OpenAI, every mention
1,381 scenes, the whole family · ← back to OpenAI
tap a year for its mentions
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
Arena CEO: There Will be a $100BN US Open-Source Model & Data is a Trillion Dollar Market
- ▶ 46:57 Harry Stebbings But the revenue concentration is just OpenAI, Anthropic, Meta, a couple of other providers.
- ▶ 55:39 Anastasios Angelopoulos I have friends that are running businesses, multi-billion dollar businesses, and then what happens is that the next day, one of their biggest customers comes in and says, hey, listen, OpenAI is getting into this game. 3 times in the scene
- ▶ 1:02:50 Harry Stebbings NVIDIA, OpenAI or Anthropic? 4 times in the scene
The AI Company Simulating the Entire Economy | Simile Co-founder & CEO, Joon Sung Park
- ▶ 7:00 Harry Stebbings How do you think about the relationship for those listening between an open AI anthropic frontier model provider and you?
- ▶ 39:45 Joon Sung Park If this idea truly come to fruition, like these are people who have literally seen OpenAI being the laughingstock at the, you know, in Silicon Valley to becoming a nearly trillion dollar business.
- ▶ 49:57 Joon Sung Park 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. 2 times in the scene
Jensen's Open-Weights Letter | Google Cloud Grows 82% But The Market Tanks
- ▶ 1:57 Harry Stebbings Sam at OpenAI then signed it. 3 times in the scene
- ▶ 7:39 Harry Stebbings Can we just, can we just provide some context for those who maybe aren't aware about the hugging face breach by OpenAI models? 5 times in the scene
- ▶ 10:51 Jason Lemkin With open AI and hugging face. 5 times in the scene
- ▶ 21:33 Jason Lemkin OpenAI barely did it.
- ▶ 26:39 Rory O'Driscoll You're also saying embedded in that is there is a risk in this open-weight model that isn't there in Fable or Anthropics model or Anthropics model in general or OpenAI's model. 2 times in the scene
- ▶ 36:23 Rory O'Driscoll Just to be a NeoCloud hyperscaler, forget owning a model, just the business of renting compute to OpenAI and Tropic and Space and, and OpenAI and Tropic has been a great business, so therefore it will continue to be a great business. 4 times in the scene
- ▶ 41:14 Rory O'Driscoll Maybe next year we'll try some of this codex shit, right?
- ▶ 1:12:33 Rory O'Driscoll 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.
Will Open-Source Threaten Anthropic's Business & Do Margins Matter in a World of AI | Matt Murphy
- ▶ 2:51 Matt Murphy But, you know, the easy part was, okay, OpenAI is absolutely ripping the chat, but GPT taken off. 3 times in the scene
- ▶ 11:22 Matt Murphy They're alternative to open AI who's kind of tied to one cloud with Azure.
- ▶ 24:20 Harry Stebbings Maybe anthropic and open AI solve cancer and climate change, and your email tagging is done by open source.
- ▶ 27:12 Harry Stebbings And so I, I don't understand something, which is like we see, um, obviously opening.
Mercor Head of Product on Revenue Concentration from Frontier Labs
- ▶ 46:00 Harry Stebbings Um, and what I mean by that is I would be like, oh, when Meta or OpenAI or you name your large company is buying data from multiple people, it feels like you're being promiscuous and cheating on me.
Should the US Ban Chinese Open-Source Models | OpenRouter's Chance To Sell | Stripe Buying PayPal
- ▶ 0:04 Rory O'Driscoll And if it's a good business, why can't some red-blooded American company step up and give OpenAI and Antropic a run for the money?
- ▶ 4:08 Rory O'Driscoll Such one dimension, you know, the, the policy advisor for OpenAI, formerly from the Trump administration, making some comments on Twitter leading to a wonderful firestorm that we'll absolutely talk about. 5 times in the scene
- ▶ 16:28 Rory O'Driscoll OpenAI and Entropic a run for the money?
- ▶ 22:30 Rory O'Driscoll If you had maybe even Microsoft, now that the divorce is coming true from OpenAI, you know, maybe this would be a great product to own if I was a cloud hyperscaler.
- ▶ 38:29 Rory O'Driscoll In fact, probably the sum of all the apps companies outside of Cursor, right, you know, are probably less than the amount that Entropic and OpenAI are spending on training data, which is just amazing.
