OpenAI, every mention
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every year anyone Harry Stebbings 1487Jason Lemkin 246Rory O'Driscoll 202Jonathan Ross 42Alexander Emberikos 38Aravind Srinivas 34Everett Randle 28Emad Mostaque 25Des Traynor 19Martin Casado 17
Verbatim, from the transcripts: the passages where OpenAI comes up
Labour, Engineering, Social Media, GrokBots, Cybercabs: 7 Predictions for How AI Changes the World
- ▶ 1:34 Harry Stebbings I think that hiring today is harder than it's ever been, just because of the prizes on offer at OpenAI, Anthropic, and some of the other places. 3 times in the scene
- ▶ 26:45 Harry Stebbings Did you see the paper last night, or essay or post last night from someone at OpenAI, Sam promoted it, that basically said, we actually need to put a slight pause on this. 2 times in the scene
- ▶ 30:30 Matteo Franceschetti 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.
Jensen Huang Declares AGI Has Arrived | Tesla Launches Cybercabs | Index Pulls Out of Town
- ▶ 0:12 Harry Stebbings Next, we have OpenAI releasing GPT Astra, and what on earth is going on with the AI assistant race, Meta also releasing their product, this and so much more in this discussion today.
- ▶ 11:30 Harry Stebbings Crediting OpenAI's new GPT Astra, obviously OpenAI's latest new model, which he says was trained on a 100,000 plus Nvidia chips with 400,000 more coming. 2 times in the scene
- ▶ 30:16 Harry Stebbings When you think about that and then think about Jacob Pakocchi, OpenAI's chief scientist, he says no lab including OpenAI solved alignment enough to keep scaling at full speed. 3 times in the scene
- ▶ 32:01 Rory O'Driscoll So if we regulate open AI and anthropic with all the noise that that would have, I don't know if that helps you, because if you're worried about cyber, you're, we said this last week, you're really worried about the North Koreans, the… 6 times in the scene
- ▶ 48:55 Rory O'Driscoll 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. 2 times in the scene
- ▶ 59:25 Rory O'Driscoll To the kind of commercial replicability and commercial, commercial scalable models that OpenAI and Entropic has.
- ▶ 1:16:01 Rory O'Driscoll So the idea here is now you can go to JP Morgan, you can go to BFA and say, you've got an all American software product and you got an all, and you've got the ability to train it on your data in a totally proprietary way that's not exposed…
Town vs Instinct vs GrokBot | Why the AI Assistant Market Is Not a Bubble
- ▶ 20:05 Jean-Denis Greze And so, you know, for like concrete examples, if we're generating images, right, we have opinions internally about when we might use like a Gemini model or an open AI model to generate images, right?
- ▶ 32:39 Jean-Denis Greze But if Codex can do something that you cannot do, and that thing is something that matters to users, it's over. 4 times in the scene
- ▶ 33:09 Jean-Denis Greze I'm gonna pay 24 99 for OpenAI, right?
- ▶ 35:33 Jean-Denis Greze There is the, there's the, like, Apple, Google, SpaceX, Grok, GrokBot, Cursor, you know, OpenAI and Anthropic starting gates.
- ▶ 52:45 Jean-Denis Greze I'm still competing with OpenAI and Anthropic, and I'm just giving them money for the 20 or 30% of workloads that are at the frontier for me.
- ▶ 54:36 Jean-Denis Greze That's like the only insight, and if you're a chat, if you're working at OpenAI.
- ▶ 1:10:56 Jean-Denis Greze Uh, codex, and then town. 3 times in the scene
How to Build Your Own Data Center & Why Every Startup Should Do It
- ▶ 12:36 Cliff Weitzman Uh, I think that a lot of the things that about a year ago, like we're going on between Oracle and open AI, like that was way too much.
- ▶ 20:15 Cliff Weitzman Because if you are a Mercore, uh, shout out to Brendan Foody, um, 11 Labs or OpenAI or Anthropic is gonna make money for the next decade or two on the data that they bought from you, and so they're willing to pay a fraction of that 10… 3 times in the scene
- ▶ 27:41 Cliff Weitzman Hey, Anthropic came into the market as a second to OpenAI, and they were second for a very long time, and now they're not second.
- ▶ 29:11 Cliff Weitzman But you would then think that OpenAI would be the place where value accrues for voice AI, right? 4 times in the scene
- ▶ 31:21 Harry Stebbings Um, but, um, a question that I have is like, I said, if you're a startup, it's never been harder to hire great talent, because OpenAI and Anthropic, candidly, have such a carrot reward mechanism in front of you, especially with impending… 4 times in the scene
- ▶ 35:22 Harry Stebbings This is a guy who's probably spent four years at OpenAI or spent four years at DMI. 2 times in the scene
- ▶ 38:26 Harry Stebbings Claw code, cursor, codex? 3 times in the scene
- ▶ 52:57 Cliff Weitzman 11 Labs is, in addition to OpenAI, is the most integrated company right now, AI company with governments.
