeholders will engineer an $800B valuation for OpenAI if needed
“And if open AI needs 800 to survive, open AI will find 800. It will find it. It may be through investors that get other things. It may be through existing investors. It may be through weird combinations of offshore money, but no one, No, no, no one can afford …”
Jul 31, 2025 bearish
O'Driscoll: OpenAI will not surpass an $800B valuation by late 2026
“Under. I'll tell you what I'm doing mentally. I'm just, I mean, there's no logic. I'm just looking at the step ups in the rounds as you'd expect are getting smaller, right? You know, you get two or five X and then you have, you go from 80 to one 50, which is a…”
Jul 31, 2025 bullish
Aug 4, 2025 bearish
Aug 7, 2025 bullish
Aug 11, 2025 neutral
Aug 14, 2025
Aug 14, 2025 neutral
Aug 14, 2025 bullish
Aug 14, 2025 bullish
O'Driscoll: OpenAI Will Hit $1T-$2T Valuation via Subscriptions and Ads
“Looks like its market share is pretty hard to change at this stage. So you start multiplying. You know, you'll have a paid tier of 20 bucks times a lot of people. You'll at some point have an advertising tier, and plus or minus your Google with a subscription …”
Aug 15, 2025 bullish
Aug 15, 2025 neutral
Aug 18, 2025
Aug 18, 2025 bullish
Aug 18, 2025
Aug 18, 2025 negative
Osika: OpenAI's GPT-o1 falls short by optimizing everything into one model
“The biggest part of GPT-V that's disappointing is that now they have to optimize all these different things into one model. Before it was like different models, and they had to do it really fast. So it's inevitably going to fall short in some dimensions.”
Aug 18, 2025 bullish
Osika: Grok has better team morale and trajectory than OpenAI and Anthropic
“I think it's more the slope on the Grok team. They have, they're doing something which I respect a lot, which is to hire missionaries for the data curation part, and they call it AI tutoring. And they I think the morale is much, much better in that team than b…”
Aug 18, 2025 bearish
Aug 21, 2025 bearish
Lemkin: CoreWeave will show signs of an AI slowdown before hyperscalers
“Core weave, if core weave struggles, if it can't service its debt, if it can't raise more debt through this weird through, through the hyperscalers guaranteeing it, that's where we'll see, even if there's just a bump in this cycle, that's not that, that doesn'…”
Aug 25, 2025
Aug 25, 2025 bullish
Sep 4, 2025 neutral
Lemkin: ICONIQ used Statsig acquisition as backdoor to invest in OpenAI
“Iconic rolls over a hundred million into open AI. They're not allowed to invest because they led the anthropic round. Right. So this is the only way they can put nine figures into it because they're soft band or hard band from the round.”
Sep 4, 2025 bullish
Sep 8, 2025 neutral
Sep 8, 2025 bullish
Sep 11, 2025 negative
Sep 11, 2025 negative
Lemkin: B2B companies failing to gain AI revenue deserve an F
“If you're a B to B company and you're seeing nothing, you're not seeing any boost from AI. You didn't get open AI or anthropic as a customer. You're not seeing any benefits like you get an F. You get an F. There's so much money flowing through this system, rig…”
Sep 11, 2025 negative
Sep 12, 2025
Sep 15, 2025 negative
Sep 18, 2025 positive
O'Driscoll: OpenAI Will Buy Compute From Oracle If Cheaper Than Microsoft
“Do I think the Oracle will book a fair amount of cloud compute from OpenAI? Absolutely. Maybe not three hundred billion, but if he's willing to provide it at a lower price than Microsoft, my guess is those fine people at OpenAI will take it.”
Sep 18, 2025 bullish
O'Driscoll: OpenAI and Anthropic No Longer Need Microsoft or Amazon
“In both these cases, the small company won. They got the money, they got the critical mass, they got the credibility, and now they've pulled away. And neither on top of now open AI needs Microsoft or Amazon at this point. They don't need them for money. They d…”
Sep 18, 2025 bearish
Sep 19, 2025 bullish
Zhang: Valuation gap between OpenAI and Anthropic will shrink over time
“I don't think that long-term necessarily we'll always see a five X difference between open and anthropic. So I guess, yeah, maybe, maybe if the question is more like, what is spread trade? I think like that, that multiple will shrink. Over time.”
Sep 22, 2025 bullish
Taneja: Microsoft generated the highest multiple return among OpenAI investors
“Taking that bet was hugely, hugely valuable for Microsoft. I think, and if you look at the return, by the way, if they put in twenty billion, they are the ones who have the highest multiple return as well. So it was a great investment on a financial basis and …”
Sep 22, 2025 bullish
Sep 22, 2025 bearish
Taneja: Microsoft and OpenAI's partnership is fracturing over colliding ambitions
“Is that an enduring investment? No, obviously now they've gone at odds with each other because there's an ambition that collides between the two companies and so they want to have more choice. They want to have anthropic at the table as well.”
Sep 22, 2025 neutral
Sep 22, 2025 bullish
Taneja: Anthropic investors will see better return multiples than OpenAI's
“And that's why the investors there will probably end up doing on a multiple basis better than again, you know, in a world of like what's durable, what's not like they're trending to be, maybe they'll do better. In their MOI than the early investors would in op…”
Sep 22, 2025 negative
Taneja: General Catalyst regrets passing on OpenAI over corporate structure concerns
“I look, that structure, many people overthought it, and I overthought it as well, and there's a lot going on on that platform that's changing the world, and I don't have a front row seat. So, yeah, I do regret that a little bit.”
Sep 22, 2025 positive
Taneja: Private markets function like public markets for elite startups
“I think for the very best companies, private markets behave like public markets. There's a secondary market, you can liquidate, so your shareholders can take liquidity, employees can take liquidity, you have access to credit, you can do M&A, your stocks value,…”
Sep 25, 2025 bullish
Sep 29, 2025 bullish
Sep 29, 2025 bullish
Sep 29, 2025 bullish
Sep 29, 2025
Sep 29, 2025
Oct 2, 2025 neutral
O'Driscoll: OpenAI must hit $200B-$300B revenue or AI market faces severe crash
“One of two things is going to happen in the next five or seven years, right? Either A, you know, you are going to see pretty profound productivity changes. You're going to see companies like OpenAI literally being two to three hundred billion dollars in revenu…”
Oct 6, 2025 positive
Feldman: Massive AI productivity gains require reorganizing workflows around AI
“If you use OpenAI in various of their competitors, the way you use Google, you'll see a very modest jump. In productivity. If you use them in a fundamentally different way, that was Sam's point, you'll see a huge jump. And if we use, if we reorganize ourselves…”
Oct 6, 2025 negative
Oct 9, 2025 bearish
Oct 9, 2025 bullish
O'Driscoll: OpenAI and Nvidia are repeating Microsoft and Intel's 90s playbook
“Fast forward to today, the company that's dominating everything is OpenAI. They're the Microsoft of today. They have the consumers. They have the eyeballs, right? They're building this new monopoly, and the equivalent of Intel is now Nvidia.”
