OpenAI, every mention
249 scenes, the whole family · ← back to OpenAI
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every year anyone Brad Gerstner 337Bill Gurley 142Satya Nadella 47Dylan Patel 28Apoorv Agrawal 26Sherwin Wu 19Nick Turley 12Gavin Baker 7Jensen Huang 6Sundeep Madra 5
Verbatim, from the transcripts: the passages where OpenAI comes up
The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod
- ▶ 2:59 Gavin Baker Did a great analysis here, and he shows that XAI's deal with Google for cloud computing generates more operating profit per gigawatt than Anthropic, than Meta, than Google, than OpenAI.
- ▶ 4:24 Gavin Baker But, um, in like the 10 or 12 days since this chart, since we made this chart, which shows the Pareto curves for Opus 4.7 for coding, for Codex from OpenAI, um, and now we've had Opus 4.8, it was already out of date, and now we have Fable.
- ▶ 4:24 Gavin Baker But, um, in like the 10 or 12 days since this chart, since we made this chart, which shows the Pareto curves for Opus 4.7 for coding, for Codex from OpenAI, um, and now we've had Opus 4.8, it was already out of date, and now we have Fable.
- ▶ 34:41 Gavin Baker And then the rest of it was dominated by anthropic and open act, but they were on the Pareto frontier and now we'll see what they do with cursor.
- ▶ 40:26 Brad Gerstner If you add up the capital here, right, for Anthropic, what they may raise, what OpenAI may raise, what, you know, SpaceX may raise, let's call it two hundred and fifty billion dollars.
- ▶ 58:19 Gavin Baker So as to not tread on anthropic open AI. 3 times in the scene
- ▶ 1:18:36 Brad Gerstner 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?
ChatGPT – The Super Assistant Era | BG2 Guest Interview · Bg2 Pod
- ▶ 1:09 Apoorv Mehta What, how did you get to OpenAI? 3 times in the scene
- ▶ 16:49 Nick Turley So on task, I think we're close, but I, I think even people inside of open it would have had a hard time predicting exactly when this gets good.
- ▶ 18:51 Nick Turley So, um, Codex and, you know, products like it is clearly a product that has escape velocity where people are
- ▶ 26:43 Nick Turley So the type of user who subscribes to ChatGPT Pro, who used Codex before it quite worked, who is now the strongest advocate of, of, of, of tools like tokens and teaching us what's, what's possible.
- ▶ 32:00 Nick Turley I think we've talked about this several times in my, in my history at OpenAI, and every time it came up, we said if, if we were to do ads, we'd have to be really thoughtful about the way we do it.
- ▶ 37:14 Apoorv Mehta Nick, I imagine one of the hardest trade-offs you guys make here is those, uh, GPUs that are melting between ChatGPT, between Codex Research.
- ▶ 40:21 Nick Turley Um, more humans, and obviously we've been doing, busy doing that, and bringing the best talent, um, across functions to OpenAI.
- ▶ 46:36 Nick Turley If you were to pre-mortem why a company like OpenAI does not achieve its mission, it's probably focus because of the sheer number of opportunities that become possible when you approach AGI, right? 4 times in the scene
- ▶ 59:11 Nick Turley Um, a few weeks or so after I joined OpenAI GPT-IV had finished training, and I remember trying it out, and it actually 2 times in the scene
- ▶ 1:01:48 Nick Turley Uh, and then most recently watching people use codecs, like watching people have
AI Enterprise - Databricks & Glean | BG2 Guest Interview · Bg2 Pod
- ▶ 1:42 Apoorv Agrawal On the SMB and developer side, you've got hundreds of millions of users with Cursor and Codex and Cloud Code and so on.
- ▶ 37:40 Apoorv Agrawal We'll start with OpenAI, 12 months from now, stocks up or down?
All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner · Bg2 Pod
- ▶ 1:26 Brad Gerstner What's the average age at OpenAI, Sam?
- ▶ 2:45 Brad Gerstner Is invested in the ballpark at 13, fourteen billion dollars into open AI. 4 times in the scene
- ▶ 5:40 Brad Gerstner Of open AI stock.
