OpenAI

includes OpenAI Codex, OpenAI O1

23 statements across 10 episodes · 10 bullish · 5 bearish · 8 people on the record · first statement Feb 16, 2022 by Joe Lonsdale · said 62 times in 18 episodes since 2022 · across every show →

Mentions by year, the whole family

brought up most by Joe Lonsdale (30), Bob McGrew (9), Reid Hoffman (5), JD Ross (5), Scott Wu (3), Brendan McCord (3), Zach Bookman (1), Joe Gebbia (1)

tap a year for its mentions
0013425820222023202420252026episodesmentions
04820222023202420252026episodes it came up in
005410820222023202420252026episodesmentions per episode
2026 20 mentions in 7 episodes 3 per episode
2025 9 mentions in 4 episodes 2 per episode
2024 7 mentions in 3 episodes 2 per episode
2023 25 mentions in 3 episodes 8 per episode
2022 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about OpenAI, oldest first

Feb 16, 2022 neutral
Assertion Supported
Lonsdale: Training frontier AI models costs $14 million to $15 million
“Right now it takes, I think, about fifteen million dollars, fourteen million dollars to train these models right now.”
Joe Lonsdale Feb 16, 2022 ▶ 17:10 Reviving a Culture of Innovation with Tyler Cowen · Joe Lonsdale
Jul 18, 2023 neutral
Disclosure
Lonsdale: Sam Altman has reached out for help on AI regulation
“I'm friends with Sam Altman. He's been asking me for help. I think I disagree with him on like lots of regulation. He wants to put in place, but it goes to the existential stuff.”
Joe Lonsdale Jul 18, 2023 ▶ 18:52 Ep 65: Marc Andreessen and the Case for AI Optimism · Joe Lonsdale
Aug 18, 2023
Assertion Contradicted
McGrew: OpenAI secretly trained GPT-4 in first half of 2022
“We had already then secretly trained GPT-IV. So this was the first half of last year.”
Bob McGrew Aug 18, 2023 ▶ 37:50 Ep 66: Bob McGrew — the Superstar Palantir Alum Leading OpenAI's Transformative Research Projects · Joe Lonsdale
Aug 18, 2023 positive
Assertion Not checkable as stated
McGrew: Nobody but creator Aditya Ramesh believed DALL-E would work
“There's this researcher, Aditya Ramesh. He built a model called DALI, which allowed you to take a description and build an image out of it. He spent two years working on that. Wow. For most of those two years, no one other than him believed it would work.”
Bob McGrew Aug 18, 2023 ▶ 13:59 Ep 66: Bob McGrew — the Superstar Palantir Alum Leading OpenAI's Transformative Research Projects · Joe Lonsdale
Aug 18, 2023 neutral
Insight
McGrew: GPT-3 and GPT-4 must be prompted to act smart or dumb
“Well, that's actually one of the cool things that we've discovered with GPT-III and GPT-IV, Is that the model, so the models are trained on the internet and they're reading everything, right? Then they try to act like what they've seen, right? They're predicti…”
Bob McGrew Aug 18, 2023 ▶ 12:34 Ep 66: Bob McGrew — the Superstar Palantir Alum Leading OpenAI's Transformative Research Projects · Joe Lonsdale
Aug 18, 2023 positive
Assertion Not checkable as stated
McGrew: OpenAI solved simulated robotic Rubik's cube in two weeks
“The Dota II team, Jakub Pachoki, who was doing this, had developed a A technique that allowed you to put lots of data and compute into solving the problem. And it was really working for Dota. And he came over and started doing this for robotics. And we went f…”
Bob McGrew Aug 18, 2023 ▶ 18:17 Ep 66: Bob McGrew — the Superstar Palantir Alum Leading OpenAI's Transformative Research Projects · Joe Lonsdale
Aug 18, 2023 bearish
Prediction Not checkable as stated
McGrew: GPT-5 will render current AI infrastructure solutions completely obsolete
