OpenAI
also referred to as: open ai
includes OpenAI O1, OpenAI Codex, OpenAI API, OpenAI Realtime API, OpenAI O3, OpenAI Deep Research, OpenAI o Series, OpenAI Realtime Models, OpenAI O1 Preview
200 statements across 40 episodes · 119 bullish · 29 bearish · 17 people on the record · first statement Jan 25, 2024 by Brad Gerstner · said 653 times in 42 episodes since 2024 · across every show →
Mentions by year, the whole family
brought up most by Brad Gerstner (337), Bill Gurley (142), Satya Nadella (47), Dylan Patel (28), Apoorv Agrawal (26), Sherwin Wu (19), Nick Turley (12), Gavin Baker (7)
tap a year for its mentions
2026 25 mentions in 2 episodes 13 per episode
2025 350 mentions in 19 episodes 18 per episode
- All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner · Bg2 Pod
- Inside OpenAI Enterprise: Forward Deployed Engineering, GPT-5, and More | BG2 Guest Interview · Bg2 Pod
- Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2 · Bg2 Pod
- DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- 11 more episodes that year, every mention in 2025 →
2024 278 mentions in 21 episodes 13 per episode
- Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep9. GPT-4o, Astra, Multi Modal, China Tariffs, Tech Earnings | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- BG2 with Bill Gurley & Brad Gerstner | MANG VC Gone Wild, Can You Trust AI Valuations? & More | E01 · Bg2 Pod
- 13 more episodes that year, every mention in 2024 →
Everything said about OpenAI, oldest first
Jan 25, 2024 neutral
Jan 25, 2024
Jan 25, 2024 negative
Jan 25, 2024 bearish
Feb 8, 2024 neutral
Levie: AI adoption is bottlenecked by compute costs, not architecture
“So like we're increasingly not limited by the architecture of the technology. And now we're just limited by like, can Jensen make these things cheaper? Can the, you know, can the engineers at open AI have more efficient model algorithms?”
Feb 8, 2024 bearish
Levie: Cloud-Credit AI Funding Music Will Stop, OpenAI Aside
“I think unfortunately there's like an inevitable, there's going to be an inevitable, you know, that the music will stop at some point on, on, on this particular dynamic. Open AI, you know, aside, just because they actually do have the traction, they probably d…”
Feb 22, 2024 bullish
Feb 22, 2024 bullish
Gurley: Microsoft is a clear net winner from generative AI
“People looked at the Microsoft portfolio of assets, especially where they make money around the office suite, right? And said, and the developer community where they also, you know, control a lot of the IDEs that are used to program. And they said, oh, this is…”
Feb 22, 2024 negative
Gurley: Ecosystem partners distrust Google and prefer OpenAI and Perplexity
“I don't think Google has treated its partners well in the search ecosystem. And so there's a lot of angst there and a lot of mistrust. And so if, OpenAI or perplexity came along and said, would you integrate and pass tokens? They might say yes. I think they're…”
Mar 7, 2024 bearish
Gerstner: OpenAI Should Rename to ChatGPT and Focus on Google
“If I was Sam Altman running OpenAI, I think I might rename the company ChatGPT and just focused on the multi-trillion dollar opportunity to replace Google, right? Because I think winning at both, beating Google at consumer and beating Microsoft at enterprise y…”
Mar 21, 2024 positive
Gurley: Voice AI may be more interesting than OpenAI's Sora video generator
“And by the way, on that topic, I think voice AI may be more interesting than, say, Sora or the video stuff that OpenAI released. I think more and more people are realizing, because LLMs are language models, that people would love to just talk to them.”
Apr 4, 2024 negative
Gurley: Sam Altman's Energy Compute Framing Is Jobsian-Level Promotion
“I want to, there's two things Sam did this in this recent Interview that I think put him in the promotion hall of fame. And one of them was he juxtapositioned AI versus the smartphone market and then on the smartphone market is being small. He said, well, that…”
Apr 29, 2024 bullish
Apr 29, 2024 positive
Madra: Llama 3 70B is over 10x cheaper than GPT-4
“Price performance, right? You get probably on, from a GPT-IV, you're more than 10 times cheaper. Right. And you're. Yeah. Yeah. 10 times cheaper. And well, let me just tell you, GPT-IV is 10 dollars per million tokens input and 30 dollars per million token out…”
Apr 29, 2024 bullish
Madra: Developers replace OpenAI with Llama 3 with no performance loss
“And people are doing a direct replacement with open AI across the board. They come to us. So they come to, you know, all the different providers and they replace out open AI. And they don't really see any performance impact or any reasoning impact”
Apr 29, 2024 bearish
Gurley: Free Meta AI eliminates consumer willingness to pay $20 for ChatGPT
“As long as Meta's free, I don't think anyone pays the 20 dollars. And I will say that is as things sit today. If some crazy feature comes along, you know, we've talked about personal memory, maybe, maybe that comes back, but for now, It feels dead.”