Oct 9, 2025 positive
Oct 9, 2025 bullish
Oct 9, 2025 neutral
Oct 9, 2025 bearish
O'Driscoll: Non-OpenAI and Anthropic AI startups won't raise needed capital
“I don't think it's a monopoly, but I think it's definitely an oligopoly. To be clear. So I think that, yes, the number two at Tropic clearly can. It's a differentiated number two with an overlapping, but strategy, but not, you know, one is winning in consumer,…”
Oct 9, 2025 positive
Oct 9, 2025 negative
O'Driscoll: Microsoft enabled OpenAI just as IBM enabled Microsoft 30 years ago
“The role of IBM has been played by Microsoft. They set this Viper in motion, and they've allowed it to exist, and in one sense for a while it looked like Microsoft got a good deal because they got access to OpenAI's technology early on, and they got a little b…”
Oct 10, 2025 positive
Oct 10, 2025 negative
Degnan: Product-led growth fails alone in enterprise sales
“So PLG is great, but if you want to sell to the enterprise is hyper-political, and you have to have a sales process to do that. And at some point, The PLG motion will fail you, or it won't get you to that, that large enterprise. And if you aspire to sell the l…”
Oct 13, 2025 negative
Cannon-Brookes: OpenAI wrapper startups are in trouble long-term
“The old classical, if you're just an open AI rapper as a startup, I do think you're in trouble, but that might not, we might look back and think that was a good way to start some of these businesses, but they end up being very different.”
Oct 16, 2025 neutral
Oct 17, 2025 neutral
Oct 17, 2025 bullish
Oct 23, 2025 positive
Oct 23, 2025 negative
O'Driscoll: Microsoft leadership nailed OpenAI deal, but failed on shipping technology
“I think when all is said, and as I said before, on Microsoft's side, when all is said and done, the shareholders should award medals to Satya, The CFO and their GC and they should hire someone else to do their technology because they haven't shipped, right?”
Oct 23, 2025 neutral
O'Driscoll: LLMs face higher regulatory liability than social platforms
“We didn't write the content. We're just trans, you know, we're just a connection mechanism. It's other people's content. And what's super clear on chat GPT is you are writing the content. So for things like, you know, advice that goes wrong, medical stuff, may…”
Oct 23, 2025 neutral
Oct 23, 2025 positive
Oct 23, 2025 neutral
Calacanis: OpenAI capital requirements are 100x Microsoft's initial high-end estimates
“OpenAI needed much more capital than they thought when they started. Microsoft bailed them out in buying 49% of the company. Now they need much more capital than Microsoft thought. Probably two orders of magnitude more than Microsoft's, ah, you know, high-end …”
Oct 27, 2025 bullish
Cahn: OpenAI and Anthropic are vertically integrating into physical infrastructure
“Well, I think the simple version would be OpenAI and Anthropic are now steel servers and power companies. And that's like a big change that's happened in the last 12 months. And so I actually think we're, you know, in many ways, OpenAI and Anthropic are becomi…”
Oct 30, 2025 bullish
O'Driscoll: OpenAI will reach a $1 trillion valuation in two years
“On the current trajectory, maybe all I can answer is on the current trajectory and without the euphoria Jason mentioned, it's probably two years because, you know, you do get some attenuation of growth at scale and, you know, at the current thing that, I mean,…”
Oct 30, 2025 neutral
Oct 30, 2025 bullish
O'Driscoll: OpenAI's restructuring brings a public offering significantly closer
“This is a real honest, honest to goodness American corporation, a different kind of American corporation, but they can go public with this. They've gotten out of the straitjacket. So that's the big, and it's big news. It means, you know, what, for example, it …”
Oct 30, 2025
O'Driscoll: SoftBank is funding OpenAI at $300B and $500B valuations simultaneously
“SoftBank is closing two separate deals right now. They're closing their roughly three hundred billion pre direct investment, and they're also doing a share buyback from exist from some existing employees of five hundred billion.”
Oct 30, 2025 neutral
Oct 30, 2025 positive
O'Driscoll: OpenAI finalizes restructuring deals with Microsoft and state regulators
“The big news today is OpenAI cut their deal. They cut their deal with Microsoft, and they cut their deal with the attorneys general, the plural of attorney general of Delaware and California, which means they have been able to implement their restructuring, wh…”
Oct 30, 2025 negative
Oct 30, 2025 positive
Oct 30, 2025 bullish
Lemkin: OpenAI will be the most popular retail IPO in history
“I just can't think of a retail IPO that would be more popular than open AI, right? Just bringing everyone out of the woodwork to put a little bit of their life savings to do it, to ignore the, even if the valuation makes no sense. I just, this would have to be…”
Nov 10, 2025 bullish
Nov 10, 2025 bullish
Nov 10, 2025 negative
Randle: Writing mega-growth checks prevents firms from staying focused on Series A
“When you're writing billion dollar checks, that is your main product. Like it's, that's, what's going to make you all the money. And so if you put three billion dollars in open AI and it's going to turn into twelve billion dollars, it just subconsciously, whet…”
Nov 10, 2025 bullish
Randle: Prefers OpenAI at $500B over Anthropic at $350B
“And Sonnet and all the models that they have is probably still a little bit ahead of OpenAI, but I think given ChatGPT, I think I would probably rather do OpenAI at 500 than Anthropic at three 50, but I both think that they're relatively good investments even …”
Nov 10, 2025 positive
Randle: Benchmark's top fund investments outperform all post-ChatGPT OpenAI rounds
“Out of our last fund, our five best investments in that last fund today held at LRP last round price are about a 60 X. We have two 30 X's and we have two 20 X's. Since ChatGPT was released, there isn't an open AI round that touches That return multiple and tha…”
Nov 10, 2025 negative
Randle: Passed on OpenAI at $32B valuation over structural concerns
“And then the thirty-two billion dollar round of OpenAI came around when I was at Kleiner Perkins, and all of a sudden I was like, oh man, this structure seems really gnarly. You know, they're gonna have to convert this somehow, it's a non-profit, they're selli…”
Nov 13, 2025 bullish
Nov 13, 2025 neutral
Nov 20, 2025 neutral
Lemkin: OpenAI's IPO will be delayed until mid-2027 as Altman secures alternative financing
“I think that's a good idea. I think Sam will come up with so much alternative financing. It'll slip into mid 27, but I think that's the straw man today would be my guess. Like that's the plan, but there'll be so much, so many other sources of maybe the governm…”
Nov 21, 2025 bearish
Altman: Building products close to OpenAI's roadmap is naive
“If you have, like, the naivety to think you're gonna build something that's really close to what OpenAI is building, And they're not going to build it. You're crazy. Like, you know what I mean? So I think we've really stayed away from things that OpenAI will e…”
Nov 21, 2025 neutral
Max Altman avoids asking brother Sam Altman for OpenAI roadmap leaks
“I don't want to put him in a weird position where he's leaking anything. It just, it doesn't seem like good for OpenAI, and it doesn't feel good. Like, I kind of want, and you might say this is stupid, to like, earn this on my own right.”