- ▶ 44:03 Rory O'Driscoll Enterprise models, if these open rate models really impacted the growth rate of Anthropic and OpenAI, then obviously when your 80% customer slows down, it would have a significant impact on your growth rate, right? 4 times in the scene
- ▶ 1:04:25 Rory O'Driscoll In one sense, I want to say there's more to life than talking about OpenAI and Entropic, because there are only two of 2000, 2 times in the scene
- ▶ 1:24:32 Rory O'Driscoll And then, you know, obviously, they have the big OpenAI commitment, and you know, at some point, people get worried about that. 2 times in the scene
The Open-Source AI Reality | How Token Costs Will Fall 10X & Usage Will Explode 100X | Lin Qiao
- ▶ 28:50 Harry Stebbings Of open AI and others to the administration.
- ▶ 43:09 Harry Stebbings We've seen OpenAI come out with Jalapeno.
- ▶ 1:07:25 Harry Stebbings oh my gosh, we cannot be at the hands of open AI and anthropic where we can just be banned in our health services, sit on the infrastructure of something that, you know, an administration can turn off.
- ▶ 1:09:16 Harry Stebbings As I said, OpenAI, Anthropic, DeepSeek, Meta, we're building our own chips now.
We Built Our Own Salesforce in Months. Here's Why We're Cancelling the $600K Contract | Curative CEO
- ▶ 57:36 Fred Turner They're deploying all of this with code code or codex.
- ▶ 1:10:16 Harry Stebbings Do you worry about the concentration of value when you look at the mag seven providing 85% of gains here to date in stock markets, and then anthropic open AI, maybe one or two more.
- ▶ 1:11:32 Fred Turner I think things that have some, like, regulation around them and are, like, complex industries, yes, they're gonna see the advantages of the models, but they're not gonna see competition from Anthropic or OpenAI.
Zuckerberg Back on X Challenging Codex & Claude Code | SK Hynix’s $26BN IPO · 20VC with Harry Stebbings
- ▶ 0:14 Harry Stebbings This week, number one, Apple sues OpenAI for trade secret theft.
- ▶ 0:34 Rory O'Driscoll To some extent, it may have been a distraction for OpenAI that they were so successful in consumer. 2 times in the scene
- ▶ 1:08 Harry Stebbings Um, why don't we start with the trillion-dollar company that is Apple, as it brings in another trillion-dollar company in the form of OpenAI, where Apple sues OpenAI for trade secret theft. 6 times in the scene
- ▶ 7:51 Harry Stebbings What does it mean in terms of timeline for OpenAI? 6 times in the scene
- ▶ 10:53 Harry Stebbings Alexander Wang called the pricing of it in particular very aggressive versus OpenAI and Anthropic. 4 times in the scene
- ▶ 28:35 Rory O'Driscoll And if most of this open AI and entropic enterprise, if a large percentage of that is software, they really are close to 20% already.
- ▶ 45:09 Rory O'Driscoll So there's been this new business for late stage on top, and there's no doubt, you know, looking back 15 years, if you said you can enter the one business that's been around for 30 years and has 200 very good competitors, or you can enter… 3 times in the scene
- ▶ 1:00:10 Rory O'Driscoll Is that, I mean, the interesting thing is, and actually, as another reminder, both on Tropic and OpenAI did in terms of how they trained information, and generally my observation is all those chickens come home to roost, and you end up…
- ▶ 1:03:24 Rory O'Driscoll I mean, six years ago, there were none except OpenAI, right?
- ▶ 1:10:07 Rory O'Driscoll It's not, not have to, but you should be able to, because if you believe that the late stage is the replacement for what was the public market for kind of high growth companies, Fidelity Growth would have invested in OpenAI and Entropic. 2 times in the scene
Wix Founder: Will Base44 Win the Vibe-Coding Wars? | The Truth About the Economics of Vibe-Coding · 20VC with Harry Stebbings
- ▶ 21:23 Avishai Abrahami We're trading mostly on what OpenAI or Antropic are saying, or Google is saying, right?
- ▶ 45:12 Harry Stebbings Like, I think OpenAI
Why OpenAI and Anthropic Won't Win the App Layer | Glean Founder · 20VC with Harry Stebbings
- ▶ 6:42 unnamed speaker Nobody, there's no enterprise, you know, that we talk to, which is okay with saying that, hey, look, you know, I can get my work done with OpenAI or with Enthropic and I'm good.
- ▶ 11:01 unnamed speaker And the right to compete in this market, even though now, like, you know, we're much smaller compared to the, the giants that, uh, OpenAI and Enthropic have become.