Apr 29, 2024 bearish
Gerstner: Closed AI model startups besides OpenAI will struggle to raise funding
“I think it's going to be very difficult for new entrants to be venture backed because to, you know, open AI will continue to get funding because they have this incredible team. They have a hundred million people using the product and paying them for the produc…”
Apr 29, 2024 neutral
May 16, 2024 positive
May 16, 2024 negative
May 16, 2024 negative
Gerstner: Apple cannot outsource building its core AI assistant
“I think a decision to sell the generative AI search button you know, to open AI and the way that they're doing with Google search is a far cry from outsourcing, right? Their mission to build their own version of her, which I don't think that Apple can ever out…”
May 16, 2024 positive
Gerstner: GPT-4o Dramatically Lowers Inference Pricing Over Benchmark Gains
“And we plotted chat GPT for Omni on this chart, and you can see how it barely improved in terms of human level, the human eval score, but it dramatically improved in terms of pricing, you know, in terms of inference pricing.”
May 16, 2024 bearish
May 16, 2024 bearish
Gerstner: Frontier AI Labs Must Win Consumers to Justify Billions Invested
“So if you're going to be Anthropic or OpenAI or Mistral or anybody else, it's hard to see how you build a business, you know, with payback on the tens of billions that you're going to be required to invest unless you're in the consumer game.”
May 16, 2024 bearish
Gerstner: Serving AI models is far lower margin than traditional software
“In fact, I was talking to a large data company this week who's in the business of serving models, and they were lamenting the fact that the pricing umbrella was set by open AI and there is no price, right? So that it's a much lower margin business than the tra…”
Jun 10, 2024 bearish
Gurley: OpenAI and AI leaders are spouting vague, unsubstantiated hyperbole
“I think in this case, because some of the leaders and I'd say OpenA is probably the strongest Are willing to spout hyperbole. And what I mean by hyperbole is they're willing to just state really vague, broad, big ideas without much meat on them.”
Jun 10, 2024 bullish
Gerstner: Apple will partner with OpenAI, limiting features to newer iPhones
“I think they're going to have a series of announcements, you know, in terms of integrating with OpenAI. They're going to make the phone better. They're going to say, you can only get it on 15 plus or 16. They'll drive a replacement cycle into, you know, that b…”
Jun 22, 2024 neutral
Gurley: Credit Card Data Implies $2.1B of OpenAI Revenue Is Consumer
“I went into one of these credit card survey things, and I looked at OpenAI, and assuming that people don't pay for the API with a credit card, so the credit card pool just represents, and I compared it to a company where I knew the revenue it would imply that …”
Jun 22, 2024 bearish
Gurley: OpenAI Consumer Subscription Cohorts Suffer ~65% Annual Churn
“At least for the cohorts that are old enough, the churn's about 65% annually, so they're only 35% retaining, which Sachs had hinted at on All In, and maybe the reason that I think Sam at one point said he didn't really see the twenty-dollar thing as his future…”
Jun 22, 2024 neutral
Jul 11, 2024 negative
Jul 11, 2024 bullish
Jul 25, 2024 bullish
Jul 25, 2024 neutral
Jul 25, 2024 bearish
Aug 9, 2024 neutral
Aug 9, 2024 bearish
Gerstner predicts SearchGPT will not reach one billion users
“I would say that search GPT I don't think is going to be the product that gets up to a billion users, and it reminds me, it takes me all the way back to a conversation you and I had maybe in episode four Which is what is going to be the next, you know, GPT mom…”
Sep 25, 2024
Oct 13, 2024 neutral
Oct 13, 2024 bullish
Oct 13, 2024 bullish
Oct 13, 2024 bullish
Oct 13, 2024 neutral
Oct 13, 2024 bullish
Gerstner: OpenAI achieved escape velocity with $4B revenue and $10.5B capital
“Don't forget this company, you know, is, has over four billion in revenue scaling. Probably most people think to ten billion plus in revenue. Over the course of the next year, they just raised six and a half billion. They got a four billion dollar line of cred…”
Oct 31, 2024 bullish
Gerstner: Hyperscalers and OpenAI are solely focused on 1-3 gigawatt power sites
“When I talk to CoreWeave, when I talk to Azure, when I talk to OpenAI, when I talk to Amazon, Google, et cetera, not one of them Is talking about anything other than how do we find the facilities that can support a gigawatt or two gigawatts or three gigawatts …”
Oct 31, 2024 bullish
Nov 21, 2024 bullish
Nov 27, 2024 positive
Gurley: Anthropic Open-Sourcing MCP Matches Google's Kubernetes Strategy
“I think it is one of the most savvy competitive Weapons you can bring to the field. I'm sure they were worried that open AI would create proprietary data connectors and they want everyone to use this one very similar to what Google did with Kubernetes.”