- ▶ 7:54 Brad Gerstner So models and exclusivity, Sam, OpenAI can distribute its models, uh, its leading models on Azure, but I don't think you can distribute them on any other leading, uh, the big clouds for seven years until 2032. 4 times in the scene
- ▶ 8:53 Brad Gerstner And then the rev share, there's still a rev share that gets paid by OpenAI to Microsoft on all your revenues that also runs until 2032, um, or until AGI is verified. 2 times in the scene
- ▶ 9:41 Brad Gerstner And as I understand it, you know, if, if OpenAI claimed AGI, it sounds like it goes to an expert panel.
- ▶ 11:00 Satya Nadella And that was the original mission of OpenAI that attracted me to OpenAI and Sam and team. 3 times in the scene
- ▶ 11:34 Brad Gerstner But let's shift gears a little bit, you know, obviously open AI is one of the fastest growing companies in history. 9 times in the scene
- ▶ 14:10 Satya Nadella And let me just say one thing, uh, Brad, uh, as both a partner and, um, an investor, there is not been a single business plan that I've seen from open AI that they're put in and not beaten it. 3 times in the scene
- ▶ 20:55 Satya Nadella but I think that the one thing that Sam said is not talked about enough, which is, for example, the optimizations that OpenAI has done on the inference stack for a given GPU, I mean, it's kind of like, it's
- ▶ 22:23 Brad Gerstner Okay, so Sam, you referenced, you know, and Reuters was reporting yesterday that OpenAI may be planning to go public late 26 or in 27. 8 times in the scene
- ▶ 25:34 Satya Nadella I mean, I think the fundamental problem of, um, you know, this patchwork approach is quite frankly, I mean, between OpenAI and Microsoft, we'll figure out a way to navigate this, right?
- ▶ 28:15 Sam Altman Codex has been a very cool thing to watch this year, and as these go from multi-hour tasks to multi-day tasks, which I expect to happen next year, what people be able to do to create 3 times in the scene
- ▶ 32:41 Brad Gerstner To invest a billion dollars into OpenAI. 2 times in the scene
- ▶ 34:45 Satya Nadella Then seeing the early codecs inside of, uh, Copilot, inside of, uh, 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.
- ▶ 36:07 Brad Gerstner I find deep seek and open AI.
- ▶ 37:17 Brad Gerstner You have the profit you make off the two hundred and fifty billion dollar of the Azure compute commitment from OpenAI.
- ▶ 37:54 Satya Nadella It's that stateless API exclusivity on Azure that helps, quite frankly, both OpenAI and us and our customers, because when somebody in the enterprise is trying to build an application, they want an API that's stateless, they want to mix it…
- ▶ 39:46 Brad Gerstner You've been consolidating the losses from OpenAI. 3 times in the scene
- ▶ 43:39 Satya Nadella So to me, that is the decision we made, and we said, look, sometimes you may have to say no to some of the demand, including some of the open AI demand, right? 3 times in the scene
- ▶ 45:46 Satya Nadella We obviously want a lot of open AI, but we also want other customers.
- ▶ 48:50 Satya Nadella And to your .1 of the things that I really love about the OpenAI partnership is it's gotten us to scale, right?
- ▶ 50:12 Brad Gerstner You know, there's been a lot of ink and time spent even on this podcast with my partner, Bill Gurley, talking about circular revenues, including Microsoft Stasher credits, right to open AI that were booked as revenue. 3 times in the scene
- ▶ 55:14 Satya Nadella The more code that gets generated, whether it is Codex or Cloud or wherever, where is it going?
- ▶ 1:13:25 Brad Gerstner Sam is, is, is really helping lead the charge at OpenAI for America.
AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 7:08 Brad Gerstner Including another announcement this morning between OpenAI and Broadcom, where OpenAI is going to be building their own inference accelerator, amounting to well over a trillion dollars of incremental capex. 4 times in the scene
- ▶ 25:06 Bill Gurley And it appears from where I sit and you don't need to comment cause you're an investor and, and maybe have more information than I do probably have more information than I do, but it appears to me that open AI, um, through all these… 3 times in the scene
- ▶ 34:06 Brad Gerstner And if states are going to pass these laws bill, then I wonder whether or not open AI or some other company should consider blocking the citizens of those states until it's resolved at the national level.
