OpenAI, every mention
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every year anyone Erik Torenberg 88Martin Casado 57Dylan Patel 50Sherman Wu 29Marc Andreessen 25Anish Acharya 24Olivia Moore 23Ben Horowitz 22Gavin Baker 18David George 15
Verbatim, from the transcripts: the passages where OpenAI comes up
Why Investors Are Rethinking Everything for the AI Era
- ▶ 0:51 Jen Kha PowerLaw used to be just a feature of a cottage industry in venture capital, and now it's systemic throughout, and particularly the three frontier model companies, SpaceX, OpenAI, Anthropic, represent somewhere between three and a half to…
- ▶ 5:31 Jen Kha Soon to be probably a hundred billion by the time Anthropic and then OpenAI came, come out.
- ▶ 46:28 David George Um, and so I'm excited that I think the next SpaceX AI or OpenAI are probably gonna get created, um, and they'll probably be in those kinds of domains.
Inside the Race to Measure Frontier Intelligence
- ▶ 1:53 Ryan Chi They weren't all coming from, from open AI.
- ▶ 20:54 Ryan Chi I think today it's still very unclear whether the best OpenAI model or the best Anthropic model is actually going to be best for your repository, and so we've seen a lot of non-intuitive examples where you actually had to run the eval to…
- ▶ 31:32 Jennifer Li The narrative, uh, that connects to the actual examples are very rare, which is why we still talk about OpenAI and Hugging Face Hack.
Inside OpenAI’s Breakthroughs in Mathematical Reasoning
- ▶ 0:57 Lisha Li I just love to, you know, get to both practicing mathematicians and who work at OpenAI to chat on, uh, some of these results. 3 times in the scene
- ▶ 5:55 Lisha Li Is it usually just, I mean, I feel like, you guys will know more detail on this, but, like, for the unit distance problem, it was just, like, the approach, there was definitely contributions from, you know, OpenAI, but, like, the approach…
- ▶ 13:02 Mark Selke I guess OpenAI has been like the pioneer of reasoning models 2 times in the scene
Can AI Learn Mathematical Intuition?
- ▶ 0:09 Lisha Li Comparing anthropic with open AI, do you detect any differences in how that is similar to human reasoning?
- ▶ 7:45 Lisha Li Obviously, we can't get too much information from the labs who are producing these models, like why, um, you know, how, of what the training recipes are, or how they're kind of advancing in reasoning, um, but at least one of the things we… 3 times in the scene
- ▶ 12:12 Lisha Li Okay, I would love to, so, go into the, um, the intuition part and where it, um, sucks at, um, to put it in a very basic way, but, um, you actually mentioned a small detail, which is that, you know, from the public, you've gleaned that…
- ▶ 36:48 Daniel Litt Um, so you don't even have to pick the, the, the theorem in advance, so like, here's an experiment you can do, you can take codecs, you can say, go online, find five recent conjectures in algebraic geometry and prove them, and, uh, ok,…
- ▶ 52:03 Lisha Li Um, so, um, I had, um, Mark Zelke and, um, uh, Mitab Swani on from OpenAI recently, and, um, they were saying how, you know, what's kind of been the most charming or delightful is just that the proofs have been relatively short. 3 times in the scene
Why AI Demand Is Outrunning Compute Supply
- ▶ 1:40 Gavin Baker Now, if we're, if we're being honest, you know, Anthropic is, um, 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. 2 times in the scene
- ▶ 3:39 Gavin Baker So you rebased and now you're comparable to open AI. 4 times in the scene
- ▶ 6:24 Gavin Baker You know, people seem to think Anthropik and OpenAI are both monetizing at a hundred billion dollars a gigawatt, right? 2 times in the scene
- ▶ 11:29 Gavin Baker Those are both bad things, but bankruptcy is worse than losing shares, so I'd rather be conservative, and he was conservative, and OpenAI was aggressive, and now OpenAI's back in the game. 2 times in the scene
- ▶ 19:31 David George And so now I think everything you described in what you built with Cloud Code or Codex is still kind of reactive in a way, right? 2 times in the scene
- ▶ 28:55 Gavin Baker And, and I do think the entire AI industry, um, like I'd love to see, you know, everybody, SpaceX, Anthropic, OpenAI, Google, Meta, say, hey, here are real businesses and real Americans, and like, either name the business or get permission…
- ▶ 1:04:36 Gavin Baker It's kind of an anthropic and open AI dominated world because they can pay the most for compute. 2 times in the scene
Why Top Founders Are Racing Into AI Infrastructure
- ▶ 42:01 Erik Torenberg We were talking about, as it relates to the model providers, that if you're, you know, in the sweet spot of, of what OpenAI or Anthropic can, can do, you know, one of their main
How Cursor Built One of AI’s Fastest-Growing Companies
- ▶ 0:00 Matt Bornstein We don't need to compete with Anthropic and OpenAI on models right now.