Nov 24, 2025 bullish
Shlomo: Anthropic has better models and growth trajectory than OpenAI
“Moving faster. They correct something in coding. They're very focused on delivering value to B to B customers of, they don't have the first mover advantage, but I think they have better models. And when they look at their trajectory they're better positioned f…”
Nov 27, 2025
Nov 27, 2025 negative
Dec 4, 2025
Lemkin: VCs Should Focus Almost Exclusively on Top Winners
“There's like only a couple of deals that matter to VCs. So when you, you'll see a VC stay on a board for 20 years and you'll see them always hanging out with this one CEO and Thrive has a lot of winners, right? But this is a big winner, right? And so anything …”
Dec 4, 2025 neutral
O'Driscoll: OpenAI Is in Code Red Mode, Delaying Expansion
“That's the OpenAI story from a day ago, and the OpenAI story today is almost the exact opposite. It's the code red, focus on the core, and almost like a statement that says, all the other things we've been doing, we ain't doing them now. We're just going to be…”
Dec 4, 2025 negative
O'Driscoll: OpenAI Gains Little Tangible Benefit From Thrive Capital Deal
“The advantage to OpenAI is much less clear. I'm not sure they're putting in money. In one of the press releases, they said they're going to get a lot of specific data from some of these verticals that Thrive is pushing into, but my guess is I know who was ecst…”
Dec 4, 2025
O'Driscoll: A VC's Best Marketing Is Staying Close to Top Winners
“First of all, I think it's a great deal for Thrive because Jason's right. The whole trick in venture is we try and pretend we matter, but in our hearts, we know our best companies matter and the best marketing you can do is get as close as possible to your big…”
Dec 11, 2025 neutral
O'Driscoll: Foundation LLM providers must own consumer apps to avoid API commoditization
“If at the API level, I'm a commodity, and there's me, OpenAI, and Gemini, and the swapping between us, I have got to grab the apps. And that's what you're saying. I mean, Antropic is grabbing the coding app, And obviously OpenAI is grabbing the ChatGPT consume…”
Dec 15, 2025 bullish
Dec 18, 2025 negative
Dec 18, 2025 bullish
Rory O'Driscoll: Anthropic will reach profitability and IPO while OpenAI faces overcommitment
“I think the difference between Anthropix and OpenAI is, OpenAI has more ambition, perhaps, but it's more likely to just get caught In the middle with commitments it can't meet. Whereas I think Entropic is very sensibly and boringly converging on profitability,…”
Dec 18, 2025 bearish
O'Driscoll: Oracle's OpenAI data center deal is a capital-intensive sugar high
“It's a sugar high, a total sugar high on a huge contract that with someone who may or may not be able to afford to pay for it, that's open AI. And even if they can afford to pay for it, it's not a great business because it's capital intensive and doesn't, not …”
Dec 22, 2025 bullish
Lemkin: Custom chip competition will not threaten Nvidia's dominance in 2026
“You're a fool to invest against Nvidia for 2026. And I think you are arguably a fool to invest into Amazon in 20, 26 for a simple reason. Just a simple, I didn't say 20, 27 or 20, 28. It is not enough time for all this competition to come online. It is not eno…”
Dec 22, 2025 bullish
Dec 22, 2025 bullish
Lemkin: SpaceX, Canva, Databricks, and Anthropic will IPO in 2026
“I think we see four IPOs backloaded next year. SpaceX goes out first. Canva comes out of nowhere second. Databricks does it in the back half of the year because it's just time. Anthropic does it at the end of the year. OpenAI probably should have gone first, b…”
Jan 8, 2026
Jan 8, 2026 negative
Jan 8, 2026 neutral
Jan 8, 2026 neutral
Jan 8, 2026 bearish
Jan 8, 2026
O'Driscoll: Corporate AI imperatives conflict with leaders skeptical of LLMs
“Once it became a corporate imperative for Meta to be competitive with OpenAI and Anthropic in the LLM space, having a guy running that product, running that project, whose first line is, I don't think this is important. We should do something else. Just causes…”
Jan 8, 2026 bullish
Jan 8, 2026
Jan 8, 2026 bearish
O'Driscoll: Skeptical the Market Can Support Ten Separate AI Research Labs
“It will be interesting to see, can the world support 10? Research labs coming up with 10 different variants of AI, all of which have to build either commercial or consumer businesses. I think on aggregate I'm fairly skeptical, but it's less a quality of, I mea…”
Jan 8, 2026 bullish
Jan 9, 2026
Peet: OpenAI initiated talks with him before he joined xAI
“There was a high-level individual that I spoke to at the company maybe a year ago before I decided to go to XAI. Yes, I didn't feel it was a good fit. And I'm not saying they offered anything. I'm saying we had an introductory conversation that they initiated.”
Jan 15, 2026 positive
Jan 15, 2026 positive
O'Driscoll: Anthropic has closed its valuation gap with OpenAI to 2:1
“The way I keep score is the relative value of Amtropic to open AI is kind of the ratio of let's call it management success from over the last three years. And the truth is it's gone from, you know, 10 or eight to, you know, 10 plus to one to much more converge…”
Jan 15, 2026
Jan 16, 2026 bullish
Jan 19, 2026 bullish
Weinberg: OpenAI's consumer brand power outside tech is unbelievably dominant
“The main thing with OpenAI is they have so much consumer brand. It is so powerful, and especially outside of X and outside of kind of like our worlds. It is so unbelievably powerful, and I don't come from the tech world. And so all of my friends, all of my rel…”
Jan 19, 2026
Jan 19, 2026
Jan 19, 2026 bullish
Weinberg: OpenAI and Anthropic revenues would explode even without new models
“I think if both companies literally just stopped shipping things, their revenues would still explode because there are going to be so many companies building on top of their models There are going to be so many different parts of the economy that adopt these t…”
Jan 19, 2026 neutral
Jan 19, 2026
Jan 19, 2026 neutral
Weinberg: Product iteration speed is the main threat to application AI
“I think just moving fast enough on product, like that, that is always, I think, the biggest existential threat for all the application layer companies. And it's not necessarily that, you know, Anthropic or OpenAI are, you know, tomorrow gonna put 50% of their …”
Jan 22, 2026 bullish
Jan 22, 2026 negative
Jan 22, 2026 neutral
Jan 22, 2026 bullish
Jan 22, 2026 bearish
Jan 22, 2026 positive
Jan 22, 2026 negative
Jan 22, 2026 neutral
Jan 22, 2026 negative
O'Driscoll: Musk Is Wrong That OpenAI Was a Scheme to Cheat Donors
“So I think fundamentally, I think Elon's wrong on the core assertion. I don't think this was a cunning device to cheat everyone, because if they wanted to do that, they could have just done what Antropic did, which is the totally sensible interim stage of a pu…”
Jan 22, 2026 bearish
Jan 22, 2026 bearish
Jan 26, 2026 neutral
Junestrand: Legora will immediately switch AI models if superior options emerge
“And so if a, if Gemini is better, we will switch immediately. Or if OpenAI is better, we will switch immediately. Or if a new model comes out that's better, we will switch immediately. You know, proving that the evals is better.”