- ▶ 53:36 Cliff Weitzman I think he started Google Maps, then he was CTO of Meta, then he was co-CEO of Salesforce, he's on the board of OpenAI, and now he founded Sierra.
NVIDIA Crushes Quarter | OpenAI Cuts Off Cursor | Instinct Hits $2.5B Valuation
- ▶ 3:36 Rory O'Driscoll Everybody gets to sell chips to hyperscalers, provided hyperscalers can sell compute to OpenAI and Entropic, provided OpenAI and Entropic can sell kind of intelligence to end customers. 3 times in the scene
- ▶ 8:13 Rory O'Driscoll You know, at the margin, if you're Nvidia, look, you were ecstatic that OpenAI and Entropic happened because they proved that the market you were in was bigger than anyone ever imagined. 4 times in the scene
- ▶ 10:51 Harry Stebbings Obviously, we saw over the weekend, OpenAI cuts off cursor. 8 times in the scene
- ▶ 11:25 Jason Lemkin Not for everything, but it's not like you can't use codecs in cursor after this. 2 times in the scene
- ▶ 15:29 Harry Stebbings I thought actually a more interesting topic from OpenAI this week and the, 9 times in the scene
- ▶ 22:33 unnamed speaker OpenAI. 2 times in the scene
- ▶ 1:00:14 Rory O'Driscoll We just discussed OpenAI cutting off cursor.
ClickHouse CEO: AI Margins Need to Improve | Revenue Concentration Should be a Concern
- ▶ 1:39 Aaron Katz Array of use cases, and it's used by nearly every AI native company, Anthropic, OpenAI, Weights and Biases.
- ▶ 5:37 Aaron Katz Um, and we're now looking at adopting more open weights models for us, just the traditional frontier labs, but I think Anthropic specifically and open AI have the benefit of being both a model provider and the harness provider that the…
- ▶ 18:19 Harry Stebbings Do you think you actually have your Anthropics and your OpenAI, take the large majority of enterprise,
- ▶ 22:40 Aaron Katz I wouldn't dismiss Anthropic and OpenAI as core infrastructure providers.
- ▶ 39:51 Harry Stebbings OpenAI and Anthropics simply pay, and they go to the front-end model providers. 2 times in the scene
- ▶ 48:09 Aaron Katz The basket of AI companies that's using us in nearly every AI companies built on ClickHouse from Harvey, Sierra, Decagon, Anthropic, OpenAI, et cetera, represents less than 12% of revenue.
Should American Enterprises Work With Open-Source Chinese Models? | Only 10% of Neo-labs survive
- ▶ 14:44 Eno Reyes Anthropic seems to be following the application path, while OpenAI seems to be 2 times in the scene
- ▶ 16:39 Eno Reyes Uh, 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 into thinking that they must… 3 times in the scene
- ▶ 34:51 Harry Stebbings OpenAI and Anthropic coming after that business.
- ▶ 44:51 Eno Reyes Now, there are some very real challenges with taking in models from really any business, and I think that what's interesting is it's actually the same challenges with models from, like, OpenAI and Anthropic.
- ▶ 48:50 Eno Reyes This is where I think labs like OpenAI and Anthropic actually can be incredibly differentiated because they already have the muscle to work on those very frontier problems. 2 times in the scene
- ▶ 49:29 Harry Stebbings Do you think Microsoft have actually played a great hand in having a little bit of a bet through OpenAI, but not being tied down with an extensive model investment layer? 3 times in the scene
- ▶ 52:54 Eno Reyes Those businesses are still going to be around, and so I think it's a risk, but to be completely honest, if you're open AI
- ▶ 55:59 Eno Reyes And so today, when I look at OpenAI and Anthropic, there are, I think, more analogies to Netscape and sort of these technology companies that were first, but ultimately, uh, you know, it's hard to navigate being first.
