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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From Vibe Coding to Vibe Researching: OpenAI’s Mark Chen and Jakub Pachocki Sep 25, 2025 · 17 mentions

  • ▶ 12:20 unnamed speaker You know, every, every couple months, OpenAI puts out a release, and everyone goes, oh, that's great. 2 times in the scene
  • ▶ 17:48 unnamed speaker Um, I know you've been at OpenAI for almost decade now, but I was struck by, uh, the story of Lee Sedol, the Go player, who kind of famously quit Go after he lost to AlphaGo, um, multiple times. 2 times in the scene
  • ▶ 21:50 unnamed speaker a big part of vibe coding is just having good taste in wanting to build something useful and interesting for the world, and I think what's so awesome about tools like Codex is if you've got a good intuition for what people want, it helps…
  • ▶ 27:31 Mark Chen The biggest, I think, uh, things that OpenAI has going for it in terms of keeping the best people motivated and excited is that we are in the business of doing fundamental research, right? 4 times in the scene
  • ▶ 33:15 unnamed speaker You guys are obviously one of the best research organizations in the world, but you're also one of the best product companies in the world. 2 times in the scene
  • ▶ 37:14 Jakub Pachocki I think there's definitely a question that we've been kind of thinking about for quite a while at OpenAI. 2 times in the scene
  • ▶ 41:48 Mark Chen So I guess I, I personally started as a resident at OpenAI, and it's a program that we had for, uh, people in different fields to come in, you know, learn quickly about, about AI and become productive as a researcher.
  • ▶ 47:47 Mark Chen And I've really never felt that at, at OpenAI, just like, like that experience you described of all these really cool results bubbling up, um,
  • ▶ 48:52 unnamed speaker Well, you know, one thing that came up in our research, um, about things at OpenAI that have not changed through a lot of the change is the, is the trust that the two of you guys have in each other. 2 times in the scene

Software Finally Eats Services - Aaron Levie Sep 24, 2025 · 2 mentions

  • ▶ 45:04 Martin Casado I learned recently it was created by OpenAI, so that kind of explains it.
  • ▶ 55:21 Martin Casado Like, you know, maybe, you know, a little bit, maybe not, like, you know, it changes all the time, but you actually see clear leaders if they break out early just because people learn, like, the house online, like, people learn majoring,…

Dylan Patel on the AI Chip Race - NVIDIA, Intel & the US Government vs. China Sep 22, 2025 · 22 mentions

  • ▶ 24:26 Dylan Patel Do you think Oracle and Open, do you think OpenAI, which signed a three hundred billion dollar plus deal with, with Oracle, will actually be able to pay three hundred billion dollars, right, across raising capital and revenue? 4 times in the scene
  • ▶ 49:47 Dylan Patel Or, like, he could have done the entire, you know, OpenAI round.
  • ▶ 50:43 Dylan Patel A few hundred million in an open AI round is fine, or a few hundred million in XAI round is fine. 2 times in the scene
  • ▶ 1:04:28 Dylan Patel Um, and like, when you look at like, say an open AI or like, you know, an anthropic, when they run inference on GPUs, they're doing this, right?
  • ▶ 1:08:36 Dylan Patel Like, OpenAI's got insane compute demand. 12 times in the scene
  • ▶ 1:17:55 Dylan Patel Like, you know, it's like, it's crazy enough that OpenAI did, like, a hundred billion dollar trading run.
  • ▶ 1:30:12 Dylan Patel OpenAI, Anthropa, Google.

The Death of Search: How Shopping Will Work In The Age of AI Sep 17, 2025 · 2 mentions

  • ▶ 20:30 Alex Rampell We know that, because OpenAI is trying to build commerce, so like, clearly, they haven't built it yet, so like, they're not buying directly in there. 2 times in the scene

Chris Dixon on How to Build Networks, Movements, and AI-Native Products Sep 10, 2025 · 4 mentions

  • ▶ 5:51 Chris Dixon Um, but of course they got much, much better, and the genius of OpenAI and other pioneers in the space was to make that bad, right?
  • ▶ 39:41 Chris Dixon I think, I think a possible outcome, which I think is pretty good outcome is open source is just always a little bit behind like the way open AI is now releasing older models. 3 times in the scene

The Little Tech Agenda for AI Sep 8, 2025 · 2 mentions

  • ▶ 0:12 Matt Perault They're trying to build models that might compete with Microsoft or OpenAI or Meta or Google.
  • ▶ 5:44 Matt Perault If they're trying to build models that might compete with Microsoft or OpenAI or Meta or Google, and that is unbelievably challenging in AI.