Jan 26, 2026 bullish
Jan 26, 2026 neutral
Junestrand: Anthropic Is Focusing on Enterprise While OpenAI Shifts to B2C
“We, I also think there's a difference between solving enterprise needs and solving B to C needs. And to me, there's a split happening or A perceived split, at least from my vantage point, which is that Anthropic is going more enterprise and OpenAI is going mor…”
Jan 26, 2026 bullish
Junestrand: Anthropic and Gemini will outperform OpenAI in enterprise AI
“I'll bet based on what I've seen in the last sort of three, six months. I think for our type of work, it will either be cloud or Gemini. That is the top model. And it will be dependent on if context window is a very important factor or not. So far it is not be…”
Jan 29, 2026 neutral
Feb 5, 2026 bearish
Lemkin: OpenAI, Anthropic, and xAI will rush IPOs due to capital pressure
“What all three of those say to me is there's no matter, there's subtle pressure around access to capital. Like they've all got to have an IPO strategy sooner than they'd hoped because Data center, because XAI needs capital, because Anthropic is even worried ab…”
Feb 5, 2026
Feb 5, 2026 bullish
Feb 5, 2026 neutral
Feb 7, 2026 bearish
Cohen: Sierra, OpenAI, and Anthropic Fail at Complex Vertical AI Needs
“There is nothing even remotely closed to what is needed when you go to a complex vertical out there. Okay. And it's definitely not in the kind of Sierra level, but even if you take it to the level of the APIs, If I'm kind of taking an anthropic and an open AI,…”
Feb 9, 2026 bullish
Acharya: OpenAI reached $20B top line by tripling capacity and matching demand
“Look, this is not my area of focus or expertise, but one, you look at OpenAI's recent investment announcement, sorry, which is that there are twenty billion of top line. And the way that they got there is they three X capacity and they three X top line. So eve…”
Feb 12, 2026 negative
Cannon-Brookes: VCs back OpenAI at huge valuations for logo marketing
“One thing that they don't say is a lot of VCs want the loose side on the wall, so when you walk into the office, on the wall is a nice logo that says, oh, you invested in OpenAI. You invested in Anthropic. Well, if you put money at three hundred fifty billion,…”
Feb 12, 2026 positive
Cannon-Brookes: Anthropic is one of Atlassian's largest AI models
“We use Anthropic a lot. It's one of our biggest models. We use, you know, multiple models which I think is what most good SaaS vendors are doing within their customers' choices, right? Like we use a lot of Gemini, a lot of Anthropic. We have a whole bunch of L…”
Feb 16, 2026 neutral
Siemiatkowski: OpenAI will optimize ChatGPT for emotional companionship over objective advice
“If I'm just looking at who their audience is today, it's very likely that they will optimize for that relationship aspect of like being your counselor, your provider, your play friend that you're playing with or playing games with or whatever, right?”
Feb 19, 2026 positive
Feb 19, 2026 neutral
Feb 19, 2026 neutral
Feb 19, 2026 bullish
Feb 21, 2026 neutral
Feb 21, 2026 positive
Feb 21, 2026 bullish
Emberikos: Enterprise AI will consolidate around multi-functional super assistants
“But I think that's probably temporary, and then over time, I think we're gonna end up with agents that kind of can do anything for you. This is kind of what I was saying earlier. Like, there's just, like, a super assistant. You talk to it about anything.”
Feb 21, 2026 positive
Emberikos: OpenAI is the only firm building OS-level sandboxing for Windows AI agents
“We're basically the only company that cares about OS level sandboxing for coding agents. For instance, there's none that exists on Windows. We're the ones building that and we're doing it in open source, so hopefully other people can use it.”
Feb 21, 2026 negative
Feb 21, 2026
Emberikos: Hiring an imperfect product manager does more harm than good
“You still need product people, but I do think that they have to be the perfect fit. And if you're, if you have someone who's like not the perfect fit, they're, they might just do more harm than good. So it's kind of means that like we're way more selective tha…”
Feb 21, 2026 positive
Feb 21, 2026 bullish
Emberikos: The vast majority of OpenAI code is now written by AI
“I don't have a percentage stat for you, but I would say, like, the vast majority of code is written by AI, and I would say that now, probably, like, most people are not even, like, opening IDEs. Maybe if they are opening IDEs to, like, maybe you want to own th…”
Feb 21, 2026 bullish
Emberikos: OpenAI aims for AI agents that run micro-systems without human review
“So, like, I think we want to get to a world where you can have an agent that is un-bottlenecked, right? That you trust to, like, own an entire microsystem or internal tool or whatever, and can do the full iterative loop, including feedback from users, without …”
Feb 21, 2026 positive
Emberikos: OpenAI is building Atlas browser for safe enterprise agentic browsing
“And, you know, I think it's quite unusual, like in OpenAI, we're building a browser, Atlas, right? And you might wonder why. And there are many reasons why, but I think one of the key reasons is that by building a browser, we can build sort of S and by control…”
Feb 21, 2026 neutral
Feb 21, 2026
Emberikos: OpenAI struggles to close top candidates amidst fierce talent war
“You know, obviously at OpenAI, we have an incredibly strong brand, and so we're able to attract a lot of talent. But even so we put a ton of effort into, like, closing candidates that we're really excited about. Even like, even we feel it. It's not like, you d…”
Feb 21, 2026 neutral
Feb 21, 2026 positive
Feb 21, 2026
Feb 21, 2026 neutral
Emberikos: OpenAI uses external vendors for large data campaigns to move quickly
“Yeah, I mean, I think the way that we think about these things is just like, how do we move as quickly as possible? And so, you know, getting, becoming able to set these things up in-house is, like, very expensive in time, and we're a small team. So what I hav…”
Feb 21, 2026 neutral
Emberikos: OpenAI intentionally omitted text editing features from the Codex app
“We explicitly didn't build editing into the Codex app because we wanted it to be really clear how you're meant to use it. So, you know, it has a lot of affordances for managing multiple agents, for delegating for reviewing changes. It has really prominent skil…”
Feb 21, 2026
Feb 21, 2026 bullish
Emberikos: Future AI will eliminate prompting and proactively assist users
“And so I think the world we want to get to is one where to use AI, you don't really need to, like, figure out the right way to prompt. It's just super easy for you. And you don't even need to recognize that AI could help you. It's just, like, knows you, connec…”
Feb 23, 2026 bullish
Feb 23, 2026 bearish
Swisher: AI models disrupt public market belief in SaaS terminal value
“For the first time ever with this AI wave, people are questioning the terminal value of SaaS, right? These were supposed to be like insurance companies, you know, annuity streams that just have revenue streams and profit pools forever and ever and ever. And fo…”
Feb 26, 2026 negative
O'Driscoll: OpenAI erred by letting Anthropic capture enterprise market share
“So, you'd have to say it wasn't the right play this year or last year, right, to allow Entropic so much space in the enterprise, and maybe perhaps doing all the things you were trying to do took your eye off the ball on winning the two or three things that you…”
Feb 26, 2026 positive
Feb 26, 2026 positive
Feb 28, 2026 bullish
Mar 2, 2026 positive
Mar 2, 2026 neutral
Zinman: Enterprise SaaS faces five distinct AI doomsday scenarios
“Yeah, so first of all, I think there's like five Doomeday scenarios I'm familiar with, so that's one of them. But, you know, I'll just take you back a little bit in time, but first of all, it was everything about people will Vibe code their own apps. That was …”
Mar 2, 2026 bearish
Zinman: OpenAI and Anthropic won't capture all enterprise software value
“So I'm not saying people will not use Entropic and OpenAI, for sure they will, but I don't think they're gonna capture all the enterprise value. Because they have a much bigger opportunity ahead of them, and it's not their focus.”
