OpenAI, every mention
58 scenes, the whole family · ← back to OpenAI
tap a year for its mentions
every year anyone Benedict Evans 90Toni Cairn-Brown 2Toni Cowan-Brown 1
Verbatim, from the transcripts: the passages where OpenAI comes up
AI deployment
- ▶ 23:06 Benedict Evans Well, Codex. 2 times in the scene
Most people and companies aren't tool-builders
- ▶ 16:01 Benedict Evans Chat to EPT work, and chat to EPT, OpenAI just suddenly replaced everybody's chat with this weird, bungled up, completely chaotic and confused thing called work, and it's like, well, what is this, and why does it work?
Token pricing
- ▶ 4:37 Benedict Evans We have OpenAI and Gemini five percent behind, like not far behind.
- ▶ 14:49 Benedict Evans Well, if there was a network, the, the, this is the thing I wrote something in the spring about open AI. 2 times in the scene
- ▶ 23:07 Benedict Evans Um, some of this, I think, is a sort of an expansion and an iteration of what I wrote about OpenAI in the spring. 2 times in the scene
The spring updates on AI
- ▶ 14:11 Benedict Evans And even that is producing, I mean, you, you see the numbers that OpenAI, the last number they gave was thirty million, thirty billion dollars of revenue annualized. 3 times in the scene
What jobs are AI jobs?
- ▶ 0:20 Benedict Evans Because Anthropic does this thing, and OpenAI have done these things based on sort of US census data where they try and put like a numeric score job by job of exposure to AI.
- ▶ 26:32 Benedict Evans I mean, you know, you could, you know, this is, you know, open AI anthropic model of like, we're going to score jobs.
The end of the network effect
- ▶ 0:21 Benedict Evans And then pushed forward and just about to publish something now about chat, about OpenAI and ChatGPT and how it competes.
- ▶ 4:55 Benedict Evans OpenAI manages to break in for the sake of argument, even though they don't have an existing business, they get into the hundred billion dollar, multi-hundred billion dollar CapEx club. 3 times in the scene
- ▶ 13:45 Benedict Evans I heard both Kevin Wheel and Mike Krieger say, which is that basically you get your head of product at OpenAI or Red Antwerpic, but Mike Krieger was, both of those people have now left.
- ▶ 21:10 Benedict Evans Um, but you've got this very big difference between the technology being basically the same, the product being basically the same, the consumer awareness being radically different, the adoption being radically different for all that, you…
- ▶ 22:44 Benedict Evans And this is sort of part was part of the kind of the thread of the piece that I'm, that I've just, will have just published when, when people are listening to this is if you're open, you're open AI, you've got, don't fundamentally have a…
AI and SaaS
- ▶ 2:17 Benedict Evans So you get this super nervousness about Microsoft results, where Microsoft is a mess, but Amazon's results, you know, is OpenAI really going to get that investment from NVIDIA?
How does OpenAI compete?
- ▶ 0:08 Benedict Evans Yes, um, and we thought we would talk about OpenAI.
- ▶ 1:46 Benedict Evans But in the end, A, it's going to be very hard for particularly OpenAI to, for their data center to be better than everybody else's or cheaper or more efficient than anybody else's.
- ▶ 4:48 Benedict Evans Of course, it might also be Sora, um, which is obviously an open AI attempt to solve this, or now Sora has now dropped off the charts as the novelty wore off. 3 times in the scene
- ▶ 10:03 Benedict Evans And, you know, I mean, I was, we were chatting about this earlier, and there's a story that rolled over the information today of a disconnect within OpenAI, where they're building these new frontier models, and they're doing really, really… 2 times in the scene
The AI presentation
- ▶ 2:28 Benedict Evans They've had one from Microsoft and Google, they've had the one from their ad agency, they've had the one from Bain or BCG or McKinsey, they maybe had one from OpenAI, they've had stuff from Accenture, and they probably deployed a bunch of… 3 times in the scene
- ▶ 9:23 Benedict Evans Like, you know, is open AI the thing?
- ▶ 18:53 Benedict Evans To me, the most interesting one, in a sense, is OpenAI, where they did, gave this stream last year, last week, where they said two very interesting things. 3 times in the scene
- ▶ 25:55 Benedict Evans Let's talk about how much money these companies are spending on infrastructure, and let's contrast the fact that Microsoft, Google, Amazon, and Meta are funding it out of cash flow, Meta less so than the others, whereas OpenAI
A double episode: AI differentiation, and Apple does F1
- ▶ 3:44 Benedict Evans I don't think open air does any advertising, but the power, that power of the brand.
- ▶ 9:40 Benedict Evans And OpenAI have both hired these product people like Kevin Wheel and Mike Grieger, and who both come from Instagram.
- ▶ 22:03 Benedict Evans You know, most of what you do in Google is not stuff, in Chrome is not stuff made by Google, whereas everything that you see in, in ChatGPT's app is stuff coming from OpenAI.
Looking for AI strategies
- ▶ 4:23 Benedict Evans Like the, OpenAI's latest model generator is different to Midjourney because it knows what the picture was and you can say, add something to this and it will add it to that picture.
- ▶ 7:57 Benedict Evans So it's, it's a puzzle in that, I mean, I should say that OpenAI hired Kevin Wheel and Anthropic hired Mike Krieger.