Is Non-Consensus Investing Overrated? Sep 4, 2025 · 5 mentions

  • ▶ 18:45 Martin Casado I mean, AI, you know, there's, there's AI companies that clearly are raising, you know, speculative money where nobody even really understands the business model, and there's great companies that can't get invested, so we're seeing this…
  • ▶ 29:42 Martin Casado I mean, you know, everybody knows kind of like when we always talk about the opening eyes and the anthropics, but do you talk like the 11 labs, for example, or mid journey?
  • ▶ 38:29 Erik Torenberg I don't think Anthropic is gonna be a hundred billion dollar company or, or, or, or, you know, OpenAI is gonna be a hundred billion dollar company or, or whatever it is. 3 times in the scene

Jack Altman & Martin Casado on the Future of Venture Capital Sep 3, 2025 · 2 mentions

  • ▶ 18:05 Jack Altman How do you think about if or when, um, the big players are gonna decide to like enter those markets and like how that might impact things, you know, like in cloud, like whether or not AWS was gonna offer something directly now, whether…
  • ▶ 35:05 Jack Altman You know, like I saw, you know, you were really excited about, you know, open AI has open source model.

The State of AI: Growth, Fragmentation, and the Next Wave Aug 22, 2025 · 11 mentions

  • ▶ 3:49 Erik Torenberg It's obvious OpenAI and Anthropic have tremendous growth opportunities ahead of them, but why are we excited for opportunities across, for leadership across the stack? 8 times in the scene
  • ▶ 12:08 Martin Casado Like, I mean, you know, like, how much, you know, better is OpenAI than Anthropik? 2 times in the scene
  • ▶ 20:56 Martin Casado So the state-of-the-art model market, this is like the, you know, the Anthropics and the Open AIs, um, it's incredibly competitive, and it's very heavily subsidized, right?

Dylan Patel on GPT-5’s Router Moment, GPUs vs TPUs, Monetization Aug 18, 2025 · 32 mentions

  • ▶ 1:46 Dylan Patel Um, or you no longer have access to, um, O-three, which would think for 30 seconds on average maybe, right? 5 times in the scene
  • ▶ 2:35 Dylan Patel Uh, but again, like, this is something that OpenAI's first thinking models, you know, the first few, uh, generations of O-one, O-three would think for a long time, um, and waste a lot of tokens, uh, if you will. 10 times in the scene
  • ▶ 2:35 Dylan Patel Uh, but again, like, this is something that OpenAI's first thinking models, you know, the first few, uh, generations of O-one, O-three would think for a long time, um, and waste a lot of tokens, uh, if you will.
  • ▶ 5:16 Dylan Patel OpenAI, yes, they have that business, Kodaks and API business, but really their majority of the revenue is consumer, right?
  • ▶ 8:09 Dylan Patel Like, OpenAI said they doubled their rate limits for, uh, you know, certain, for big amounts of, uh, users. 2 times in the scene
  • ▶ 12:30 Erik Torenberg Before we leave OpenAI, I would ask a broad question, which is if someone was sitting here and saying, Hey, Dylan, I'll listen to anything you tell me to do any advice you have, as long as it makes OpenAI more valuable, what would you tell… 4 times in the scene
  • ▶ 14:38 Dylan Patel Um, you know, if you, if you just look at, like, again, just OpenAI and Anthropic and the compute that they have and are getting this year, uh, from Google and Amazon for Anthropic and from Microsoft, CoreWeave, Oracle, uh, for OpenAI, 30%… 4 times in the scene
  • ▶ 22:17 Dylan Patel Um, and that's not even talking about like OpenAI's Silicon team and stuff, right?
  • ▶ 58:47 Dylan Patel Um, the TPU team's next-gen designs are pretty non-aggressive, partially because a lot of the TPU team, uh, has left to go to OpenAI, the best people that I knew. 4 times in the scene

