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

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The AI Opportunity that goes beyond Models Jan 19, 2026 · 9 mentions

  • ▶ 8:44 Alex Rampell It's not like OpenAI just wants to be this backend layer for everything. 3 times in the scene
  • ▶ 31:59 Alex Rampell Um, and this is really important today, because if you look at, like, take, take a metaphor here, where this amazing company called OpenAI shows up, and they're like, hey, we're a vegetable farm, and we're, we're farming tokens, um, and… 3 times in the scene
  • ▶ 47:07 Alex Rampell We're going, like, OpenAI on their, you know, OpenAI charges very, very little per million tokens. 2 times in the scene
  • ▶ 55:42 Anish Acharya Of course, OpenAI and ChatGPT are formidable, but they simply don't have the data that Slingshot has, and as a result, Slingshot's able to provide a differentiated and high-priced product, and it's working well.

Ben & Marc: Why Everything Is About to Get 10x Bigger Jan 15, 2026 · 1 mention

  • ▶ 47:25 Ben Horowitz So if you had asked an AI, if Elon had any prayer of catching, um, open AI or anthropic, they would have said, no way.

Ben Horowitz on Investing in AI: AI Bubbles, Economic Impact, and VC Acceleration Jan 13, 2026 · 2 mentions

  • ▶ 23:43 Ben Horowitz So they have a coding model that, you know, you can swap in and place of Anthropic or OpenAI if you want, or you can use the OpenAI or Anthropic models with their kind of other set. 2 times in the scene

Marc Andreessen's 2026 Outlook: AI Timelines, US vs. China, and The Price of AI Jan 7, 2026 · 9 mentions

  • ▶ 18:08 Marc Andreessen And then of course it's like, all right, well, what is OpenAI going to do? 2 times in the scene
  • ▶ 43:49 Marc Andreessen For a startup building an AI app, they don't have giant fixed costs because they can just tap into the OpenAI or Anthropic or Google or Microsoft or whatever, you know, cloud, you know, tokens by the drink, you know, intelligence tokens by…
  • ▶ 51:20 Marc Andreessen And then you've got these, you know, what we call the new incumbents like Anthropic and, and, uh, and OpenAI. 6 times in the scene

Where does consumer AI stand at the end of 2025? Dec 29, 2025 · 18 mentions

  • ▶ 0:39 Olivia Moore This was arguably the year that we saw the big model providers, OpenAI and Google, most out of everyone, make a major push of their own into consumer, both in terms of new models they release, but also in terms of new products, features,… 2 times in the scene
  • ▶ 2:49 Justine Moore So for OpenAI, it was the ChatGBT-Furro image. 3 times in the scene
  • ▶ 7:53 unnamed speaker I think, uh, under high pulse of the world is probably still under hyped. 4 times in the scene
  • ▶ 8:00 unnamed speaker OpenAI, Google, which to me falls under productivity category. 3 times in the scene
  • ▶ 14:07 unnamed speaker So this morning I had like two panes open, open AI's image model and, um, and Google's, uh, Gemini, and basically use an image functionality. 2 times in the scene
  • ▶ 16:09 Anish Acharya Well, maybe going in a slightly different direction, BK, I'm very curious for your take on OpenAI social features, because it does feel like that's something that you really have to get product execution right on, but also network design. 2 times in the scene
  • ▶ 30:50 Justine Moore Um, and, and with the new open AI model where you can put an image in now and get an image, another image out.
  • ▶ 41:17 Anish Acharya I also think if you haven't tried, you know, GPT-Five-Two in Codex or in Cursor, it's worth trying.

