OpenAI
also referred to as: open ai
includes OpenAI Codex, OpenAI Deep Research, OpenAI O1, OpenAI O3, OpenAI API, OpenAI Agent Builder, OpenAI Pulse, OpenAI DevDay, OpenAI AgentKit, OpenAI Models, OpenAI o Series, OpenAI Model
216 statements across 82 episodes · 94 bullish · 30 bearish · 58 people on the record · first statement Jan 25, 2023 by Sarah Wang · said 744 times in 156 episodes since 2019 · across every show →
Mentions by year, the whole family
brought up most by Erik Torenberg (88), Martin Casado (57), Dylan Patel (50), Sherman Wu (29), Marc Andreessen (25), Anish Acharya (24), Olivia Moore (23), Ben Horowitz (22)
tap a year for its mentions
2026 171 mentions in 39 episodes 4 per episode
- Why AI Demand Is Outrunning Compute Supply
- OpenClaw, Claude Code, and the Future of Software | Peter Yang on The a16z Show
- The Biggest Bottlenecks For AI: Energy & Cooling
- The AI Opportunity that goes beyond Models
- Can AI Learn Mathematical Intuition?
- Marc Andreessen's 2026 Outlook: AI Timelines, US vs. China, and The Price of AI
- Why Claude Feels Different (And What That Means for AI) | The a16z Show
- The New Rule for Picking AI Winners | The a16z Show
- 31 more episodes that year, every mention in 2026 →
2025 462 mentions in 76 episodes 6 per episode
- How OpenAI Builds for 800 Million Weekly Users: Model Specialization and Fine-Tuning
- Dylan Patel on GPT-5’s Router Moment, GPUs vs TPUs, Monetization
- From Vibe Coding to Vibe Researching: OpenAI’s Mark Chen and Jakub Pachocki
- Sam Altman on Sora, Energy, and Building an AI Empire
- GPT-5 and Agents Breakdown – w/ OpenAI Researchers Isa Fulford & Christina Kim
- Dylan Patel on the AI Chip Race - NVIDIA, Intel & the US Government vs. China
- Where does consumer AI stand at the end of 2025?
- What DeepSeek Means For The Future Of AI | Tech Veterans Weigh In
- 68 more episodes that year, every mention in 2025 →
2024 46 mentions in 16 episodes 3 per episode
- Build Your Startup With AI
- Politics & the Future of Tech
- Bringing AI to the Masses with Adam D'Angelo, CEO of Quora
- Why Human Data is Key to AI: Alexandr Wang from Scale AI
- The Quest for Community-Trained Open Source AI Models
- Trump Vs. Biden: Tech Policy
- The Top 100 GenAI Consumer Apps
- America Needs More Techno-Optimism, with Marc Andreessen and Tyler Cowen
- 8 more episodes that year, every mention in 2024 →
2023 55 mentions in 21 episodes 3 per episode
- Where We Go From Here with OpenAI's Mira Murati
- Big Ideas 2024: The Consumer AI Battleground Moves from Model to UX with Alex Immerman
- Embedded AI: The Questions Every CEO is Asking
- Unlocking Creativity with Prompt Engineering
- The 1000x Developer with Amjad Masad
- Democratizing Design with Figma's Dylan Field
- AI Food Fights in the Enterprise with Databricks' Ali Ghodsi
- Improving AI with Anthropic's Dario Amodei
- 13 more episodes that year, every mention in 2023 →
2022 9 mentions in 3 episodes 3 per episode
2019 1 mention in 1 episode
Everything said about OpenAI, oldest first
Jan 25, 2023 neutral
Wang: AI apps need end-to-end workflow ownership for long-term defensibility
“And so I think in this next gen of applications built on open AI and open AI's competitors, the way to really differentiate yourself is to further build and develop workflows that are not just sort of a one click button of add AI to X, Y, Z , Is really neat ov…”
Feb 16, 2023 positive
Masad: GPT-3 slashes parser development time from weeks to 15 minutes
“GPT-III is incredibly good at parsing. If you give it a malformed JSON, it will still parse it. Writing parsers is one of the hardest things you can do in programming. Writing parsers in GPT-III is one of the easiest thing you could do. You could spend 15 minu…”
Feb 16, 2023 neutral
Mar 1, 2023 negative
Mar 9, 2023 bullish
Parsons: Midjourney iterates on image models faster than OpenAI
“But then, of course, you have now tools like Midjourney, who've been, like, iterating on their text-to-image model, like, a lot more aggressively than OpenAI, who Understandably, I think maybe have some other things in the cooker, you know, which have now grow…”
Jun 2, 2023
Barry McArdle: Context building and model chaining are AI's hardest work
“And I think that is really actually the hard work in many ways of Incorporating AI into your product, right? Like it feels really simple. Like you can go get an API. Anyone listening to this today could go to the open air website and get an API key. It's every…”
Sep 25, 2023
Sep 25, 2023 neutral
Murati: AI market will feature a diverse range of models
“You can see even today, you know, we make a lot of models available through our API and from the various, from the very small models to our frontier models, and people don't always need to use The most powerful, the most capable model. Sometimes they just need…”
Sep 25, 2023 bullish
Sep 25, 2023
Murati: ChatGPT was originally released to gather research feedback for GPT-4
“One of the main things was actually to put chat GPT in the hands of researchers out there that could give us feedback since we had this dialogue modality. And so this was the original intent to actually get feedback from researchers and use it to make GPT-IV m…”
Sep 25, 2023
Sep 25, 2023 neutral