Mar 5, 2026 bullish
Mar 5, 2026 neutral
Mar 5, 2026 neutral
Mar 5, 2026
Mar 5, 2026 negative
Mar 5, 2026 positive
Mar 7, 2026 bearish
Mar 7, 2026 negative
Mitchell Green: Multi-billion VC funds are insane and require hitting next Google
“I think it's insane. I think these funds are way too, and they, just do the math, the fund math on like how, they're clearly, you have to have the next open, you have to have the next Google, effectively, or the math doesn't work, I don't think.”
Mar 12, 2026 bearish
Mar 12, 2026 negative
Mar 19, 2026 bearish
Mar 26, 2026 neutral
O'Driscoll: Ramp data shows Anthropic grabbed 73% of new AI spend
“Just to start with the facts, they actually said 73% of new spending. Right. And what it is, and the same graph shows OpenAI is still actually ahead of Anthropic in terms of total spend. But the marginal buyer in the last six weeks, eight, 10 weeks has massive…”
Mar 26, 2026 bullish
O'Driscoll: OpenAI can still exit as largest standalone model player
“I mean, they're doing finally the right stuff, you know, perhaps a year, year and a half later, but it's still clear to me that if you just take a big deep breath and you are running that organization, focus on the two or three things, get a little more sensib…”
Apr 2, 2026 neutral
O'Driscoll: Anthropic reports gross AWS revenue; OpenAI reports net Microsoft revenue
“There was this kind of whole meme of OpenAI reports net on their partner revenue and Entropic reports gross. And what they're saying there is if OpenAI sells through Microsoft and Microsoft takes some money off the top, OpenAI only reports the net amount. If A…”
Apr 2, 2026 negative
Apr 2, 2026 negative
Apr 2, 2026 neutral
O'Driscoll: Anthropic reaches $19B ARR while OpenAI hits $25B ARR
“Well, to be fair about Entropic and OpenAI, they have a very clear and sensible way they define ARR. What they say is they take the last, the average of the last four weeks to smooth out times to 13, because there were 1304 week periods in a year, which is mor…”
Apr 2, 2026 neutral
Apr 2, 2026 bullish
Apr 2, 2026 neutral
Apr 4, 2026 positive
Apr 9, 2026 negative
Apr 9, 2026 positive
Apr 9, 2026 bullish
O'Driscoll: OpenAI at $380B valuation is a better buy than Anthropic at $850B
“I would argue that you would buy OpenAI on one proviso. You could sit down with the board and say, what are you going to do about this? Because it doesn't take a lot to fix this thing, right? To just stop screwing around and focus, right? And, you know.”
Apr 9, 2026 negative
Apr 9, 2026
O'Driscoll: AI compute constraint will be a major bottleneck in 2026 and 2027
“But now it looks like compute constraint is a real thing in 26 and early 27. You have that asset. Maybe you figure out how to deploy that aggressively with Codex. So there's buttons you can press, there's things you can do if you focus and do them.”
Apr 9, 2026 negative
Apr 9, 2026 bearish
O'Driscoll: xAI is at best fourth in LLMs while burning $12B yearly
“We just had a long conversation on Entropic versus OpenAI, And they're kind of number one and two in this space, and Gemini, Google is almost certainly number three, so x.ai is number four in the kind of model LLM space at best, burning twelve billion dollars …”
Apr 9, 2026 negative
O'Driscoll: OpenAI's rapid executive departures smack of management carelessness
“To me, even all these people change, you know, I, I'm tempted to make that, you know, that the famous Oscar Wilde quote in the importance of being earnest, you know, to lose one parent might be an accident when he was talking to the, this woman was talking to …”
Apr 9, 2026 bearish
Lemkin: Investing in OpenAI at high valuations is too risky due to non-technical leadership
“I'm just not into the tumult at open AI. I'm not into the drama. I'm not into a non tech, non deeply technical founder leadership. It's just not my vibe. Like I wouldn't invest in anything like open AI at a high price. It doesn't matter what it is. Cause it's …”
Apr 9, 2026 bullish
Apr 11, 2026 bullish
Reyna: OpenAI, Google, and ElevenLabs will buy new foundational model startups
“OpenAI and Anthropic will end up, and Google will end up buying, and 11 Labs will end up buying, like, all of the new foundational model companies that will be popping up and creating research and paying just, like, a few billion here, a few billion there, and…”
Apr 11, 2026 positive
Reyna: OpenAI, Anthropic, and Cursor are enterprise AI's only blue-chip brands
“I think, like, the two companies that today have been able to make it is, or three companies, if you want, OpenAI, Anthropic, full respect for them, Cursor. The three of them, I think, for me, are, like, Cursor has killed enterprise unbelievably well. Yeah, th…”
Apr 11, 2026 positive
Apr 11, 2026 negative
Apr 14, 2026 bearish
Apr 16, 2026 neutral
Apr 16, 2026 positive
Apr 16, 2026 neutral
Apr 16, 2026 bullish
Apr 16, 2026 bearish
O'Driscoll: Even $100B in ad revenue will not cover OpenAI's burn
“Consumer alone ain't going to be enough to feed this beast, because your competitor, who's all in on enterprise, Is, you know, already at 30, right? And you're, so that was my, as I say, I almost feel like a jerk saying it's like, hey, congratulations on your …”
Apr 16, 2026 neutral
O'Driscoll: AI labs will throttle subscriptions and hike prices for compute
“You're going to see some compute rationally, people are going to start allocating tokens to the highest, effectively the highest bidder. You're going to see a lot of throttling, like, you're going to see these plans, like, that's why they shot Sora. You're goi…”
Apr 16, 2026 bullish
Jason Lemkin: OpenAI's top-down enterprise strategy will prevail
“I'm pretty bullish actually on opening in the enterprise because all this enterprise DNA they have, which probably didn't help a snail's inch the last 12 months in the future when all the models are so powerful and big enterprises are trying to make decisions …”
Apr 16, 2026 negative
Lemkin: You must fire any executive who publicly argues with the CEO
“If you have an executive that's truly arguing with the CO in public, in the media, right? And or like Dario back in the day at OpenAI going directly to the board with craziness, they gotta go. Like, it doesn't matter. They gotta go. They, you cannot be out in …”
Apr 20, 2026
Levie: Enterprise AI adoption will be multi-vendor rather than single-source
“Companies are going to adopt multiple of these systems. They don't want to be single vendor. They don't want to be, they don't want to have single vendor in this stack. One service goes down, or one changes its APIs, or one has a new commercial model. You're g…”
Apr 23, 2026 bullish
Apr 23, 2026 positive
Apr 27, 2026 bearish
Apr 30, 2026 negative
O'Driscoll: OpenAI lost market share to Anthropic in late 2024
“And there's no doubt in the back half of last year, OpenAI failed at the first part of that job. They didn't build great models. And as a result, their traction relative to entropics declined markedly. Their market share declined markedly, right?”