Dec 12, 2024 bullish
Nadella: OpenAI is this generation's defining company, creating a 'Mag 8'
“If you think about open AI, in some sense, you could say it's mag eight because I think the company of this generation has already been created. Right. Which is open AI in some sense. It's kind of like the Google or the Microsoft or the meta of this era.”
Dec 12, 2024 neutral
Nadella: Unlikely any foundation model achieves a two-year lead again
“I don't think there will be ever again maybe a two-year lead like this. Who knows? We, you know, it's all, you say that and somebody else, you know, drops some sample and suddenly blows the world away. But that said, I think it's unlikely that that type of, yo…”
Dec 12, 2024 bullish
Nadella: Memo by Amodei and Sutskever Convinced Microsoft to Bet on Scaling
“In fact, I think the first memo, weirdly enough, I read, On scaling was written by Dario when he was at OpenAI and Ilya, and that's sort of what, like I said, let's take a bet on this, right? Which is, hey, wow, if this is going to have exponential performance…”
Dec 12, 2024 positive
Nadella: Azure Kubernetes service is among OpenAI's fastest-growing workloads
“One of the fastest growing things of, in fact, open AI itself is the container service, because after all these agents need a scratch pad for doing some of those auto grading even to generate the samples, right? And so that is like where they run a code interp…”
Dec 12, 2024 neutral
Nadella: Microsoft Partnered With CoreWeave to Catch Up to ChatGPT Demand
“That, that we did because we all got caught with the hit called ChatGPT and OpenAI APIs, right? Yeah, we were completely, I mean, like, yeah, it was impossible. There's no supply chain planning I could have done in you know, what is it, you know, like none of …”
Dec 12, 2024 neutral
Dec 12, 2024 positive
Nadella details the four pillars governing Microsoft's OpenAI partnership
“I think of them as, hey, as an investor, what are their interests and our interests, and how do we align them? I think of them as an IP partner and because we give them systems IP, they give us, ah, model IP, right? So that's another side of it where we are, a…”
Dec 12, 2024 bullish
Dec 12, 2024 positive
Nadella: Microsoft tried for 10 years to secure an Apple search deal
“Like, I've been trying to get an Apple search deal for, like, 10 years. And so, when Tim finally did a deal with Sam, I was, like, the most thrilled person, which is better, it's better to have ChatGPT get that deal than anybody else, because we, you know, we …”
Dec 12, 2024 neutral
Nadella: OpenAI Briefly Used GCP Before Returning to Microsoft for Transformers
“The first time yeah, actually, Elon and Sam, they were looking for, obviously, Azure credits, and what have you, and we gave them some credits, and that time, they were more into RL, and Dota II, and what have you, and that was interesting and then we stopped …”
Dec 23, 2024 positive
Patel: Microsoft runs GPT models on AMD hardware for inference
“Microsoft has deployed GPT-style models on On other competitors' hardware, such as AMD they've, and some of their own, but mostly AMD, and so they can wring that out with software because they can spend hundreds of engineers, dozens of engineers' hours hundred…”
Dec 23, 2024 neutral
Patel: Reasoning models like OpenAI o1 increase compute costs by 50x
“When I do this with O-one, right, because it's doing that thinking phase of 10,000... It spends a lot of memory on generating this KV cache and reading this KV cache constantly. Now the maximum batch size, i.e. Concurrent users I can have, is a fraction of tha…”
Dec 23, 2024 positive
Dec 23, 2024 bullish
Patel: Broadcom holds custom ASIC wins with Meta, OpenAI, and Apple
“Broadcom does have multiple custom ASIC wins, right? It's not just Google here. Meta's, Meta's ramping up mostly still for recommendation systems, but their custom chips are gonna get better. You know, there's other players like OpenAI who are making a chip, r…”
Dec 23, 2024 positive
Jan 11, 2025 neutral
Gerstner: Reasoning models dwarf single-shot ChatGPT in compute consumption
“You have these O series models, and now you have deep reasoning out of Google that launch this whole different vector of scaling intelligence and reasoning. But the thing about those, Bill, as you well know, is they are compute hogs. Right? The number of token…”
Jan 11, 2025 bullish
Gerstner: Google and OpenAI will launch superior coding agents in 2025
“I think you're going to see some pretty dramatic breakthroughs this year on coding, right? So think about all the startups that we've seen in the coding space. A lot of them have used prompt injection and other techniques in order to You know, kind of get thes…”
Jan 23, 2025 neutral
Gurley: Microsoft refused to build massive AI cluster Altman wanted
“I think my own interpretation is Microsoft didn't want to build this big, you know, open AI playground or one as big as maybe Sam wanted to build. And so he went somewhere else and everybody, But everyone at the surface behaving like they're okay with that.”