- ▶ 3:24 Matt Bornstein Of course, that changed later for different reasons, which we're going to get into later in this podcast, but it's like, we don't need to compete with Anthropic and OpenAI on, on models right now. 2 times in the scene
- ▶ 12:18 Martin Casado Easy decision on the Series A, but, you know, you know, Matt, Matt, Matt led the early deal, and he saw something a lot of people didn't, which was this, which is, if you looked at the competitive landscape, it was almost silly, which is… 2 times in the scene
The State of AI: Models, Moats, and the Consumer Renaissance
- ▶ 1:35 Anish Acharya I mean, if you look at what's happened in the last two weeks, um, you know, XAI went from not even being a real contender on the model side to being, you know, one of three, so we extraordinarily went from a two-horse race to a three-horse…
- ▶ 2:00 Anish Acharya The new Codex harness and ChatGPT desktop app is very well done, and we're seeing the sort of specialization in different directions of these labs.
- ▶ 11:34 Anish Acharya So a great example is OpenAI with their new GPT models are just so, so good at knowledge work. 2 times in the scene
- ▶ 24:12 Anish Acharya Self-improvement, kind of health and finance are the two areas that OpenAI is focused on.
- ▶ 28:19 Anish Acharya You know, you could, like, have a conversation with Claude or OpenAI or K-III and, and feel feelings.
How AI Changes the Economics of Innovation
- ▶ 0:45 Martin Casado And I think this is why we're seeing such meteoric rows of the cursors, the anthropics, and the open AIs.
- ▶ 47:57 Martin Casado Um, such meteoric growths of the cursors, the anthropics, and the open AIs, that results in capital access, and that has put them on, on, on even footing. 2 times in the scene
The Opportunity for Global Founders
- ▶ 29:51 Gabriel Vasquez So this was a high school dropout from Sweden, came to the U.S. with no education, got a job on MidJourney, then became one of the youngest researchers at OpenAI, and now he started a company.
Travis Kalanick: How AI Will Transform the Physical World
- ▶ 6:44 Travis Kalanick And, you know, we look around us, and you're like, the physical world, you're like, you look, OpenAI's doing really well, Anthropic was doing pretty well.
AI Is Learning to Hack. Faster Than We Expected.
- ▶ 12:23 Dylan Ayrey And so while we were in the middle of doing that, the CTO of Hugging Face shoots me a note and says, hey, this is crazy, but there's this open AI thing that just happened, and I want you to take a look at it.
How Open Source Became AI's Backbone | Inferact with a16z
- ▶ 3:14 Matt Bornstein I mean, we literally had this company called OpenAI, which, you know, it's become a little bit of a joke. 2 times in the scene
- ▶ 7:07 Matt Bornstein Like, if that makes sense, like, like at any given point in time, including now, I think models from open AI and Anthropic are, are kind of more widely used and more critical kind of in general than, than open source models. 2 times in the scene
- ▶ 31:47 Elena Burger Speaking of, you know, leveraging open weed, open source models really well, so I think another thing that was in the news really recently, um, was hugging face using a Chinese open source model to help contain a cyber attack, uh, carried…
How Decagon Runs 90% of Its Agents on Open-Source Models
- ▶ 0:08 unnamed speaker This narrative dominated the first half of twenty-twenty-six, which is that Anthropic, OpenAI, they're the last startups, they're gonna take over everything.