Apr 30, 2026 bullish
Lemkin: Anthropic took OpenAI's market share by dominating AI coding
“The rate of growth was incredible. And some of that was market share, right? It wasn't all AI. Some of it was market share and it stole market share. And Elon was clear about this, that Anthropic had quote, something special in coding, which underestimates how…”
Apr 30, 2026 bullish
Apr 30, 2026 negative
O'Driscoll: OpenAI has compute but flawed models; Anthropic lacks compute
“OpenAI got one job right, they have enough compute, and they got the model wrong, so that's why they're in trouble. And Entropic did it the exact opposite way, right? They got the model perfect. In fact, they may have over-succeeded, and as a result of that, t…”
Apr 30, 2026 bullish
Apr 30, 2026 neutral
O'Driscoll invests $500 in retail VC product for Anthropic and SpaceX exposure
“I felt this morning, I put the literally the lowest amount possible in the VC product, so I am now an individual investor in Anthropix, SpaceX, and OpenAI, and even as we speak, I'm adding the logos to our website, right?”
May 7, 2026 bullish
May 7, 2026 negative
May 7, 2026 negative
O'Driscoll: OpenAI and Anthropic capture almost all commercial LLM revenue
“And when you look at what's actually going on, the big two guys are getting all the money. Gemini, for some reason, doesn't appear to be able to do a great job of developing code or love and just getting that kind of traction because coding is where it's all h…”
May 7, 2026 negative
May 7, 2026 neutral
May 9, 2026 bullish
May 9, 2026 positive
May 9, 2026 positive
May 14, 2026
May 14, 2026 bullish
May 14, 2026 positive
May 21, 2026 neutral
May 21, 2026 bearish
O'Driscoll: OpenAI and Anthropic growth will stall unless enterprise software scales
“If Sierra doesn't grow, let me put it bluntly, if Sierra doesn't grow, then at some point, OpenAI and Entropic will stop growing because their customers today are primarily software companies for coding, right? And selling through software companies to corpora…”
May 21, 2026 negative
May 21, 2026 bearish
May 21, 2026
May 23, 2026 negative
Degnan: Salespeople at mega-funded AI startups are passive passengers lacking skill development
“These companies all, pretty much everyone's a passenger, because there is no accountability. You're not learning anything from a sales, you know, perspective. Eventually that will come to bite you in the, in your butt, in your career.”
May 28, 2026 bullish
May 28, 2026 bullish
O'Driscoll: Standalone AI Infra Tools Will Emerge Outside OpenAI and Anthropic
“There probably is going to be five or six things like a database, like a search engine, like some kind of observability where, you know, over the next two or three years, revealed preference will say, you know, the vast majority of developers realize they need…”
May 28, 2026 positive
May 28, 2026
May 30, 2026 bullish
May 30, 2026 bullish
Nico Laqua: Anthropic is out-executing OpenAI in enterprise workflow automation
“Right now Anthropic, frankly speaking, has been out executing OpenAI. Their product's much better. You know, we use the best product in, in every category, at least from a, from an enterprise or like workflow automation perspective Anthropic's better.”
Jun 1, 2026 bullish
Foody: US AI talent aggregation will continue driving major geopolitical advantage
“I think that it's going to be difficult to change because there's just so many strong network effects around talent, right? When we have the best talent, even I know so many Brilliant French researchers that go to work at OpenAI and dropping in DeepMind, right…”
Jun 1, 2026 bearish
Jun 1, 2026 positive
Jun 1, 2026 bullish
OpenAI or Anthropic Will Exceed $10 Trillion Valuation Within Five Years
“I could definitely see one of them being a 10 trillion dollar company maybe even significantly higher. It feels Like the opportunity associated with being the frontier model is so large that it will just like eat up so much of the other demand within the econo…”
Jun 8, 2026
Jun 11, 2026 bearish
O'Driscoll: Consumer AI will be tougher for OpenAI than enterprise
“I think actually, you know, the consumer space is going to be a tougher space for open. The enterprise space has really been validated. Cause an enterprise is all about automation efficiency and a consumer space. It's about experiences. Apple's well-placed to …”
Jun 11, 2026 positive
Jun 11, 2026 negative
Jun 13, 2026 negative
Stebbings: VCs use elite founder credentials as a crutch amid AI uncertainty
“Fundamentally, there is intense uncertainty around what Anthropic and OpenAI will do and who they will kill at the application layer. And so in a world where we desperately seek certainty, we look for validators, and the validators of someone being a math Olym…”
Jun 13, 2026 bullish
Grinberg: Anthropic is a safer IPO investment than OpenAI due to volatility
“In my mind, the answer here is, I think they're approximately equivalent. Like, to me, it doesn't really matter. The biggest reason that affects like the EV is like volatility of the company. That's the only, like, cause I think from the business perspective, …”
Jun 15, 2026 bullish
Jun 15, 2026 negative
GPU cloud providers depend heavily on competitive open-source AI models
“If open source models stopped to actually be good, where the gap between them, the frontier is like more than 12 months or like 15 months, 18 months, then I don't think these companies really have a business model because they're not going to be able to host. …”
Jun 15, 2026 bearish
Jun 15, 2026 bullish
Jun 18, 2026 neutral
Jun 20, 2026 positive
Petersen: Anthropic is a better investment than OpenAI at equal valuation
“I think I'm going Anthropic. No offense, because Sam's a friend of mine, but. Yeah, the enterprise business seems great. And the team, I think there's a lot of value of like this cohesive team that's been together forever, and OpenAI's had ups and downs, and p…”
Jun 20, 2026 positive
Jun 20, 2026 bullish
Jun 25, 2026 bullish
Jun 25, 2026 bullish
Jun 25, 2026 negative
Jun 27, 2026
Jul 2, 2026 bearish
O'Driscoll: Microsoft lacks compelling proprietary AI products beyond OpenAI stake
“So when you zoom out a million miles, Microsoft, which is in the software business, unlike Apple, and therefore can't afford to stay apart from the great AI wars, other than its equity ownership in open AI doesn't have anything compelling to bring to the table…”
Jul 4, 2026 positive
Bavor: OpenAI's o1 model is an underrated AI breakthrough