AI Eats the World: Benedict Evans on the Next Platform Shift Dec 12, 2025 · 11 mentions

  • ▶ 6:33 Erik Torenberg In, in, in light of that in terms of, is it enabling, is more of the gains coming from, you know, net new, going to come to net new companies like, like OpenAI and Anthropic and others that, that follow, or, um, you know, are more of the…
  • ▶ 11:11 Benedict Evans And there's a funny sort of disconnect, I think, in, in looking at debates about this within tech, because, you know, I watched this, this, this, this, one of the, um, OpenAI live streams a couple of weeks ago, and they spend the first 20…
  • ▶ 26:40 Benedict Evans Um, but on the other hand, if you're doing something like data entry, and I wrote something about this, about, um, about OpenAI Launch Deep Research, 2 times in the scene
  • ▶ 39:45 Benedict Evans One of the things I'm sort of thinking about a lot is looking at looking at OpenAI, um, because I'm, I'm, I'm sort of fascinated by disconnections. 2 times in the scene
  • ▶ 47:24 Benedict Evans OpenAI, no, Google and OpenAI, I don't have that working. 3 times in the scene
  • ▶ 52:10 Benedict Evans Um, does, how long does OpenAI's lead remain? 2 times in the scene

The Unicorn Founder Who Delegated Everything. Dec 10, 2025 · 1 mention

  • ▶ 48:34 Erik Torenberg Yeah, I think one bull case is more of its, like, uh, breeding, like, you know, Sam Altman in some sense incubated OpenAI in that it wasn't the main thing he was working on, but then once he identified that it could be, you know, this…

Why AI Moats Still Matter (And How They've Changed) Dec 3, 2025 · 7 mentions

  • ▶ 21:40 Erik Torenberg Um, in, in the AI era, it's, it will open AI or will, 5 times in the scene
  • ▶ 31:03 Erik Torenberg Um, which on that note, if, if you were, uh, running open AI
  • ▶ 37:57 Alex Rampell Yeah, I, I don't, I don't see how, like, there actually are, I mean, people know XAI, Anthropic, OpenAI, Gemini, like, they, they know, or Quinn, um, they, they know the big ones, but there are actually, there's a long tale of things that…

The $700 Billion AI Productivity Problem No One's Talking About Dec 1, 2025 · 1 mention

  • ▶ 7:55 Russ Fraden It's certainly the bull case for NVIDIA, for OpenAI, for all of the other things that we spend all of our time doing.

How OpenAI Builds for 800 Million Weekly Users: Model Specialization and Fine-Tuning Nov 28, 2025 · 49 mentions

  • ▶ 0:11 Sherman Wu Yeah, even within OpenAI, the thinking was that there would be, like, one model that rules them all.
  • ▶ 1:01 Sherman Wu So I, I currently lead, um, the engineering team for the, for OpenAI's developer platform. 4 times in the scene
  • ▶ 1:06 Sherman Wu So the biggest product in there, of course, is the, the API. 4 times in the scene
  • ▶ 4:13 Sherman Wu I think, uh, for me, it was, uh, it was also just, like, had such a very, like, business operations and, like, like a very, like, by-the-book type of culture, whereas OpenAI is, like, very different. 2 times in the scene
  • ▶ 8:01 Sherman Wu Um, that's actually how I ended up at OpenAI, too, kind of like, you know, fast forwarding from there, because I, OpenAI kind of kept a quiet profile-ish, uh, 2 times in the scene
  • ▶ 8:37 Martin Casado So one place I wanted to start, um, is, uh, something that I find very unique about, um, OpenAI, uh, is it's both a pretty horizontal company, like, it's got an API, like, I would say, I mean, we've got this massive portfolio of companies,… 2 times in the scene
  • ▶ 15:11 Martin Casado And then do you think that is because of a relationship between the user and the model, or do you think it's more of a technical thing, which is like my evals work for like open AI 4 times in the scene
  • ▶ 18:38 Sherman Wu I mean, you see us do this with, like, the Codex model itself.
  • ▶ 19:20 Sherman Wu Like, this is one thing we actually think about a lot, too, is, is as the general, like, AI ecosystem grows, like, OpenAI just stands to benefit a lot from this, and, and, um, this is also why we've, uh, like, some of our products we've…
  • ▶ 26:38 Sherman Wu One of my favorite models is actually O three.
  • ▶ 27:13 Martin Casado Like, you know, like, um, codex or? 5 times in the scene
  • ▶ 29:40 Sherman Wu Actually, I think this might be what you're getting at, which is, um, uh, and this is, like, a kind of a unique thing about OpenAI, and kind of reflects on how, how it's run, which is, at the end, like, at the end of the day, OpenAI is… 2 times in the scene
  • ▶ 36:49 Martin Casado I mean, you know, I think you're the only big lab that's releasing open source, is that? 6 times in the scene
  • ▶ 39:53 Sherman Wu We have a really cracked inference team at, at OpenAI.
  • ▶ 40:21 Sherman Wu Uh, I, I think, I mean, we've kind of done this with GPT-V codecs, right? 2 times in the scene
  • ▶ 44:13 Martin Casado Like, so I think about APIs as mostly text-based for an open AI. 3 times in the scene
  • ▶ 45:01 Sherman Wu We launched it at dev day.
  • ▶ 45:54 Sherman Wu I think, um, so at Dev Day this year when we launched our agent builder, I got a bunch of questions around this because the agent builder is like, yeah, 4 times in the scene
  • ▶ 45:54 Sherman Wu I think, um, so at Dev Day this year when we launched our agent builder, I got a bunch of questions around this because the agent builder is like, yeah, 2 times in the scene
  • ▶ 52:49 Sherman Wu Um, uh, and that is the exact use case that I think we're trying to target with Asian Builder.