Jan 23, 2025 bullish
Gerstner: OpenAI Is Already Running Workloads Out of Abilene Facility
“Larry said at the press conference, They have 10 buildings already built in Abilene. They have another 10 under construction, and we know that OpenAI is already running workloads out of Abilene, Texas, which is where this mega project's going to be built, and …”
Jan 23, 2025 positive
Feb 5, 2025 bullish
Feb 5, 2025 bearish
Gerstner: Export controls will prevent DeepSeek from keeping pace with OpenAI
“So, said another way, this was the moment in time where their compute comparison to OpenAI was the closest it's ever going to be for a few reasons. Number one, with the export controls, they acknowledge They, they're going to have a very hard time keeping up w…”
Feb 5, 2025 neutral
Feb 5, 2025 positive
Gerstner: DeepSeek's training run was up to 50% more efficient than o1
“Now, of course, they talked about the six million dollar final training run, and this, it's important to understand, this is also correct. Right? And as I said on CNBC, this compares to about 10 or fifteen million for O-one out of OpenAI. So apples to apples, …”
Feb 5, 2025 bullish
Mar 2, 2025 bullish
Mar 2, 2025 negative
Mar 2, 2025 bullish
Mar 2, 2025 neutral
Mar 2, 2025 negative
Gerstner: Letting ChatGPT launch first was Google's mortal sin
“The only thing that could attack Google was never anything head on. It had to be an orthogonal attack from something that was 10 X better, a hundred X better because it gave us answers instead of blue links, right? That's why it was such a mortal sin for them …”
Mar 21, 2025 bullish
Gerstner: OpenAI's Upcoming AI Product Releases Will Be Profound
“I think the stuff that we're going to see over the course of the next eight to 10 weeks out of open AI, as they get these releases teed up, I think it's going to be pretty profound and, You know, continue to add you know, to add pressure to that lead.”
Mar 21, 2025 negative
Gurley: OpenAI's Anti-DeepSeek Paper Signals Uncompetitive Rent-Seeking Behavior
“I think your friends at open AI added to that last week by putting out an anti deep seek paper that I thought was quite sad. Like if a company like GM or Ford were to put out a paper like that about BYD, we would look at them and go, oh, you just want the gove…”
Mar 21, 2025 neutral
Apr 4, 2025 bullish
Apr 4, 2025 bullish
Apr 4, 2025 bullish
Gurley: AI agents will disrupt Google's high-fee ad model to OpenAI's benefit
“I personally don't think there's any way when that world you're talking about, that agent world evolves, that that partner in a hotel is gonna pay a fee anywhere close To the fee that's paid to Google by someone that's marketing a service that I always say usi…”
May 22, 2025 bullish
Gerstner Predicts OpenAI Will Release an Open-Source Model by Summer 2025
“I do think you're going to see the open AI open source model. I mean, Sam's talked about it many times. I think you're going to see that in the next 30 days or so, certainly by the end of summer, but I would guess sooner rather than later.”
May 22, 2025 bullish
Gerstner: Abu Dhabi Announced 5GW AI Campus with Nvidia, OpenAI, Oracle
“In Abu Dhabi, they announced a five gigawatt USAI, you know, it's a UAE USAI campus. It's an incredible architectural campus. It's in collaboration with NVIDIA and OpenAI and Oracle. And think of it as almost like a global Stargate. So to put that perspective,…”
Jun 6, 2025 bullish
Jun 20, 2025 bearish
Philippe Laffont: ChatGPT subscribers reduce Google page views by 8% to 11%
“Absent chat GDP chat GPT, maybe Google page use for particular user growing four percent per year. So we are consuming more Google. Then we get a subscription to chat GDP, which we Chad, Jesus Christ, I confused GDP and GPT. We get a subscription and now we're…”
Jun 20, 2025 neutral
Laffont: Mag 7 was flat year-over-year while top AI companies gained value
“So it was interesting seeing that we think that on average, the max seven of us was basically flat year over year and yet tremendous value accretion to the top AI companies, right? Whether it's open AI or Anthropic or all kind of the following companies.”
