OpenAI
also referred to as: open ai
includes OpenAI Codex, OpenAI O1, OpenAI O3, OpenAI DevDay, OpenAI Operator, OpenAI Board, OpenAI o Series, OpenAI O1 Preview, OpenAI O3 Pro, OpenAI O4, OpenAI API, OpenAI Deep Research and 8 more
778 statements across 167 episodes · 259 bullish · 262 bearish · 78 people on the record · first statement Jan 25, 2023 by Yann LeCun · said 4,261 times in 230 episodes since 2022 · across every show →
Mentions by year, the whole family
brought up most by Alex Kantrowitz (3283), Ranjan Roy (189), M.G. Siegler (134), Greg Brockman (66), Ed Zitron (58), Sharon Goldman (33), Brian McCullough (31), Alex Stamos (28)
tap a year for its mentions
2026 1,774 mentions in 86 episodes 21 per episode
- More OpenAI C-Suite Drama, Is Siri Seriously Broken?, Meta’s Elusive Next Hit
- Did Apple Get AI Spending Right?, Microsoft & OpenAI’s New Reality, Where’s Stargate?
- OpenAI President Greg Brockman: AI Self-Improvement, The Superapp Bet, Path To AGI, Scaling Compute
- Kimi K3 & AI’s Price War, What’s Happening To Google?, OpenAI’s Partner Trouble
- OpenAI's Bots Break Containment and Hack Hugging Face Autonomously — With Alex Stamos
- Is OpenAI Ready To IPO?, The Datacenters in Space Myth, The Kids Boo AI
- Big Technology AI Summit (full): Greg Brockman, Mike Krieger, Aaron Levie & Friends of The Podcast
- Did Google Just Fall Behind Again?, WWDC Preview, Anthropic Files To Go Public
- 78 more episodes that year, every mention in 2026 →
2025 1,845 mentions in 101 episodes 18 per episode
- OpenAI and Microsoft’s Grand Bargain, Sam Altman’s Next Three Years, A New Humanoid Robot
- Are AI's Economics Unsustainable? — With Ed Zitron
- OpenAI’s IPO Plan, Deconstructing The AI Bet, Apple’s iPhone 17 Revival
- Countdown to GPT-5, OpenAI’s Stargate Sputters, AI Math Wars
- Boom Times For ChatGPT, OpenAI’s Deep Research, AI Super Bowl
- OpenAI and AMD's Megadeal, Sam Altman and Jony Ive’s Bumpy Start. Meta vs. Apple
- AGI or Bust, OpenAI’s $1 Trillion Gamble, Apple’s Next CEO?
- OpenAI and Microsoft Tension Boils, Amazon’s Job Automation, Zuck’s Spending Spree
- 93 more episodes that year, every mention in 2025 →
2024 428 mentions in 27 episodes 16 per episode
- Is OpenAI’s New “o1” Model The Big Step Forward We’ve Been Waiting For?
- What The Ex-OpenAI Safety Employees Are Worried About
- OpenAI's Leaked Financial Data
- OpenAI Raising At $100 Billion Valuation
- OpenAI Builds A Browser, Microsoft Copilot’s Struggles, Jaguar Rebrand
- Anthropic's Co-Founder on AI Agents, General Intelligence, and Sentience — With Jack Clark
- Is Generative AI Plateauing?, Booming Bluesky, Apple’s Smart Glasses Play
- AI Scaling, Alignment, and the Path to Superintelligence — With Dwarkesh Patel
- 19 more episodes that year, every mention in 2024 →
2023 210 mentions in 15 episodes 14 per episode
- Emergency Podcast: Sam Altman Fired At OpenAI
- AI Keynote: Six Bold Predictions About The Future Of Artificial Intelligence
- OpenAI CEO Sam Altman: As We Get Closer to Superintelligence, Everyone Gets More Stressed & Anxious
- Big Technology's New Release, AI Bubble Looms, Apple's Next Event — With Brian McCullough
- Silicon Valley's Effective Altruist vs. Accelerationist Religious War
- Is ChatGPT A Step Toward Human-Level AI? — With Yann LeCun, Meta Chief AI Scientist
- Amazon Reveals Its AI Master Plan — With Matt Wood
- Why Google Never Shipped LaMDA Its ChatGPT Predecessor
- 7 more episodes that year, every mention in 2023 →
2022 4 mentions in 1 episode
Everything said about OpenAI, oldest first
Jan 25, 2023 negative
Jan 25, 2023 negative
Jan 25, 2023 negative
