OpenAI, every mention
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every year anyone Jason Calacanis 656David Sacks 254Chamath Palihapitiya 216David Friedberg 127Brad Gerstner 38Sarah Friar 36Gavin Baker 28Sam Altman 10Andrew Feldman 10Thomas Laffont 9
Verbatim, from the transcripts: the passages where OpenAI comes up
AI Kills Everybody or Doomer Psyop? OpenAI’s Math Breakthrough, Nike’s $200B Collapse
- ▶ 0:44 Jason Calacanis Jacob Coxon worked as a researcher at OpenAI, then Anthropic, over the past three years. 2 times in the scene
- ▶ 15:28 Jason Calacanis You now have legions of people inside of OpenAI and Anthropic, Freeburg, agreeing that we're all going to die in 2030.
- ▶ 23:52 David Friedberg I don't own any shares in open AI or Anthropic, in full disclosure. 2 times in the scene
- ▶ 41:52 Jason Calacanis Like, it's pretty obvious that if you try to let it right now, if you try to let Claude or OpenAI use your browser, it's like, can I open your Gmail? 4 times in the scene
- ▶ 58:45 Jason Calacanis Open AI says it solved a 200 year old math problem. 5 times in the scene
- ▶ 1:03:06 Jason Calacanis When OpenAI came out with their solution, there was a claim that the original scientists working on this may have trained the LLM from OpenAI to make it easier for them to solve. 6 times in the scene
- ▶ 1:18:11 David Sacks Like, they're making this accusation based on timing that actually our work got stolen, but the fact is that they are using OpenAI's models and OpenAI's competing with them to develop this breakthrough. 3 times in the scene
GPT-6 Hits AGI? Tech Euphoria 2.0, SF Mansion Shortage, NYC Bans AI in Schools & Venezuela Oil Deal
- ▶ 1:23 Jason Calacanis OpenAI is rolling out ChatGPT six, AKA Astra, A-S-T-R-A, folks. 4 times in the scene
- ▶ 5:43 David Sacks Look, Sam told us a few months ago, remember when he posted and said that he was expecting the company to have its best 12 months? 5 times in the scene
- ▶ 12:46 Jason Calacanis Anthropic right now, the way to think about the SACs is imagine if Anthropic OpenAI, you know, in this cohort of companies lost 95% of their value in under six months, and then the long tail of companies below them literally went out of…
- ▶ 15:59 David Sacks And then you've got open AI coming on the heels of that. 2 times in the scene
- ▶ 19:57 Jason Calacanis Now, given what we just talked about with OpenAI releasing this incredible model, we got to look backwards at what happened with the OpenAI hack of hugging face. 2 times in the scene
- ▶ 26:32 David Sacks And that's what happened here is that open AI was running these agents.
- ▶ 38:10 Jason Calacanis Anthropic and OpenAI, and then just publicize it. 2 times in the scene
- ▶ 41:29 Chamath Palihapitiya The interesting thing that's going to happen post the anthropic and open AI IPOs is if you think about the amount of charitable giving or DAFs that are going to be funded by both of these two IPOs, it's going to be north of half a trillion…
- ▶ 45:32 Jason Calacanis And I believe right now, starting today, NVIDIA is the number one competitor for OpenAI and Anthropic, not just for tokens, but for enterprise compute. 2 times in the scene
Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine
- ▶ 23:37 Jason Calacanis And what Sam did by buying out the founder of OpenClaw, right after he bought OpenClaw's founder, Peter, and he started working at OpenAI, just OpenClaw just faded, like no more innovation.
- ▶ 31:23 Jason Calacanis Then Jensen came out and was like, well, by the way, we don't actually have to do these investments in OpenAI, and I think he's speedrunning open source, and you're going to be able to buy from NVIDIA next year, just your entire stack.
Dario Defends Himself, Datacenter Panic, AI Doomer Trap, Senate Toss-Up
- ▶ 11:06 Chamath Palihapitiya Ok, so do the open AI models.
- ▶ 19:01 David Sacks And Google, and if OpenAI and Anthropic are smart, and I think they are, they do not want to be next. 3 times in the scene
- ▶ 28:34 Chamath Palihapitiya Like Codex, or Claude Code, or Hermes, or OpenClaw.
- ▶ 31:35 David Sacks Dario and OpenAI, they're going to fund the whole thing.
Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback
- ▶ 3:54 Jason Calacanis Anthropic still has AI's top model, but Grok, and we're going to get into it today, is catching up quickly and open AI, not too shabby as well. 4 times in the scene
- ▶ 27:28 Jason Calacanis And in fact, that was his first foray into this, which was backing OpenAI. 3 times in the scene
- ▶ 44:44 David Sacks If you're a company that's in a competitive market and you want the absolute best for competitive or other reasons, you're going to pay premium for true frontier intelligence, but anthropic and open AI are on that hamster wheel.
- ▶ 49:21 Gavin Baker Let's say that, you know, Anthropic, OpenAI, and Grok, they're at like a two-fifty IQ or 200 IQ.
- ▶ 1:08:31 Jason Calacanis These are the two biggest customers. 5 times in the scene
- ▶ 1:27:53 David Sacks So I've been maintaining as of even last week that we were down to a frontier lab duopoly with anthropic and open AI.
- ▶ 1:36:33 Gavin Baker But a world where Anthropik, OpenAI, and, you know, maybe even SpaceX are kind of the only model providers that dominate the model layer, that is a hard world for software.
Google’s AI Brain Drain, SpaceX's Huge Quarter, Airtable’s 90% Collapse, US Data Fuels China AI
- ▶ 5:11 David Friedberg You can look at some of the early interviews with Jeff Dean from a couple of years ago where they actually had a ChatGPT equivalent internally a year before ChatGPT came out from OpenAI. 2 times in the scene
- ▶ 8:38 Brad Gerstner And then at Anthropic and OpenAI, you don't have any of that channel conflict. 5 times in the scene
- ▶ 17:43 David Friedberg They've been working on this for far longer than anthropic or open AI on the life sciences side. 2 times in the scene
- ▶ 41:53 Brad Gerstner Same with OpenAI. 4 times in the scene
- ▶ 1:06:28 Jason Calacanis They sell training data sets to people like OpenAI, Anthropic, federal agencies.
Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores
- ▶ 1:36 Jason Calacanis He left OpenAI two years ago to start his own fund.
- ▶ 34:19 Jason Calacanis Uh, petition came out in the last week, anthropic, open AI, and about 1300 Frontier Lab employees. 4 times in the scene
- ▶ 38:18 David Sacks Anthropic itself, the company, ended up signing the letter, and then OpenAI then copied them. 6 times in the scene
- ▶ 54:47 Chamath Palihapitiya And so I suspect revenues are going to crank at OpenAI and Anthropic and the open labs for a while.
- ▶ 59:16 Jason Calacanis And then really interesting one, uh, Chamath here, open AI IPO chances for 20, 26 was that 75% last month has now dropped to 20%, an all time low.
- ▶ 1:03:04 Jason Calacanis There's a bunch of lawsuits, Thomson Reuters versus Ross Intelligence, New York Times versus OpenAI, Microsoft, and Publishers versus Google, Gemini.
- ▶ 1:05:56 Jason Calacanis Well, with open AI, they found it after it had done this. 4 times in the scene
The $1/Hour Robot Is Coming: Four Industry Leaders Explain What’s Next
- ▶ 21:13 Jason Calacanis You'll be able to plug in if open AI has a world model or Claude or some of the other independent world models, they'll be able to be plugged in.
The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?
- ▶ 9:39 Chamath Palihapitiya Apparently open AI distilled from the New York times. 2 times in the scene
- ▶ 13:44 David Sacks If the government gives Anthropic and OpenAI a government-enforced duopoly, and enterprises are no longer free to use open source like the rest of the world.
- ▶ 17:41 David Sacks Proprietary weights from Anthropic or OpenAI. 4 times in the scene
- ▶ 29:12 David Sacks And they're going to destroy our leading American frontier labs and anthropic and open AI are running around saying, listen, we can't continue to invest billions of dollars. 8 times in the scene
- ▶ 34:51 Jason Calacanis I think a nonzero chance that this is going to derail anthropic and open eyes, uh, IPOs and their midterm future. 5 times in the scene
- ▶ 47:33 David Friedberg And by the way, if you're a big enterprise and you need to have wrappers and support and all these other tools for your employees, buy Anthropic or OpenAI or Grok's tools or Gemini.
- ▶ 51:54 David Sacks It is still Anthropik's position and it's OpenAI's position that they should be able to train on all these books under fair use if they buy one copy. 4 times in the scene
- ▶ 1:01:25 David Sacks Anthropic and OpenAI are embroiled in huge lawsuits against very well-financed content creators and those communities, and the outcome is indeterminate, and there's billions of dollars at stake, maybe even their entire product at stake.
