OpenAI o1

part of OpenAI

2 statements across 1 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement Dec 23, 2024 by Dylan Patel · said 46 times in 8 episodes since 2024 · across every show →

Mentions by year

brought up most by Brad Gerstner (20), Dylan Patel (12), Bill Gurley (7), Satya Nadella (5), Sunny Madra (1), Clark Tang (1)

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Everything said about OpenAI o1, oldest first

Dec 23, 2024 bullish
Prediction Held up
Patel: Google and Anthropic will both release reasoning models soon
“There's a Google model that is doing reasoning right now, and it's not released yet, but it's gonna be released soon enough, right? Anthropic is going to release a reasoning model.”
Dylan Patel Dec 23, 2024 ▶ 52:27 AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Dec 23, 2024 positive
Insight
Patel: Expensive reasoning queries unlock pricing power by automating new human tasks
“Yes, the queries are expensive, but they're nothing close to the human, right? And so each level of productivity gain I get each level of capabilities jump is a whole new class of tasks that it can do And therefore I can charge for that. Right. So this is the …”
Dylan Patel Dec 23, 2024 ▶ 51:39 AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
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