The Current Reality of American AI Policy: From ‘Pause AI’ to ‘Build’ Aug 15, 2025 · 2 mentions

Why AI Characters & Virtual Influencers Are the Next Frontier in Video ft Hedra’s Michael Lingelbach Aug 14, 2025 · 2 mentions

  • ▶ 8:27 Michael Lingelbach I think I see, we see this with the large language models as well, where like Claude has become kind of the de facto coding model, opening eyes, that general assistant.
  • ▶ 16:49 Matt Bornstein Not only for OpenAI, like, the whole AI, like, industry is kind of driven by the ChatGPT, you know, becoming a thing.

This Week in AI: GPT-5 Ships, 4o Pulled Back, Grok Imagine Goes Social Aug 13, 2025 · 8 mentions

  • ▶ 5:05 Justine Moore This was, this one was sort of fascinating, because obviously it's been a while since OpenAI had had a major LLM release since GPT-IV. 6 times in the scene
  • ▶ 11:58 Justine Moore Um, and so I think it's kind of a really big statement that open AI has leaned into the space so heavily versus, um, being like, Hey, you know, there's a lot of liability around medical stuff.
  • ▶ 26:25 Justine Moore Like, we've seen this for LLMs, like, you know, OpenAI, um, Anthropic, Google, Mistral, like, there's XAI, like, there's all of these companies that have models that are really good at particular things.

GPT-5 and Agents Breakdown – w/ OpenAI Researchers Isa Fulford & Christina Kim Aug 8, 2025 · 24 mentions

  • ▶ 0:00 Isa Fulford I mean, I think it's pretty unique at OpenAI to be able to work on something that's so generally useful.
  • ▶ 0:52 Erik Torenberg Um, for those who are unfamiliar, why don't you introduce, uh, what you guys do at OpenAC?
  • ▶ 1:08 Erik Torenberg Do you know what one would be a little bit of your history at the company? 2 times in the scene
  • ▶ 3:43 Christina Kim I think the way we've gone this big leap, I mean, if you compare it to O three's front end coding capability, this is just totally next level.
  • ▶ 11:39 Isa Fulford I mean, I think it's pretty unique at OpenAI to be able to work on something that's so generally useful. 2 times in the scene
  • ▶ 14:00 Isa Fulford Um, and so I think it's interesting at OpenAI because you have people pushing, um, like, you know, foundational algorithms, getting really good at math, getting a gold medal in the IMO, and then on post-training,
  • ▶ 34:50 Erik Torenberg When did you realize like I'm working at one of the most important companies of this generation? 6 times in the scene
  • ▶ 36:29 Sarah Wang Um, we all sort of read and reread Calvin French Owen's piece, uh, just his reflections on working at OpenAI. 8 times in the scene
  • ▶ 39:36 Sarah Wang I guess one thing that I think is unique about OpenAI is that you're both very much a consumer company by revenue, et cetera, um, products, but also an enterprise company. 2 times in the scene

From the Dot-Com Crash to the AI Era: How Builders Survive Waves of Disruption Aug 6, 2025 · 1 mention

  • ▶ 21:00 Jeetu Patel It's almost like open, whatever open AI did broke every single rule of what was done previously, and they've actually wildly succeeded.

Dwarkesh Patel and Noah Smith on AGI and the Economy Aug 4, 2025 · 6 mentions

  • ▶ 1:58 Dwarkesh Patel Um, this thing can reason, but it's making open AI ten billion dollars a year.
  • ▶ 24:29 Noah Smith That makes the GDP contribution go to zero and basically OpenAI and Anthropic and, and XAI and whatever will just be sitting there saying, why am I, why am I doing this again?
  • ▶ 40:13 Dwarkesh Patel And I'm not saying we should do a UBI today, but like the law, 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…
  • ▶ 50:00 Noah Smith You know, so, but O, O three sometimes does this.
  • ▶ 58:57 Noah Smith But then you do think that the American government, basically, if it, it says do this, then like XAI and open AI will do it.
  • ▶ 1:07:17 Noah Smith I, I mean, I'm not sure that's a network effect, but, but, but Brandt, like, like, everybody just sort of, you know, OpenAI, ChatGPT is the Kleenex, or, you know, of, of AI in that Kleenex is actually called a tissue, but we call it a…

The Future of AI Video: How Fal.ai is Making AI Video Faster & Easier Aug 1, 2025 · 2 mentions

  • ▶ 0:39 unnamed speaker oh my god, OpenAI is, like, so far ahead that no one's gonna be able to catch up.
  • ▶ 19:47 unnamed speaker oh my God, OpenAI is like so far ahead that no one's going to be able to catch up.