The 2045 Superintelligence Timeline: Epoch AI’s Data-Driven Forecast Nov 24, 2025 · 3 mentions

  • ▶ 15:19 Epoch AI Researcher Um, I mean, for all I know, somewhere at OpenAI there's someone just, you know, or that, you know, with alpha code doing evolutionary, uh, algorithms on having tons and tons of trials
  • ▶ 26:20 unnamed speaker Like why we haven't seen yet that moment where the, the moment, for example, when Sonnet 3.5 came out or, or cloud code or codex, where we saw significant improvement on coding in general, we haven't had that moment for computer use.
  • ▶ 51:30 Epoch AI Researcher Some people will throw around numbers, but 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…

Emmett Shear on Building AI That Actually Cares: Beyond Control and Steering Nov 17, 2025 · 5 mentions

  • ▶ 1:03:47 Erik Torenberg I do have one last more narrow hypothetical, uh, scenario, which is imagine a world in which, uh, you know, you were a CEO of open AI for, for, for a long weekend. 5 times in the scene

Michael Truell: How Cursor Builds at the Speed of AI Nov 10, 2025 · 1 mention

  • ▶ 24:18 Michael Truell It was started by the person who had built Copilot, GitHub Copilot before GitHub Copilot, which was tab nine, um, and was also a researcher at OpenAI, had done a bunch of work with, uh, with John, um, uh, Thinking Machines, and, uh, uh,…

Amjad Masad & Adam D’Angelo: How Far Are We From AGI? Nov 7, 2025 · 6 mentions

  • ▶ 8:04 Amjad Masad I think the news from OpenAI that they're going to do that for, for investment banking.
  • ▶ 30:06 unnamed speaker So to ask it another way, do you think that most of the value capture is going to come from companies that were scaled pre open AI starting? 3 times in the scene
  • ▶ 37:57 Amjad Masad It seems clear that we're not, uh, in this, um, globalized era, and perhaps it's gonna get much worse, and so investing in the foundation, in the open AI of, of Europe might be a good idea, and like, similarly, China being an entirely…
  • ▶ 57:11 Amjad Masad It'd be great if, like, a new research company just, like, comes out and is, like, not trying to, like, compete with OpenAI and things like that, but instead, uh, is just trying to, like, discover how to put these different components…

Seeing The Future from AI Companions to Personal Software Nov 5, 2025 · 11 mentions

