OpenAI, every mention
249 scenes, the whole family · ← back to OpenAI
tap a year for its mentions
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
Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2 · Bg2 Pod
- ▶ 8:43 Brad Gerstner He mentioned Nvidia, Apple, TSMC, SoftBank, OpenAI in his remarks. 3 times in the scene
- ▶ 20:00 Bill Gurley And by the way, I mean, all this culminated in the past week with OpenAI moving, you know, are talking again about open weighted models, which is a, a, I think a really important data point. 9 times in the scene
- ▶ 34:35 Brad Gerstner Well, one of the things you pinged me on this week was the investment round around OpenAI, and, you know, I'm happy to share what I can share, but, you know. 10 times in the scene
- ▶ 50:10 Brad Gerstner Well, hell, that's all upside for OpenAI. 2 times in the scene
- ▶ 53:17 Brad Gerstner They have Microsoft, Meta, now Google, OpenAI, NVIDIA, Cohere, Mistral. 4 times in the scene
NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod
- ▶ 59:05 Bill Gurley I think your, your friends at open AI added to that last week by putting out an anti deep seek paper that
- ▶ 1:06:30 Brad Gerstner Uh, from these prior periods, and now I, I, you know, we've seen the reports over four hundred million weekly average users, and I would tell you, I believe that OpenAI is massively supply constrained. 4 times in the scene
- ▶ 1:11:54 Brad Gerstner Now juxtapose that against somebody like OpenAI, where almost all of their business is direct. 2 times in the scene
Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 0:27 Brad Gerstner We need the open AIs.
- ▶ 7:37 Brad Gerstner You know, OpenAI has released, uh, chat, uh, chat GPT, 4.5. 4 times in the scene
- ▶ 10:49 Bill Gurley To get to a number that's close to opening. 3 times in the scene
- ▶ 12:28 Brad Gerstner What's so interesting, for example, about OpenAI's deep research 3 times in the scene
- ▶ 14:11 Bill Gurley They also, they also have Android, which is a massive asset, and, and they also have browser, you know, they're their own browser, which it, it, both perplexity and OpenAI have, have started toying with the idea of either having a browser… 3 times in the scene
- ▶ 21:04 Brad Gerstner And there, I think, uh, you know, the, I, he, the odds on favorite there has to be open AI. 4 times in the scene
- ▶ 23:07 Bill Gurley I, I have four things I'm watching out for that could potentially lead to either further lock in by OpenAI or, or a window for someone to do something else. 5 times in the scene
- ▶ 28:21 Brad Gerstner They basically took the O-three series of models and fine-tuned it end-to-end based upon all these browser interactions, right?
- ▶ 28:36 Brad Gerstner So a lot of people are using O-one to help them build sophisticated prompts that they then feed in
- ▶ 30:33 Brad Gerstner OpenAI now has thousands of people. 2 times in the scene
- ▶ 35:26 Brad Gerstner We need the open AIs.
- ▶ 37:50 Brad Gerstner You talked about OpenAI losing, you know, this report that they were losing twenty billion dollars a year. 3 times in the scene
- ▶ 38:22 Bill Gurley Although a deep, like a, a O-one pro search or deep research could cost 2040, 50 X the other.
- ▶ 44:33 Brad Gerstner In the case of open AI, they have to raise money, right? 2 times in the scene
DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 6:00 Bill Gurley The success was a breakthrough and, and maybe not compared to OpenAI, you know, but certainly I think Mistral or Anthropic or any of these players would have loved to have had the, the launch moment, if you will, the deep sea cat and, and…
- ▶ 9:35 Brad Gerstner And as I said on CNBC, this compares to about 10 or fifteen million for O-one out of OpenAI. 7 times in the scene
- ▶ 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
- ▶ 11:38 Brad Gerstner Remember, these are log linear scaling functions, so in order to get to kind of the O-three level now, they gotta 10 X the amount of compute. 4 times in the scene
- ▶ 14:01 Brad Gerstner Three and deep research and the stuff that's now, you know, really, truly frontier without having access
- ▶ 14:51 Bill Gurley My guess is, and we could have one or something that, that Nathan Lambert might disagree with you about the 10 X requirement, but I will say this because it's open, because they published the paper, I'm a hundred percent certain that… 6 times in the scene
- ▶ 26:40 Bill Gurley When a threat or a challenge is made to OpenAI, Sam tends to go towards it. 3 times in the scene
- ▶ 1:09:25 Brad Gerstner I think deep research out of open AI unleashes that.
Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 2:17 Bill Gurley You know, performance Trump had with the EO signing, and you know, rumors, I don't know, they started flipping out on Twitter, or I don't know where, maybe I saw it on the TV, but like, there was going to be a big press conference, and,… 6 times in the scene
- ▶ 5:25 Brad Gerstner Well, I mean, listen, I think that for now, well over a year, OpenAI and many others have been talking about the need for massively more compute. 2 times in the scene
- ▶ 8:05 Bill Gurley Um, if, if this is already quote underway and this is, you know, according to the open AI press release, a new company, are we presuming that, that 2 times in the scene
- ▶ 18:50 Bill Gurley X.ai have pointed out that they have a competitive advantage over OpenAI because they have their own infrastructure. 4 times in the scene
- ▶ 23:33 Brad Gerstner I need to make sure that I'm not losing out to Stargate slash OpenAI in the order book for GPUs. 3 times in the scene
- ▶ 28:36 Brad Gerstner You know, whether that enthusiasm is at Google, or whether it's at x.ai, and what we're going to see out of Grok three, or what they're seeing out of the O series at OpenAI.
- ▶ 32:51 Brad Gerstner OpenAI, Microsoft, Oracle, and yesterday's really earthquake level announcement out of the White House.
- ▶ 38:08 Brad Gerstner This operating shell that everything runs through, but that the actual compute, the offload is going to go largely to open AI or a hundred percent, uh, you know, to open AI, that the inputs are going to be coming from you guys and NVIDIA… 4 times in the scene
- ▶ 49:28 Bill Gurley Is OpenAI the only customer?
Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 27:19 Brad Gerstner OpenAI has said publicly, Sam has said many times that the reason that they can't release models widely, they can't release some of the voice stuff that you wanted, the reason they couldn't widely release Sora is because they were compute… 7 times in the scene
- ▶ 31:21 Brad Gerstner And so 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.
- ▶ 1:01:32 Brad Gerstner Um, you know, because last, there was a lot of, you know, when we're talking about regulatory capture, I think there was a lot of fearfulness, um, and a lot of it directed at open AI that, you know, these models, these companies with a…
- ▶ 1:05:53 Brad Gerstner Like, OpenAI is going to be there, Meta is going to be there, et cetera.
- ▶ 1:07:58 Bill Gurley It would be super interesting to see if something comes out of that product that is competitive with the cutting edge at OpenAI or maybe above it. 4 times in the scene
- ▶ 1:13:19 Bill Gurley You know, implying that they're in some kind of competition with OpenAI. 7 times in the scene
- ▶ 1:21:36 Brad Gerstner Now build that on the back of O three. 2 times in the scene
AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 5:34 Dylan Patel How did OpenAI do GPT, right?
- ▶ 16:27 Dylan Patel So all of OpenAI's revenue, plus whatever they have in Copilot.
- ▶ 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?
- ▶ 25:43 Dylan Patel Amira Muradi, CTO of, uh, of OpenAI. 3 times in the scene
- ▶ 31:42 Dylan Patel Like, the gain is still there, but like, the sort of whole, like, Orion has failed sort of narrative around OpenAI's, uh, model, and they didn't release Orion, right?
- ▶ 31:50 Dylan Patel They released O-one, which is sort of a different axis.
- ▶ 46:26 Dylan Patel And OpenAI doesn't want to show you, but, you know, there's some open source Chinese models like Alibaba and DeepSeq. 4 times in the scene
- ▶ 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
- ▶ 55:53 Dylan Patel So Microsoft's earning 50 to 70% gross margins on OpenAI models, and that's with the profit share they get to get, or the share that they give OpenAI, right? 3 times in the scene
- ▶ 1:07:06 Bill Gurley Like open AI is constantly talking about their own chip.
- ▶ 1:18:33 Dylan Patel Um, you know, there's, there's other players like, uh, OpenAI who are making a chip, right?
- ▶ 1:25:06 Dylan Patel And if, if things continue to get better, I, I truly do believe that OpenAI, and XAI, and Anthropic, um, will continue to raise more and more money, um, and keep this game going of not just, hey, where's the revenue for OpenAI? 2 times in the scene
Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 0:00 Satya Nadella I think the company of this generation has already been created, which is open AI in some sense.
- ▶ 15:07 Brad Gerstner You make the decision to invest in OpenAI. 6 times in the scene
- ▶ 20:29 Satya Nadella Uh, there are even, I think I'll call it check, you know, if you think about open AI, in some sense, you could say it's mag eight, uh, because I think the company of this generation has already been created. 3 times in the scene
- ▶ 24:50 Satya Nadella 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 have that commercial and investor relationship with…
- ▶ 37:19 Satya Nadella Not even going to O-one. 2 times in the scene
- ▶ 40:22 Satya Nadella Yeah, I think that's a good, so the way for us this thing has played out is you got to remember most of our training stuff with OpenAI is sort of more investment logic, right? 5 times in the scene
- ▶ 1:01:45 Satya Nadella So there is, uh, but I would just still say, and I'll let the OpenAI folks speak for what they're doing, but they are, you know, continuing to, you know, pre-training, I think is not over. 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.
