Sam Altman, every mention
69 scenes · ← back to Sam Altman
tap a year for its mentions
every year anyone Brad Gerstner 57Bill Gurley 50Satya Nadella 6Rene Haas 4Sundeep Madra 3Sherwin Wu 3Jensen Huang 3Sunny Madra 1Nick Turley 1Kevin Weil 1
Verbatim, from the transcripts: the passages where Sam Altman comes up
The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod
- ▶ 1:04:11 Brad Gerstner And if we compare this to the total incremental inference revenue, so the thing that the market gets worried about, you know, back to my Sam Altman podcast, you know, in October of last year, can we really afford to spend 1.5 trillion of… 2 times in the scene
ChatGPT – The Super Assistant Era | BG2 Guest Interview · Bg2 Pod
- ▶ 8:33 Nick Turley And Sam will say, I told you so, because I think that was his feedback from like day one.
- ▶ 31:43 Apoorv Mehta You know, the ads, the ads pieces, um, is, is, has been a tricky one because, you know, Sam has historically expressed reluctance about ads and, um, you know, you've got to maintain a lot of trust, um, with, while delivering that.
AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 4:10 Brad Gerstner We're gonna keep chopping it up with analysts I respect, sometimes with Bill, and covering topics that matter, you know, like last week's pod with Jensen Huang, or upcoming pods I have with Sam Altman or Satya.
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 8:42 Brad Gerstner So one of the things I find mysterious, right, you know, you just mentioned Oracle, three hundred billion, Colossus, what they're building, we know what the sovereigns are building, we know what the hyperscalers are building, you know,…
- ▶ 32:17 Jensen Huang Sam has said it.
- ▶ 1:42:54 Brad Gerstner I think to have leaders like you, leaders like Sam and Elon, Satya, et cetera, it's such an extraordinary advantage for this country, right?
Inside OpenAI Enterprise: Forward Deployed Engineering, GPT-5, and More | BG2 Guest Interview · Bg2 Pod
- ▶ 28:21 Sherwin Wu I saw that Sam retweeted it.
- ▶ 53:40 Apoorv Agrawal Sam had this tweet about Codex, um,
- ▶ 1:04:25 Sherwin Wu To add to that, um, you know, of course, because we're open AI, we did a live demo on Sam's 2 times in the scene
China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 1:39 Brad Gerstner You had Sam say the other day, Sam Altman say, you know, two, two things can be simultaneously true.
- ▶ 52:57 Bill Gurley When, when I was going through the, the Uber lift wars and, you know, we'd be in board meetings and look at these burn rates and all this money we're spending, you talk about whether or not to raise another round and certainly thought…
China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 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.
- ▶ 26:53 Brad Gerstner I think now that's very clear, but just a couple of tweets out of Elon and Sam Altman the last couple of weeks on this compute demand has really caught my attention. 2 times in the scene
Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2 · Bg2 Pod
- ▶ 20:16 Brad Gerstner Sam Altman I heard from over the weekend once he heard it was passed, you know, retweeted something about this.
Coatue Pt2. Open AI’s Kevin Weil Dives into All Things ChatGPT | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 1:25 Kevin Weil I think it's been in Sam's head the whole time, so I don't, I'm not sure that there's been a revelation over the past year, but it's certainly opened my eyes.
- ▶ 14:21 Brad Gerstner I don't know if you read Sam Altman's blog that was out this week called The Gentle. 2 times in the scene
- ▶ 20:26 Brad Gerstner You, Sarah, Fiji, Greg Brockman, Sam, et cetera.
AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 1:08:37 Brad Gerstner I mean, Sam's talked about it, uh, many times. 2 times in the scene
Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2 · Bg2 Pod
- ▶ 26:41 Brad Gerstner Well, you know, listen, we've talked here, and Sam has been dropping the breadcrumbs on Twitter, right, that, you know, they wanted to launch an open source model, they've been GPU constrained, they've been bandwidth constrained, but he… 4 times in the scene
- ▶ 41:31 Brad Gerstner Sam tweeted this week, uh, they added a million ChatGPT users in an hour. 3 times in the scene
NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod
- ▶ 47:23 Brad Gerstner And so if we listen to Mark Zuckerberg or Elon Musk or Sam Altman, they're all saying the same thing that coding agents are going to come.
Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 45:07 Brad Gerstner I don't know anybody else other than the Elon and Sam at this point.
DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 24:43 Brad Gerstner Okay, so Sam Altman did this AMA last week, and he was asked about DeepSeq and about open source, um, 3 times in the scene
- ▶ 26:20 Brad Gerstner Are you encouraged that Sam has said, yes, we need to come up, you know, we're on the wrong side of history here. 3 times in the scene
Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 1:22 Brad Gerstner I have to say, even for those of us who are fascinated by the back and forth in Silicon Valley, Bill, the back and forth this morning among perhaps the most seminal figures in Silicon Valley, you know, Elon, Larry Ellison, Satya Nadella,… 2 times in the scene
- ▶ 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,… 4 times in the scene
- ▶ 16:57 Brad Gerstner If you're trying to square the circle, how can both Elon and Sam be right? 2 times in the scene
- ▶ 18:18 Bill Gurley So as we talk, talked about, Sam's been talking about this for, for a while, he, 2 times in the scene
- ▶ 24:13 Brad Gerstner And Sam just pushed a big pile into the middle. 3 times in the scene
- ▶ 34:23 Rene Haas And I think there was just a lot of discussions, whether it was Sam Alton wanting to buy fabs or, uh, different assets that were trying to look at power in different areas of the planet. 2 times in the scene
- ▶ 39:18 Rene Haas If you kind of go back again to, to, to Sam and, and, and team spending a lot of time and energy over the past 12 to 18 months of seeking for ways to get, ah, opportunity and access to large resources to advance the, ah, training of these… 2 times in the scene
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…
AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 27:46 Dylan Patel Well, 10 x more investment, you know, it, it, you know, going from thirty million to 300,000,300 million to three billion is relevant, but when Sam wants to go from three billion to thirty billion, it's, it's a little difficult to raise…
- ▶ 32:08 Bill Gurley One of the reasons this became controversial, I think, is, and, I don't know, Dario and Sam had prior to this moment, at least the way I heard them, made it sound like they were just gonna build the next biggest thing and get the same…
Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 16:56 Satya Nadella And so, ever since I've been obsessed with language, and along with Kevin, in fact, the first time, um, uh, yeah, actually, Elon and Sam, they were looking for, obviously, Azure credits, and what have you, and, uh, we gave them some… 2 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…
- ▶ 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.
- ▶ 1:06:58 Satya Nadella Uh, I absolutely, and Sam may have a different objective, and he's been open to it, right? 2 times in the scene
- ▶ 1:16:02 Bill Gurley I was at DealBook last week and Andrew Sorkin pushed Sam really hard on this. 6 times in the scene
Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 7:53 Bill Gurley That this is not the expectation that, that Sam and Dario had 12 months ago. 2 times in the scene
- ▶ 18:00 Brad Gerstner You know, I took note that Sam said recently that tools and agents that can do things like book airline tickets are at least as important as better models.
Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 16:34 Bill Gurley And, and there may be, if that, if that trajectory remains true, you could have an evolution where customer concentration increases for NVIDIA over time, um, rather than going the other way, depending on how, you know, if, if Sam's right…
- ▶ 33:07 Bill Gurley And, and there's a super interesting article in the information just now where it came out today where Sam
Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 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.
Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 15:17 Jensen Huang One of the things that, that, that, uh, uh, Sam introduced recently, uh, the reasoning capability of these AIs are, are going to be so much smarter
- ▶ 22:48 Bill Gurley You know, another one I, I feel like is worth mentioning is, you know, Sam Altman just continues to do extraordinary things. 4 times in the scene
Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 38:41 Bill Gurley But, but Mark created that question, and I would say this, I'm gonna, I'm gonna stop and let you go, but last thing, um, when, I, I just don't think that, that Sam Altman realizes when he talks about things in such a grand fashion, how it…
Ep12. Tech Stocks vs the Rest; AI VC Bubble, Calcium CT Scan | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 30:39 Bill Gurley And, you know, that gets back to a conversation we've had in the past, like Will, when, when, when Sam says four, five, six, seven, and says, oh, they're all going to be as better than the one before.