“I'm always a little worried about the infrastructure work, because I think, you know, you're solving the problems as they exist today, and when GPD 4.5 and GPD five come out, you know, they're gonna have fundamentally different use cases and fundamentally diff…”
Bob McGrew Aug 18, 2023 ▶ 40:02 Ep 66: Bob McGrew — the Superstar Palantir Alum Leading OpenAI's Transformative Research Projects · Joe Lonsdale
Aug 18, 2023
Assertion Not checkable as stated
McGrew: ChatGPT launched as a side project with zero press outreach
“And again, it was a side project. We called it a low-key research preview. We didn't do any press on it, and it just blew up.”
Bob McGrew Aug 18, 2023 ▶ 38:54 Ep 66: Bob McGrew — the Superstar Palantir Alum Leading OpenAI's Transformative Research Projects · Joe Lonsdale
Aug 18, 2023
Insight
McGrew: AI bias mitigation should prioritize workplace professionalism over political correctness
“And so I think a lot of, like near-term safety, a lot of these discussions about bias, like they really are about the fact that the model has learned all of these things, which it's learned a lot of true facts, it's learned a lot of things that are inaccurate,…”
Bob McGrew Aug 18, 2023 ▶ 30:50 Ep 66: Bob McGrew — the Superstar Palantir Alum Leading OpenAI's Transformative Research Projects · Joe Lonsdale
Aug 18, 2023 positive
Assertion Not checkable as stated
McGrew: OpenAI models are improving, contrary to user reports of degradation
“Ah, we think it's actually getting better over time that, you know, some of the reports are sort of confounding various different things.”
Bob McGrew Aug 18, 2023 ▶ 25:02 Ep 66: Bob McGrew — the Superstar Palantir Alum Leading OpenAI's Transformative Research Projects · Joe Lonsdale
Aug 18, 2023 bullish
Assertion Not checkable as stated
McGrew: OpenAI's 2017 thesis was that neural networks could reach AGI
“So I think that the thesis behind open AI when I joined in 2017 was that neural networks were the final architecture that could take AI all the way to human level intelligence or AGI.”
Bob McGrew Aug 18, 2023 ▶ 9:17 Ep 66: Bob McGrew — the Superstar Palantir Alum Leading OpenAI's Transformative Research Projects · Joe Lonsdale
Aug 18, 2023 neutral
Disclosure
McGrew: OpenAI uses thousands of human trainers scoring prompts to counter model bias
“Well, there's actually thousands of AI trainers behind the scenes who are, you know, we, we're, we give them prompts and they have to score the prompts. And so, you know, I think for better or worse, they bring their biases to it, but we try to make it so the …”
Bob McGrew Aug 18, 2023 ▶ 33:21 Ep 66: Bob McGrew — the Superstar Palantir Alum Leading OpenAI's Transformative Research Projects · Joe Lonsdale
Aug 18, 2023 positive
Assertion Supported
Lonsdale: Portfolio legal tech startup sold to Thomson Reuters at 8x valuation
“One of them was a legal tech company. You probably don't even know this. That's partnered with open AI and suddenly sold for like eight times the last round valuation to Thomson Reuters.”
Joe Lonsdale Aug 18, 2023 ▶ 39:39 Ep 66: Bob McGrew — the Superstar Palantir Alum Leading OpenAI's Transformative Research Projects · Joe Lonsdale
Aug 18, 2023 bullish
Prediction Not checkable as stated
McGrew: Human-level multi-agent AI will create its own civilization
“When you push this to the level where AI is at the human level, I mean, they're basically going to be creating their own civilization.”
Bob McGrew Aug 18, 2023 ▶ 35:30 Ep 66: Bob McGrew — the Superstar Palantir Alum Leading OpenAI's Transformative Research Projects · Joe Lonsdale
Nov 2, 2024 positive
Insight
Gil: Golden age tech companies concentrate talent that later fuels Silicon Valley