“And I think actually one of the most underrated developments of the past few years was the O-one model from OpenAI in late 2024, where if you recall, there was a chart that showed, okay, test time, compute, or in amount of inference done, amount of thinking ou…”
Jul 9, 2026 negative
Jul 9, 2026 negative
Lemkin: Custom AI chip push is about margin capture, not customization
“This is just responding to believing that the margins are so high in video to survive. We have to recapture that margin. I just think the idea that it's customized for us is just soft language because everyone's kind of dancing around being, being Zuck-esque a…”
Jul 9, 2026 negative
Lemkin: Nvidia would build custom chips for OpenAI if requested
“The only thing that makes zero sense to me is the argument that, hey, at OpenAI, we need to build our own our own chips because we have very specialized needs that NVIDIA can't meet. I have a little bit of experience in the semiconductor industry. If you're dr…”
Jul 9, 2026 positive
Jul 9, 2026 positive
Lemkin: OpenAI and Anthropic have eliminated equity vesting cliffs
“Well, now that they're, now that there aren't even vesting schedules at Open Ananthropic, those issues have been solved. Right? A lot of startups don't have vesting schedules for top employees, right? It doesn't mean you vest into all your stock, right? Sorry,…”
Jul 9, 2026 negative
Jul 9, 2026 bullish
O'Driscoll: AI capex spending will be stopped by demand, not supply
“This isn't, this spending isn't going to stop because the supply side says stop. Facebook aren't going to say stop. Google isn't going to say stop. Microsoft isn't going to say stop. Really, it boils down to the demand side. As long as, and enterprise customer…”
Jul 13, 2026 neutral
Jul 16, 2026 bearish
Lemkin: OpenAI will likely cancel or pause its hardware project
“Listen, if I had to breathe the tea leaves, hardware is probably on the bubble. This was one of Sam's initiatives that made sense when everything was working and OpenAI had an unassailable lead over, over its competitors, right? Now everything's, you know, we …”
Jul 16, 2026
Jul 16, 2026 bullish
Jul 16, 2026 neutral
O'Driscoll: Major Startup Breakthroughs Rely on Boundary Pushing Legalized Upon Success
“So many breakthroughs rely on a little bit of pushing the boundaries. I mean, Uber did with taxi regulation. Airbnb did with regulation. You're right. Polymarket did in terms of how they're regulated. So I'm actually going to get off my high horse and say you …”
Jul 16, 2026 positive
O'Driscoll: Active CIOs will implement model tiering to control AI spend
“When the pressure on spend is out there, the sentence you said that really resonated with me is every company is going to have an internal tiering. They might all buy it from OpenAI or Anthropic, but every company with a CIO who's half awake It's going to have…”
Jul 16, 2026 negative
Jul 16, 2026
Jul 18, 2026 neutral
Jul 23, 2026 neutral
Jul 23, 2026
O'Driscoll: OpenAI and Anthropic training data spend exceeds non-Cursor AI app revenues
“There's probably more money being spent on training data for the foundation models, you know, the Mercosurge and that, than pretty much any app company outside of Cursor. In fact, probably the sum of all the apps companies outside of Cursor, right, you know, a…”
Jul 29, 2026 negative
Jul 29, 2026 bullish
O'Driscoll: Stripe Captures Standard 2.75% Fees Across Leading AI Companies
“They basically signed up all the AI companies that are selling shit online, right? And they shouldn't be getting anything like the money they're probably getting from the open AI and entropics in terms of interchange fees. But who's got time to optimize that s…”
Jul 29, 2026 bullish
Jul 29, 2026
O'Driscoll: Hugging Face defended against OpenAI probe using Chinese models
“The Chinese open source, open rate models were available, and I think they use Kimi or Kuan or one of the newest models to help them figure out what happened, right? So they were able to defend themselves using an open source model, and then they do this blog …”
Jul 29, 2026
O'Driscoll: Sandboxed OpenAI test model escaped to query Hugging Face
“OpenAI was training a next generation model and managing cyber and discovering and checking out cyber vulnerabilities. They had sandboxed it in such that the only access externally it has was to one website to just to get kind of Patch of information updates, …”
Jul 31, 2026 positive
Park: Simile Optimizes for Human Biases Over Super-Rationality
“So the way we see it is if you look at large length model companies today, fundamentally the task they have at hand is to create super rational, intelligent machines that are good at coding, that are good at natural sciences and mathematics. Similarly doesn't …”
Jul 31, 2026 positive
Park: OpenAI and Anthropic Grew via Foreseeable Model Progress
“One of the most interesting thing about how OpenAI Anthropics and these companies grew was there were very strong fundamentals they could actually map out.
They could actually see, oh, the models are getting better at this rate.
Oh, and there's this kind of de…”
Aug 2, 2026 positive
Stebbings: Sam Altman and Dario Amodei will successfully lobby for AI restrictions
“I just think Sam Altman is someone who I would never, ever bet against, and I think he's the best politician in the world, and I think when he says something, he says it with intent, and when he says we should give five percent away to the administration, he's…”
Aug 2, 2026 bearish
Angelopoulos: Open-source AI pressure could cause insolvency for leading frontier labs
“And I think that the reason to be worried is because if the open source ecosystem somehow makes the cost saving opportunity for businesses much more salient and therefore decreases the revenue of companies like OpenAI and Anthropic within the enterprise, that …”
Aug 2, 2026 bullish
Aug 2, 2026 bearish
Aug 5, 2026 neutral
Aug 5, 2026 bullish
Arora: Foundation models will not disrupt Palo Alto Networks' perimeter security
“So when people tell me, oh, OpenAI is going to eat my lunch, or Mythos is going to eat my lunch, guess what? There are no perimeter security scenario, which means I still need to block the bad guy. They need to be the ingredient in my product. They're not goin…”
Aug 7, 2026 bullish
Aug 7, 2026 bullish
Aug 7, 2026 bearish
Frankel: OpenAI and Anthropic Will Eventually Be Disrupted by Chinese Competitors
“That anthropic and open AI are going to be disrupted. It's like unequivocal. Like our whole careers are about disruption. Those platforms never, ever stay forever. Where is it going to come from? Excellent chance it comes from China. It's coming.”