- ▶ 12:31 Benedict Evans Um, so there's a lot, and that gets back to my point about all these SaaS companies, you know, hundreds and hundreds of SaaS companies, most of them using API calls to, um, either the various third party cloud providers that are running…
- ▶ 14:58 Benedict Evans Well, this is the, I mean, this is kind of my, my, my question is, is open AI a technology company or a branding company? 2 times in the scene
- ▶ 22:14 Benedict Evans Lobbying and talking and promoting open AI. 4 times in the scene
Ai eats the world
- ▶ 12:56 Benedict Evans There's a big story this week as OpenAI have put their new model out at 200 dollars a month. 2 times in the scene
- ▶ 32:04 Benedict Evans And you see some of this with, you know, OpenAI and Anthropic hiring head product officers and OpenAI just hiring a marketing officer. 3 times in the scene
The AI summer
- ▶ 4:01 Benedict Evans Uh, all these sorts of, you know, is that, is Microsoft, is Apple going to make Google and OpenAI bid against each other to be the LLM provider for
- ▶ 33:31 Benedict Evans I'm not sure, you know, there would be a big debate about whether OpenAI is worth anything right now, or what it's worth based on the fact that there's clearly going to be half a dozen, half a dozen competitors to it.
What's your AI strategy?
- ▶ 24:26 Benedict Evans Does your pro does your vendor have their own model or are they wrapping something on open AI?
- ▶ 30:41 Benedict Evans You know, if you saw this link, if you search, search Amazon for, um, I'm sorry, that would break open AI terms of service.
AI and Everything Else
- ▶ 27:16 Benedict Evans OpenAI did this by throwing massively more data than anyone thought was plausible into the hopper.
Unbundling ChatGPT
- ▶ 7:39 Benedict Evans You could also sort of step back from it and ask, well, what is it that OpenAI has tried to build?
- ▶ 20:52 Benedict Evans Um, and this is one of the sort of basic questions of where we end up is do we end up with like three VELT computers with, with, you know, everything is a very thin open AI rack or a very thin barbed wrapper, or do we end up where there's…
Working out AI questions
- ▶ 6:21 Benedict Evans Around LLMs, that it's like, there's Microsoft, there's Microsoft OpenAI, there's Google, and there's one other. 7 times in the scene
- ▶ 31:44 Benedict Evans Because basically OpenAI sort of sat down and written a bunch of dog rails on what you can, there's questions you can ask that won't get an answer, or get kind of a narrowly constrained answer.
Buzzfeed News, Reddit and OpenAI
- ▶ 31:33 Benedict Evans What, what should OpenAI be paying stable, be paying Stack Overflow?
AI, copyright and collective knowledge
- ▶ 19:19 Toni Cairn-Brown In this case, GPT is owned by OpenAI. 2 times in the scene
GPT-4 is here, now what?
- ▶ 8:13 Benedict Evans So there's a lot of like actual hard graft at open AI to get from the theory to the thing that they've actually launched.
- ▶ 17:41 Benedict Evans And so this is sort of the, the open AI thesis would then would tend and take that a bit further, which is to say at a certain point, you're going to produce something that has, that is intelligent.
- ▶ 21:44 Benedict Evans Um, and obviously I can't say it's a hundred X bigger because open AI haven't disclosed anything about it because this is a joke. 4 times in the scene
ChatGPT versus Google
- ▶ 0:48 Benedict Evans They just spent the money and continued with five or 10%, and now Microsoft has this investment in OpenAPI, OpenAI.
Generative search
- ▶ 0:22 Toni Cowan-Brown What happens when open AI mid journey, make all the tools accessible and the models accessible tool.
- ▶ 6:24 Benedict Evans Why is OpenAI breaking out?
Generative AI
- ▶ 7:50 Benedict Evans Which are based, and, and, and I suppose there's sort of, and then the other, and then the kind of, maybe we could probably start by just sort of talking about the, the thing that immediately people see when you, once you start playing…
- ▶ 25:20 Benedict Evans The image generator that OpenAI produced last autumn.
No Soup for You! Regulating tech M&A
- ▶ 12:16 Benedict Evans Three, six, five, but more importantly, open AI runs on Azure.
ChatGPT and the Imagenet Moment
- ▶ 6:51 Benedict Evans And the thing that's exploded this week is this open AI chat GPT thing, which is you type in a text quest prompt.
- ▶ 36:34 Benedict Evans Um, but, you know, it's still Ape and AI has still got like hundreds of people and billions of dollars in order to do all of this. 2 times in the scene
Wondering about generative AI
- ▶ 5:16 Benedict Evans I would sort of follow, um, Sam Altman, who, who runs Ape and AI on, on, on, on Twitter.
- ▶ 19:25 Benedict Evans This is sort of interesting development in the last couple of months, which is that open AI has been sort of very kind of cautious and hesitant about this.
Remember AI?
- ▶ 12:27 Benedict Evans I need to get somebody, I need to get somebody at OpenAI to tell us how you pronounce this. 4 times in the scene
- ▶ 27:23 Benedict Evans So Sam Altman, who runs OpenAI, thinks this is a part of general AI.