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
OpenAI's Code Red, Sacks vs New York Times, New Poverty Line?
- ▶ 10:41 Jason Calacanis 36 months ago, ChatGPT, OpenAI had a hundred percent, right? 8 times in the scene
- ▶ 14:12 Chamath Palihapitiya So I don't think it's, it's by any means a death knell for open AI, but it does mean that a lot of these projects probably need to get shuttered because you need to just do a few things very, very well because 4 times in the scene
- ▶ 22:07 David Sacks And then open AI grabbed onto that. 6 times in the scene
Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom
- ▶ 2:16 Jason Calacanis He's since stepped down from OpenAI and several other public-facing roles.
- ▶ 29:57 Chamath Palihapitiya And ultimately what he doesn't appreciate is that obviously Google and Facebook and Microsoft and OpenAI and X are not going to be in the business of generating negative revenue output tokens just for the sake of it. 2 times in the scene
- ▶ 38:21 Jason Calacanis I think the search franchise is going to grow, and that Google is not going to lose to ChatGPT, and I think the big loser in all this is going to be OpenAI, because they started with a hundred percent of the market, and they're only going… 6 times in the scene
Does OpenAI Need a Bailout? Mamdani Wins, Socialism Rising, Filibuster Nuclear Option
- ▶ 0:14 Chamath Palihapitiya Can we ask OpenAI to just put a moratorium on any more public statements or appearances for another couple months?
- ▶ 1:22 Brad Gerstner how can the company with thirteen billion in revenues 7 times in the scene
- ▶ 7:07 Chamath Palihapitiya And this is less to do with OpenAI, but it has much more to do with the big stalwarts of the Mag seven. 6 times in the scene
- ▶ 9:59 Jason Calacanis Two, pick up the mantle if OpenAI needed a bailout. 6 times in the scene
- ▶ 15:17 Chamath Palihapitiya The first thing he says is that we will, we meaning OpenAI, will end the year on a twenty billion dollar forward run rate, which means December revenue will be 1.666 billion, at least. 6 times in the scene
- ▶ 31:13 Jason Calacanis But specifically the 75% coming from consumer from OpenAI. 10 times in the scene
Inside Saudi Arabia’s AI Ambition: Tareq Amin on Building a New Tech Superpower
- ▶ 8:12 Chamath Palihapitiya And what, uh, give us the lay of the land from the foundational model side, the open AIs, the anthropics, the Groks.
Elon Musk: OpenAI Betrayal, His Future at Tesla, and the Next Big Thing — Grokipedia
- ▶ 47:45 Chamath Palihapitiya Also this week, what was interesting about the open AI restructuring was I read the letter and your lawsuit was excluded from the allowances of the California attorney general basically saying this thing can go through, which means that… 10 times in the scene
- ▶ 52:43 Elon Musk You know, I, I, uh, the reason I wanted to create OpenAI was to serve as a counterweight to Google, because at the time Google was, uh, sort of, essentially had unilateral power in AI, that all the, all the AI, essentially. 6 times in the scene
NBA Gambling Scandal, Billionaire Tax, Tesla's Future, Amazon Robots, AWS Outage, Dangerous AI Bias
- ▶ 1:03:11 Jason Calacanis Pipper found that OpenAIs, GPT-FORO, favorite people from Nigeria, Pakistan, India, Brazil, and China over those from Germany, the UK, and US relative to Japan as a baseline.
Trump: Send National Guard to SF, China Rare Earths Trade War, AI's PR Crisis
- ▶ 1:11:31 Chamath Palihapitiya For example, this week, on the one side, we have anthropic AI doomerism that Sachs had to confront, but then on the other side, there were all of these people that got freaked out because open AI wants to push towards erotica, and all they…
1929 vs 2025: Andrew Ross Sorkin on Crashes, Bubbles & Lessons Learned
- ▶ 24:24 Andrew Ross Sorkin But I don't know, at some point you start to look at some of these, you know, like the NVIDIA open eye deal or the AMD deal.