- ▶ 2:12 Jesse Zhang And so we were using OpenAI Anthropic.
- ▶ 15:26 unnamed speaker Um, and just to get into that debate a little bit, because I think it's sort of this narrative that dominated the first half of twenty-twenty-six, which is that anthropic open AI.
- ▶ 32:34 Jesse Zhang And of course, Anthropoc OpenAI are making these reasoning models mostly for, like, the cloud codes of the world.
- ▶ 34:48 unnamed speaker So, I know we've already talked about, like, why OpenAI and Anthropic won't be the last startups, and you've talked about, like, why there's room to have, like, much more specific use cases and specific companies, but, you know, you, you,…
Why Every Founder Needs a Story | Replit CEO on a16z
- ▶ 11:40 Erik Torenberg What advice might you have for, uh, an anthropic or, or open AI in terms of like some of the communication challenges or opportunity?
Jake Paul on Going From YouTube to Boxing to Investing | a16z ft. Anti Fund
- ▶ 1:36 Jake Paul Open AI, anthropic, uh, psoronic, modal,
- ▶ 22:25 unnamed speaker Would you join Anthropic or OpenAI or? 3 times in the scene
- ▶ 30:44 Jeff Woo I think you compound just like an open AI and Anthropic are compounding even faster.
- ▶ 1:02:49 Jake Paul You know, OpenAI or Claude replicates it next week, and, um, you're kind of shit out of luck.
The Economics of AI Usage and What's Next For SaaS | Benedict Evans on a16z
- ▶ 1:28 Benedict Evans Um, we've had several iterations of OpenAI strategy in particular from sort of everything all at once yesterday to, oops, no, maybe we should double down on coding.
- ▶ 5:41 Erik Torenberg The talk about, uh, open AI, uh, talk about what's most, uh, surprised you or w w how have you kind of made sense of their sort of strategy development and, and the questions that they have going forward? 2 times in the scene
- ▶ 21:02 Benedict Evans OpenAI, because we, we standardize on Claude. 2 times in the scene
- ▶ 27:51 Benedict Evans Like, we might, like, look at our phones when we get off this recording, and there's a push notification that says, like, OpenAI's new model is out, and it's, like, two percent of the price.
The New Rule for Picking AI Winners | The a16z Show
- ▶ 0:00 David George Anthropic and OpenAI are adding more revenue per month than Meta, Google, or Microsoft. 2 times in the scene
- ▶ 1:33 David George But as of November, I think all of our priors shifted around what is actually going to happen in the enterprise, but just maybe to contextualize what's happened since then, basically, Anthropic and OpenAI are adding more revenue per month… 3 times in the scene
- ▶ 8:58 David Clark And, and then if you then think about OpenAI and Anthropic coming in, um, you know, potentially we could be north of a hundred billion dollars by, by September.
- ▶ 12:21 David George You know, when we first, we, we invested in, as you know, uh, OpenAI before ChatGPT.
Private Markets, Software Repricing and Capital Allocation | Marc Rowan on a16z
- ▶ 11:30 Marc Rowan Private markets are 80% of the action going on in the world, and if you think about what's going on, great companies, Anthropic, OpenAI, SpaceX, Cognition, Cursor, Anderol, on and on and on, every one of those companies is private,…
- ▶ 32:19 Marc Rowan 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.
Goldman Sachs Chairman on Why Finance Adopts AI Differently | a16z
- ▶ 56:53 David Haber I guess, what advice do you have for the leaders of an open AI or Anthropic, or maybe Elon, you know, for how to navigate, you know, through that.