Balaji Srinivasan: How AI Will Change Politics, War, and Money Jul 28, 2025 · 2 mentions

  • ▶ 4:13 Balaji Srinivasan Both Eliezer and Altman, a bunch of other folks who built OpenAI, was almost like the same kind of sentiment that motivated people to build like the Sistine Chapel, which was sort of like an implicit Abrahamic monotheism, which was like… 2 times in the scene

Marc & Ben on the Collapse of Traditional Media - Podcasts, Politics & the New Media Playbook Jul 25, 2025 · 1 mention

The Future of Software Development - Vibe Coding, Prompt Engineering & AI Assistants Jul 21, 2025 · 4 mentions

  • ▶ 20:51 Jennifer Li Like, it's very hard to answer if OpenAI is a, is an app company or is an infrared company.
  • ▶ 28:49 Martin Casado I think it's helpful for open AI. 2 times in the scene
  • ▶ 45:54 Martin Casado I mean, I would say that OpenAI is very much a vertically integrated company now with ChatGPT driving a lot of it.

Tech Executives: AI Has Changed SaaS Forever (Don't Fall Behind) Jul 18, 2025 · 1 mention

  • ▶ 12:06 Scott Wu You can spend, if you like, I always like to say, like, if I wanted to, I could go spend a million dollars on open AI in like three hours if I wanted to on the API.

Aaron Levie on AI's Enterprise Adoption Jul 14, 2025 · 3 mentions

  • ▶ 14:51 Martin Casado If you look at the top use cases of open AI, it's almost like the top of the pyramid of needs, right?
  • ▶ 38:42 Martin Casado So there's a lot, to your point, like things like prototyping, things like scripting, like, and so, you know, I do think if you look at usage of like open AI, um, like if you actually look at the, the code usage, it's like the primary use…
  • ▶ 48:21 Aaron Levie And the fact that like, that's now like a codex task is just unbelievable.

Crypto Experts Explain Stablecoins & the Future Financial System w/ Ali Yahya & Arianna Simpson Jul 9, 2025 · 2 mentions

  • ▶ 26:14 Ali Yahya It's, it's looking like, even though it's unclear as to whether there are things like network effects that drive defensibility, there are just a handful of really powerful players in the space, at least at the kind of the model, uh, layer,…
  • ▶ 30:48 Erik Torenberg You know, it's funny, Sam Altman, of course, um, OpenAI, but also WorldCoin, so it has some familiarity, but what, what can you say about this?

Can AI Solve Healthcare's Urgent Workforce Challenges? w/ Ankit Jain Jun 26, 2025 · 1 mention

  • ▶ 18:36 Julie Yoo Like, what's your answer to the question of why couldn't an open AI or an anthropic or a Mistral do what you are doing today within healthcare?

Building Cluely: The Viral AI Startup that raised $15M in 10 Weeks w/ Roy Lee Jun 25, 2025 · 4 mentions

  • ▶ 22:05 Bryan Kim If you like craft this thing and open AI as someone like built their new model to include that part in their new, new product, you're done, you're gone.
  • ▶ 30:13 Erik Torenberg You know, will OpenAI or et cetera just, just build this feature? 3 times in the scene

Founders, Media, & Memes: a16z’s Strategy for the Future | a16z LP Summit 2025 Jun 23, 2025 · 1 mention

  • ▶ 31:55 Marc Andreessen So, um, yeah, so, but that said, you know, the entrepreneurs kind of think about these things, figure these things out, and then the worlds do collide, and so, yeah, so AI, I mean, there's actually, um, I mean, we have a bunch of…

