OpenAI, every mention
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tap a year for its mentions
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
Thomas Laffont: The $4T AI IPO Wave Is Coming… and We’ve Never Seen Anything Like It
- ▶ 26:53 Thomas Laffont They said, well, if I want to design a chip like OpenAI, I can go to TSMC.
- ▶ 31:09 Thomas Laffont Could we see a price war between OpenAI and Anthropic, as a question, right?
Bill Ackman: Here's What the Market is MISSING
- ▶ 0:23 unnamed speaker What did you think of Zara, the CEO of OpenAI?
- ▶ 6:46 Bill Ackman These are, these are old-fashioned companies in kind of this, you know, the open AI era.
- ▶ 13:02 unnamed speaker What about Anthropic, OpenAI, and Palantir? 4 times in the scene
OpenAI CFO Sarah Friar: IPO, AI Rivalries, New Device, and Spending $100B+ on Compute
- ▶ 0:00 unnamed speaker OpenAI's CFO, Sarah Fryer.
- ▶ 1:02 David Sacks When are OpenAI and Anthropic gonna go? 4 times in the scene
- ▶ 3:35 Jason Calacanis So I'll just pivot to Anthropic was far behind and now they've really, um, I think everybody would agree in the industry now blown past open AI in terms of developers and corporations, and it seems revenue. 2 times in the scene
- ▶ 4:45 Sarah Friar So multiple interfaces, ChatGPT, of course, there's, um, Codex, um, just hit five million over the weekend. 2 times in the scene
- ▶ 6:08 Sarah Friar The reality is we're very much both. 7 times in the scene
- ▶ 7:53 Chamath Palihapitiya And I think you said one gigawatt is roughly equivalent to about ten billion dollars a year of revenue to open AI. 6 times in the scene
- ▶ 10:50 Sarah Friar And on top of that, we're going to invest forty five million dollars going into education for codex credits to do what you all talked about this weekend is like anyone who's not like coming in facile to their new job. 3 times in the scene
- ▶ 12:29 Sarah Friar Yeah, we, we're quite generous with our tokens, and again, on purpose, we're trying to drive access so people understand 4 times in the scene
- ▶ 14:34 Sarah Friar I talk to Codex every day, and so that is changing rapidly, but that is going to need much more kind of real-time compute, because it's an odd experience if I was talking to Chamath.
- ▶ 14:44 Jason Calacanis And you're building with Johnny I have this puck and these earpieces, so maybe tell us a little bit about that process. 2 times in the scene
- ▶ 17:29 Sarah Friar Like the, the fastest takeoff of Codex within OpenAI right now is actually in our go to market team. 6 times in the scene
- ▶ 17:29 Sarah Friar Like the, the fastest takeoff of Codex within OpenAI right now is actually in our go to market team.
- ▶ 23:10 Sarah Friar So if you look at our compute strategy, 10 times in the scene
- ▶ 27:29 Sarah Friar It knows I'm the CFO of OpenAI. 2 times in the scene
- ▶ 31:40 Chamath Palihapitiya Ladies and gentlemen, the CFO of OpenAI, Sarah Friar.
Anthropic's Digital God, Pope vs AI, Job Loss Narrative Flips, Open Source Crackdown Coming?
- ▶ 29:01 David Sacks No, this is right before Elon co-founded, uh, OpenAI, right? 2 times in the scene
- ▶ 36:27 David Sacks Remember that Anthropic was basically a spin-out of open AI, and they felt that Sam and the company leadership weren't taking their point of view seriously enough. 2 times in the scene
- ▶ 40:53 David Sacks And by the way, that was Elon's instinct in creating open AI. 2 times in the scene
- ▶ 45:49 Chamath Palihapitiya Whenever we go into the Fortune 1000, we never compete with OpenAI or Anthropic. 2 times in the scene
- ▶ 55:44 David Sacks There's a article in the information showing the latest numbers where I think Anthropics now at, they seem to have pulled away from open AI, which is not surprising.
- ▶ 1:01:19 Jason Calacanis Obviously, he might be fighting for that anthropic or open AI IPO in the coming months, or maybe he's doing it right now.
SpaceX’s $2T Case, Nvidia’s Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?