- ▶ 36:08 Brad Gerstner Of course, Stripe, after the purchase of Bridge has gone all in on Stable, they just unveiled this new Stablecoin issuance tools and expanded into AI commerce with OpenAI that could have some stable implications.
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 0:00 Jensen Huang I think that OpenAI is likely going to be the next multi-trillion dollar hyperscale company.
- ▶ 3:24 Brad Gerstner It really brings us to, you know, kind of the seminal moment this week that everybody's talking about the massive deal you announced a couple days ago with OpenAI Stargate, where you're going to be a preferred partner, invest a hundred…
- ▶ 18:14 Jensen Huang Ok, so, so that's opening eyes to fastest growing
- ▶ 28:18 Brad Gerstner In this case, you guys investing in OpenAI. 2 times in the scene
- ▶ 40:53 Clark Tang Google's TPUs, Amazon's Tranium, and it seems like everyone from ARM to OpenAI to Anthropic are, you know, rumored to be building one.
- ▶ 56:14 Jensen Huang And our partnership with OpenAI is a perfect demonstration of that.
- ▶ 59:35 Brad Gerstner It's funded by open AI. 3 times in the scene
- ▶ 1:30:45 Brad Gerstner And, and, and OpenAI, et cetera.
- ▶ 1:35:15 Jensen Huang You know, OpenAI has eight hundred million active users.
Inside OpenAI Enterprise: Forward Deployed Engineering, GPT-5, and More | BG2 Guest Interview · Bg2 Pod
- ▶ 1:02 Apoorv Agrawal Hey folks, I'm Apoor Vagraval, and today at the OpenAI office, we had a wide-ranging conversation about OpenAI's work in enterprise. 7 times in the scene
- ▶ 2:49 Sherwin Wu Yeah, so this is actually a really interesting question too, because when I joined OpenAI around three years ago to work on the API, it was actually the only product that we had. 4 times in the scene
- ▶ 2:49 Sherwin Wu Yeah, so this is actually a really interesting question too, because when I joined OpenAI around three years ago to work on the API, it was actually the only product that we had. 6 times in the scene
- ▶ 7:36 Olivier Godman That if you call, actually handled by OpenAI, you know, models behind the scenes.
- ▶ 10:16 Olivier Godman We shipped, um, in GA, um, an API, real-time API. 2 times in the scene
- ▶ 17:53 Olivier Godman Like, you know, at the enterprise, which is sometimes a mix of, like, OpenAI, like, you know, enterprise employee.
- ▶ 22:27 Sherwin Wu Um, but I actually think that what we think about with, uh, AI agents and all that really, I think, started, uh, with the reasoning paradigm that, uh, when we released the, the O-N preview model back in, uh, late last year, I think.
- ▶ 33:01 Apoorv Agrawal On the multimodality side of it, obviously you guys announced the real-time APA last week. 5 times in the scene
- ▶ 38:32 Apoorv Agrawal Talk about what OpenAI offers enterprises who need a customized version of a great model to make it great for them.
- ▶ 55:01 Sherwin Wu I don't think he used Codex, but he used ChatGPT, and basically taught himself how to create a set of tools that were tailor-made to his non-verbal brother. 2 times in the scene
- ▶ 58:57 Sherwin Wu A good example of this is actually we had our first intern class recently at OpenAI, a lot of software interns. 2 times in the scene
- ▶ 1:00:05 Apoorv Agrawal Well, lots happened, you know, lots happened since you guys joined OpenAI, right, what, three years and almost three years. 11 times in the scene
- ▶ 1:06:47 Sherwin Wu So, um, the first one was right when I joined the company in September, 20, 22. 2 times in the scene
- ▶ 1:07:59 Sherwin Wu I actually think the, the purest represent, representation of that for, for me was deep research, uh, and throwing, like, like, asking it to, like, really look up things that I didn't think it would be able to know, and seeing it, like,… 2 times in the scene
China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 1:20 Brad Gerstner Uh, you know, I just, I just got back to Silicon Valley, um, after, you know, being away for a few weeks, these, you know, the OpenAI deal, the Anthropic deal, I was just looking at these 2 times in the scene
- ▶ 50:13 Bill Gurley Whose app is closest to open AIs in China?