- ▶ 11:55 unnamed speaker Like, you know, we, like, you know, we actually believe that everything that Enthropic is doing, everything that OpenAI and Google is doing, as well as all the innovation that's happening in open source, that's great news for us. 2 times in the scene
- ▶ 12:15 Harry Stebbings Do you not think we're seeing the ultimate commoditization of the model layer when you speak about anthropic open air and the rise of the model layer and the speed with which new models are coming out, especially running from open source…
- ▶ 15:50 unnamed speaker So like, I, I actually heard rumors that, that opening, I was going to drastically reduce 2 times in the scene
- ▶ 49:08 unnamed speaker And so they're okay with, um, letting, you know, their enterprises within their own countries, you know, use OpenAI or Enthropic or all the other models. 3 times in the scene
Enterprises Fear Frontier Models | Sam Altman Offers Trump 5% of OpenAI | DeepSeek Builds Own Chips · 20VC with Harry Stebbings
- ▶ 0:21 Harry Stebbings Second, open AI floats giving the US government a five percent stake.
- ▶ 1:58 Harry Stebbings And what it means moving forward for both OpenAI and Anthropic in terms of the permissions they have to get. 2 times in the scene
- ▶ 4:47 unnamed speaker And they produced a nine-point plan, OpenAI did, like literally, I think about a month ago, that, you know, some kind of, we've got to rethink everything because of the economics of AI, and they're talking about maybe we need to, I mean,… 6 times in the scene
- ▶ 20:55 unnamed speaker So maybe not the founders of Entropic OpenAI, but in general, if the pricing goes up, you know, you can do more rounds and end up with the same dilution.
- ▶ 28:18 Harry Stebbings One is there's never been more skepticism from, uh, large enterprises towards frontier model providers, specifically anthropic and open AI. 3 times in the scene
- ▶ 36:58 unnamed speaker OpenAI on a topic can clearly use it, and a whole lot of sellers of Compute. 3 times in the scene
- ▶ 47:43 unnamed speaker Um, he responded to your trend and his comment was, you know, you gotta own the, there's two arguments in favor of it that I didn't internalize last week when I said, I think it's crazy for open AI to be building their chips. 3 times in the scene
- ▶ 50:29 Harry Stebbings Uh, interesting in the context of OpenAI shutting down Sora. 6 times in the scene
- ▶ 1:09:56 unnamed speaker And then on the other side of the table, you have Entropic and OpenAI who are product companies to their core. 4 times in the scene
- ▶ 1:16:38 Harry Stebbings Ashton Kutcher, one of the most successful investors of the last few years in terms of SPVs and OpenAI, Anthropic, um, Sound Ventures, obviously his firm, announces he's leaving his own VC firm, 2 times in the scene
- ▶ 1:21:55 unnamed speaker Where I can make so much money to open AI, but there's plenty of reasons to not join in Anthropic and open AI. 4 times in the scene
Why Now is the Time for the App Layer | Why Startups Should be TokenMaxxing | Mike Mignano, USV · 20VC with Harry Stebbings
- ▶ 7:12 Mike Mignano I'm talking about OpenAI, Anthropic, XAI, SpaceX, et cetera.
- ▶ 14:52 Harry Stebbings Okay, so if we go on the route one, recursive self-improvement, and it leads to this kind of exponential advancement, is that done by an open AI or an anthropic or a leading model provider today, or is that done by a recursive or one of…
- ▶ 16:11 Harry Stebbings What does that composition look like in terms of market between open and closed and anthropic and open AI?
- ▶ 39:02 Mike Mignano You know, OpenAI launched a directly competitive product, right?
- ▶ 42:18 Harry Stebbings But my point is, like, when you have the outcome sizes of Anthropic and OpenAI and the trillion dollar companies, the kind of, the company that does five hundred million in ARR are tough.
- ▶ 47:02 Harry Stebbings The OpenAI Fund, obviously, an incredible, like, they are getting venture outcomes on multi-billion dollars.
- ▶ 1:02:06 Harry Stebbings We have no editorial control on them, just like OpenAI don't on TBPN.
Open Models vs Frontier Models: Who Actually Wins? | The $100K Token Budget Every Engineer Will Need · 20VC with Harry Stebbings
- ▶ 11:12 Clay Bavor And I, 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…
- ▶ 11:12 Clay Bavor And I, 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…
- ▶ 14:32 Harry Stebbings Frontier, obviously you have open AI and Anthropik in the US who are the dominant leaders.
- ▶ 16:50 Clay Bavor We have software engineers who are completely AI-pilled and using Cloud Code, Codex, our own internal agent we call Pinecone that we used to run much of the company on, and they estimate they are between three and 20 times more productive…
- ▶ 19:05 Clay Bavor And so you can add this single gateway to your Claude instance, to your Codex instance, uh, and, uh, indeed to, to Pinecone, and basically via any one of those agents have full access with the permissions, of course, that you, as, as an…
- ▶ 22:52 Clay Bavor I have heard and I have observed that top engineers who are really leaning in to cloud code codex and so on are spending more than a 100,000 dollars on a run rate basis on tokens per year.