Cathie Wood on How AI Can Double GDP, Bull Case for Bitcoin $1M, Elon’s Trillion-Dollar Pay Package
- ▶ 13:01 unnamed speaker Well, you use ChatGPT every day, but you can't buy OpenAI.
Trump Brokers Gaza Peace Deal, National Guard in Chicago, OpenAI/AMD, AI Roundtripping, Gold Rally
- ▶ 44:06 Jason Calacanis AMD and OpenAI just closed. 5 times in the scene
- ▶ 45:48 Brad Gerstner Remember, Nvidia just did a huge deal with OpenAI. 3 times in the scene
- ▶ 52:19 Chamath Palihapitiya Now, this is what's interesting about a deal that OpenAI announced two or three weeks ago. 2 times in the scene
- ▶ 54:36 David Sacks So I tend to think this OpenAI AMD deal is evidence of that. 2 times in the scene
- ▶ 1:01:57 David Sacks And you have, you know, OpenAI and Elon, they're talking about scaling to 10 gigawatt data centers. 2 times in the scene
- ▶ 1:05:56 Jason Calacanis And as you can see here between XAI, OpenAI making language models, AMD, Intel CoreWeave standing up data centers. 4 times in the scene
Biggest LBO Ever, SPAC 2.0, Open Source AI Models, State AI Regulation Frenzy
- ▶ 38:50 Jason Calacanis People don't know this early in his career when he was starting OpenAI, didn't have the money from Elon.
- ▶ 47:05 Chamath Palihapitiya Because it was really way more performant and frankly, just a ton cheaper than OpenAI and Anthropic. 4 times in the scene
- ▶ 58:18 Chamath Palihapitiya They have a cloud, and what they've been doing is they've been working with initially Lama, then they work with OpenAI to bring their open source model, but they also brought online a couple of these Chinese models, and what they do… 2 times in the scene
- ▶ 1:18:41 Jason Calacanis There should, the law should be able to, I'm, I'm trying to think of a scenario here when they give the security things that would be concerning and the law should, I don't know, if OpenAI allowed their tools to go hack people's credit…
Arm CEO Rene Haas on AI: Nvidia Lessons, Intel’s Decline and the US-China Chip War
- ▶ 7:56 David Sacks Because what I've noticed is that you've got XAI and OpenAI and, you know, Google's already doing it with TPUs.
H-1B Shakeup, Kimmel Apology, Autism Causes, California Hate Speech Law
- ▶ 6:30 Jason Calacanis Let all these big tech companies that are truly trying to get in very unique PhDs from Oxford in AI, man, let them just put out how many they want to buy and at what price, do a reverse auction, and fill one third of them with, I don't…
Eric Schmidt on AI, the Battle with China, and the Future of America
- ▶ 7:49 Eric Schmidt We'll have these supercomputers doing AGI, which will always be incredibly expensive and so forth, but we also have to watch to make sure that the proliferation of these models for handheld devices is under American control, whether it's…
Robinhood CEO Vlad Tenev on tokenizing stocks, expanding access to private shares, fintech's future
- ▶ 4:48 Vlad Tenev And, and so we, we were actually, I think, the first to tokenize OpenAI and SpaceX, and we made that available to our retail customers in Europe in the form of a giveaway, and, and that was very, very exciting. 5 times in the scene
- ▶ 15:34 David Friedberg Why can't you just create a synthetic, or like a fast contract saying, if and when OpenAI goes public, because you can see how many shares there are, you know what the legal registration of the corporation is, can't you create like a… 2 times in the scene
- ▶ 24:29 Vlad Tenev so, uh, OpenAI and Gemini.
Nasdaq CEO Reveals the Next Era Of The Stock Market - Adena Friedman | All-In Summit
- ▶ 15:51 Jason Calacanis We heard, um, uh, Vlad talk earlier today about tokenizing OpenAI and SpaceX, and I know when Masayoshi-san wanted to buy a bunch of, um, Uber when it was a private company, they did that through NASDAQ, uh, and I guess second market? 2 times in the scene
Inside the White House Tech Dinner, Weak Jobs Report, Tariffs Court Challenge, Google Wins Antitrust
- ▶ 59:23 Chamath Palihapitiya And at the core of it was, you know, when we started this lawsuit, things like OpenAI and ChatGPT didn't exist. 2 times in the scene
Trump Takes On the Fed, US-Intel Deal, Why Bankruptcies Are Up, OpenAI's Longevity Breakthrough
- ▶ 1:14:01 David Friedberg So this week it was announced, amazingly, by OpenAI that they developed a model that they call GPT- for B-micro.