- ▶ 38:14 Bill Gurley Sam doesn't believe that. 2 times in the scene
- ▶ 44:06 Bill Gurley I mean, if you listen through all this content that came out, even in the past two weeks, the, the, you know, Kevin Scott made a comment very similar to one Sam made a while ago, which is don't try and add 2 times in the scene
Ep11. Coatue Conference Recap, Tesla & ISS Controversy | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 31:19 Brad Gerstner They have the big announcement at WWDC at Apple last week, which I think was, you know, another master class in deal making and brand building by, by, by Sam and team. 4 times in the scene
Ep10. Pre-IPO Market, AI Hype Cycle, Is Software Dead? | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 26:36 Bill Gurley There was a super interesting comment made by the new chairman of GSMC where he said, open AI, Sam Altman is too aggressive for me to believe. 5 times in the scene
Ep9. GPT-4o, Astra, Multi Modal, China Tariffs, Tech Earnings | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 2:58 Brad Gerstner Well, let's talk a little bit about what we saw this week because it was all about consumer, and you know, in our first eight episodes, Bill, uh, you must have brought up the movie Her, uh, you know, five or 10 times in its relationship to…
- ▶ 27:29 Brad Gerstner And then, you know, Sam said in this Stanford interview a couple weeks ago, Bill, that if you're a GPT rapper,
- ▶ 36:03 Brad Gerstner On the regulation side, um, I heard a good discussion with, with, with our friends over at All In and, and Sam on, you know, this idea we should regulate outputs instead of regulate inputs, right?
Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 0:09 Bill Gurley Well, Sam just said the bigger models aren't the best. 2 times in the scene
- ▶ 7:38 Bill Gurley And, and it, and it, it's funny because it came out at the exact same time that Sam and Brad were on Harry Stebbings in 20 BC and, and Dario was on Ezra Klein. 2 times in the scene
- ▶ 27:30 Bill Gurley And then the other one, I thought the most interesting thing out of the, the, uh, the Sam podcast was he, he talked about whether or not developers were kind of going wholesale on top of 4 times in the scene
- ▶ 42:25 Sundeep Madra I think building on that, if you look at the breadcrumbs from, you know, all the major folks, and I think there was like a, a wired article that came out where Sam said, you know, the next model necessarily won't be bigger. 3 times in the scene
Ep6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More · Bg2 Pod
- ▶ 13:30 Brad Gerstner Now, the immediate reaction to this and to the quote from Sam Altman I'm going to read here in a second is of course, Jensen's going to say that he's talking his book, right?
- ▶ 17:14 Brad Gerstner I want to talk about this Lex Friedman podcast, uh, which I thought was pretty, pretty terrific with Sam Altman. 2 times in the scene
- ▶ 21:39 Bill Gurley I want to, there's two things Sam did this in this recent 6 times in the scene
- ▶ 29:32 Bill Gurley Well, then Sam's problem is solved. 2 times in the scene
Ep4. Tesla FSD 12, Imitation AI Models, Open vs Closed AI Models, Delaware vs Elon, & Market Update · Bg2 Pod
- ▶ 35:10 Brad Gerstner One, I've said in the past, 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?
- ▶ 40:12 Brad Gerstner Uh, you know, up between Mark and Vinod and, you know, and, and, and Elon and Sam, but, you know, we saw a lot of, you know, a very sharp opinions expressed. 3 times in the scene
BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03 · Bg2 Pod
- ▶ 58:24 Brad Gerstner When Sam Altman suggested and blew everybody's mind that he was going to raise seven trillion dollars to, you know, build chips. 2 times in the scene
- ▶ 1:11:44 Brad Gerstner TSMC seemingly has similar types of leadership, but, but one of the things I wanted to, to, to, to pivot to on this bill, because it begs the question, why is Sam throwing out this really big number, right? 3 times in the scene
BG2 with Bill Gurley & Brad Gerstner | MANG VC Gone Wild, Can You Trust AI Valuations? & More | E01 · Bg2 Pod
- ▶ 6:10 Bill Gurley Second, they felt they were behind, and so they embraced OpenAI, and obviously the relationship between Satya and Sam is quite well known at this point.