Murati: OpenAI feared ChatGPT was not good enough a week before launch
“It's a strategy that we, we've been using from the beginning and also with ChatGPT where, you know, the week before we were worried that it wasn't good enough. And we also, what happened, you know, we put it out there and then people Told us it is good enough …”
Sep 25, 2023
Sep 25, 2023 neutral
Sep 25, 2023 neutral
Sep 25, 2023 neutral
Murati: Reaching AGI will likely require breakthroughs beyond pure model scaling
“Whether that takes you all the way to AGI or not, that's a different question. There are probably some other breakthroughs and advancements needed along the way, but I think there's still a long way to go in In the scaling laws and to really gather a lot of be…”
Sep 25, 2023 negative
Ghodsi: Enterprise CEOs want proprietary AI models to protect their data
“One of the things that's really interesting that's happened in the sort of brains of the CEOs and the boards is that they realize Maybe I can beat my competition. Maybe this is the kryptonite that will help me kill my enemy. I have the data with generative AI.…”
Sep 25, 2023 positive
Sep 25, 2023 neutral
Oct 21, 2023 negative
Horowitz: Google missed OpenAI's breakthrough because it became big and slow
“The older and larger they get, The less adaptive they become. And we like, we've seen this with Google who invented, you know, most of the new AI technology and then was a little bit of sleep at the wheel. You know, when open AI released GPT They missed it jus…”
Feb 28, 2024 negative
Dixon: Major AI copyright rulings will take three to five years
“Similar thing with like New York times open AI lawsuit, you know, you're going to have potentially copyright important decisions that have effects on huge economic effects. Decided by judges three to five years from now who are interpreting, you know, hundred …”
Mar 11, 2024 negative
Mar 13, 2024
Andreessen: ChatGPT stemmed from Alec Radford's early LLM work at OpenAI
“The origin story of even, even ChatGPT is this is not what OpenAI actually started to do. They started to do something different, and then there was actually one guy who actually his name is, I think Alec Radford, and he literally was, like, off in the corner …”
Mar 20, 2024 bullish
D'Angelo: Frontier AI model providers will maintain strong profit margins
“And so it's, you know, right now it's OpenAI, Google, maybe Anthropic. Maybe, maybe Meta can be there. Those who can get there, I think it's going to be good business. You'll be able to make a lot of money. You can have good profit margins. You'll have to work…”
May 9, 2024 bullish
May 9, 2024
Ben Horowitz: Pricing on business value tests a startup's true depth
“The test for whether your idea is good is how much can you charge for it? Can you charge the value? Or are you just charging the amount of work it's gonna take the customer to put their own wrapper on top of OpenAI? Like, that's the real test to me of, like, h…”
May 9, 2024 neutral
Horowitz: Only researchers can tell top AI models apart
“I think if you look at the very top models you know, Claude and OpenAI and Mistral and Lama The only people who I feel like really can tell the difference as users amongst those models are the people who study them. You know, like they're getting pretty close.”
May 16, 2024
Jun 4, 2024 negative
Jun 4, 2024 negative
Jun 4, 2024 neutral
Multiple top mobile AI apps are copycat wrappers arbitraging OpenAI's models
“So there are quite a few apps on our mobile app list that are essentially copycat products and using OpenAI's own model, but are named slightly differently, and are just kind of playing this, like, maybe short to medium term arbitrage on App Store optimization…”
Jul 16, 2024
Jul 16, 2024 neutral
Andreessen: Google shelved 2017 transformer breakthrough until startups forced its hand
“Google invented the transformer in 2017 and then put it on a shelf. And then startups came in and sort of picked up that idea and ran with it, OpenAI and now Anthropic and others and many others now. And then as a consequence, Google has now been forced to rea…”
Sep 24, 2024 neutral
Oct 1, 2024
Schmidt: Fewer than ten organizations worldwide can train Llama-scale AI models
“Yeah, I mean, I would, it would probably be in the number of ones on my hand and it probably wouldn't use all my fingers, you know. Yeah, I mean, you basically have, OpenA, Anthropic, Meta, X, Google, and then you have a few Mistral, and then Deep Seek and a c…”
Nov 5, 2024 neutral
Andreessen: Six Top AI Models Are Hitting a Performance Ceiling
“There is this very interesting asymptotic kind of thing that's happening right now where, you know, two years ago, there was one, you know, LLM that was like way out ahead of everybody else's, which was opening eyes. And sitting here today, there's like six th…”
Jan 28, 2025 positive
Jan 28, 2025 positive
Feb 6, 2025 positive
Feb 6, 2025 neutral
Casado: DeepSeek's Threat to OpenAI Is Limited if AI Apps Require Proprietary Models
“It could be that the apps actually require you to own the model. And in that case, DeepSeek is less relevant because they're not building apps. And then, you know, this means that the impact to the opening AIs or Anthropics are not as great, right?”