AI Bubble Pops, Zuck Freezes Hiring, Newsom’s 2028 Surge, Russia/Ukraine Endgame
- ▶ 31:22 Jason Calacanis Sam Altman claimed Zuck was making hundred million dollar offers regularly for open AI talent. 5 times in the scene
AI Psychosis, America's Broken Social Fabric, Trump Takes Over DC Police, Is VC Broken?
- ▶ 5:26 Jason Calacanis And, uh, OpenAI saw this becoming an issue and, uh, they made some healthy use updates to ChatGPT. 3 times in the scene
- ▶ 1:25:26 David Sacks I mean, just look at open AI. 8 times in the scene
OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis
- ▶ 10:34 Gavin Baker Maybe for open AI. 6 times in the scene
- ▶ 15:54 Gavin Baker I mean, in all fairness to OpenAI, the, the router that kind of auto selects the right model was apparently broken for the first kind of. 4 times in the scene
Trump AI Speech & Action Plan, DC Summit Recap, Hot GDP Print, Trade Deals, Altman Warns No Privacy
- ▶ 41:44 David Friedberg And all of OpenAI was built off of Common Crawl originally. 4 times in the scene
- ▶ 54:18 Jason Calacanis That real-time data is going to be a distinct advantage for Gemini, OpenAI, Amazon, whoever chooses to do it, and we can create- You have this, like, nostalgic, sort of quasi-romantic notions about, like,
Winning the AI Race Part 5: President Trump on the AI Action Plan
- ▶ 51:26 Donald J. Trump The people of open AI, Google, Meta, and countless startups are proving once again that America is impossible.
Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller
- ▶ 51:26 Chamath Palihapitiya Everybody started to feverishly do the math, because if he has fifty million H 100 equivalents, then OpenAI will have that much or more, Meta will have that much or more, Google, et cetera, et cetera, et cetera.
- ▶ 1:02:53 Jensen Huang And OpenAI. 2 times in the scene
Winning the AI Race Part 1: Michael Kratsios, Kelly Loeffler, Shyam Sankar, Chris Power
- ▶ 1:09:44 Paul Buchheit And so actually a lot of people don't know, we started OpenAI at Y Combinator, uh, 10 years ago in 2015. 3 times in the scene
Trump vs Powell, Solving the Debt Crisis, The $10T AGI Prize, GENIUS Act Becomes Law
- ▶ 20:10 Jason Calacanis So I fully expect Gemini will leapfrog Grok and OpenAI will have their time in the sun again as well. 3 times in the scene
- ▶ 21:16 Gavin Baker The next models we see, you know, Grok five, you know, O five from open AI, whatever they're going to call Jim, the next Gemini.
- ▶ 35:06 Gavin Baker And so from an industrial logic perspective, something that I think makes a lot of sense, particularly since OpenAI bought Johnny Ives hardware startup, which will place them into a competition with Apple at some point, is XAI and Apple… 2 times in the scene
Grok 4 Wows, The Bitter Lesson, Third Party, AI Browsers, SCOTUS backs POTUS on RIFs
- ▶ 19:29 Jason Calacanis Has surpassed opening eyes. 2 times in the scene
- ▶ 29:08 Keith Rabois So, yes, it's true that they've shocked everybody, including OpenAI's, you know, original team, on the implications, the broad implications, the general applicability to almost every problem, but it's not like there was some tablets…
- ▶ 40:46 Chamath Palihapitiya How do you judo flip OpenAI? 4 times in the scene
- ▶ 45:11 Keith Rabois OpenAI, at career point, they do have a good product team, and they need to stay ahead on the product level because they can't compete on the factory level. 2 times in the scene
- ▶ 46:27 Jason Calacanis I don't know if you guys have seen this in related news, OpenAI and Perplexity are going after the browser. 2 times in the scene
Big Beautiful Bill, Elon/Trump, Dollar Down Big, Harvard's Money Problems, Figma IPO
- ▶ 5:57 David Friedberg And having a patchwork of regulations on, for example, model development or telling software companies what software they can deploy would make it practically impossible for internet service providers like a Google or an OpenAI to service
- ▶ 1:10:47 Jason Calacanis Sam Altman bought two companies at OpenAI and tons of M&A happening at the same time.