- ▶ 1:03:24 David Haber You know, again, I, I know you don't want to predict the future, but, you know, we are on the precipice of, I don't know, some of the largest IPOs ever, you know, with, with SpaceX, with, you know, likely OpenAI, Anthropic, you know,… 2 times in the scene
Marc Andreessen’s Worldview in 60 Minutes | Live on MTS
- ▶ 20:34 Marc Andreessen An individual programmer uses, you know, uh, codex or cloud code or one of these AI coding systems.
- ▶ 35:57 Marc Andreessen And then we have, you know, now we have agents, now we have long lived agents, and now we have just in the last week, uh, you know, GPT has this new thing, um, the, the goal feature of a codex, um, that is, is letting people literally run,… 2 times in the scene
- ▶ 1:02:13 Marc Andreessen I have been, among other things, been glued to the coverage of the, of the OpenAI trial this week on, is it MTS?
Box CEO on AI Agents & Why Enterprise Can't Keep Up | a16z
- ▶ 16:48 Aaron Levie And, and there's, you know, I, there was this, uh, you know, kind of headline of, of open AI working with, um, uh, in codex, you know, working with Accenture, Deloitte, all, all the major system integrators.
- ▶ 16:48 Aaron Levie And, and there's, you know, I, there was this, uh, you know, kind of headline of, of open AI working with, um, uh, in codex, you know, working with Accenture, Deloitte, all, all the major system integrators.
- ▶ 53:34 Aaron Levie They're going to now have the next set of engineers that are going to use cloud code and codex and cursor to be able to automate even more of, of their businesses and be able to design and develop even more software for their workflows and…
Why Claude Feels Different (And What That Means for AI) | The a16z Show
- ▶ 0:31 unnamed speaker I was at OpenAI, we were discussing a bunch of things around how do you think about personality development of models, and these are really technically hard problems. 2 times in the scene
- ▶ 8:04 unnamed speaker Like, I think the number one challenge for even, I think, OpenAI mentioned this, is that how do we make this stuff, the power of the models more easily accessible and useful, um, in terms of what they can do.
- ▶ 9:32 unnamed speaker A lot of AI today is very much the big labs, kind of our dominating consumer territory when it's open AI and anthropic, and then
- ▶ 14:47 unnamed speaker I was at opening.
- ▶ 26:16 unnamed speaker And by the way, these are the numbers by category, the number one consumer of open AI models, for example, or healthcare companies and healthcare startups, you can make healthcare cheaper year over year.
- ▶ 29:20 unnamed speaker Um, the fact that we don't allow normal people to have equity share or stakes in open AI and clock, like imagine if normal people were like, I, I own a piece of these things. 2 times in the scene
Ben Horowitz on AI Anxiety, Big Tech Transitions & The Future of Startups | a16z
- ▶ 7:20 Ben Horowitz And then the second thing that's like, nobody wants to do, including open AI or Anthropic is sell to the damn travel manager.
Building Agents at Home: Homeschooling, Parenting and More | The a16z Show
- ▶ 19:16 Jessie Genet I am building, like, when an agent, when I say that I had an agent build a website, like I, or build, um, you know, an app, they are using cloud code or equivalent codex, you know, all, all these products, um, and so people are sometimes… 2 times in the scene
- ▶ 25:03 Jessie Genet Um, and also, for, there, there are many companies that are, like, you know, Anthropic is launching new features, like, every three hours or something, um, that, that are trying to, and, and OpenAI as well, like, trying to make all of this…
- ▶ 41:22 Jessie Genet And I know some of these products exist, but currently the default is most of us go directly to, like, OpenAI, and we, we open the chat box, and we talk to it, and you're selecting a model, but you're talking to that model kind of out of…
Box CEO on the AI Adoption Gap | The a16z Show
- ▶ 1:57 Aaron Levie That's the, whatever open AI is, is kind of cooking up, um, you know, with the super app, perplexity computer, et cetera.
- ▶ 16:42 Aaron Levie You know, marketing assets or whatever, and everybody had cloud code or codex, um, you know, running with the CLI.