LeCun: OpenAI's technology is well-engineered but not scientifically innovative
“Their technology is not particularly innovative from the scientific point of view. It's very well engineered. So they put together, you know, large scale scaled up system with trained with very well curated data. I mean, they know what they're doing. But in te…”
Jul 24, 2023 bullish
Shah: OpenAI tools replicate a decade of financial modeling skills in minutes
“Now you can plug something into to open AI and you can develop a model in minutes. So that's taking probably something like 10 years of work and being able to replicate it in maybe not the perfect capacity, but you can get pretty darn close in, in, you know, i…”
Sep 6, 2023 positive
Ramaswamy: GPT-4 and Claude are a clear step ahead of open source models
“The blunt truth is that the very best of the models out there, whether it's GPT-IV or Claude's biggest model, are a clear step ahead of the pack when it comes to quality. When it comes to reasoning, when it comes to the quality of the text that they produce th…”
Oct 25, 2023 positive
Oct 25, 2023 neutral
McCullough: Meta pushes open source AI to avoid another mobile platform dependency
“Meta does not want to be in a position where the only way they can do that with a high degree of accuracy and efficacy is to have to ping somebody else's APIs. Because again, they'll be in the position that they have been with like the iPhone and Android all t…”
Oct 25, 2023 bullish
Oct 30, 2023 negative
Oct 30, 2023 positive
Nemade: OpenAI ships vulnerably without obsessing over PR
“And on the other side, like open AI, like they don't give a shit about PR or like for the most part, they don't like, they're like, okay, this is what we think is right. This is how we think is a reasonable way of putting it out. They be well, they become vuln…”
Oct 30, 2023 positive
Nemade: Google could have safely released LaMDA using OpenAI's vetted-access model
“And I think OpenAI did an excellent job with respect to that. Like, they released GPT-III, and they were like, we are just going to give access to researchers who we are going to vet. That's an amazing way to give access. Now it's kind of pretty standard way, …”
Nov 18, 2023 negative
Nov 18, 2023 neutral
Kantrowitz: Microsoft learned of Sam Altman's firing one minute before public announcement
“Microsoft was blindsided by OpenAI's ouster of CEO Sam Altman.
Ina Fried says its biggest partner
one that has invested billions in the company learned a minute before the rest of the world that Altman was out.”
Nov 18, 2023 positive
Goldman: OpenAI Can Remain Competitive Without Altman but Creates Space for Rivals
“I think so. I mean, I don't feel like open AI was just Sam Altman. I mean, I think That you know, Greg Brockman, I think Ilya Sutskiver, I think Mira, I think there's a lot of people in place. I'm sure that there, the, that sense of mission and the product its…”
Nov 18, 2023 negative
Nov 18, 2023 bearish
Goldman: Altman's firing is a problem for Microsoft
“I do think it's a problem for Microsoft if he's gone for, you know, again, it raises questions, you know, again, Satya Nadella was with Sam Altman on stage at Dev Day, touting their relationship that they'd be building AGI together. The fact that if it becomes…”
Nov 18, 2023
Nov 18, 2023 neutral
Nov 23, 2023 bearish
Nov 23, 2023
Nov 23, 2023 bearish
Kantrowitz predicts OpenAI will lose its AI market leadership position
“My first prediction is that OpenAI, which is the leader in the field today, is going to lose the throne. That's right. OpenAI will lose the throne. It will still factor in, but it's not going to be the leader in the field that it is today.”