  • ▶ 3:13 Eugenia Kuyda And I think even recently, ChatGPT OpenAI published one of those, uh, research
  • ▶ 36:49 Eugenia Kuyda And then I remember in 2020, we got invited by OpenAI to go see 4 times in the scene
  • ▶ 39:28 Anish Acharya The time that you'd spent in the OpenAI office, maybe talk a little bit about that when you guys were working out of there, what it was like, what the energy was like, what were the expectations of the team? 6 times in the scene

Marc Andreessen and Ben Horowitz on the State of AI Oct 31, 2025 · 2 mentions

  • ▶ 27:12 Ben Horowitz Nonetheless, like, I, I don't think OpenAI is going away, so like, they, they definitely let that happen. 2 times in the scene

"Is there an AI bubble?” Gavin Baker and David George Oct 30, 2025 · 6 mentions

  • ▶ 2:45 David George OpenAI alone, I think, has more than a trillion dollars of deals set up that they've committed to, and we can talk about that.
  • ▶ 7:35 Gavin Baker So Nvidia, if they sign a deal with opening AI, they can say, Hey, you can't use our money to buy our chips, but money is fungible, but it's happening at a very small scale. 3 times in the scene
  • ▶ 22:08 Gavin Baker And so I think that fundamentally changes the economics for anthropic, for XAI, um, for open AI. 2 times in the scene

Building the Real-World Infrastructure for AI, with Google, Cisco & a16z Oct 29, 2025 · 1 mention

  • ▶ 26:16 Jeetu Patel So far, we use largely a combination of Codex, Claude, and, um, and Cursor, some Winsurf.

Marc Andreessen & Amjad Masad on “Good Enough” AI, AGI, and the End of Coding Oct 23, 2025 · 1 mention

  • ▶ 41:51 Amjad Masad The more human angle of it, it felt like it regressed, and like you had this, uh, sort of, uh, Reddit pitchfork, uh, sort of, uh, movement against, against Sam and OpenAI because they felt like they lost a friend.

Why Creativity Will Matter More Than Code | Kevin Rose and Anish Acharya Oct 22, 2025 · 4 mentions

  • ▶ 46:35 Anish Acharya Sonnet four or five open AI dev day with apps kit with agent kit and the apps SDK.
  • ▶ 46:35 Anish Acharya Sonnet four or five open AI dev day with apps kit with agent kit and the apps SDK.
  • ▶ 54:30 Kevin Rose And then on the left hand side, I can have codecs from ChatGPT.
  • ▶ 59:39 Anish Acharya And then for really ambitious things, I use cursor, I use GPT-V codecs, um, both the model as well as the CLI.

Reid Hoffman on AI, Consciousness, and the Future of Labor Oct 20, 2025 · 4 mentions

  • ▶ 25:14 Erik Torenberg You, you were involved, of course, with OpenAI since, since the beginning. 2 times in the scene
  • ▶ 38:46 Erik Torenberg And it's interesting, you know, OpenAI, they said they're coming out with a job service to, quote, use AI to help find the perfect matches between what companies need and what workers can offer. 2 times in the scene

Keith Rabois: Israel, OpenAI, Opendoor, and DOGE Oct 16, 2025 · 9 mentions

  • ▶ 12:16 Erik Torenberg Um, what is your mental model of open AI as a company? 6 times in the scene
  • ▶ 14:57 Keith Rabois Obviously, OpenAI made an acquisition to try to get down that path.
  • ▶ 20:53 Keith Rabois I think, you know, people gave them a lot of credit up front for their investing in AI, forging this relationship and partnership with OpenAI. 2 times in the scene

Is AI Slowing Down? Nathan Labenz Says We're Asking the Wrong Question Oct 14, 2025 · 9 mentions

  • ▶ 8:17 Nathan Labenz The one that I zero in on the most in terms of understanding how GBT 4.5 relates to both O three and GBT five and open AI, obviously famously terrible at naming. 5 times in the scene
  • ▶ 36:21 Erik Torenberg And then we saw open AI, uh, make, make moves, um, there as well. 4 times in the scene

