Sarah Friar, every mention

mentionsepisodesper episode tap a year for its mentions

Verbatim, from the transcripts: the passages where Sarah Friar comes up

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▶ 58:45 David Sacks We got Sarah Fryer to come on the pod, and she was treated well. 5 times in the scene

▶ 3:58 Nikesh Arora But again, the cost, as Sarah said, the cost curve is going to come down already. 2 times in the scene
▶ 14:53 Nikesh Arora More, and Sarah talked about codex. 2 times in the scene
▶ 23:28 Nikesh Arora Didn't you just say it when Sarah was here that Anthropic seems to have improved their ARR much faster than OpenAI.

▶ 0:23 unnamed speaker What did you think of Zara, the CEO of OpenAI? 4 times in the scene
▶ 13:26 Bill Ackman And actually what I was just saying on Sarah, I thought she had a very, very thoughtful explanation on how they think about committing capital, right?

▶ 4:05 Jason Calacanis CFO Sarah Fryer, who is coming to liquidity, is reportedly worried 3 times in the scene

▶ 45:14 Chamath Palihapitiya Sarah Fryer said, I think it was about a year ago, maybe less than a year ago, that for them, every gigawatt is about ten billion of annual revenue.

▶ 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.
▶ 38:47 Chamath Palihapitiya And then the second is the CFO of OpenAI, Sarah Fryer.

▶ 8:15 Jason Calacanis Yeah, and this got exacerbated, Sachs, because on Wednesday, uh, OpenAI decided to be in the news again when their CFO, Sarah Fryer, told the Wall Street Journal she hopes the US government, that's you, Sachs, will backstop financing of… 3 times in the scene
▶ 10:47 David Sacks With Friar's comments that they need a backstop to say, hey, this company's not solvent, it's going out of business, and they're demanding a federal bailout. 5 times in the scene

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