“And I feel like at any given moment in time, there's one or two companies that are going through this kind of golden age period where you're expanding rapidly. You're soaking in all the best talent. You're launching multiple product lines. You have this, Diver…”
Elad Gil Nov 2, 2024 ▶ 5:36 Secrets Of Investing Early – Lessons From A Billion-Dollar Investor · Joe Lonsdale
Dec 13, 2024 negative
Assertion Contradicted
Lonsdale: European regulators are banning OpenAI
“Such as the Europeans who are banning OpenAI, by the way, which is very funny for the latest launch.”
Joe Lonsdale Dec 13, 2024 ▶ 34:20 The Terrifying Truth AI Researchers Don’t Understand · Joe Lonsdale
Dec 13, 2024 bearish
Assertion Supported
McCord: Apple paper shows minor perturbations drop AI reasoning scores by 65%
“But then you have Apple come out with a paper that shows that if you do minor perturbations, you drop the reasoning score on these systems by like, 65%.”
Brendan McCord Dec 13, 2024 ▶ 40:36 The Terrifying Truth AI Researchers Don’t Understand · Joe Lonsdale
Jul 28, 2025 neutral
Prediction Not checkable as stated
Hoffman: Only a very limited number of startups will build frontier compute
“And there's a limited number of startups that are going to be able to do the scale compute infrastructure that is required for frontier models, right? Not zero, right? Then we open AI, obviously moving to scale Anthropic, et cetera, but it's going to be a very…”
Reid Hoffman Jul 28, 2025 ▶ 14:36 Two Billionaires Debate: Should We Fear AI? · Joe Lonsdale
Jul 28, 2025 positive
Assertion Supported
Hoffman: OpenAI Has Already Produced Multiple Multi-Billion-Dollar Spin-Offs
“OpenAI, I mean, there's already been multiple, multi-billion dollar spin-offs of OpenAI.”
Reid Hoffman Jul 28, 2025 ▶ 39:19 Two Billionaires Debate: Should We Fear AI? · Joe Lonsdale
Feb 17, 2026 bearish
Opinion
Lonsdale: OpenAI Keeps Failing in Attempts to Capture the Enterprise Market
“I think they're bad at enterprise. I think they don't have the, I think they keep trying and they're not succeeding. Maybe they'll get it though. I don't know.”
Joe Lonsdale Feb 17, 2026 ▶ 17:27 Top Tech Investors: This AI Wave Is 10X Bigger Than SaaS · Joe Lonsdale
Mar 19, 2026 positive
Disclosure
Jake Paul: My team worked with OpenAI for months developing Sora
“We worked with their team for a couple of months, just helping them develop the product and the idea of like what it would even be. And it started from just like chatting with Sam and identifying that there was a gap for a potential social media, new social me…”
Jake Paul Mar 19, 2026 ▶ 15:04 Jake Paul on Endorsing Trump & the AI Economy · Joe Lonsdale
Mar 27, 2026 positive
Assertion Supported
Wu: One 20-person USACO camp produced Wang, Guo, Ziegler, and Ho
“In my year, actually there were a ton of others who all kind of went into AI. And so obviously Steven and Andrew, who started the company you know, who started Cognition with us but also a ton of others. And so Alexander Wang, who started Scale. Demi Guo, who …”
Scott Wu Mar 27, 2026 ▶ 3:44 How AI Agents Are Creating 12X Productivity Gains · Joe Lonsdale
Jul 9, 2026 negative
Prediction Not checkable as stated
Ross: Foundation models will build apps targeting high-volume token usage
“Anthropic, OpenAI, Google, they're all gonna, in the same way that you probably don't want to build an email company while Google's on its arise, because they're gonna come and eat that, like, every one of these companies is looking at, where are our tokens be…”
JD Ross Jul 9, 2026 ▶ 12:49 Why AI is Bigger Than the Industrial Revolution
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 150 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.