OpenAI o1, every mention

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every year anyone Brad Gerstner 20Dylan Patel 12Bill Gurley 7Satya Nadella 5Sunny Madra 1Clark Tang 1

Verbatim, from the transcripts: the passages where OpenAI o1 comes up

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China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod Jul 31, 2025 · 1 mention

  • ▶ 9:00 Sunny Madra With oh, one, that was really the first reasoning model that was put out there.

Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Mar 2, 2025 · 2 mentions

  • ▶ 28:36 Brad Gerstner So a lot of people are using O-one to help them build sophisticated prompts that they then feed in
  • ▶ 38:22 Bill Gurley Although a deep, like a, a O-one pro search or deep research could cost 2040, 50 X the other.

DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Feb 5, 2025 · 5 mentions

  • ▶ 9:35 Brad Gerstner And as I said on CNBC, this compares to about 10 or fifteen million for O-one out of OpenAI. 5 times in the scene

AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Dec 23, 2024 · 12 mentions

  • ▶ 16:36 Dylan Patel GPT-IV, IV, IV-O, you know, IV-O mini, and now, you know, the reasoning, yeah, the reasoning models, um, O-one and, yeah, so, so it's like they're, they're deploying very few models, um, and those change, what, every six months, right?
  • ▶ 31:50 Dylan Patel They released O-one, which is sort of a different axis.
  • ▶ 47:31 Dylan Patel When I do this with O-one or any other reasoning model, I'm sending the same response, right? 5 times in the scene
  • ▶ 50:11 Dylan Patel So you could argue the cost increases, 50 X for an O-one style model on input to output. 5 times in the scene

Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Dec 12, 2024 · 8 mentions

  • ▶ 37:19 Satya Nadella Not even going to O-one. 2 times in the scene
  • ▶ 1:01:58 Satya Nadella But the exciting thing, which again, OpenAI has talked to open, I mean, uh, about, and Sam has talked about is what they've done with O. 3 times in the scene
  • ▶ 1:05:50 Brad Gerstner And then I have a separate question with regard to O-one.
  • ▶ 1:10:29 Brad Gerstner You know, the oh one, uh, test time compute post training work, uh, uh, that's being done on that is leading to really positive outcomes. 2 times in the scene

Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Oct 13, 2024 · 10 mentions

  • ▶ 0:49 Brad Gerstner We had Noam Brown talking about, you know, the strawberry and O-one model and inference
  • ▶ 19:44 Brad Gerstner We were talking about the strawberry in the O-one preview, and he said there's a whole new vector of scaling intelligence, inference time reasoning, right?
  • ▶ 25:45 Brad Gerstner Like that once he saw Strawberry in O-one, that he thought the, you know, the amount of compute that was going to be required to power this.
  • ▶ 37:35 Bill Gurley You, um, you, you touched on maybe wanting to close out on the, on the strawberry-like models. 6 times in the scene
  • ▶ 47:00 Brad Gerstner And when I see the combination of advanced voice mode, voice to voice API, strawberry O-one thinking combined with scaling intelligence,

Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Oct 13, 2024 · 6 mentions

Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Sep 25, 2024 · 2 mentions

  • ▶ 11:22 Brad Gerstner We finally saw Strawberry, um, the O-one preview model, whole new vector of scaling around inference time reasoning out of open AI, which is exciting.
  • ▶ 24:05 Brad Gerstner They launched strawberry and no one preview first, they launch advanced voice first.
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