Dec 4, 2023 neutral
Dec 4, 2023 negative
Dec 4, 2023 neutral
Dec 4, 2023 neutral
Broderick: The OpenAI drama will galvanize accelerationists into a serious movement
“I think that if there's really any legacy from the last week of drama instead of opening AI, it's that the acceleration is all found each other. And like, now know how to talk about each other. And now we'll start to see sort of like those memes becoming more …”
Dec 13, 2023 positive
Dec 13, 2023 positive
OpenAI shifted core vision from autonomous AI to building human tools
“If, to people in media, people in other industries, if you had asked us five years ago what was going to happen, we would have said, we will be able to build You know, trusted, responsible AI. But, fundamentally, it's gonna be going off and doing its thing. An…”
Dec 13, 2023 bullish
AI will be net good for media as trusted journalists gain value
“I think they're gonna rely and care more about their relationship with someone in the media more and more, and care more about high quality information in a world of, like, massive amounts of generated content. So I think it should be net good, but it will be …”
Dec 13, 2023 neutral
Dec 13, 2023 negative
Dec 13, 2023 negative
Dec 13, 2023 bullish
AI will eventually give everyone ten thousand collaborating experts
“But next they have, like, the world's best chief of staff. And then after that, every person has, like, a company of 20 or 50 experts that can work super well together. And then after that, everybody has a company of 10,000 experts in every field that can work…”
Dec 13, 2023 positive
Dec 13, 2023 negative
OpenAI is not maximum-profit seeking or controlled by Microsoft
“You know, we're definitely not maximum profit seeking, although you could talk to Elon about some of his ventures for that one. And we open source a lot of stuff, we'll open source more in the future, and we're certainly not controlled by Microsoft.”
Dec 13, 2023
Approaching superintelligence makes everyone involved more stressed and anxious
“I think everybody involved in this, as we get closer and closer to superintelligence Everybody involved gets more stressed and more anxious, and we realize the stakes are higher and higher, and I think that will explode.”
Jan 24, 2024 neutral
Pineau: AI reasoning techniques rely on 40 years of known research methods
“A lot of the ingredients of how to do reasoning have been explored in AI for 40 years. And are published and well known to anyone who's taken even an undergrad level course in AI. So I'm not saying they, that there's not any innovation in the work that, that o…”
Feb 15, 2024 positive
Feb 15, 2024 neutral
Feb 15, 2024 bullish
Srinivas: OpenAI will stay ahead of competitors with GPT-4.5 or GPT-5
“I'm sure there's a GPT 4.5 or five that will stay ahead. So it really is going to be a cat and mouse game there where Anthropics playing catch up and OpenAI is ahead through multimodal capabilities, reasoning capabilities, and things, things like that.”
Feb 28, 2024 positive
Catanzaro: ChatGPT signaled an era where applied AI research dominates academics
“To me, that was a statement that we were entering a new era of AI where applied research starts to dominate, you know, so Chachapiti didn't come out with a fully fledged academic paper that described exactly what they did to make it so awesome. But because the…”
Mar 6, 2024 positive
Petersen: Flexport uses OpenAI and Adept APIs for discrete workflow tasks
“We, we've actually using OpenAI's APIs as well as a company called Adept which their CEO used to be the head of engineering for OpenAI and so they, but we're using these, the thing that's working for us is that the fact that we've taken, you know, a complex tr…”
Mar 20, 2024 positive
Doshi: Sam Altman only cares about AGI, treating video as stepping stones
“I think that Sam is genuinely focused on AGI and attaining that. And I think he does not care about Graphics and, you know, video necessarily. I think he, those are stepping stones and that helps research you know, get to the next point, but I think he is very…”
Mar 20, 2024 bullish
Mar 20, 2024 neutral
Suhail Doshi: Video AI models mimic training data rather than understanding real physics
“What's really doing is it's representing
The physics it understands in the videos it's being trained on, which could be incorrect physics. It's really what it understands what it's being trained on is kind of my main, the main thrust of my point. And that to a…”
Mar 20, 2024 bearish
Apr 20, 2024 bearish
Apr 20, 2024 negative
Apr 20, 2024 positive
Swisher: Sam Altman is super aggressive yet uniquely admits problems
“Oh, I think he's super aggressive. I've met him when he was 19, so I have a long history with him. You know, he's like the rest of them. He's super aggressive. He's much more thoughtful. He has much calmer voice and everything else. He at least, you know, lean…”
Apr 20, 2024 bearish
Apr 20, 2024 positive
Swisher: Nadella's OpenAI deal and diverse AI bets are smart strategy
“No, I think they've got a, I think that was a smart move. I think he's got to do it himself. I think picking up great information and great computing resources, that company sure should be right in the middle of this. No, I thought that was smart. He affiliate…”
May 9, 2024 neutral
Clark: Anthropic left OpenAI to pursue coherent safety bets, not from hostility
“And it's not to say that there's any particular. Like distaste for safety there. It's more that you had. We had, like, a very specific view, and other people had views, so you were gonna win some, lose some, and then we realized, well, we could just do this to…”
May 9, 2024 neutral
Clark: OpenAI deliberately downplayed GPT-3's release to test public discovery
“We actually tried to lowball the system in that we published a research paper called like language models are few shot learners. I don't think we even tweeted about it. We tried to like public publish it publicly, but also be like very quiet and see, see how q…”
May 15, 2024 neutral
Individual AI scientists are probably replaceable at large research labs
“Then I, you know, I think like the default perspective is listen, you've got thousands of scientists who are doing AI. Surely any one of them is replaceable. I think that's probably correct, but. I'm not in the field enough to know that.”