- ▶ 1:11:59 Chamath Palihapitiya OpenAI, their revenue numbers just leaked. 2 times in the scene
12 Day War, Socialism Wins in NYC, Stocks All-Time High, AI Copyright, Science Corner
- ▶ 1:35:08 Jason Calacanis The big one is the New York Times versus OpenAI and Getty Images versus Stable Diffusion.
- ▶ 1:40:11 Jason Calacanis I subscribed to OpenAI because they can get the same information there. 2 times in the scene
IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate
- ▶ 10:35 Jason Calacanis Sam Altman said Meta has offered top open AI employees a one hundred million dollar, wait for it, signing bonus. 6 times in the scene
- ▶ 28:59 Thomas Laffont 49% does, right, because of this kind of relationship they have with OpenAI.
- ▶ 44:08 Chamath Palihapitiya Even in all of that crazy recruiting chaos that's happening right now for these brilliant machine learning and AI people, maybe that's a fight between OpenAI, Meta, and maybe Google. 2 times in the scene
- ▶ 49:37 Thomas Laffont To that point, um, it's interesting to think that the AirPod business at Apple is three X opening eyes revenue based today.
- ▶ 52:30 Chamath Palihapitiya When your AirPods business is two or three times bigger than OpenAI, what there is internally when you try to have a strategy meeting about what to do is derision about OpenAI, because you're like, that's small. 3 times in the scene
- ▶ 58:26 Chamath Palihapitiya So to your point, why would you be long any of these 493 companies that may turn around and one day just get decapitated by something you don't even know, that's getting cooked up by a couple of kids in a garage using OpenAI or Grok or… 2 times in the scene
- ▶ 1:13:53 Chamath Palihapitiya You can probably try to stand up your own AI org, but I suspect you're going to get the person that didn't get an open AI offer, didn't get a meta offer, didn't get a Google offer, didn't get an eighty-ninety offer, then didn't get an… 2 times in the scene
AI Doom vs Boom, EA Cult Returns, BBB Upside, US Steel and Golden Votes
- ▶ 10:13 Chamath Palihapitiya But if you're not them, so if you're OpenAI,
Bond crisis looming? GOP abandons DOGE, Google disrupts Search with AI, OpenAI buys Jony Ive's IO
- ▶ 0:31 Jason Calacanis OpenAI has acquired Johnny Ives company IO to make some sort of gadget. 2 times in the scene
- ▶ 45:44 Chamath Palihapitiya And the reason I bring this up, and I'm sure we'll talk about this is it's impressive what Sam Altman is doing right now at OpenAI. 3 times in the scene
- ▶ 46:52 Jason Calacanis OpenAI, they're the makers of ChatGPT, bought Johnny Ives startup. 10 times in the scene
- ▶ 1:08:21 Chamath Palihapitiya It just hit the wire that OpenAI is partnering on a five gigawatt data center cluster in Abu Dhabi with G-forty-two. 2 times in the scene
- ▶ 1:12:55 David Sacks Announcement on what the OpenAI device is going to be. 4 times in the scene
Sergey Brin, Google Co-Founder | All-In Live from Miami
- ▶ 1:15 Sergey Brin Actually, to be perfectly honest, there was a guy, ah, from, ah, OpenAI, this guy named Dan, and I, I ran into him at a little party, and he said, you know, look, what are you doing?
- ▶ 8:04 Jason Calacanis Open AI?
- ▶ 19:14 Chamath Palihapitiya Oh, you know, open AI.