Feb 6, 2025 neutral
Feb 6, 2025 bullish
Casado: DeepSeek release is not a crisis for OpenAI, Anthropic, or Nvidia
“I personally don't think this is a crisis moment for open AI or Anthropic. I think like apps are hard to build. I think that like right now the apps that they put out are very complex. They actually know their users. They have very specific use cases. And so, …”
Feb 20, 2025
Mar 5, 2025 bullish
Appenzeller: All future state-of-the-art AI models will use reasoning techniques
“And I think looking forward, From now on, pretty much any state of the art model will use some of those techniques, and we've seen this already, you know, from models from OpenAI and models from Google that are structurally very, very similar, and this has hug…”
Mar 18, 2025 neutral
Moore: OpenAI won't build long-tail vertical software integrations
“It's not gonna make sense for OpenAI to go integrate with every long tail, you know, transportation management software that a fleet company is gonna, or a freight company is gonna be able to need to run their, you know, fleet of trucks on a voice agent produc…”
Mar 21, 2025 bullish
Mar 26, 2025 positive
Mar 26, 2025 neutral
Moore: a16z GenAI 100 report added three new video models including Sora
“We had three new video models on the list this time Hyluo and Kling, which are both Chinese models, and then Sora, which was OpenAI's model that was announced, I guess, more than a year ago at this point, and finally was released.”
Apr 29, 2025 negative
Horowitz: OpenAI could not have completed its giant raise in public markets
“And then the public markets have become. I would say very difficult and dysfunctional to the extent that, you know, OpenAI just did a giant raise in the private markets, which I don't think they could have done in the public markets.”
May 23, 2025
Clark: AI adoption faces misaligned incentives between providers and enterprise users
“So one big complication is That sometimes the incentives are misaligned. So open AI obviously wants to create the best general purpose foundational models, but an individual business may want a model that solves a very specific problem a very specific way very…”
May 24, 2025
Acharya: DeepSeek's rapid release disproved claims China was years behind
“Just a year before DeepSea came out, you had a number of, like, tech leaders in Washington testifying that China was, like, five to six years behind the US, with confidence, on the record. And then DeepSea comes out 26 days after OpenAI puts out the frontier.”
Jun 6, 2025 bullish
Olivia Moore: AI tools justify $200 monthly fees by replacing manual work
“Now with products like Deep Research, for example, that could replace 10 hours of generating a market report by yourself, and so that kind of thing is easily worth, I think for many people, 200 dollars a month, even on like one or two generations.”
Jun 13, 2025
Jun 13, 2025
Olivia Moore: Backlash over 'Sky' voice spooked OpenAI from releasing human-sounding AI
“I honestly think a big part of it might have been when they first released advanced voice mode, if you remember all the controversy around her, And was this gonna be a, you know, a companion that replaced humans, and some of what people would think of as kind …”
Jun 16, 2025 neutral
Mytton: OpenAI operates four to five distinct bot types
“Particularly with AI coming in where something like OpenAI has four or five different types of bots, and some of them you might want to make a more restrictive decision over, but then others are going to be taking actions on behalf of a user search.”
Jun 16, 2025 positive
Jun 18, 2025 bullish
Jun 25, 2025 bullish
Roy Lee predicts Cluely will achieve better distribution than OpenAI
“If the question is about distribution, then I think there's actually, like, a pretty strong case for us to make that we will actually end up distributing better than OpenAI, and It's enough that you could probably bet on us at like, well, like a 30,000 X disco…”
Jul 21, 2025 neutral
Aug 4, 2025 positive
Patel: UBI is the only viable redistribution model if AGI eliminates wages
“If all human wages go to zero or go below subsistence, then the only way to deal with that is through some kind of UBI rather than, you know, if you happen to sue open AI, you get a trillion dollar settlement. Otherwise you're kind of screwed.”