Jun 21, 2025 bullish
The winning AI company will reach a $5T to $10T valuation
“At a hundred billion in revenue, it seems to me that this company could be on a path to being the most valuable company in the world, right? Five to 10 trillion dollar business in the fullness of time, which frankly would not surprise me for the winner in the …”
Jun 21, 2025 bullish
Jun 21, 2025 bullish
Jun 21, 2025 neutral
Jun 21, 2025 bullish
Jun 21, 2025 bullish
OpenAI will transition to measuring daily active users, predicts Kevin Weil
“And over time, I think it's going to be more natural for us to measure daily active users because really if we're doing our job and you're using ChatGPT on a daily basis and hopefully multiple times per day, Because it can help you multiple times per day with …”
Jun 21, 2025
Frontier AI capabilities cannot be managed top-down, argues Kevin Weil
“In an AI world, you need to do that because the IMLs are so new. We don't, you don't top down know all of the capabilities. You see them kind of coming through the mist and we're better at finding all of the opportunities when we have a lot of smart people Thi…”
Jun 21, 2025 bullish
Jul 10, 2025 bearish
Jul 10, 2025 neutral
Jul 31, 2025 bearish
Jul 31, 2025 bullish
Jul 31, 2025 bullish
Gerstner: OpenAI should subsidize developer models using consumer profits
“Amazon had this monopoly retail business they could use to subsidize AWS, gain share for a decade, and then begin to take price. That would be a rational strategy for OpenAI to follow. So you take the profitable consumer business, you use it to subsidize, you …”
Jul 31, 2025 bullish
Jul 31, 2025 neutral
Jul 31, 2025 bullish
Jul 31, 2025 bullish
Aug 28, 2025 bullish
Aug 28, 2025
Gurley: AI startup capital and burn exceed Uber-DoorDash wars
“Look, there's just no denying that the amount of capital that is going into these companies earlier in their life and the scale of hiring and their willingness to take on risk, which I think you can use cash burn as just a proxy for risk because you get furthe…”
Aug 28, 2025 positive
Aug 28, 2025 positive
Sep 11, 2025 positive
Wu: Los Alamos OpenAI supercomputer deployment is shared with Lawrence Livermore and Sandia
“The other cool thing is it's actually being shared between Los Alamos and some of the other labs Lawrence Livermore Sandia as well because it, it's the supercomputer setup where they can all kind of connect with it remotely.”
Sep 11, 2025 positive
Wu: OpenAI deployed o3 on an air-gapped Los Alamos supercomputer
“We actually did a custom on-prem deployment with them onto one of their supercomputers called Venado. And so this actually involves a bunch of, you know very bespoke work with some FDs also with a lot of our developer team. To actually bring one of our reasoni…”
Sep 11, 2025 positive
Sep 11, 2025 positive
Wu: GPT-5 enables single-generation code completions in the Codex CLI
“The second thing, honestly, is, is GPT-V. Like, I just think GPT-V really allows the product to shine. It's, you know, at the end of the day, this is kind of a, this is a product that really is dependent on the model, underlying model. And when you have to, yo…”
Sep 11, 2025 positive
Godement: OpenAI models power live voice support features in T-Mobile app
“And so we've been working with T-Mobile pretty much for the past year at that point to basically automate like not only like text support but also voice support. And so today, like, you know, there are like features like in the T-Mobile app That if you call, a…”
Sep 11, 2025
Wu: Enterprise AI Evals Must Be Built Bottom-Up by Operators
“And evals also, oftentimes, need to come up bottom up. Right? Because all of these things are kind of in people's heads, in the actual operator's heads. Like, it's actually very hard to have a top-down mandate of, like, you got, like, this is how the evals sho…”
Sep 11, 2025 neutral
Sep 11, 2025 bullish
Sep 11, 2025 positive
Wu: Accordance achieved SOTA results on Tax Bench via OpenAI RFT
“There's another startup called Accordance that's doing this in the tax space. I think they've been targeting an eval called Tax Bench, which looks at, you know, CPA style tasks as well. And because they, because, you know, they're able to turn it into a very g…”
Sep 11, 2025 bullish
Wu: The majority of the startup ecosystem builds on OpenAI's API
“The biggest product that we have is obviously our developer platform, which is our API.