Sundar Pichai, CEO of Alphabet | The All-In Interview
- ▶ 0:20 David Friedberg OpenAI has SAM, XAI has Elon, Meta has Zuck, Microsoft has Satya.
- ▶ 30:40 David Friedberg OpenAI has SAM, XAI has Elon, Meta has Zuck, and, um, Microsoft has Satya.
Fed Hesitates on Tariffs, The New Mag 7, Death of VC, Google's Value in a Post-Search World
- ▶ 38:24 Chamath Palihapitiya And if you look at the growth and the share that OpenAI is seeing, it's quite an incredible thing. 2 times in the scene
- ▶ 48:43 Chamath Palihapitiya They don't have spies inside of OpenAI. 5 times in the scene
- ▶ 58:25 Philippe Laffont Open AI. 4 times in the scene
Trump's First 100 Days, Tariffs Impact Trade, AI Agents, Amazon Backs Down
- ▶ 1:04:15 Jason Calacanis Open AI is planning to charge between two and 20 K a month for different levels of AI agencies would be basically cron jobs.
- ▶ 1:19:28 David Sacks ChatGPT-O three to do these types of new reasoning models.
- ▶ 1:21:21 David Sacks Same thing with OpenAI's data center, Stargate.
Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery
- ▶ 50:05 Andrew Ross Sorkin Open AI, perplexity, all of it was, you know, going to take the search market. 2 times in the scene
- ▶ 59:13 Chamath Palihapitiya Do something so that you can start to blunt the growth of, of OpenAI.
The AI Cold War, Signalgate, CoreWeave IPO, Tariff Endgames, El Salvador Deportations
- ▶ 11:36 Gavin Baker And, you know, OpenAI yesterday said that they are gating their new image generation service because they don't have enough GPUs.
- ▶ 20:21 Gavin Baker I would say OpenAI and Anthropic. 3 times in the scene
Tariffs, Trump's Economic Endgame, Market Chaos, Bitcoin Reserve, CoreWeave IPO
- ▶ 6:52 Chamath Palihapitiya OpenAI dropped.
- ▶ 58:27 Jason Calacanis It's unclear, but maybe to service the open at AI deal where they needed to give them a bunch of infrastructure, or it might be for Azure.
Epstein Files Flop, State of the Market, Autonomous Robots, Trump's Gold Card, Friedberg on Jeopardy
- ▶ 15:21 Chamath Palihapitiya And what he did was he had a deal with open AI, which he pretty publicly canceled a few weeks ago, and he announced his own model.
The Stablecoin Future, Milei's Memecoin, DOGE for the DoD, Grok 3, Why Stripe Stays Private
- ▶ 1:22:14 Chamath Palihapitiya So if you just sort of project the rate of change of this, and this is without judging OpenAI or Anthropic or anything else, those guys have been doing it for years.
- ▶ 1:29:08 Chamath Palihapitiya OpenAI has moved to what comes after the base model, meaning in the allocation of resources in terms of what they were creating.
JD Vance's AI Speech, Techno-Optimists vs Doomers, Tariffs, AI Court Cases with Naval Ravikant
- ▶ 32:20 Naval Ravikant And we thought we had that solution with the original OpenAI, which was a nonprofit and was supposed to do it for humanity.
- ▶ 1:21:31 Jason Calacanis Obviously, OpenAI and the New York Times, Getty Images versus Stability, we've talked about these, but it's been a little while because
- ▶ 1:25:08 Jason Calacanis That OpenAI is gonna lose the New York Times lawsuit, and they're gonna lose it hard, and they're gonna be injunctions, and I think it's, the settlement might be that these language models, especially the closed ones, are gonna have to pay… 3 times in the scene
- ▶ 1:32:36 Jason Calacanis Hey, uh, well, just because he's just such a weasel in terms of like making stuff open AI into a closed thing. 7 times in the scene
DOGE vs USAID, Crypto Framework, Google's $75B AI Spend, US Sovereign Wealth Fund, GLP-1s
- ▶ 1:11:01 Chamath Palihapitiya Like, for example, if you look at deep research, most of the people online that are evaluating deep research would now say that open AI is both faster and just better on the margins. 2 times in the scene