Aug 4, 2025 neutral
Aug 8, 2025 bullish
Fulford: Users will eventually grant AI agents autonomy for bulk actions
“So I think I can imagine quite You know, a number of tasks where you'd want to take, like, bulk actions which you might not be able to do right now because it would last you every single time, but I think as people get more comfortable using these things and a…”
Aug 8, 2025
Aug 8, 2025
Aug 8, 2025 positive
Kim: GPT-5 internal testers felt insulted by instant answers to hard questions
“I think we hear this with GPT-Five internally when people are testing and they're like, oh, I thought I asked like a really hard question. I feel like a little bit insulted that I thought for like two seconds or like when it doesn't even want to think at all.”
Aug 8, 2025 negative
Aug 8, 2025
Aug 8, 2025 positive
Fulford: OpenAI bootstraps browsing models to generate synthetic training data
“For initial deep research, there's not really any data sets that exist for browsing in the same way that you have a math data set that already exists. So we have to create all this data. But once you have good browsing models or good computer use models, you c…”
Aug 8, 2025 neutral
Aug 8, 2025 neutral
Aug 8, 2025 positive
Kim: Mid-training updates AI model knowledge without requiring full pre-training runs
“We do it before after pre-training, but before post-training you kind of think of a way to like extend the model's like intelligence without having to do a whole new pre-training run. So this is mostly just focused on data and off of the pre-training models. S…”
Aug 8, 2025 bullish
Kim: The leap from GPT-4 to GPT-5 is OpenAI's most impressive yet
“Maybe I'm biased, recency biased, but I think to jump to four to five is most impressive for me, because I guess with 3.5 when we first released it, the most common use case for me then also was still just for coding. And, but now, like, Even though four was b…”
Aug 8, 2025 positive
Fulford: RL breakthroughs in math and coding unlocked functional AI agents
“When we saw the reinforcement learning algorithm working really well on math and physics problems and coding problems, It became pretty clear, like, just from reading through the chain of thought, like, okay, this thing's actually, like, thinking and reasoning…”
Aug 8, 2025 neutral
Aug 8, 2025 neutral
Aug 8, 2025
Aug 8, 2025 bullish
Aug 8, 2025 positive
Kim: OpenAI's Operator required multimodal base model capabilities to launch
“Because we had been working on computer usage, but I think it was hard to finally get the model to actually, without like the multimodal capabilities to really support it, like you couldn't have something like Operator when it launched.”
Aug 8, 2025
Fulford: Good researcher taste means simplifying problems to the most basic approach
“I think also I've been surprised by how often the thing that is, is the most simple, like easy to explain is the thing that works the best. And so sometimes it's like sound, seems very obvious, but It, you know, it's quite hard to get the details of something …”
Aug 8, 2025
Aug 8, 2025
Aug 8, 2025
Aug 8, 2025 positive
Aug 13, 2025 neutral
Aug 13, 2025 positive
OpenAI's GPT-5 scored highest on the physician-trained HealthBench medical benchmark
“They talked about how GPT-V was kind of the highest scoring model on this thing called HealthBench, which is a benchmark they trained with like, 250 plus physicians. To measure how good an LLM is at answering medical questions.”
Aug 14, 2025 positive
Lingelbach: Claude dominates coding, OpenAI general use, Gemini enterprise
“Claude has become kind of the de facto coding model, opening eyes, that general assistant. Gemini is, like, powering a lot of enterprise use cases now, just due to its, like, cost effectiveness, speed, and general capabilities.”
Aug 18, 2025
Patel: Majority of OpenAI's revenue comes from consumer subscriptions
“Anthropic is fully focused on B to B, right? API code, et cetera, right? Where, or cloud code, whatever it is, right? OpenAI, yes, they have that business, Kodaks and API business, but really their majority of the revenue is consumer, right?”
Aug 18, 2025 neutral
Aug 18, 2025
Aug 18, 2025 negative
Aug 18, 2025 bullish
Patel: OpenAI will soon monetize free users via shopping affiliate fees
“And OpenAI makes nothing off of that. But they very, they really, really will soon, right? And partially that's because Amazon blocks chat, but like, you know, there's a way to make money from shopping decisions, whether it's Booking flights or looking for ite…”
Aug 18, 2025 negative
Aug 18, 2025
Aug 18, 2025
Aug 22, 2025 negative
Casado: OpenAI lost early leads in code, image, and video to rivals
“It was co-pilot, right? But they lost that. And then they were actually the first to image, really, with Dali. They lost that, right? Mid-Journey came out. They were kind of the first to, like, real video with Sora, and they lost that. And yet, they've gotten …”
Aug 22, 2025 negative
Casado: a16z avoids lesser-known SOTA AI model startups due to heavy subsidies
“So the state-of-the-art model market, this is like the, you know, the Anthropics and the Open AIs it's incredibly competitive, and it's very heavily subsidized, right? I mean, like with Meta and like Google, et cetera, and so kind of our view is, is you have t…”
Sep 4, 2025 positive
Sep 4, 2025 bullish
Sep 22, 2025 neutral
Patel: OpenAI signed up to pay Oracle $80+ billion annually
“With OpenAI, it's not, and so there's gotta be some, like, error bars as you go further out in terms of, like, Will OpenAI exist in 28, 29 30, and will they be able to pay the 80 plus billion dollars a year that they've signed up to Oracle with, right?”