- ▶ 0:24 Jason Calacanis We can start with the SpaceX and OpenAI IPOs. 4 times in the scene
- ▶ 10:16 Chamath Palihapitiya So for example, we were able to solve, I'm just collectively saying we, in this case, it was specifically open AI.
- ▶ 31:28 Jason Calacanis That's a great point because opening eyes being sued right now by a kid who killed themselves after talking to opening eyes model. 2 times in the scene
- ▶ 46:33 Jason Calacanis Over 60% was for the AI compute build-out, and obviously they were trailing Anthropic and OpenAI in Gemini in terms of XAI playing catch-up, and he did a big reboot of that, as we saw on the Twitter.
- ▶ 51:43 Jason Calacanis And Cursor was dead in the water in terms of access to compute, and they were falling very far behind Codex, Google, Anthropic, and then Elon let them on Colossus and boom, instantly their models are 2 times in the scene
- ▶ 52:07 Jason Calacanis And could we be sitting here, Gavin in a year and Elon is selling compute to Google and open AI. 3 times in the scene
Trump-Xi Summit, Benioff: "Not My First SaaSpocalypse," OpenAI vs Apple, Multi-Sensory AI, El Niño
- ▶ 34:14 Jason Calacanis Obviously, they are compensated through, you know, stock, and there's this headwind, and you have competition for employees from OpenAI, Anthropic, and SpaceX, so how do you deal with rallying the troops, and then how do you develop a…
- ▶ 36:19 Chamath Palihapitiya The, um, the deployment company deal basically shows you what OpenAI is running into. 2 times in the scene
- ▶ 44:33 Marc Benioff And you know, that open AI and Anthropik and every AI company is standardized on Slack.
- ▶ 47:28 Jason Calacanis OpenAI, in a breaking news story, is considering suing Apple over their ChatGPT partnership. 10 times in the scene
- ▶ 54:53 Jason Calacanis It's going to be very easy to index all your images without giving the data to OpenAI, which nobody trusts or giving it to Gemini.
- ▶ 1:01:42 Marc Benioff Ananthropic and open AI, and I'm going to make sure that they, oh, you only need their tokens when you actually need them.
- ▶ 1:12:31 Chamath Palihapitiya Once SpaceX goes public, once Anthropic goes public, once OpenAI goes public, you're going to see a litany of these lawsuits back and forth between the purveyors of these SPVs.
Elon’s Anthropic Deal, The Next AI Monopoly?, “FDA for AI” Panic, Trading the AI Boom
- ▶ 6:06 Chamath Palihapitiya The first is, as I mentioned a couple weeks ago, Anthropic and OpenAI's revenue performance has nothing to do with demand. 2 times in the scene
- ▶ 19:26 David Sacks It does look like OpenAI has already made the pivot. 2 times in the scene
- ▶ 19:29 David Sacks We hear very good things about Codex now based on GPT, 5.55 is based on a new base model called Spud.
- ▶ 27:36 David Sacks It's Anthropic and OpenAI. 3 times in the scene
- ▶ 45:17 David Sacks Open AI now has a model that's just as cyber capable as mythos. 5 times in the scene
- ▶ 50:35 David Sacks Anthropic and open AI weren't trying to release these models yet, is that there is a substantial faction of, let's say, AI ideologues or doomers who are basically employing the classic never let a crisis go to waste strategy, right?
- ▶ 52:21 Jason Calacanis There's no reason why NVIDIA, SpaceX, when they go public, Anthropic, when they go public, OpenAI, if and when they go public, or if they stay as a nonprofit.
- ▶ 1:02:38 Brad Gerstner We started the year OpenAI and Anthropic were doing combined about thirty billion in revenue. 2 times in the scene
- ▶ 1:08:14 Chamath Palihapitiya It's the Nvidia's, it's the memory makers, it's the Anthropics, it's the SpaceX's, and, uh, it's the OpenAI's.
- ▶ 1:19:14 Brad Gerstner I think our lucky stars that we have Elon, that we have Anthropic, that we have OpenAI, that we have Google, that we have Amazon, all innovating in this country.
OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze
- ▶ 3:04 Jason Calacanis Topic one, OpenAI. 9 times in the scene
- ▶ 4:53 David Sacks I know that OpenAI had a really bad week. 10 times in the scene
- ▶ 8:55 Chamath Palihapitiya To the extent that OpenAI missed, I think what that is, is an insight to not enough compute capacity today. 4 times in the scene
- ▶ 13:38 David Friedberg Open AI, even if they're not at a billion, they're still at nine hundred million weekly users, which is well ahead of whatever Claude is at. 2 times in the scene
- ▶ 18:39 David Sacks I would say that if there's a single reason why open AI did not hit its user targets and its revenue targets, certainly around consumer, you'd have to say it's because Google managed to take meaningful share. 9 times in the scene
- ▶ 31:03 Jason Calacanis In other OpenAI news, Musk versus Altman, the trial of the century, maybe the decade, has started. 4 times in the scene
- ▶ 37:27 David Sacks Now, one thing I will say, having just read some of the coverage, is that apparently the company at some point did offer Elon shares in the company, but he thought that there was something kind of icky about it. 4 times in the scene
- ▶ 41:41 Jason Calacanis You add Grok, you add OpenAI and some other players to these plans, and we haven't heard from the new Apple CEO yet, but he's going to be taking over and he's going to have some plans here, I'm sure.
- ▶ 1:16:38 Jason Calacanis Um, he gave us the pass, but I think it was like very, um, I think at the Elon versus opening eye case, there's, you can line up and then the judge gave like 30 tickets to the press.
SpaceX-Cursor Deal, SaaS Debt Bomb, New Apple CEO, SPLC Indictment, Colon Cancer Spike
- ▶ 10:46 David Sacks When it got started, it was really competing against generalists in the form of OpenAI and Anthropic, but now those generalists have decided to vertically integrate in this area of coding, right?
- ▶ 10:57 David Sacks And so Cursor is now competing against Cloud Code and OpenAI's Codex, and so they were dependent on foundation model companies that were getting in the business of competing with them, which was just not a good place to be, right? 2 times in the scene
Anthropic’s $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence
- ▶ 29:14 Jason Calacanis Genius ideas inside of OpenAI as opposed to letting them go there. 4 times in the scene
- ▶ 58:00 Jason Calacanis Hey, um, Brad, you didn't answer my question about the vibes over at OpenAI versus Quad. 13 times in the scene
Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Major Lawsuits
- ▶ 12:14 Jason Calacanis Open AI, some people are saying, is crashing out in panic mode. 2 times in the scene
- ▶ 15:45 Jason Calacanis But let's talk a little bit more about OpenAI here and their market share, because I think you're correct Chamath, but they are getting off their game.
Two Legendary Founders: Travis Kalanick & Michael Dell Live from Austin, Texas
- ▶ 56:16 Michael Dell You know, OpenAI has their open source models.
- ▶ 57:31 Michael Dell Um, you know, I, I think if it feels like with the latest releases, we were talking about this backstage, uh, you know, the Gemini 3.1, the Opus 4.6, the open AI 5.4, it feels like we sort of, um, hit some kind of threshold where the, just…
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare
- ▶ 27:05 Jason Calacanis Open AI and Anthropic are scaling revenue and costs faster than we've ever seen in the history of, well, business, the world. 6 times in the scene
- ▶ 30:26 Brad Gerstner Where the models and the agents on top of them, whether it's Cloud Code, Codex, ChatGPT, they're no longer competing with IT budgets.
- ▶ 55:41 Chamath Palihapitiya Anthropic and OpenAI and all of these model makers are selling the pick and shovel and the gold rush.
War with Iran + Pentagon vs Anthropic with Under Secretary of War Emil Michael
- ▶ 51:51 Jason Calacanis So take us through OpenAI software, Gemini software, and Grok software.
- ▶ 53:41 Emil Michael And all of a sudden, you know, they launched Claude code before you launched codex or something like that.
- ▶ 55:11 Emil Michael Um, but I do, I believe in 12 months codex is not going to be close.
- ▶ 1:03:23 David Friedberg It's like you have to pick between OpenAI at their current mark,
- ▶ 1:07:07 Jason Calacanis While OpenAI, Greg, have donated a lot.