- ▶ 1:07:33 Satya Nadella Because after all, we have the IP from, like, it would be silly for Microsoft today, given the partnership with OpenAI to do two unnecessary- You're going to create a redundant training set. 3 times in the scene
- ▶ 1:09:02 Satya Nadella That, that we did because we all got caught with the hit called ChatGPT and OpenAI APIs, right?
- ▶ 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
- ▶ 1:11:26 Satya Nadella 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? 10 times in the scene
- ▶ 1:15:58 Bill Gurley I think infatuated with the relationship between Microsoft and APNIA. 13 times in the scene
BG2 Thanksgiving Roundtable: DOGE, EV Tax Credit, Tariffs, Conspiracy Theories, Invest America · Bg2 Pod
- ▶ 29:48 Bill Gurley I'm sure they were worried that open AI would create proprietary data connectors and they want everyone to use this one, uh, very similar to what Google did with Kubernetes.
Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 2:07 Brad Gerstner In fact, there was this Bloomberg headline, Open AI, Google, and Anthropics struggled to build more advanced AI. 3 times in the scene
- ▶ 16:16 Brad Gerstner And let me, let me suggest as an investor, at least in one of them, in OpenAI,
- ▶ 21:18 Brad Gerstner And I think these models, I think, you know, for example, OpenAI could double, triple the number of users of ChatGPT with frankly, not making any improvements in the core model because consumers today barely scratched the surface on core…
Ep19. State of Venture, AI Scaling, Elections | BG2 w/ Bill Gurley, Brad Gerstner, & Jamin Ball · Bg2 Pod
- ▶ 26:32 Brad Gerstner And then if you want to take some targeted big bets, say in an open AI or something like that, there may be only one that, uh, one or two of those that come around every couple of years.
- ▶ 37:35 Brad Gerstner OpenAI got to, you know, four and a half billion dollars of revenue in a fraction of the time it took Google and Meta.
- ▶ 44:44 Bill Gurley And, and there was another data point this week that may seem trivial, but, um, there was a, there's something that just came out yesterday that open AI is talking to TSMC about building a chip and has put their foundry ambitions on hold.
- ▶ 51:31 Brad Gerstner 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
- ▶ 59:33 Brad Gerstner OpenAI will certainly do this. 2 times in the scene
Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 0:49 Brad Gerstner We had Noam Brown talking about, you know, the strawberry and O-one model and inference
- ▶ 17:46 Brad Gerstner To me, you know, when you think about that, in the first instance, right, I think it didn't make a lot of sense, but then when you really started thinking about it, he said there's a trail of infra behind the infrastructure that's already…
- ▶ 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.
- ▶ 34:11 Brad Gerstner On this question of scaling, you know, uh, our way to intelligence, uh, one of the things I asked Noam Brown, uh, you know, today in our fireside chat, he made very clear his perspective, although he's working on inference time reasoning,… 6 times in the scene
- ▶ 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
- ▶ 37:49 Bill Gurley And that chart that they showed when they released Strawberry, the x-axis was logarithmic. 4 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
- ▶ 9:46 Jensen Huang There's nothing easy about what OpenAI does, or X does, or Gemini and the team at DeepMind does.
- ▶ 11:34 Clark Tang Text model like O-one to really process a lot of that data before we even get there.
- ▶ 18:12 Jensen Huang And, and I think Sam was just telling me that, that they had just decommissioned the Volta infrastructure that they have at OpenAI recently, and so, so I, I think it's, we, we leave behind this trail of install base.
- ▶ 25:55 Clark Tang Someone just calls it, uh, OpenAI API, and it just works.
- ▶ 38:40 Brad Gerstner And speaking to somebody who's invented a new market, you know, let's shift gears a little bit to models and open AI, open AI. 6 times in the scene
- ▶ 39:48 Brad Gerstner When you think about that, um, talk to us about the importance of OpenAI as a partner to you, and OpenAI as a force in kind of driving forward, you know, kind of public awareness and usage around AI. 5 times in the scene
- ▶ 55:08 Brad Gerstner So, so let's talk about Strawberry in O-one. 5 times in the scene
Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 8:29 Brad Gerstner Of course, last week it's, uh, OpenAI was rumored or is now well known to be raising capital at
- ▶ 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. 3 times in the scene
- ▶ 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.