Why Balaji Srinivasan Thinks the SaaS Apocalypse Is Overhyped | The a16z Show
- ▶ 44:31 Balaji Srinivasan So I'm hiring the AIs, I literally have the token budget, I have the budget for those rows, and that is literally how across an organization you say, okay, we've just fired, you know, Codex
OpenClaw, Claude Code, and the Future of Software | Peter Yang on The a16z Show
- ▶ 9:00 Peter Yang I mean, I think that's what Peter Steinberg is working out at OpenAI, right?
- ▶ 9:35 Peter Yang But, but I, I, I do use codex, uh, to code.
- ▶ 9:39 unnamed speaker You like Codex, you prefer it to Cloud Code, or you use both? 4 times in the scene
- ▶ 11:18 unnamed speaker You know, like for example, if you cut an image, you have to paste it into a file before, and then paste that file into Codex. 5 times in the scene
- ▶ 11:46 unnamed speaker So I think these are all things that OpenAI will fix. 2 times in the scene
How Bots, Deepfakes and AI Agents Are Forcing a New Internet Identity Layer | Alex Blania on a16z
- ▶ 29:44 Alex Blania It was like some of the, some of the open AI people,
How to Reorg After AI Changes Everything | Block's Owen Jennings on the a16z Show
- ▶ 18:59 Owen Jennings So I can run Goose on an anthropic model, on a, on a, on an open AI model, on an open source model.
Palantir CTO on The SaaS Apocalypse & Preventing The Next World War | a16z
- ▶ 20:31 Shyam Sankar So we have Bob McGrew, chief, former chief research officer at open AI, uh, Boz, the CTO of Meta and Andrew Weill, the former chief product officer of open AI, head of science now. 2 times in the scene
Why Scale Will Not Solve AGI | Vishal Misra - The a16z Show
- ▶ 16:48 Vishal Misra Uh, it was because OpenAI had in its start, uh, interface, uh, this option to display those probabilities. 3 times in the scene
Inside a16z’s Top 100 AI Apps Report with Olivia Moore
- ▶ 8:57 Olivia Moore And so I'm really interested, I think OpenAI hinted at this recently, but I'm really interested in how we kind of segment memory across different, um, personas that are within yourself that are, that are using these products.
- ▶ 19:55 Olivia Moore OpenAI has been investing in it with Sora, and of course, Google with Veo, but the Chinese models are so good, because they can train on any data.
- ▶ 20:44 Anish Acharya Versus the accuracy of Codex.
- ▶ 25:32 Olivia Moore They were acquired by OpenAI, so if I had to guess, um, or what I'd love to see OpenAI do is build, like,
- ▶ 30:20 Anish Acharya It also feels like the fact that OpenAI released Atlas and Anthropic released Cowork shows you where their priorities are.
AI Markets: Deep Dive with a16z's David George
- ▶ 8:46 David George With quad code and codex and cursor and just, they had unlimited budget on coding tools.
- ▶ 36:29 David George If you just add up OpenAI and Anthropic on their, on a run rate basis, they added almost half of that.
The Biggest Bottlenecks For AI: Energy & Cooling
- ▶ 12:19 David George So just today, um, or I guess yesterday, uh, technically, uh, opening, I released their India subscription product. 3 times in the scene
- ▶ 28:46 unnamed speaker Yeah, it's from, this is from Thomas, so it seems like there's downward pressure on the likes of OpenAI on consumer pricing, yet the cash burn of OpenAI is ramping up to levels not seen before previously, you know, reports of a billion… 4 times in the scene
- ▶ 34:00 unnamed speaker So can DG also comment on durability of revenue for many of the AI applications built on LLMs, i.e. outside of OpenAI Anthropic XAI?
- ▶ 51:09 unnamed speaker Some of the names that we have underwritten, you know, I think there is this broader question of gosh, like there's a lot of, of names, for example, like, um, you know, the chat, uh, opening eyes of the world and also data bricks that feel… 2 times in the scene
The AI Opportunity that goes beyond Models
- ▶ 7:37 Alex Rampell So, um, you know, OpenAI, it's, it's hard to imagine that this just happened a couple years ago.
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