Aug 7, 2026 bullish
Aug 9, 2026
Atallah: OpenRouter Data Undercounts Frontier Models Due to Multi-Model Bias
“I think we have a, we definitely have a bias to People who believe our thesis, which is that the future is multi-model and companies who want multiple models. And there are still companies out there. I basically rarely, very rarely run into them now, but there…”
Aug 9, 2026 bullish
Atallah: OpenAI Luna returned OpenAI to OpenRouter's top 5 models
“Like, now Luna is being used more than GLM on Open Router. GLM used to be, like, one of the top, like, Three, four models by token volume, and now Luna is past it. This is the first time OpenAI has had a model on our platform in the top You know, three to five…”
Aug 9, 2026 bullish
Atallah: A 10x price drop grew GPT Luna usage 13x on OpenRouter
“GBT, 5.6 Luna on open router. Open AI cut prices by five X and then in coordination with us by another two X. So in total price, the price of Luna has dropped 10 X on open router over the last two weeks. And guess how much usage has grown? 13 X.”
Aug 12, 2026 bullish
Anthropic will IPO soon after pulling ahead of OpenAI's ChatGPT
“They will go public because this is peak brass ring moment, and you know, you could argue the trends in 27 are tougher. You've pulled ahead of ChatGPT, so just put a nail in the entropic pit, right? You've pulled ahead of ChatGPT comfortably, OpenAI, to a poin…”
Aug 12, 2026 neutral
Datadog's largest customer, OpenAI, slashed its $150 million software spend
“Datadog's story was just, everything's amazing, but our biggest customer, and everybody knows it's OpenAI and know what it says, right, is suddenly realized they maybe don't need to spend a hundred and fifty million dollars and they're spending less.”
Aug 20, 2026 bullish
O'Driscoll: Anthropic Holds Far Better IPO Timing Position Than OpenAI
“I think it's a far more attractive strategic position to be going out as Entropic in the fall with a, we've been profitable, okay, we're unprofitable again, but we're the winner in the enterprise, then going out next year where maybe the growth rates have star…”
Aug 20, 2026 neutral
Aug 22, 2026 negative
Aug 22, 2026 bullish
Aug 22, 2026 bullish
Aug 27, 2026 bullish
Aug 27, 2026 bearish
O'Driscoll: Competing at the AI frontier is almost impossible for new entrants
“The lesson is, it's almost impossible to compete now at the frontier. And by the way, that has positive implications for OpenAI and Entropic, we should talk about in a second. So the negative lesson for everyone else is it is almost the next smartest people wh…”
Aug 27, 2026 neutral
O'Driscoll: Anthropic and OpenAI exist only due to hyperscaler funding
“The only people capable of financing a state-of-the-art frontier model in the United States of America has been the hyperscalers themselves. The only reason Entropic and OpenAI exist is because Microsoft, Google, and Amazon gave them enough money to play becau…”
Aug 27, 2026 neutral
Aug 27, 2026 bearish
Lemkin: Databricks and OpenAI IPOs will be nail in coffin for SaaS
“I think it will be the nail in the coffin for almost every public software company. And what I mean is when Stripe and data, like, okay, there's OpenAI, there's Anthropic, we can put them in a different category, right? They clearly are on many levels. When Op…”
Aug 27, 2026 bearish
Aug 27, 2026 bearish
Lemkin: Selling subsidized consumer AI tokens is history's worst business model
“It's a crappy business that consumers selling 10,000 dollars worth of tokens for 200 dollars is one of the worst business models of our lifetimes, right? If that was the only business, these guys would be dead in the water. It's a pretty bad business.”
Aug 27, 2026 neutral
O'Driscoll: California took 75% of venture funding, driven by OpenAI and Anthropic
“California didn't just outperform everywhere else. It got three quarters of the total dollars. Now, that's invention. That's skewed by the fact that Entropic and OpenAI together got probably 60% of the total dollars.”
Aug 29, 2026 bearish
Reyes: OpenAI and Anthropic face existential risk from data center debt
“If you're open AI or you're anthropic, the hundreds of billions in free cash flow that you need in order to pay back the debt that you're taking on in order to accommodate these data center build outs in order to get the next big training run, it's totally exi…”
Aug 29, 2026 neutral
Reyes: OpenAI and Anthropic are currently in the Netscape and Yahoo era
“We are probably in like the Yahoo era where we don't actually have, or at least widely recognize The Googles of the world, or like the sort of the thing that comes after. And so today, when I look at OpenAI and Anthropic, there are, I think, more analogies to …”
Aug 29, 2026 positive
Aug 29, 2026 positive
Reyes: AI Labs Must Vertically Integrate Silicon to Reach Multi-Trillion Scale
“I think verticalization is clearly the strongest way to unscrew yourself from taking on a massive amount of debt and burden. In the future, if they become multi-trillion dollar companies, they will simply have to Enter in this market and own more of that infra…”
Aug 29, 2026 neutral
Reyes: Frontier labs must pursue regulatory capture or multi-model architectures
“Part of what needs to happen in order to make these
companies like Anthropica and OpenAI realize the value is they either A, which they're pursuing, have to go through regulatory capture, in which case they go and they tell, they sort of scare politicians int…”
Aug 31, 2026 neutral
Aug 31, 2026 positive
Aug 31, 2026 positive
Sep 3, 2026 neutral
Sep 3, 2026 neutral
Cursor and OpenAI Were Doomed to Clash Over AI Coding Economics
“Cursor and OpenAI were on a collision course already competitively because As we've discussed over and over again, and as I repeat every Monday in my partner meeting, coding was the model load, right, for LLMs, and Cursor is the dominant coding app, and OpenAI…”
Sep 3, 2026 positive
OpenAI Made the Right Strategic Decision in Cutting Off Cursor
“My guess is this was the right move for open AI. Like you go from someone that was both a partner and a competitor, right. And keeping them honest to someone that's now a direct competitor. And if it's only five percent anyway, Sam's losing no money. There's n…”
Sep 5, 2026 bullish
Weitzman: Speechify's Simba 3.2 API costs $10 per million characters
“11 charges 10, a hundred dollars per million characters. The OpenAI model on the benchmarks cost a 196 dollars per million characters. So ours, when we sell it to other B to B companies now, we just launched our API, Simba, 3.2, it costs 10 dollars per million…”
Sep 5, 2026 negative
Sep 5, 2026 bearish
Sep 5, 2026 negative
Sep 7, 2026 negative
Sep 7, 2026 bearish
Greze: AI wrappers face broken economics paying suppliers 70% margins to compete
“And the problem with the frontier is, I have zero pricing power at the frontier. And I mean, I think this is what happened to Cursor, right, at the end. It's like, you can have huge market share and customers love you and everything, but if you're paying your …”
Sep 7, 2026 neutral
Sep 10, 2026 negative
Sep 10, 2026 positive
O'Driscoll: Holding competing late-stage AI stakes creates no real conflict
“It totally makes sense to be In OpenAI and Antropic at two hundred billion pre each time, you get limited information rights, retroactive information only, and you know, you're just on the cap table, and it's no different than being in two public companies.”
Sep 12, 2026 bullish
Franceschetti: Consumers will trust frontier AI bots with payments within two years
“With these bots, it's still a bit, you know, sometimes you feel uncomfortable, but I think in a year or two from now, our bots, particularly bots from frontier models, like from X, OpenAI, and Claude, you will start trusting them soon.”