- ▶ 51:54 Brad Gerstner You know, obviously we saw OpenAI, open source, you know, uh, a model a few weeks back.
China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 6:00 Brad Gerstner And should US model companies like OpenAI and Anthropic be concerned?
- ▶ 8:58 Sunny Madra OpenAI really started that.
- ▶ 9:00 Sunny Madra With oh, one, that was really the first reasoning model that was put out there.
- ▶ 16:48 Sunny Madra We know we have the open AI open source, which, you know, a lot of people have been working on and open AI and even, you know, Sam and self has commented on that and it's released later this summer. 2 times in the scene
- ▶ 18:42 Bill Gurley I mean, they have access to open AI right now, but they might lose that or whatever.
- ▶ 20:25 Brad Gerstner OpenAI is rumored to be launching their open source model any day. 6 times in the scene
- ▶ 24:01 Brad Gerstner But if you gave them something that was super powerful and super cheap and aligned with Western values, right, that you think that would be, ah, the winning formula for an American OpenAI model to top the, ah, the distribution leaderboards… 3 times in the scene
- ▶ 31:01 Bill Gurley These dollars are even bigger, and the amount of money that these companies are willing to lose in a year, you know, I still think it's particularly interesting that Google has to compete with OpenAI, because OpenAI is going to lose seven… 3 times in the scene
- ▶ 38:42 Brad Gerstner You know, if I'm open AI, I'm running a consumer business with really high gross margins, right? 3 times in the scene
- ▶ 42:29 Bill Gurley One quick thing Brad on, on open AI, you know, I'm, 5 times in the scene
Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2 · Bg2 Pod
- ▶ 36:32 Brad Gerstner They've poached a bunch of people from OpenAI, a bunch of people from Google, and now today another, you know, announcement of somebody from, from Apple. 7 times in the scene
Coatue Pt2. Open AI’s Kevin Weil Dives into All Things ChatGPT | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 0:24 Brad Gerstner So, you know, on this slide in five years as the ninth most valuable company in the world. 5 times in the scene
- ▶ 12:55 Brad Gerstner It seems to me that open AI has been on this journey over the course of let's call it the last year or two. 4 times in the scene
- ▶ 15:52 Brad Gerstner And so it's been a welcome, I think, development on, on, on our end to see, you know, OpenAI increasingly vocal about the need to make sure that, you know, we stay open and we stay. 2 times in the scene
- ▶ 18:04 Brad Gerstner Like, what, what's possible for, uh, for OpenAI? 10 times in the scene
Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2 · Bg2 Pod
- ▶ 7:01 Thomas Laffont Whether it's open AI or Anthropic or all kind of the following companies.
- ▶ 16:19 Brad Gerstner One, one of the topics you guys had an incredible audience here, you had Andy Jassy here, you know, talking at lunch, Kevin Weil from, uh, OpenAI, and one of the topics was consumer AI, and I thought one of the most incredible pieces of…
- ▶ 27:27 Philippe Laffont And I wouldn't be surprised if maybe someday an Anthropic or, uh, maybe even an OpenAI would say, uh, maybe we should design our own chips. 2 times in the scene
- ▶ 43:41 Brad Gerstner I mean, I think it's a, it's such an important point, and I made this case to everybody at OpenAI. 2 times in the scene
- ▶ 55:17 Thomas Laffont We just saw OpenAI raise forty billion, right?
China, AI Immigration, Rare Earths & Chips, Tariffs, Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 5:52 Bill Gurley You know, Windsurf was bought by OpenAI. 5 times in the scene
AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 4:37 Brad Gerstner It's in collaboration with NVIDIA and OpenAI and Oracle.
- ▶ 17:03 Brad Gerstner I think it's important for companies, uh, like OpenAI that want to build out capability there, you know, a major development.
- ▶ 1:08:07 Bill Gurley I mean, I guess I would love it if everyone open AI and Anthropic and Google, um, followed suit and chase meta. 2 times in the scene
Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 0:25 Bill Gurley Let's not forget it wasn't that long ago that OpenAI was
- ▶ 47:15 Bill Gurley Let's not forget, it wasn't that long ago that OpenAI, they'll say borrowed or copied the innovation that happened at, at Google and DeepSeek.
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