- ▶ 1:21:58 Harry Stebbings Codex, Cursor, Cognition, Claw Code. 4 times in the scene
Anthropic's $30T Assumption & OpenAI Confirms IPO | Why Customer Service & Robotics are Overinflated
- ▶ 0:13 Harry Stebbings Then we move to OpenAI, where CFO Sarah Fry says, hey, we're definitely going public this year. 2 times in the scene
- ▶ 4:09 Rory O'Driscoll And by the way, that has positive implications for OpenAI and Entropic, we should talk about in a second. 4 times in the scene
- ▶ 14:06 Rory O'Driscoll It's, they're using their capital to, you know, fund the NeoClouds, fund OpenAI, fund, as we just discussed, poolside, and for, 7 times in the scene
- ▶ 25:49 Harry Stebbings Uh, our friends at OpenAI, 24 times in the scene
- ▶ 39:55 Jason Lemkin Anthropic can lose, you know, a couple thousand dollars on some consumers and it won't impact them, but, um, it's tougher for OpenAI. 2 times in the scene
- ▶ 42:49 Rory O'Driscoll Everyone's looking at a world where, I mean, I might think it's delusional, but OpenAI and Entropic are claiming TAMs that are larger than the entire US GDP. 3 times in the scene
- ▶ 53:27 Rory O'Driscoll That's skewed by the fact that Entropic and OpenAI together got probably 60% of the total dollars.
- ▶ 55:22 Jason Lemkin It's going to allow, like, you know, the salaries at Anthropic and OpenAI seem crazy, but some of it's normalizing now, because if you can do it with half the people, 2 times in the scene
- ▶ 1:10:28 Jason Lemkin 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? 3 times in the scene
Inside Sequoia's Investment Committee | How the SpaceX & Citadel Deals Went Down | Julien Bek
- ▶ 9:30 Harry Stebbings Like, Anthropik and OpenAI being a trillion dollars as quickly as they have been, I don't think anyone anticipated.
- ▶ 52:06 Harry Stebbings Very difficult when the CV is as gold-plated as your open AI, your deep mind, and I think we're all falling for the CV trap in a lot of ways today, especially with a lot of the heavy AI plays like that.
- ▶ 1:11:11 Harry Stebbings When we say the one to six dollars spent, Microsoft, OpenAI, Anthropic, every frickin' provider is putting a huge amount of money into, like, the services and implementation side of their business. 2 times in the scene
The AI Bubble WILL Burst | Should we be fearful of Chinese Open-Source | Jerry Murdock
- ▶ 11:05 Jerry Murdock What's happening is, is that you can't customize, uh, anthropic models or, or open AI models right now.
- ▶ 17:02 Harry Stebbings I'm not one to, wants to see the OpenAI and Anthropic Challenge.
- ▶ 19:23 Jerry Murdock One is the data, you know, and yes, they've been giving their, I mean, Anthropic's been getting all this data and open AI already for years. 3 times in the scene
- ▶ 28:10 Harry Stebbings Do you think when you see deep seat building their own chips, you see anthropic now building their own jalapeno from open AI.
- ▶ 32:43 Jerry Murdock And I would argue that it looks like anthropic and open AI, those crazy mega rounds, you know, at a hundred billion, a hundred and fifty billion might actually have been cheap. 3 times in the scene
- ▶ 38:54 Harry Stebbings Don't spunk cash into Neo Labs at a billion dollars pre for one person out of OpenAI. 2 times in the scene
- ▶ 59:29 Harry Stebbings OpenAI or Anthropic? 2 times in the scene
Stripe's $8B OpenRouter Bet | Anthropic's First Profit & The Math Behind Reaching $600B in Revenue?
- ▶ 1:22 Harry Stebbings Open AI startup fund is a mega winner, uh, who invested six to eight million dollars very early, which Rory, I thought of you when you said before about Elon Musk, uh, giving Sam billions of dollars through gritted teeth.
- ▶ 17:14 Rory O'Driscoll Um, even on the payments business has come from just our customer base being so AI forward that every time you spend money with open AI or Anthropic on a credit card, they get some of that money.
- ▶ 43:26 Rory O'Driscoll And if you open AI trying to access the markets, then I definitely think they're in a strategically more challenging situation. 7 times in the scene
- ▶ 47:03 Harry Stebbings So, I'm feeling a little bit more confident for their Codex and Enterprise division.
Uber President on Travis, China & Self-Driving | Why Autonomy Is Existential | How to Beat DoorDash
- ▶ 42:05 Andrew Macdonald (Mac) I mean, you do not need the latest and greatest model from an anthropic or open AI to ask, like, you know, tell me who the president was in 1945, and then, like, run that again for the next five presidents, and then run it again for the…
- ▶ 47:15 Andrew Macdonald (Mac) Like, I don't know that I see OpenAI launching a ride-sharing service anytime and going around to tens of thousands of cities around the world and getting locally licensed and then putting boots on the ground to run a physical world… 2 times in the scene
- ▶ 1:03:04 Harry Stebbings OpenAI or Anthropic? 3 times in the scene
Canva Slashes Growth | Talent Exodus at Google | Revolut's $50B CEO Package | Musk's $55B Terrafab
- ▶ 1:26 Harry Stebbings Okay, boys, we're gonna start with something other than OpenAI or Anthropics today. 3 times in the scene
- ▶ 12:04 Jason Lemkin Maybe they're not gonna quit and go to OpenAI the next day if you don't go public and make them, uh, you know, a million dollars effective a year in stock.
