Sarah Friar

10 statements across 5 episodes · 3 bullish · 2 bearish · 5 people on the record · first statement Feb 28, 2026 by Chamath Palihapitiya · said 30 times in 8 episodes since 2025 · across every show →

On the record as a speaker too: Sarah Friar's record, appearances and statements → this page counts the times other people say the name.

Mentions by year

brought up most by David Sacks (11), Jason Calacanis (6), Nikesh Arora (5), Chamath Palihapitiya (3), Bill Ackman (1)

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Everything said about Sarah Friar, oldest first

Feb 28, 2026
Assertion Supported
Chamath: OpenAI CFO Sarah Friar says 1GW equals $10B revenue
“OpenAI, Sarah Fryer said this, that every gigawatt for her, for OpenAI, is about ten billion of revenue.”
Chamath Palihapitiya Feb 28, 2026 ▶ 36:53 Software Stocks Implode, Claude's Hit List, State of the Union Reactions, Trump's Tariff Pivot
Mar 23, 2026 positive
Assertion Partly supported
Intrator: OpenAI token costs dropped from $32 to nine cents
“She was talking about the cost of a million tokens when ChatGP three came out, and it was 32 dollars in change, and now a million tokens cost nine cents.”
Michael Intrator Mar 23, 2026 ▶ 30:50 Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN
Jun 2, 2026 neutral
Assertion Not checkable as stated
Friar: AI training mostly occurs in US for national security reasons
“There's training that mostly still all happens here in the United States. For USG reasons, for making sure that a national asset in effect is happening on US soil.”
Sarah Friar Jun 2, 2026 ▶ 13:30 OpenAI CFO Sarah Friar: IPO, AI Rivalries, New Device, and Spending $100B+ on Compute
Jun 2, 2026 negative
Assertion Not checkable as stated
Friar: Additional compute capacity is virtually impossible to buy in 2026
“But the landscape right now, in 26, if you want to buy more compute, good luck to you. Like, tell me, because I don't know where else to find it.”
Sarah Friar Jun 2, 2026 ▶ 13:03 OpenAI CFO Sarah Friar: IPO, AI Rivalries, New Device, and Spending $100B+ on Compute
Jun 2, 2026
Insight
Friar: Relying on one chip vendor prevents staying on AI's frontier
“I think if you're only on one chip, there's just inherently a moment where you can't be on the frontier because there's some leapfrogging that happens.”
Sarah Friar Jun 2, 2026 ▶ 24:12 OpenAI CFO Sarah Friar: IPO, AI Rivalries, New Device, and Spending $100B+ on Compute
Jun 2, 2026 neutral
Opinion
Friar: Would probably not hire finance professionals who cannot use Codex
“It would be like I would never hire a finance person. Didn't know how to use Excel and it pretty much probably wouldn't hire a finance person today. It doesn't know how to use a tool like codex.”
Sarah Friar Jun 2, 2026 ▶ 11:05 OpenAI CFO Sarah Friar: IPO, AI Rivalries, New Device, and Spending $100B+ on Compute
Jun 2, 2026 bearish
Prediction Not checkable as stated
Friar: OpenAI will still lack sufficient compute capacity in 2026
“Thank God we did, because in 26, we still won't have enough compute.”
Sarah Friar Jun 2, 2026 ▶ 8:56 OpenAI CFO Sarah Friar: IPO, AI Rivalries, New Device, and Spending $100B+ on Compute
Jun 2, 2026 bullish
Prediction Open · timeframe Apr 2027
Sarah Friar: OpenAI will unveil new hardware in 2026 and sell in 2027
“We're changing into a consumer substrate that I cannot tell you what it is, but by the end of this year, we will unveil it. Early next year we'll be able to buy it.”
Sarah Friar Jun 2, 2026 ▶ 14:57 OpenAI CFO Sarah Friar: IPO, AI Rivalries, New Device, and Spending $100B+ on Compute
Jun 3, 2026 neutral
Opinion
Ackman: Sarah Friar should be OpenAI CEO and Sam Altman chair
“I thought she should be CEO of OpenAI. I think Sam should be chair.”
Bill Ackman Jun 3, 2026 ▶ 0:37 Bill Ackman: Here's What the Market is MISSING
Jun 13, 2026 positive
Opinion
Calacanis: Sarah Friar would be perfect OpenAI CEO, Sam Altman chairman
“I think Sam would be better as chairman. I think she would be the perfect CEO.”
Jason Calacanis Jun 13, 2026 ▶ 59:49 Anthropic's Fable Backlash, Nationalizing AI, Inflation Heats Up & California’s Broken Elections
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