TikTok & AI Have Changed Education Forever - What it means for Teachers, Students & Parents Jun 20, 2025 · 2 mentions

  • ▶ 3:27 Zach Cohen You have OpenAI releasing kind of education platform, and they're partnering and piloting with, like, a bunch of universities, and this is, like, a pretty horizontal platform that will be, like, fundamental to teachers and students'… 2 times in the scene

Former Microsoft Executive on Apple’s Hidden China Problem Jun 18, 2025 · 5 mentions

  • ▶ 7:44 Steven Sinofsky And so we have, you know, in, in the startup world, you have Anthropic and you have OpenAI, you know, and you have, um, in pure open source, you have Meta, you know, and then, then you have, um, Microsoft and Google.
  • ▶ 9:44 Erik Torenberg Obviously Microsoft, you know, is what we'll say with opening ad to begin with. 3 times in the scene
  • ▶ 48:11 Erik Torenberg And so the, um, but when you look at the risks, maybe sort of this, this, you know, the, the China situation just drastically increases prices if, if something were to material happen in the short term, or maybe there's a new form factor…

AI is Revolutionizing Web Security - Bots, Agents, & Real-Time Defense Jun 16, 2025 · 11 mentions

  • ▶ 4:03 David Mytton 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…
  • ▶ 7:04 David Mytton So if we think about OpenAI as an example, because they have four or five different crawlers, um, there's one and they all have different names and they will identify themselves in different, even different ways. 6 times in the scene
  • ▶ 9:05 Joel de la Garza Like blocking all of OpenAI's crawlers is probably a very bad idea.
  • ▶ 12:27 Joel de la Garza I'm the shopping bot from OpenAI. 3 times in the scene

What You Missed in AI This Week (Google, Apple, ChatGPT) Jun 13, 2025 · 9 mentions

  • ▶ 6:41 Olivia Moore Yes, they announced it on Saturday, which was an interesting choice. 9 times in the scene

Giving New Life to Unstructured Data with LLMs and Agents Jun 10, 2025 · 1 mention

The State of Consumer Tech in the Age of AI Jun 6, 2025 · 2 mentions

  • ▶ 3:22 Erik Torenberg Like, the companies that you mentioned, Justine, you know, as, um, aside from TGPT and OpenAI, like, are they going to be around for 1020 years?
  • ▶ 38:55 Erik Torenberg OpenAI just acquired Johnny, Johnny Ives company.

Beyond Leaderboards: LMArena’s Mission to Make AI Reliable May 29, 2025 · 4 mentions

  • ▶ 11:21 Ion Stoica That's how OpenAI makes money and so forth.
  • ▶ 44:27 Anjney Midha Um, and I remember, uh, Wei Lin was sitting at a table next, next to me and a really well-known, famous researcher who's still at OpenAI, um, you know, asked me, oh, is, is that, uh, the team that worked on that Vicuna, uh, bought?
  • ▶ 1:19:01 Anjney Midha So, uh, famously OpenAI has spent a ton of time post-training their latest model, 4.1 or 4.5 or whatever it was on the, with the assumption built in that the model has access to the user's memory and context, right?
  • ▶ 1:31:08 Anastasios Angelopoulos If you want to do routing to maximize preference, like, you know, even internally at opening either doing these AB tests, right?

Sovereign AI: Why Nations Are Building Their Own Models May 24, 2025 · 2 mentions

  • ▶ 11:56 Erik Torenberg You know, Leopold Aschenbrenner, formerly of OpenAI, in his famous sort of report, talked about how, hey, if, um, if this thing becomes as critical to national security as, as, as we think it will be, at some point, they're not just going…
  • ▶ 14:46 Anish Acharya And then DeepSea comes out 26 days after OpenAI puts out the frontier.

Building AI Systems You Can Trust May 23, 2025 · 2 mentions

  • ▶ 23:06 Scott Clark It's like, we're going to let you use OpenAI, but we're not going to let you use hosted DeepSeq or something like that. 2 times in the scene

What Is an AI Agent? May 2, 2025 · 3 mentions

  • ▶ 21:26 Matt Bornstein And, you know, like look in the case of OpenAI, they have how many millions of users 3 times in the scene
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