[271] Sherwin Wu: You know, many developers, you know, the majority of the startup ecosystem builds on top of this, as well as a lot of digital natives, Fortune 500 enterpr…”
Sep 11, 2025 positive
Godement: GPT-5 is the first release tuned through months of customer testing
“On the behavior of the model, I think it's the first model, like, large model release, for which we have worked so closely with a bunch of customers for, like, month and month, essentially, to better understand, like, what are the concrete, like, locks?”
Sep 11, 2025 neutral
Godement: OpenAI Has Closed Part of the Intelligence Gap Between Voice and Text
“One of the feedback that we've received is, you know, Because, like, text was so much in the back on intelligence, like, people felt, like, in particular on voice, that the model was somewhat a little less intelligent, and, you know, until you actually see it,…”
Sep 11, 2025
Godement: Enterprise AI Deployments Fail Without Subject Matter Experts on Tiger Teams
“The reality is, like, the standard, like, operating procedures, like the SOPs, are largely in people's heads. And so, unless you have that tiger team, like, mix of, like, technical and, like, you know, subject matter experts, Really hard, like, to get somethin…”
Sep 11, 2025 bullish
Sep 11, 2025 bullish
Godement: Reinforcement fine-tuning will become the norm for pushing AI capability frontiers
“Pushing the frontier on, like, actual capabilities, my hunch is that RFT will pretty much become the norm. Like, you know, if you are actually pushing in your field, like, you know, intelligence, like, you know, to a pretty high point, like, at some point, lik…”
Sep 11, 2025 bullish
Sep 11, 2025 neutral
Wu: Failed Enterprise AI Deployments Usually Lack Data Scaffolding
“My hunch is some of the enterprise deployments that don't actually work out likely don't have the scaffolding or infrastructure for these agents to interact with as well. A lot of the, like, really successful deployments that we've made, a lot of what our FDs …”
Sep 11, 2025 bullish
Sep 11, 2025 positive
Wu: OpenAI used T-Mobile deployment learnings to improve core Realtime models
“And a lot of the improvements that we actually got into the model came out of, you know, the learnings that we have from T-Mobile. It brings in a lot of other change from other customers, but because we were so deeply embedded into T-Mobile and we were able to…”
Sep 11, 2025 positive
Godement: OpenAI PMs stopped writing PRDs to vibe-code prototypes instead
“We started, like, essentially not doing, like, PRDs, like, product requirements documents. You know, classic PM thing. You write, like, five pages, like, my product does that, et cetera. And, you know, PMs have been basically VibeCoding prototypes.”
Sep 11, 2025 positive
Sep 11, 2025
Wu: OpenAI's original product was its developer API, not ChatGPT
“When I joined OpenAI around three years ago to work on the API, it was actually the only product that we had.
[178] Sherwin Wu: So I think a lot of people actually forget this, where the original product for, from OpenAI actually was not ChatGPT.
[183] Sherwin…”
Sep 11, 2025 negative
Sep 26, 2025 positive
Huang: NVIDIA is partnering directly with OpenAI to self-build infrastructure
“This new partnership is about helping OpenAI, working, partnering with OpenAI to build their own self-build AI infrastructure for the first time. And so this is us working directly with OpenAI at the chip level, at the software level, at the systems level, at …”
Sep 26, 2025 bullish
Huang: OpenAI is likely the next multi-trillion dollar hyperscaler
“I think that OpenAI is likely going to be the next multi-trillion dollar hyperscale company. Hyperscale like, ah, like Meta's a hyperscale. Google's a hyperscale. They're going to have consumer and enterprise services, and, ah, they are very likely going to be…”
Sep 26, 2025 neutral
Sep 26, 2025 bullish
Sep 26, 2025 bullish
Sep 26, 2025 positive
Huang: Every country must develop sovereign AI capabilities
“And so I think that, that every country needs to have some sovereign capability. I recommend that they all use OpenAI, they all use Gemini, they all use, you know, these, Open models. You use Grok, and I think they, I recommend they all do that. I recommend th…”
Oct 14, 2025 neutral
Oct 14, 2025 bearish
Gurley: Microsoft's OpenAI deal uses cloud credits to create cashless revenue
“It started with the original, from my perspective, with the original Microsoft open AI deal where credits go in as A in kind investment. And then those credits are used back against, you know, Azure and Microsoft cloud services. And in the, in that case, you k…”
Oct 14, 2025 bullish
Gerstner: OpenAI generating $150B in 2030 revenue is 'more than plausible'
“Is it plausible they could have a hundred and fifty billion dollars of revenue in 2030, and I would argue as an investor that it's more than plausible that they could have a hundred and fifty billion in revenue, but I think it makes it very, very difficult for…”
Oct 31, 2025 neutral
Oct 31, 2025 bullish
Oct 31, 2025 bullish
Oct 31, 2025 bullish
Oct 31, 2025 bullish
Altman: A 100x drop in compute cost would trigger >100x demand surge