May 15, 2024 neutral
May 15, 2024 negative
Microsoft is repeating Google's mistake by splitting AI model training efforts
“Microsoft is basically reversing what Google has managed to do over the last few years. And in fact, making the same mistake that Google initially made, which was to have its training distributed or split up between two different corporations or institutions.”
May 15, 2024 bearish
If AI scaling stalls, it will likely be due to data memorization
“If, let's say, GPT-Six isn't that much better than GPT-Four, and you had to look back on it and say, like, why, why did that happen? I think the most, the thing I'd expect to say is that right now we are We are kind of fooled by how much data these models cons…”
May 15, 2024 bullish
May 15, 2024 neutral
Tech giants should concentrate capital into a single frontier lab
“The thing with AI is if you buy scaling in this picture, that is, you make the models bigger, they get much smarter. Then I don't think it makes sense to hedge your bets in this way. I think you should just double down, give, give one of them a hundred billion…”
May 15, 2024 bullish
GPT-5 will enable autonomous agents to execute UI tasks for hours
“Then we're gonna see much more multimodal data, and I think that'll look a lot like the equivalent of supervised fine-tuning, but for a bunch of people recording their screen and doing workflows with their screen, navigating UIs. So I think you'll have agents …”
May 15, 2024 bullish
May 15, 2024 positive
GPT-5 will have noticeably improved reasoning capabilities from step-by-step training
“I think it'll definitely be better at reasoning, which is trivial to say, because the training methods that we've seen them talk about, like you, I'm sure you heard the talk about Q star and what it seems to be is training the model to rewarding it on getting …”
May 22, 2024 positive
May 22, 2024 positive
Levie: OpenAI cut high-quality token costs tenfold in 18 months
“And the fact that we've now done that, or not we, I mean, OpenAI has basically done that, you know, I don't know, four or five times in the past 18 months. So we're already maybe a 10th of the total amount of cost of a kind of fairly high quality token just in…”
May 22, 2024 bullish
Levie: 10x cheaper AI models will drive 100x more usage
“If you could make, again, kind of wave magic wand and you say like we have GPT five or GPT six, and it costs like a 10th
Of what today GPT-IV costs I would argue that you'll probably get a hundred X more usage of AI, not, not just 10 X, you know, more usage of…”
Jun 26, 2024 neutral
Kantrowitz: AI spending will slow without step-change gains in 18 months
“And from everything that I hear, it's going to be the next 18 months that will basically decide, like, if they do 18 more months of development of these models within OpenAI, within Anthropic, within Microsoft, and Meta, and don't see sort of step change incre…”
Jul 3, 2024 neutral
Saunders: Many at OpenAI discuss a three-year timeline to AGI
“And you know, what people were talking about at the company in terms of timelines to something dangerous were like, there were people talking, a lot of people talking about similar things to like the predictions of like, Leopold Aschenbrenner, where it's like …”
Jul 3, 2024
Lessig: California Law Treats Vested Equity as Unconditional Wages
“Equity Is wage in the state of California. If you earn equity, your vested equity, it's like your wages. And when you leave, they can't say, oh, here's a bunch of other additional agree terms you must agree to in order to take what you've already earned. So th…”
Jul 3, 2024 positive
Lessig: 'Right to Warn' only allows public disclosure if reporting channels fail
“The right to warn we were talking about actually talked about creating an incentive so that no confidential information would be released to the public. If they had this structure, you know, imagine a portal again, where you can connect with the company and wi…”
Jul 3, 2024 neutral
Lessig: Failing to Follow Stated AI Safety Regimes Is Reportable to SEC
“Some agencies like the SEC takes the view that most anything could potentially be the sort of thing you'd have privilege to complain to the SEC about because it could potentially affect the value of the company. And to the extent it's potentially affecting the…”
