OpenAI

“OpenAI, frankly, seems to be running an anthropic slipstream right now from a red capture standpoint. I don't think they're as doomer as anthropic, but they can see the benefit if the federal government effectively creates a moat that, you know, there's huge e…”

“What happened was the AI just did a bunch of brute force work to come up with this answer. And the work was done across many, many computers. 10,000 agents just means 10,000 applications running on a computer, talking back and forth to one another, sharing inf…”

“AI is a tool of leverage. For humans. AI is not some magical genius super god that sits above us that understands things we don't understand. Every piece of the open AI message set that went back and forth between these agents is documented, can be read by peo…”

“I mean, I'm giving open AI the benefit of the doubt. I'm saying it's probably unfounded, but as long as we have a closed model duopoly of frontier AI, and they're reserving the right to get into every vertical application there is, they're declaring in advance…”

“With these bots, it's still a bit, you know, sometimes you feel uncomfortable, but I think in a year or two from now, our bots, particularly bots from frontier models, like from X, OpenAI, and Claude, you will start trusting them soon.”

“OpenAI's most expensive model. It's on par with Fable in terms of pricing, but if you have a codec subscription, very subsidized, and not only that, it's also very efficient, meaning it doesn't take as many steps to complete a task.”

“What makes Astra amazing is for these, like, insane hardware projects, this next level software. So again, if you're using Astra to build a landing page, It's a sad use of intelligence”

“The few large closed labs, Anthropic and OpenAI, took almost everything they could from the open internet trained a model, but then the Chinese open source companies basically siphoned a lot of that knowledge out of those closed source models by distilling it.”

“Soon to be probably a hundred billion by the time Anthropic and then OpenAI came, come out.”

“Not at all. This is entirely my own personal concerns about safety and things that I've seen personally in conversations I've had.”

“Pacing the frontier, collaborating with other labs. I'm oddly optimistic that this will happen. Obviously, you know, there's the Sam and Dario can't even hold hands on stage in that India conference, but AI has made strange bedfellows out of people.”

“It totally makes sense to be In OpenAI and Antropic at two hundred billion pre each time, you get limited information rights, retroactive information only, and you know, you're just on the cap table, and it's no different than being in two public companies.”

“I don't think anyone could be on the board of Antropic and also on the board of OpenAI.”

“Siri is not gonna blow anyone away who's been day-to-day living with OpenAI and Anthropa and Claude but it's certainly gonna be good enough for the masses, and I think that they're gonna get some new experiences that those are not as versed in AI that they'll …”

“Microsoft has played it, right? Like they obviously famously had the open AI deal in place. They sort of renegotiated that and that, you know, all the talk was that that would unlock them to go after the frontier. There is talk that they are, you know, they've…”

“My general read on AGI of Greg Brockman proclaiming it with Astra is that it's full on marketing now.”

“OpenAI, as noted, no longer has the AGI clause with Microsoft, so they can sort of do whatever they want now, and just declare AGI here, here, or there, and it doesn't impact anything beyond public perception”

“And I do think that they're both, both Anthropik and OpenAI are going to need some, like, big reveal before they do their IPO. Just like, you know, a real one more thing moment.”

“OpenAI has to be, OpenAI will be AGI, I'm pretty sure.”

“Both teams got a 35 out of 42. There was a bunch of back and forth because OpenAI validated with former IMO gold medalists while Google's result was graded by the official rubric that year, which is internal to the organization.”

“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…”

“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.”

“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 …”

“Our models found better bounds for these cases as well.”

“This was the one case where there was some interactivity involved. So for all of, so except for this pair, it was just, you know, we had some problems, we fed them in, and we you know, the model came back with some solutions.”

“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…”

“Today we announced that our model had solved the Navier-Stokes problem that we found a counter-example or a sort of proof that you can actually that these theoretical equations do have a singularity or kind of breakdown under Certain circumstances.”

“And I think that it's very clear that we've reached a new threshold of computer use. So this model is able to, I really work with different kinds of applications in a way that was not previously possible.”

“We're now well over a billion users every week”

“That the market share of chat GPT is starting to climb once again, because we've been investing so hard in In so many use cases that are important for people in education and health and a variety of other areas.”

“We've had this like almost vertical wall of agentic adoption since we launched chat GPT work.”

“What we were promised, if you were to rewind five, 10 years ago, is never a low-level language model that you have to think about context windows, and you have to select thinking strength, and you have to select different models, like none of that is the futur…”

“If you look at how many people use Chat for Health, three hundred million people every single week. With health queries, right?”