Sep 22, 2025 bearish
Sep 24, 2025
Sep 24, 2025 bullish
Casado: Early AI breakouts gain strong brand effects over model performance differences
“Honestly, last quick point on this is, like, for the first time in a very long time, we're seeing brand effects with an early technology, and what I mean by that is, if you look at, like, whatever, the major model providers, you know, how much better are they …”
Sep 25, 2025
Pachocki: Long-horizon AI research blurs verifiable and open-ended domains
“I think if you actually truly want to extend to research and, you know, finding, discovering ideas that, that meaningfully advanced technology on the, on, you know, the scale of like months and years, like I think the, these questions like stop being so differ…”
Sep 25, 2025 bullish
Pachocki: AI progress over the next year will dwarf current gains
“But I expect that well, now as we're seeing you know, these models like actually able to automate, well, yes, like we're saying solving contest problems over, over longer time horizons. I expect that that is, well, that's, that, that was quite small compared t…”
Sep 25, 2025 negative
Chen: Earlier Codex models spent too little time on hard problems
“What we found is the latest, the previous generation of the codex models, they were spending too little time solving the hardest problems and too much time solving the easy, easy problems. And I think that, that is actually just probably out of the box what yo…”
Sep 25, 2025 negative
Sep 25, 2025 positive
Chen: Jakub Pachocki should be ranked as the top AI researcher
“I think, you know any of these rank lists, like he should be number one. Like just his ability to, you know, take any very difficult technical challenge and almost like personally just kind of think about it for two weeks and just crush it.”
Sep 25, 2025 bullish
Pachocki: Energy and robotics physical constraints will soon become major AI focuses
“I think more broadly than compute, there is physical constraints of, well, energy, but also like, you know, at some point, not too far, like robotics will become a major focus. And so so I think thinking about like the physical constraints is, is, is going to …”
Sep 25, 2025 bullish
Pachocki: OpenAI's primary research target is building an automated researcher
“The big thing that we are targeting is producing an automated researcher. So automating the discovery of new ideas, the next set of evals and milestones that we're looking at will involve actual movement on things that are economically relevant.”
Sep 25, 2025 neutral
Sep 25, 2025 positive
Sep 25, 2025
Pachocki: Researchers fail by trying to prove ideas instead of seeking truth
“I think a trap many people fall into is going after the way to like, to prove that it works. Right. Which is quite different from, you know, like I think like believing in your idea and significant is extremely important, right? And you want to persist, persis…”
Sep 25, 2025
Chen: AI labs risk second-place outcomes without strict strategic prioritization
“I think the danger is you end up like second place at everything and, you know, not like, you know, clearly leading at anything. So I think prioritization is important, right? And you need to make sure there's some things you're clear eyed on. This is the thin…”
Sep 25, 2025 positive
Chen: GPT-5 Pro automates tasks that take physics students months
“And you know, we see physicists, mathematicians kind of repeating this experience over and over where they're trying GPT-Five Pro and saying, wow, this is something that the, you know, previous version of the models couldn't do. And it is a little bit of a lig…”
Sep 25, 2025 bearish
Sep 25, 2025 positive
Sep 25, 2025 neutral
Sep 25, 2025
Sep 25, 2025
Sep 30, 2025 negative
Fedus: Early ChatGPT was mathematically weak due to friendliness rewards
“The reward functions that we were using originally couldn't determine whether you were mathematically correct or not. So early versions of Chachapiti were mathematically not particularly strong, and it sort of results from the reward function. What did you opt…”
Oct 8, 2025 negative
Oct 8, 2025 negative
Altman: Paid recommendation ads would destroy user trust in ChatGPT
“People have a very high trust relationship with ChatGPT. Even if it screws up, even if it hallucinates, even if it gets it wrong, people feel like it is trying to help them and that it's trying to do the right thing. And if we broke that trust, it's like you s…”
Oct 8, 2025 positive
Altman: Public awareness lags far behind actual AI model capabilities
“And now we're in this world where the capability overhang is so immense. Like most of the world still just thinks about what ChatGPT can do. And then you have, like, some nerds in Silicon Valley that are using codecs, and they're like, wow, those people have n…”
Oct 8, 2025
Oct 8, 2025 positive
Oct 8, 2025 positive
Oct 8, 2025 positive
Oct 8, 2025 neutral
Oct 8, 2025 bullish
Altman: OpenAI aims to be consumers' primary personal AI subscription
“We want to be people's personal AI subscription. I think most people will have one, some people will have several, and you'll use it in some first party consumer stuff with us, but you'll also log into a bunch of other services and you'll just, you'll use it f…”
Oct 8, 2025 positive
Oct 8, 2025 bullish
Oct 8, 2025 bullish
Oct 8, 2025 positive
Altman: OpenAI prioritizes GPU allocation for research over consumer growth
“When there's a constraint, we almost like, which happens all the time we almost always prioritize giving the GPUs to research over supporting the product. Part of the reason we want to build this capacity so we don't have to make such painful decisions. There …”
Oct 8, 2025 positive
Oct 8, 2025 bullish
Altman: OpenAI continues achieving fundamental breakthroughs in deep learning and reasoning
“And deep learning has been this miracle that keeps on giving, and we have kept finding, like, breakthrough after breakthrough. Again, when we got the reasoning model breakthrough, like, I also thought that was like, we're never gonna get another one like that.…”
Oct 8, 2025 positive
Oct 8, 2025 bullish
Altman: OpenAI Making Aggressive Infrastructure Bet Amid Unprecedented Research Confidence
“We have decided that it is time to go make a very aggressive infrastructure bet and We're like, I've never been more confident in the research roadmap in front of us, and also the economic value that will come from using those models.”