Jul 3, 2024 negative
Jul 3, 2024 negative
Lessig: Ex-OpenAI Staff Remained Silent Fearing Equity Clawbacks
“I mean, I've spoken to ex-employees who've said, look, I've not done X, Y, and Z because I feared the club acts. So they can say, and they never enforced it. They didn't need to enforce it to have the effect, which it had for a significant number of people”
Jul 3, 2024 neutral
Jul 3, 2024 positive
Saunders: AI-assisted critique helps humans detect model errors
“What some of the research that I did at OpenAI was, you know, trying to develop techniques for this, and the simple technique that we tried and showed that worked was just ask a different AI system, or even the same AI system, is there a problem with this answ…”
Jul 3, 2024 negative
Jul 3, 2024 neutral
Saunders: Departure from OpenAI was not caused by witnessing immediate harm
“If there were, if there was a group of people that I knew were being seriously harmed by this technology first, I still really hope that open AI would like do the right thing and address this. If this was like a very clear cut case. I also personally would you…”
Jul 3, 2024 negative
Saunders: OpenAI prioritizes shiny products over safety like the Titanic
“OpenAI claimed that their mission was to build safe and beneficial AGI, and I thought that this would mean that they would prioritize, you know, putting safety first. But over time, it started to really feel like the decisions being made by leadership were mor…”
Aug 30, 2024 positive
Aug 30, 2024 positive
Aug 30, 2024 negative
Aug 30, 2024 bearish
Thrive Capital's OpenAI Investment Functions As An Expensive Marketing Play
“I don't see how it aligns with the traditional AI sorry, the traditional VC investing, unless what it's trying to do is say, hey, we have open AI in our portfolio company, and it believes that AI is going to be big enough, that that will be sort of like this f…”
Aug 30, 2024 bearish
Sep 11, 2024 bearish
Roy: Agentic Siri and ChatGPT Voice Parity Aren't Coming Anytime Soon
“And the things that we've been promised around agentic AI running across various apps and taking actions and being able to use Siri in a meaningful way on par with ChatGPT audio or ChatGPT voice. None of that is coming anytime soon.”
Sep 13, 2024 negative
OpenAI's Focus on Unreleased Demoware Creates User Cynicism and Frustration
“And I think that's kind of the trap that Sam and his company has kind of put themselves in by just releasing a lot of demo wear, which is very exciting, and if you start getting people too excited for too long a time, and then you don't give them anything then…”
Sep 13, 2024 negative
Silicon Valley Executives Report Growing Discontent Over Sam Altman's Disorganization
“Last week I talked to some people in the valley and A couple of times it came up that there are the, there's growing discontent about Sam Altman's general lack of focus and people are saying he's disorganized and they're trying too many things.”
Sep 13, 2024 positive
OpenAI o1 Benchmarks Show Major Gains Across Math, Coding, and Science
“So if you think about, ah, competition math, ah, GPT-IV-O was getting a 13.4 accuracy score on competition math. But this thing and the way that it can think through the different problems is getting 83.3, ah, score on accuracy. Ah, with competition math. So i…”
Sep 13, 2024 neutral
Users Prefer GPT-4o for Writing But Require o1 for Coding
“If you look at the consumer preferences, like the, or the human preferences, like where they'd want to use these new O one preview models versus GPT four O they actually prefer GPT four O for personal writing. It's about even on editing text. But where GPT, ah…”
Sep 13, 2024 positive
Sep 13, 2024 neutral
Sep 13, 2024 neutral
Sep 13, 2024 negative
OpenAI Board Fired Sam Altman Because He Was Consistently Untruthful
“Well, the real reason was that the board was concerned that Sam was not telling the truth. He was He just was not a reliable source of information, and it wasn't just the board members who felt that, there were top executives who felt that as well.”