Software Stocks Implode, Claude's Hit List, State of the Union Reactions, Trump's Tariff Pivot
- ▶ 36:53 Chamath Palihapitiya If then you flow that through, OpenAI, Sarah Fryer said this, that every gigawatt for her, for OpenAI, is about ten billion of revenue. 2 times in the scene
- ▶ 38:47 Chamath Palihapitiya And then the second is the CFO of OpenAI, Sarah Fryer. 2 times in the scene
Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick
- ▶ 43:14 Brad Gerstner And just this year, like we're going to see the first models over the course of the next four to eight weeks out of deep seek, out of anthropic, out of open AI that are trained on blackwell servers, right?
- ▶ 1:12:41 Brad Gerstner They'll own a little bit of open AI.
ICE Chaos in Minneapolis, Clawdbot Takeover, Why the Dollar is Dropping
- ▶ 58:30 Chamath Palihapitiya OpenAI has some, Anthropic has some, Google has some, and they all give you back an answer. 2 times in the scene
The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026
- ▶ 1:43:46 Jason Calacanis And your biggest customer by far is Oracle and OpenAI.
- ▶ 1:48:30 Chase Lochmiller Um, you know, initially our, our, our campus was called Stargate, and then, you know, Stargate was then a company for a while, and then I think OpenAI sort of described it as all of their spend on compute is just sort of oddly labeled as…
- ▶ 1:56:26 Chase Lochmiller Ah, so, you know, Anthropic, OpenAI, you know, Google, ah, you know.
- ▶ 1:59:05 Jason Calacanis How does open AI pay for a five hundred billion dollar 3 times in the scene
Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!
- ▶ 17:22 Jason Calacanis Hey, why don't I tokenize some open AI shares?
- ▶ 46:52 Andrew Feldman And, uh, Claude is not a, Anthropic is not a customer, but we recently announced OpenAI.
- ▶ 46:58 Jason Calacanis They were original investors. 3 times in the scene
- ▶ 48:54 Andrew Feldman And what, what we partnered with OpenAI to do is to, to deliver blisteringly fast speed across the world's most popular models. 2 times in the scene
Satya Nadella on AI’s Business Revolution: What Happens to SaaS, OpenAI, and Microsoft?
- ▶ 3:05 Satya Nadella Uh, generation of tech really sort of got formulated, but I started seeing, I think this, you know, there's a codex model back in the day, it was pre-GPT-III-V.
- ▶ 20:12 Jason Calacanis But you did a deal with open AI and probably one of the most savvy slash controversial deal makers of all time, Sam Altman. 3 times in the scene
Iran's Breaking Point, Trump's Greenland Acquisition, and Solving Energy Costs
- ▶ 31:18 Jason Calacanis OpenAI has struck another compute deal.
- ▶ 31:22 Jason Calacanis OpenAI is buying compute capacity from Cerebras. 5 times in the scene
Why AI will dwarf every tech revolution before it: robots, manufacturing, AR glasses from CES 2026
- ▶ 6:20 Jason Calacanis Unpack Anthropic and that journey, because this company's revenue and you have open AI, obviously they're, they're contemporary trending towards twenty billion dollars in revenue a year. 2 times in the scene
All-In's 2026 Predictions
- ▶ 40:47 Jason Calacanis I said open AI, which would see a peak valuation.
- ▶ 56:20 Jason Calacanis I said open AI loses its lead in the AI race. 2 times in the scene
- ▶ 1:02:14 Jason Calacanis And for my contrarian, I was thinking about going with OpenAI losing their lead and not being the number one company again, because I do think that will be the trend that they will have the, they'll continue to give up
- ▶ 1:20:31 Jason Calacanis SpaceX, Android, Stripe, Anthropic, and OpenAI. 2 times in the scene
Tucker Carlson: Rise of Nick Fuentes, Paramount vs Netflix, Anti-AI Sentiment, Hottest Takes
- ▶ 8:47 Chamath Palihapitiya When Microsoft invested a billion dollars in open AI, that was a huge bet on the future.
OpenAI's Code Red, Sacks vs New York Times, New Poverty Line?
- ▶ 0:46 Jason Calacanis Anthropic is beating OpenAI in enterprise revenue. 4 times in the scene
- ▶ 3:09 Chamath Palihapitiya And now it will still favor open AI because they have eight hundred million monthly actives.
- ▶ 6:05 David Friedberg So here you can see open AI is on the decline. 2 times in the scene