“If the price of compute per like unit of intelligence or whatever, however you want to think about it. Fell by a factor of a hundred tomorrow, you would see usage go up by much more than a hundred. And there'd be a lot of things that people would love to do wi…”
Oct 31, 2025 neutral
Oct 31, 2025 positive
Oct 31, 2025 neutral
Altman: OpenAI has no IPO date or formal decision to go public
“No, no, no, we don't have anything that specific. I'm a realist. I assume it will happen someday, but that was I don't know why people write these reports. We don't have like a date in mind. We don't have a decision to do this or anything like that. I just ass…”
Oct 31, 2025 positive
Oct 31, 2025 neutral
Nadella: Microsoft refused OpenAI requests for dedicated multi-gigawatt compute clusters
“Sometimes you may have to say no to some of the demand, including some of the open AI demand, right? Because sometimes, you know, Sam may say, hey, build me a dedicated, you know, big, you know, whatever, multi-gigawatt data center in one location for training…”
Oct 31, 2025 positive
Oct 31, 2025 bullish
Nadella: Microsoft has royalty-free access to OpenAI IP for seven years
“Not only we have the exclusivity of the model in Azure, but we have access to the IP. I mean, having a royalty free, let's even forgetting all the know how and the knowledge side of it, but having royalty free access all the way till seven more years gives us …”
Oct 31, 2025 neutral
Nadella: Bill Gates was skeptical of Microsoft's initial $1B OpenAI investment
“Obviously you go to the board and say, hey, I have an idea of taking a billion dollars and giving it to this crazy structure, which we don't even kind of understand. What is it? It's a nonprofit, blah, blah, blah. And saying, go for it. There was a debate. Bil…”
Oct 31, 2025
Oct 31, 2025 bullish
Nadella: Seeing Codex in GitHub Copilot triggered Microsoft's 1-to-10 OpenAI investment
“Then seeing the early codecs inside of Copilot, inside of GitHub Copilot, and seeing just the code completions, and seeing it work, that's when I would say we, I felt like I can go from one to 10. Because that was the big call, quite frankly. One was controver…”
Oct 31, 2025 positive
Oct 31, 2025 bullish
Altman: Customers will pay premium rates for breakthrough-level AI models
“Now, on the other hand, as the models get even smarter and you can use these models to cure cancer or discover novel physics or drive a bunch of humanoid robots to construct a space station or whatever crazy thing you want, then maybe there's huge willingness …”
Oct 31, 2025 bullish
Oct 31, 2025 positive
Oct 31, 2025 bullish
Oct 31, 2025 bullish
Oct 31, 2025 bullish
Oct 31, 2025 neutral
Oct 31, 2025 positive
Oct 31, 2025 neutral
Nadella: Microsoft Azure was OpenAI's first sponsor in 2016
“We were involved even in 2016 when initially OpenAI started, in fact, Azure was even the first sponsor, I think. And then they were doing a lot more reinforcement learning at that time. I remember the Dota two competition, I think, happened on Azure, and then …”
Oct 31, 2025 bullish
Oct 31, 2025 bullish
Oct 31, 2025 negative
Altman: OpenAI Does Not Know How to Comply with Colorado AI Act
“I don't know how we're supposed to comply with that California, sorry, Colorado law. I would love them to tell us you know, we'd like to be able to do it, but that's just, from what I've read of that, that's like I literally don't know what we're supposed to d…”
Oct 31, 2025 positive
Oct 31, 2025 neutral
Oct 31, 2025 positive
Oct 31, 2025 bullish
Altman predicts AI will make a novel scientific discovery by 2026
“I hope for very small scientific discoveries in 20, 26, but if we can get those very small ones, we'll get bigger ones in future years. That's a really crazy thing to say is that like AI is going to make a novel scientific discovery in 20, 26, even a very smal…”
Oct 31, 2025 negative
Nadella: State AI Regulatory Patchwork Disproportionately Harms Startups
“I mean, I think the fundamental problem of you know, this patchwork approach is quite frankly, I mean, between OpenAI and Microsoft, we'll figure out a way to navigate this, right? I mean we can figure this out. The problem is anyone starting a startup and try…”
Oct 31, 2025 neutral
Nadella: Microsoft's $13.5B OpenAI investment was equity, not booked as Azure revenue
“Our investment of let's say that 13 and a half, which was all the training investment, that was not booked as revenue. That is the reason why we have the equity percentage. That's the reason why we have the 27% or a hundred and thirty-five billion. So that was…”
Oct 31, 2025
Oct 31, 2025 positive
Oct 31, 2025 bullish
Nadella: Running OpenAI workloads accelerates Microsoft's cost curve reduction
“When you have the biggest workload there is running on your cloud, that means not only are we going to learn faster on what it means to operate with scale, that means your cost structure is going to come down faster than anything else. And guess what? That'll …”
Oct 31, 2025 neutral
Nadella: Microsoft cannot lose more than $13.5B invested in OpenAI
“If you've invested, let's call it, 13 and a half billion dollars, you can, of course, lose 13 and a half billion dollars. But you can't lose more than 13 and a half billion dollars. At least the last time I checked, that's what you have at risk.”