Coinbase Cuts AI Spend by 50% | Kalshi's $40B Valuation & Impending IPO | The Year for SaaS Roll-Ups · 20VC with Harry Stebbings
- ▶ 6:32 Rory O'Driscoll And then in November, December with coding, it exploded.
- ▶ 17:00 Harry Stebbings You know, Rory, Jason is not only consistent, but he's also prescient in being ahead of the times because he's also cited his, I don't know if I could say disliking, but his favoring now, Sam and OpenAI over Anthropic and his kind of… 3 times in the scene
- ▶ 31:14 Jason Lemkin Open AI owned consumer, right? 2 times in the scene
- ▶ 31:41 Jason Lemkin OpenAI would be like, oh, we're half the price for codex, but not really we're as competitive, right?
- ▶ 34:38 Rory O'Driscoll Which we do to support OpenAI. 5 times in the scene
- ▶ 43:43 Rory O'Driscoll What you're basically saying is, is the hidden question here, Harry, has the volatility around SpaceX made OpenAI and Antropic nervous about going out?
- ▶ 1:15:34 Jason Lemkin It may be, but it's just, it's just for predictive, we, we, you know, we just have to wonder, does is some of the stuff that we think is very, or in, in, in the media and acts, like it just may not be material to Anthropic and open it.
Bloom Energy CEO: Why We Aren’t in an AI Capex Bubble | Energy Sovereignty & The Future of Power · 20VC with Harry Stebbings
- ▶ 33:34 Harry Stebbings Is it model companies like Anthropik and OpenAI?
How We Got Fred Wilson, Benchmark and Index to Invest $94M | Why Robinhood's Strategy is Wrong · 20VC with Harry Stebbings
- ▶ 25:29 Harry Stebbings Is this codex? 2 times in the scene
- ▶ 26:43 Harry Stebbings If it stays there, paying a trillion dollars for OpenAI and Anthropic is grossly overvalued.
- ▶ 52:31 Harry Stebbings How do you expect, and the, because you're going to now have Anthropic, OpenAI, and SpaceX. 3 times in the scene
DeepSeek Raises at $50B | The Rise of Open Source vs OpenAI & Anthropic | OpenAI Builds Own Chip · 20VC with Harry Stebbings
- ▶ 0:44 unnamed speaker The whole reason the OpenAI and Entropic models work is because other idiots have spent the three hundred billion dollars on their behalf.
- ▶ 2:46 unnamed speaker Anthropic and OpenAI can say they just come over here and work on whatever you want to work on for five hundred million dollars, two billion dollars. 6 times in the scene
- ▶ 13:04 unnamed speaker You do try OpenAI.
- ▶ 20:33 unnamed speaker Anthropic and OpenAI, uh, don't serve there, like, intentionally for security. 5 times in the scene
- ▶ 35:18 unnamed speaker The question is, do you think that shows up in actual slower revenue growth for Entropic and OpenAI? 3 times in the scene
- ▶ 55:16 unnamed speaker Like how many deals are there going to be like on Tropic or OpenAI or where you can put one or two billion dollars to work?
- ▶ 1:16:21 unnamed speaker And then today, open AI released the jalapeno chip. 5 times in the scene
- ▶ 1:18:36 unnamed speaker You've got plenty to be doing elsewhere, open AI, winning on the top line side. 8 times in the scene
Nikesh Arora on the Frontier Model Problem: Breadth vs Depth | The Future of Token Costs · 20VC with Harry Stebbings
- ▶ 5:27 Nikesh Arora Every few days, there's a net new model that's delivered by OpenAI, or by Google, or by our friends at Anthropic.
- ▶ 19:10 Harry Stebbings If it stays there, the valuations of Anthropic and OpenAI are grossly overvalued. 2 times in the scene
- ▶ 47:22 Nikesh Arora Now you've got Codex and Claude and anti-gravity.
Flexport CEO: Two Questions Every Founder Needs to Ask · 20VC with Harry Stebbings
- ▶ 13:23 Harry Stebbings When you look at eight companies making up 85% of year-to-date gains in the stock markets, and then you look at Anthropic and OpenAI, do you worry about that concentration of value to smaller and smaller number of names? 4 times in the scene
- ▶ 16:00 Harry Stebbings We released a show, uh, with Brandon at McCall, and he said he spends more on Anthropic, or, no, he spends more on OpenAI, whichever one.