“We've sometimes highlighted esoteric use cases, something that appeals to someone in particular, and it's amazing for that person, but people don't then say, oh, because it's this powerful, I can also do this other powerful thing I've been waiting on. Like tha…”

“Being able to have that image generation capability in the middle is something that's very unique to OpenAI relative to some of our competitors, and I think that you're able to then produce much better artifacts downstream”

“We really view images, we view voice, we view coding, all these capabilities as one package that are going to come together to create an AI that empowers you, that means you can create anything that you imagine, And I think it's going to be something that's ju…”

“And you can see things like we have an integration within Epic and really trying to bring each of these three pillars the best possible service independently.”

“I think operator was just kind of below threshold in terms of the model capabilities. It was a cloud-based system that operated with computer use. It was slow. It wasn't fully accurate. It was like pretty painful to use. Some people got value, but it really wa…”

“So if you have an AI that can operate that way, and even from the very beginning of OpenAI, we had a dream that one day we could create such an AI, it becomes able to help you across everything that you would be able to do with a computer yourself. And so I th…”

“And, you know, earlier this year I was at OpenAI with Greg Brockman and he said that he thought the company was about 80% of the way towards AGI.”

“I think that's what Greg Brockman is saying about AGI. Like, I think he's a little fearful about coming out and saying it, but the dude's in love. It's AGI, and that's effectively what he's saying in these statements.”

“Do you know what, to me, what actually the greatest danger in the world to open AI is, is to say AGI is here. And then everyone goes to ChatGPT, types in something, and gets a lukewarm response that isn't quite right. And then suddenly, I actually think that i…”

“Well, certainly there's been like ramp data, but around Codex starting to close the gap again with Claude Code.”

“Again, GPT-V, we all know, felt like a massive dud that was supposed to be that magic moment for everyone”

“If it starts to show that this is actually a much cheaper way, a more compute efficient way to approach any kind of workflow, like, people will probably start leaning towards it more or pushing for it. Or if OpenAI does not do it, then others will, which I do …”

“So I think we can say definitively, and I'm curious to hear if you have pushback, but I think we can say definitively They were not told to go out and hack Hugging Face. They are, they were misaligned. They took this kind of crazy galaxy brain path to try to a…”

“We are starting to see some of the labs do things like opening. I, for instance, paused some reinforcement learning for a bit on the training of its new models.”

“Codex is like a hundred people making that thing better”

“And the problem with the frontier is, I have zero pricing power at the frontier. And I mean, I think this is what happened to Cursor, right, at the end. It's like, you can have huge market share and customers love you and everything, but if you're paying your …”

“I think their suggestions are, I think their suggestions are just like plain bad, to be honest, but they didn't even have suggestions until a few months ago.”

“Despite the, like the sort of scary concept of this, like, you know, supremely intelligent model, that's totally proprietary to one company. The, so far the kind of industry trends haven't played that way at all.”

“11 charges 10, a hundred dollars per million characters. The OpenAI model on the benchmarks cost a 196 dollars per million characters. So ours, when we sell it to other B to B companies now, we just launched our API, Simba, 3.2, it costs 10 dollars per million…”

“Well, I think with all candor, that's because of incredibly poor management. And hiring, and that was theirs to take, and they fumbled the bag across every spectrum.”

“LLMs are the core, and by the way, they also fumbled AI coding. Now they're trying to cache because it's such a big space.”

“If you use voice AI from ChatGPT right now, It sucks. It's too slow. The LLM is much dumber than the core LLM. The escalation to the higher quality LLM is pretty weak.”

“My general working thesis was like, you should probably just invest in anything that Enables or extends like Anthropic and OpenAI's revenue. And then the hedge to that would be open source. So just go over there and the app layer stuff by and large do not enab…”

“There's two markets. There's the market for frontier intelligence, and that is a duopoly that really is anthropic and open AI. And it's good to see that that is still a horse race and they're competing. And then there's commodity intelligence, which is everybo…”

“I would assume that both Anthropic and OpenAI will eventually roll out Their own version of bots.”

“The ratings here from Polymarket, which company has the best AI model, by the end of twenty-twenty-six, OpenAI's chances just spiked from low single digits now to over 20%.”

“And that's what happened here is that open AI was running these agents. They were in a sandbox. The sandbox was misconfigured by a third party vendor. That's why it was able to get onto the internet, ok?”