Oct 31, 2025 bullish
Altman: OpenAI will become a major AI cloud and consumer device business
“And that not only will Chachapiti keep growing, but we will be able to become one of the important AI clouds that our consumer device business will be a significant and important thing that AI that can automate science will create huge value.”
Mar 15, 2026 positive
Mar 15, 2026 positive
Mar 15, 2026 positive
Mar 15, 2026 positive
Mar 15, 2026 positive
Mar 15, 2026 bullish
Turley: Quantitative Knowledge Work Will See Agentic Breakthroughs Due to RL Suitability
“I won't be surprised if you see this happen for other forms of sort of quantitative knowledge work, just because it happens to have the properties that code has. It's testable. You know if it worked or not. It's very RL friendly.”
Mar 15, 2026 neutral
Turley: Raw GPT-4 Did Not Impress Anyone Before Post-Training
“A few weeks or so after I joined OpenAI GPT-IV had finished training, and I remember trying it out, and it actually It didn't impress me at all nor anyone else that week, because it kind of didn't work, and it's because we hadn't figured out how to post train …”
Mar 15, 2026 neutral
Mar 15, 2026 positive
Turley: Early OpenAI reasoning model swore after making a mistake
“We were showing this chain of thought as it was streaming out of the model and the model swore and said, like, oh, damn it, may have to adjust, because it realized it had made a mistake in the puzzle. And the fact that it did that, But in particular, the fact …”
Mar 15, 2026 neutral
Mar 15, 2026 bullish
Turley: The vast majority of ChatGPT usage is now mobile
“Today, you know, we're mobile first. The vast majority of us is mobile, and we see all these personal use cases, and I think search was a big investment that got us there, and personalization makes Shachabiti so much more relevant for you, right, because it ge…”
Mar 15, 2026 bullish
Turley: AI demand and token consumption increase despite falling prices
“When you just look at token consumption per user especially in the enterprise too, which is, you know a massive opportunity. You see a lot of very GPU hungry, hungry workflows, and yes, demand keeps going up even as prices go down.”
Mar 15, 2026 neutral
Mar 15, 2026 bullish
Turley: General-purpose AI agents are about to reach critical usability
“And I do think we're about to get to that point with general purpose agents where it works well enough that you get at least partial credit, and because you're getting partial credit, you get really good tasks back, and then the magic begins because you know, …”
Mar 15, 2026 bullish
Turley: ChatGPT reasoning currently serves only power users but is transformative
“When you look at reasoning in ChatGPT today, it's irrelevant to a very small group of people. It's relevant for the people who are trying to get the most out of ChatGPT, but I fundamentally believe that reasoning, it's transformative”
Mar 15, 2026
Jun 11, 2026 bullish
Jun 11, 2026 bullish
Baker: Grok 4.3 was the most intelligent 500B parameter model in the world
“Grok 4.3 was on the Pareto frontier, and as of 10 or 12 days ago, and these things move fast, most intelligent, five hundred billion parameter model in the world. And they were on the frontier, and there are four companies on the frontier. XAI, SpaceX AI, Goog…”
Jun 11, 2026 bullish
Gerstner: SpaceX, Anthropic, OpenAI will add $1T revenue in 4-5 years
“The forecast now that we're going to add another trillion of revenue in just three companies, SpaceX, Anthropic, and OpenAI, over the next four to five years, ok? Like, not seven companies, three companies, and in half the time, right?”