Will LLMs Get Us To AGI? Oct 13, 2025 · 3 mentions

Sam Altman on Sora, Energy, and Building an AI Empire Oct 8, 2025 · 24 mentions

  • ▶ 0:45 Erik Torenberg You've, uh, described in another interview, you've described OpenAI as a combination of four companies, uh, consumer technology business, a mega scale infrastructure operation, a research lab, and all the new stuff, including planned… 4 times in the scene
  • ▶ 2:37 Erik Torenberg The, um, there was a great interview you did many years ago in Strictly VC, um, and sort of early open AI before, well before TGPT, and, and they're saying, hey, what's, they're asking, what's the business model? 4 times in the scene
  • ▶ 4:29 Sam Altman The, the story of OpenAI has certainly been towards, we have to do more things than we thought to be able to deliver on the mission.
  • ▶ 11:28 Erik Torenberg We, uh, we just saw periodic launch last week, you know, open AI lungs. 2 times in the scene
  • ▶ 13:13 Sam Altman And then you have, like, some nerds in Silicon Valley that are using codecs, and they're like, wow, those people have no idea what's going on. 2 times in the scene
  • ▶ 13:44 Sam Altman Like I, it's a very self-referential answer, but if, if LLMs can get, if LLM based stuff can get far enough that it can do like better research than all of OpenAI put together.
  • ▶ 23:12 Ben Horowitz And he can't believe he's running OpenAI.
  • ▶ 37:08 Erik Torenberg On OpenAI, what's the latest thinking in terms of monetization in terms of either certain experiments or certain things that you could see yourself spending more time or less time on different models that you're excited about?
  • ▶ 43:11 Erik Torenberg Has, has taken place and OpenAI remains intact. 2 times in the scene
  • ▶ 44:22 Erik Torenberg We've talked a lot about Open Eye, but you also have a few other companies, Retro, Biosciences and Longevity, and energy companies like Helion and Oklo.
  • ▶ 45:20 Erik Torenberg In, in closing, I, I love this insight you, you had, um, where you talked about how, you know, the, the next open, a mistake investors make is pattern matching off previous breakthroughs and just trying to find, oh, what's the, what's the… 5 times in the scene

The Person Who Runs HR For 2 Million Federal Workers Oct 2, 2025 · 1 mention

Building an AI Physicist: ChatGPT Co-Creator’s Next Venture Sep 30, 2025 · 5 mentions

  • ▶ 15:09 Anjney Midha So when you guys went about designing the team, you know, after you left opening on DeepMind, what was the primary heuristic that you, that you used to guide yourself in figuring out who you wanted on the team?
  • ▶ 16:47 Anjney Midha And then there was a follow up paper, if you guys remember from OpenAI that, um, was called, I think, 2 times in the scene
  • ▶ 23:19 Doge Cubuk It's a bit like when DeepMind and OpenAI started and said, we're going to AGI.
  • ▶ 34:51 Anjney Midha What makes a great researcher at Periodic that's different from what might make a great researcher at OpenAI or Anthropic or DeepMind?

From Vibe Coding to Vibe Researching: OpenAI’s Mark Chen and Jakub Pachocki Sep 25, 2025 · 8 mentions

  • ▶ 0:27 unnamed speaker Yaakov, you are the chief scientist at OpenAI. 3 times in the scene
  • ▶ 1:34 Mark Chen And then we had an O series, which, uh, essentially thought for a very long time and then gave you the best answer that it could give.
  • ▶ 2:12 Jakub Pachocki There is also a number of improvements across the board in this model relative to all three, um, and our previous models, but our primary, our primary, um, thesis for this launch was indeed bringing the reasoning out to more people.
  • ▶ 6:19 Jakub Pachocki Well, GPT-V is a, is a definite improvement on O-Tree. 2 times in the scene
  • ▶ 12:13 unnamed speaker Because it seems like since O-one came out, RL has been the gift that keeps giving.
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