- ▶ 1:08:41 Jason Calacanis CapEx Chamath is being built out, obviously, for AI, and there is the case of OpenAI spending on CapEx in order to provide their service, but then there's also Google, which is making these CapEx investments to resell it as part of Google…
Mark Cuban on the AI Bubble: Who Actually Gets Wiped Out?
- ▶ 4:01 Jason Calacanis I mean, you have to have a thesis that we're going to put a hundred, you know, open AI, uh, a hundred billion dollars to work, and that's going to come back, not just in revenue, but it has to come back in earnings. 2 times in the scene
- ▶ 6:49 Jason Calacanis A Claude employee, if you're at Anthropic or at OpenAI, is it, uh, time to start thinking about the collar?
- ▶ 9:38 Mark Cuban You have Anthropic, OpenAI, all saying they're going to deploy to these companies, which tells you AI is hard.
- ▶ 28:06 Mark Cuban And the last thing, you know, Cloud OpenAI needs is, you know, they're lying their off about this.
Can the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans Datacenters
- ▶ 2:36 Jason Calacanis Looks like, uh, on the positive side, we have Elon, who said it was thoughtful, Sam at OpenAI, Jack Clark at Anthropic, Sundar, Satya, Jack Dorsey from Block, 2 times in the scene
- ▶ 37:54 Jason Calacanis Somebody else is suing OpenAI. 8 times in the scene
- ▶ 47:15 David Sacks And what's happening is you're starting to see the formation of not really an alliance, but like an ecosystem that is trying to create alternatives to, you know, a monolithic closed model stack, which is where Anthropic and to some extent… 2 times in the scene
- ▶ 55:52 Jason Calacanis They will put so much downward pressure on Claude and OpenAI by just putting local models and supporting them with this memory architecture.
- ▶ 1:15:05 David Sacks They're just one month ago, just one month ago, open AI published a blog post called PRC linked influence operations are targeting AI debates in the U S and Politico covered this.
The Trillion-Dollar Industries AI Is Disrupting: Voice, Law & the End of the Billable Hour
- ▶ 25:08 Jason Calacanis Let's talk a little bit about, um, being up against some of the greatest entrepreneurs ever who want to take your business from you, specifically Dario and Anthropic, Sam from OpenAI.
- ▶ 47:27 Jason Calacanis And so you have partnerships with, I'm assuming, Anthropik and OpenAI, yes? 2 times in the scene
OpenAI vs Anthropic IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts
- ▶ 3:25 Jason Calacanis OpenAI and Anthropic are slated to go out. 9 times in the scene
- ▶ 29:01 Brad Gerstner So nobody's going to use the anthropics in the open eyes of the world. 4 times in the scene
- ▶ 45:55 Jason Calacanis He said, we find that the same model using the same model, not using open source versus open AI or, or, or Claude, we found that for the same model, the choice of harness can significantly save costs by about two X. 3 times in the scene
- ▶ 57:23 Jason Calacanis Which, by the way, is exactly what Sam Altman did famously at OpenAI.
- ▶ 1:17:57 Chamath Palihapitiya You should convince OpenAI and Anthropic to give the equity of those companies.
Open Source Wins, AGI Is Here, and Scorsese’s AI Toolkit with CEOs of Cerebras & Black Forest Labs
- ▶ 3:03 Jason Calacanis Every country, um, and every state, obviously, in America, feels they need to participate in this, and the people who are buying the capacity, the OpenAI's, Anthropics, SpaceX AI, the Googles, they are insatiable right now. 2 times in the scene
- ▶ 7:39 Andrew Feldman And if you, if you have a chance to, to, to play with Fable or, or Five Six from, from OpenAI, increasingly, what, you don't have to get the prompt just right.
- ▶ 14:25 Andrew Feldman You have to keep up with somebody like open AI who's moving so unbelievably quickly. 2 times in the scene
- ▶ 17:10 Andrew Feldman So you're going to be open AI problems. 3 times in the scene
- ▶ 58:40 Jason Calacanis In fact, OpenAI had a relationship with them that's for Sora that's no longer happening, but they officially licensed on the output some characters.
AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom’s CA Budget Lie
- ▶ 20:33 Chamath Palihapitiya I think it's less Sam and open AI, to be honest. 6 times in the scene
- ▶ 26:02 Jason Calacanis But suddenly, after OpenAI announced their jalapeno chips, after Anthropix started making chips, after AMD did successful projects with both of these companies, after Elon said he's going to do his own fab, NVIDIA is taking the gloves off,… 4 times in the scene
- ▶ 32:47 Chamath Palihapitiya And so Bacon has one, OpenAI has one.
Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter
- ▶ 4:44 Chamath Palihapitiya In some ways, open AI funded pro AI groups and the pro AI groups won.
- ▶ 48:32 Gavin Baker Now, I don't think we really know how good Mythos is, we don't really know how good the next OpenAI model is, we haven't seen the next SpaceX model, so maybe that gap opens up again. 6 times in the scene
- ▶ 1:16:48 Chamath Palihapitiya Here's the open AI spec. 2 times in the scene
- ▶ 1:27:38 Jason Calacanis We've obviously got OpenAI and Claude, I'm sorry, Anthropic, which makes Claude. 2 times in the scene
World's First Trillionaire, Anthropic Fable Banned, The New Oligarchs, Iran Peace Deal
- ▶ 54:44 Jason Calacanis I think if we were to take Anthropic's name out of their series of behaviors in how they handled the release of Mythos, let's just say we put Grok in there, OpenAI or Gemini. 3 times in the scene
Anthropic's Fable Backlash, Nationalizing AI, Inflation Heats Up & California’s Broken Elections
- ▶ 38:37 Jason Calacanis A one-time, 50% tax on stock, not profits of the largest AI companies, including OpenAI, Anthropic, and XAI. 2 times in the scene
- ▶ 52:46 Chamath Palihapitiya Could you add Anthropic and OpenAI?
- ▶ 55:51 Jason Calacanis Open AI, 48% chance. 3 times in the scene
- ▶ 59:07 Chamath Palihapitiya And I think that that versus being some kind of moral absolutist will probably serve open AI well in the future. 2 times in the scene
Bill Maris: How Google Could Crush AI Competitors, Why Small Funds Win, and AI's Atari Stage
- ▶ 14:55 Bill Maris What happens to the business models of OpenAI and Anthropic at that point?
- ▶ 27:29 Bill Maris I am researcher X from open AI.
Palo Alto Networks CEO: "AI Found 5 Years of Bugs in 6 Weeks"
- ▶ 4:02 Nikesh Arora OpenAI has got a model which is cheaper, more consistent.
- ▶ 14:06 Nikesh Arora I have a slightly differentiated way about models and how they will evolve versus what we heard earlier from an open AI perspective. 4 times in the scene
- ▶ 14:53 Nikesh Arora More, and Sarah talked about codex. 2 times in the scene
- ▶ 23:09 Chamath Palihapitiya Open AI. 5 times in the scene
Why Secondary Markets Are Eating the IPO | All-In Liquidity Secondary Markets Panel
- ▶ 9:33 Chamath Palihapitiya OpenAI, I think, was saying today now, dissolve these SPVs,
- ▶ 31:25 Brad Gerstner Like, that is very different than Anthropic, OpenAI, and SpaceX.
- ▶ 32:52 Brad Gerstner Like, Anthropic, OpenAI, SpaceX, I don't think these companies have binary risk. 2 times in the scene
The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel
- ▶ 23:57 Andrew Feldman So when OpenAI uses us, we're 15 or 18 times faster than a GPU.
- ▶ 29:33 Brad Gerstner So, so I think that I hear a lot of people thinking that Anthropic OpenAI and SpaceX are the new normal.
Thomas Laffont: The $4T AI IPO Wave Is Coming… and We’ve Never Seen Anything Like It
- ▶ 3:19 Thomas Laffont So it's not just AI companies, it's a small number of AI companies, which probably makes sense since we know that Anthropic and OpenAI are raising massive rounds.
- ▶ 6:16 Thomas Laffont Part of it is that the growth rates of OpenAI and Anthropic are unlike anything that we've ever seen.
- ▶ 13:21 Thomas Laffont All of that time leading up to a massive OpenAI contract, which then quintupled the value of the company.
- ▶ 20:36 Thomas Laffont I think both Anthropic and OpenAI are both publicly saying that they want to be public, so I would say that's good.
- ▶ 23:20 Thomas Laffont I love that these companies are gonna have to face the scrutiny, both SpaceX, OpenAI, and Anthropic, of the market, right?
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