- ▶ 40:12 Jason Lemkin And maybe just two small things, we can move on, but one, I think Vinod's leading the round, right, or co-leading the round or something, so he's just redoing, he already, he already, granted OpenAI hasn't gone public, but he's, he's… 3 times in the scene
- ▶ 48:29 Jason Lemkin OpenAI just did a secondary of seven billion, didn't it this week? 2 times in the scene
- ▶ 1:21:30 Rory O'Driscoll I mean, 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…
OpenRouter CEO: Why Chinese Open Models Are Beating the US | Why Enterprises Fear OpenAI & Anthropic
- ▶ 21:41 Alex Atallah Um, open AI cut prices by five X and then in coordination with us by another two X. 2 times in the scene
- ▶ 24:25 Alex Atallah oh yeah, we're an open AI shop. 3 times in the scene
- ▶ 35:35 Harry Stebbings First you had OpenAI, then you had Anthropik, and then you had Zark coming out, I don't want to miss the party, we did too.
- ▶ 38:52 Harry Stebbings Whereas OpenAI and Anthropic, and all the other providers in the US, especially open source, fuck, you gotta try raising billions of dollars for a US open source model. 2 times in the scene
- ▶ 43:58 Harry Stebbings Well, OpenAI has all of my previous, like, prompts. 2 times in the scene
The AI Boom Will Create Enormous Roadkill: Who Wins & Loses? | David Frankel
- ▶ 20:24 David Frankel And I think in, you know, OpenAI and Anthropic and SpaceX, we're seeing that already.
- ▶ 27:53 David Frankel Now, of course, if you were in, like, you know, if you're like Josh and you're in SpaceX and OpenAI, that's gonna be, like, the most ridiculous fund.
- ▶ 37:45 Harry Stebbings Um, but I think with the outcome expansion that we've seen, cursor at sixty billion trillion dollar companies in a matter of years with OpenAI and Anthropic, you will see
- ▶ 1:03:34 Harry Stebbings Um, going, just going back before we do a quick fight, I do have to ask, how does this landscape change with OpenAI and Anthropic? 4 times in the scene
- ▶ 1:15:18 David Frankel That anthropic and open AI are going to be disrupted.
Leo Aschenbrenner's Situational Awareness Blows Up | Moonshot AI Raises $3.5B at $35B
- ▶ 21:23 Harry Stebbings This is obviously on the back of the open A and the hugging face tobacco. 3 times in the scene
- ▶ 39:02 Harry Stebbings I mean, speaking of paying for compute through our nose, we often get chastised for being too public markets focused, or too anthropic and open AI focused. 2 times in the scene
- ▶ 44:11 Harry Stebbings Which is dependent on, Rory, to your point, OpenAI and Anthropic continuing to go on their charge and hit their number. 12 times in the scene
- ▶ 1:01:38 Nikesh Arora And that's why this brings back the whole open anthropic debate.
Arena CEO: There Will be a $100BN US Open-Source Model & Data is a Trillion Dollar Market
- ▶ 10:32 Harry Stebbings When you look at what OpenAI have said about their, kind of, FDE approach, Anthropic, to, ah, I, I get you on Mistral and they've done a great job in doing that, but the frontier model providers, Microsoft is even fucking doing an FDE…
- ▶ 17:02 Anastasios Angelopoulos At the same time, it would make open AI and Anthropics stronger.
- ▶ 22:06 Harry Stebbings So if you just have anthropic and open AI as really the dominant models and everyone else trailing closely behind, you still have a great business?
- ▶ 30:18 Anastasios Angelopoulos Uh, and, and you've seen them prepared for this, and, you know, there's been quite a bit of news about OpenAI and the internal discussions there. 3 times in the scene
- ▶ 34:05 Anastasios Angelopoulos Basically, for example, if like open AI is like letting their AI break into hugging face or whatever, they should get like huge fines and huge scrutiny and all that stuff, as opposed to like, uh, having a government process that's in…
- ▶ 38:54 Harry Stebbings And I meet so many of these people leaving OpenAI, Anthropic, you name it, um, and they all kind of seem the same, if I'm totally honest.
- ▶ 45:54 Harry Stebbings If we expand that, okay, if we think Anthropic and OpenAI can be three to five trillion dollar companies, let's just put that there.
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