Oct 8, 2025 bullish
Altman: Current LLMs can advance enough to automate AI research breakthroughs
“I think far enough that we can make something that will figure out the next breakthrough with the current technology. Like I, it's a very self-referential answer, but if LLMs can get, if LLM based stuff can get far enough that it can do like better research th…”
Oct 8, 2025
Altman: OpenAI Naively Assumed One AI Persona Fits All Users
“I think we just had a really naive thing, which, you know, like, It would sort of be unusual to think you could make something that would talk to billions of people and everybody wants to talk to the same person. And yet that was sort of our implicit assumptio…”
Oct 8, 2025
Altman: Industry gaming LLM search recommendations emerged in past year
“So this is a very sudden shift that has happened. We never used to hear about this, like, six months ago, 12 months ago. Certainly. And now, there's like, a real cottage industry that feels like it's sprouted up overnight. Trying to do this.”
Oct 8, 2025 bullish
Altman: Text AI interfaces are nowhere near saturated
“What a chat interface can do for you, it's like nowhere near saturated, because you could ask a chat interface, like, please cure cancer. A model certainly can't do that yet. So I think the text interface style can go very far, even if for the chit chat use ca…”
Oct 8, 2025 neutral
Oct 14, 2025 negative
Labenz: OpenAI's router failure caused bad initial GPT-5 outputs
“The problem at launch was that that router was broken. So all of the queries were going to the dumb model, and so a lot of people literally just got Bad outputs, which were worse than oh three because they were getting non thinking responses.”
Oct 14, 2025 positive
OpenAI o3 model completes 40% of internal research engineer pull requests
“That's another data point, by the way, from this was from the O three system card. They showed a jump from like low to mid single digits to roughly 40% of PRs actually checked in by Research engineers at OpenAI that the model could do. So prior to O three, not…”
Oct 16, 2025 positive
Oct 16, 2025 bullish
Keith Rabois predicts ChatGPT will become a multi-trillion dollar monopoly
“I think ChatGBT becomes a monopoly. It's the fastest growing consumer product of all time. It is transforming how everybody, every normal person basically does their work, runs their life. And so that product alone is a several trillion dollar company.”
Oct 23, 2025 negative
Oct 30, 2025 bullish
Oct 30, 2025 bullish
Baker: Google surpassed OpenAI and Anthropic in total AI traffic
“I think they've taken 15 or 20 points of traffic share in the last two or three months, and that does not, that's just traffic to Gemini. It does not include search overviews. I suspect on a actual traffic basis, Google is bigger than OpenAI, Anthropic, anyone…”
Nov 5, 2025
Nov 5, 2025
Kuyda: OpenAI temporarily abandoned language models for video game agents
“And very quickly they stopped working on language models, and we were very upset because we really wanted to continue going there, but they didn't want to talk about any language models because no one was really working on them and that may have made us feel v…”
Nov 5, 2025
Nov 7, 2025 positive
Amjad Masad: Geopolitical fragmentation creates opportunities for regional AI foundation models
“It seems clear that we're not in this globalized era, and perhaps it's gonna get much worse, and so investing in the foundation, in the open AI of Europe might be a good idea, and like, similarly, China being an entirely different, different world, and so ther…”
Nov 7, 2025 positive
Adam D'Angelo: Hyperscaler market balances fast-falling prices with high R&D investment
“There's enough competition among the hyperscalers that the... As an application level company, you have choice and you have alternatives and the prices are coming down incredibly quickly. But there's also not so much competition that the hyperscalers and the, …”
Nov 10, 2025
Truell: Cursor's first acquisition was Supermaven, founded by Tabnine's creator
“The first real M&A we did was SuperMaven. And so This as just one concrete example, this was a team of five people. It was started by the person who had built Copilot, GitHub Copilot before GitHub Copilot, which was tab nine and was also a researcher at OpenAI”
Nov 17, 2025 neutral
Nov 17, 2025 neutral
Nov 24, 2025
Epoch AI: Microsoft's Mount Pleasant data center will consume half NYC's power
“The one we found that's actually seriously underway and has permits and is, you know, setting up the electrical infrastructure for is one by Microsoft, which is going to be used by OpenAI, at least in part in Mount Pleasant. They're calling it Microsoft Fairwa…”
Nov 28, 2025 positive
Nov 28, 2025 neutral
Sherman Wu: OpenAI previously believed a single model would replace fine-tuning
“I remember like, even with an open AI, the thinking was that there would be like one model that rules them all. And it's like, why would you, I mean, like this kind of goes to the fine tuning API product. It's like, why would you even have a fine tuning produc…”
Nov 28, 2025 positive
Nov 28, 2025
Sherman Wu: OpenAI deployed a local model at Los Alamos National Lab
“We actually do have a local deployment. At Los Alamos National Labs. It's super cool. I went to visit it. It's like very different than what I'm used to. But yeah, in a like, you know, classified supercomputer with our model running there.”
Nov 28, 2025 positive
Sherman Wu: OpenAI's o3 model stands out for diligent tool execution
“One of my favorite models is actually O three. Cause it was like one of the most diligent models. It would just like do all these tool calls and it's like really the intelligence itself trying to like do the, you know, tool calls or reg or anything like that o…”
Nov 28, 2025 positive
Sherman Wu: Developer retention on OpenAI's API remains surprisingly high
“For or like the retention of people building on our API is like surprisingly high especially when people thought you could just kind of swap things around. You might have, you know, like even tools that help you swap things around. But yeah, the stickiness of …”
Nov 28, 2025 positive
Sherman Wu: OpenAI's Sora team has the highest talent concentration he's seen
“For my perspective, I think the biggest thing is I think our like image like our I think called like the world simulation team, like the team that builds Sora and all that under Aditya is just extremely solid. Like they are probably, it's like the highest Conc…”
Nov 28, 2025 bullish
Nov 28, 2025 positive
Sherman Wu: OpenAI views ChatGPT and Sora as interfaces for core intelligence
“At the end, like, at the end of the day, OpenAI is like a, an AGI company. It's like an intelligence company. And so, agents are just, like, one way in which this intelligence kind of be manifested. And so, the way that I'd say we actually think about internal…”
Nov 28, 2025 positive
Nov 28, 2025
Sherman Wu: OpenAI prices its API services using a cost-plus model
“Internally, one thing we do is, is we always make sure that we actually price our usage-based pricing from a, like, cost-plus perspective. Like, we're actually just, like, trying to make sure that we're being responsible from a margin perspective.”
Nov 28, 2025
Sherman Wu: Usage-based pricing naturally approximates outcome-based pricing in AI
“On outcome-based pricing it sounds very appealing, like, if it can work, but one thing that we've started realizing is it actually ends up correlating quite a bit with usage-based pricing, especially with test time compute. Like, if the thing is just, like, th…”
Nov 28, 2025 neutral
Dec 12, 2025 negative
Evans: OpenAI's vision contradicts itself on human-level AI versus software tools
“I watched this, one of the OpenAI live streams a couple of weeks ago, and they spend the first 20 minutes talking about how they're going to have, like, human-level, PhD-level AI researchers, like, next year. And then the second half of the stream is, oh, and …”
Dec 12, 2025 negative
Dec 12, 2025 negative
Evans: OpenAI's Deep Research marketing case used inaccurate mobile data
“OpenAI launched Deep Research. Their whole marketing case is it goes off and collects data about the mobile market. I used to be a mobile analyst. The numbers are all wrong. Their use case of look how useful this is, their numbers are wrong.”
Dec 12, 2025 bearish
Evans: OpenAI's huge user base is fragile without network effects
“You've got these eight or nine hundred million weekly active users, but you don't have, but that feels very fragile because all you've really got is the power of the default and the brand. You don't have a network effect. You don't really have feature lock-in.…”
Dec 29, 2025 negative
Justine Moore: Sora succeeded as a creative tool but failed socially
“But I think what we've seen is like in the retention data and how we're seeing it used is it was massively successful as a creator tool. Like now my feed is probably two thirds AI slop, if not more. And I, over 50% of it is now Sora, whereas before it was like…”
Dec 29, 2025
Moore: OpenAI integrated launches into ChatGPT while Google built standalone products
“What we saw was OpenAI tended to keep more things in the ChatGPT interface, so like Pulse, group chats, shopping, research, tasks, all of these features launched inside ChatGPT as the core. The exception there is obviously Sora as a standalone video app, where…”
Dec 29, 2025 negative
Moore: Big AI labs struggle to build opinionated consumer products
“In my opinion, we've gone through dozens of things that they've launched or tried as new consumer products or new consumer interfaces like group chat, like Pulse, like Atlas, like Sora. Google has had a long tail, like Stitch, Gems, Opal, Doppel, Tons. Yeah. N…”
Dec 29, 2025
Dec 29, 2025
Dec 29, 2025 positive
Jan 7, 2026 positive
Jan 19, 2026 bullish
Jan 26, 2026 bullish
George: OpenAI has 30 to 40 million paying users
“There's, you know, whatever, probably 30 to forty million paying users today. The other platforms are kind of a rounding error relative to that. So maybe add another 10. So there's like, forty million people paying for this stuff today at some level. And, you …”
Jan 26, 2026 neutral
Jan 26, 2026 bullish
Feb 9, 2026 bullish
Mar 10, 2026 positive
Mar 10, 2026 positive
Apr 6, 2026 positive
Yang: OpenAI Will Integrate Personal Agent Capabilities Directly Into ChatGPT
“I mean, I think that's what Peter Steinberg is working out at OpenAI, right? Yeah. He's probably going to build something to ChatGPT, which everybody uses so that ChatGPT can actually get stuff done for you and, like, maybe feels more human.”
Apr 14, 2026
May 27, 2026 bullish
Marc Rowan predicts a surge in tech growth and finance partnerships
“The number of partnerships I believe that are going to Sprout up, whether it is the open AI ecosystem that they're building to be able to democratize their LLM, or is the anthropic ecosystem that is being built to democratize their way of doing things. I think…”
May 29, 2026 bullish
May 29, 2026 bullish
May 29, 2026 bullish
Aug 5, 2026 neutral
Aug 5, 2026 neutral
Bornstein: Open source was the norm for early frontier AI models
“Open source was the norm for AI models early on, right? I mean, we literally had this company called OpenAI, which, you know, it's become a little bit of a joke. It's not as open as it once was or not nearly as open as it once was, but early on, all, all the f…”
Aug 5, 2026 bullish
Bornstein: Startups like Cursor and Harvey shifted to open source for customization
“But I do think we passed a threshold in like, I want to say about a year ago where a bunch of smaller companies or like new application companies, as they were trying to figure out, how do I really build an AI? Without just being a wrapper on top of open AI, t…”
Aug 20, 2026 positive
Aug 25, 2026 bearish
Aug 26, 2026 bullish
Acharya: AI Foundation Model Race Will Have Multiple Winners, Not Just One
“I'm a many winners guy, and I see I'm in a, yeah, I'm in good company with many of you. I mean, if you look at what's happened in the last two weeks you know, XAI went from not even being a real contender on the model side to being, you know, one of three, so …”
Aug 26, 2026 neutral
Aug 27, 2026 positive
Aug 31, 2026 bullish
AI Adoption Accelerated Across OpenAI, Open Source, and Grok in Summer
“Now, if we're being honest, you know, Anthropic is you know, in a quiet period, so maybe they've slowed down a little bit, but I do think the rest of the world has accelerated, you know, OpenAI is clearly accelerated. Open source, I think, has accelerated more…”
Aug 31, 2026 neutral
Sep 1, 2026 neutral
Litt: Claude was useless for research math until Opus 4.5 or 4.6
“One thing is that ChatGPD got better at math earlier. Yes. So, like, for a long time the Claude models were just, like, not useful for research math. And then I think maybe around Opus 4.5 or Opus 4.6, they, like, more or less caught up.”
Sep 8, 2026
Selke: OpenAI's Astra improved bounds further simply when prompted again
“In, in this case, what the model was asked to do originally for codes was to improve the bounds by, like, some exponential factor, so it really, like, shows up in this, like, leading constant up here. And, you know, it improved the bounds, and it didn't try to…”
Sep 8, 2026 positive
Sawhney: Model reasoning traces resemble a collaborator's rough notes
“It's very much like reading a colleague's, like, notes. I mean, it's a little more disorganized in some way, but kind of, like, especially if you work close enough with a collaborator, sometimes you'll just see them, like, spill out their thoughts in an email …”
Sep 8, 2026 positive
Sawhney: OpenAI models prune search trees instead of brute-forcing proofs
“You can sort of look at it, and it's reasoning like a mathematician, and because it knows a few very correct bits, it makes the right decisions and is eventually able to prune the search tree. It's not really trying everything. It tries a lot of different thin…”
Sep 8, 2026 positive
Sep 8, 2026 neutral
Sep 8, 2026 positive
Sawhney: AI models update proof path likelihoods better than humans do
“The model somehow is much better able to, like, it seems, for several of the solutions we've seen, somehow it seems much better able to update the solution, like, how likely the path is to work, like, versus rejecting a path versus a human doing it.”