Oct 11, 2024 neutral
Kantrowitz: OpenAI Projects 100x Revenue Surge by 2029 Driven by ChatGPT
“Chat GPT is what open AI expects to lead its revenue which it expects to increase, it expects revenue, its revenue to increase a hundred fold by 20, 29. And the bulk of that revenue is going to be coming from ChatGPT according to OpenAI's projections”
Oct 11, 2024
Oct 11, 2024 bearish
Oct 11, 2024 bearish
Oct 11, 2024 neutral
Oct 11, 2024 bearish
Oct 11, 2024 neutral
Oct 11, 2024 neutral
Oct 11, 2024 bearish
Oct 11, 2024 neutral
Kantrowitz: AI's High Compute Costs Break Traditional Software Accounting Models
“There's no standard accounting practice for how to amortize The value of a large language model because it's so different in the past. You build software, you have like essentially zero marginal cost. It can go forever. That's it. This is a much more cost inte…”
Oct 11, 2024 negative
Oct 11, 2024 neutral
Oct 11, 2024 neutral
Oct 11, 2024 neutral
Weinberg: OpenAI's True Cash Burn Masked by Microsoft Compute Credits
“You look at sort of the actual cash Leaving open AI. And it's a lot lower than you would think compared to their income statement. Losses because so much of the expense is tied up in Microsoft compute credits, which is not technically a cash item.”
Oct 11, 2024 negative
Oct 11, 2024 positive
Oct 11, 2024 bearish
Kantrowitz: Leaked Financials Show OpenAI Projects $5B Loss on $4B Revenue
“And you go from this very nice looking four billion in revenue after you add in all these costs to a five billion dollar loss. And that excludes stock based compensation, by the way, which is going to be another major cost.”
Nov 15, 2024 neutral
Nov 24, 2024 bearish
Nov 24, 2024
Nov 24, 2024 neutral
Nov 27, 2024 negative
Benioff: Microsoft poorly repackaged OpenAI's technology into Copilot without real integration
“What Microsoft basically did was they're, you're exactly right what you said, they just repackaged OpenAI's product and didn't really integrate it very well and didn't really think from the ground up what it was going to be in its best situation to offer value…”
Dec 5, 2024 positive
Dec 11, 2024 positive
Wang: China's DeepSeek produced the first replication of OpenAI's o1 model
“OpenAI released O-one and released the O-one preview a number of months ago... Yeah, this is OpenAI's advanced reasoning model, which is great at sort of scientific reasoning and mathematical reasoning and reasoning and code, et cetera. And the very first repl…”
Jan 5, 2025 positive
Jan 5, 2025 neutral
Newton: Microsoft and OpenAI will stay partnered in 2025 despite tensions
“I mean, my, like, possibly contrarian take is, like, they just kind of muddle through. Like, that's kind of what I think that they're going to do. OpenAI needs Microsoft for the compute, the data centers, the, like, infrastructure of making AI. They're not goi…”
Jan 27, 2025 negative
Jan 27, 2025 neutral
DeepSeek R1 API costs just 3.5% of OpenAI's o1 pricing
“It costs 55 cents per million token inputs and two dollars and 19 cents per million token outputs. Just to give you a sense, OpenAI costs 15 dollars per million input tokens and 60 dollars per million output tokens. That's 3.5% of the cost that it costs to run…”
Jan 27, 2025 positive
DeepSeek used model distillation to match OpenAI's o1 at lower cost
“And, you know, they've just used the process of distillation to, you know, effectively bring those bigger versions of the sort of state-of-the-art models and distill them down into you know, smaller models, which eventually led to this R-one, you know, the equ…”
Jan 27, 2025 neutral
Jan 27, 2025 negative
Antitrust chill stopped Big Tech talent from leaving to found startups
“I do feel like there was a bit of a chilling effect the past year because M&A had, you know, basically been shut off. That sort of kept people staying at Google and staying at Meta and staying at OpenAI, not forming new startups as they might have in, in years…”
Jan 29, 2025 neutral
Hoffman: OpenAI meant open API access, not open source models
“In terms of being open, there's lots of different parameters of open, and open AI has been, you know, working to have, like, open, you know, kind of you know, with, obviously, identity and registration for safety, but open AI, API access. It wasn't called open…”
Jan 29, 2025 positive
Hoffman: Late-stage AI rounds do not require 10x returns to succeed
“The investment that investors made last year is kind of more of a growth venture round relative to, it doesn't necessarily require a 10 X. I mean, you know, we have trillion dollar companies now, so, you know, trillion dollar companies are definitely within fe…”
Jan 29, 2025 positive
Hoffman: OpenAI Offers Many Products Below Cost to Maximize Adoption
“And OpenAI is actually, you know spending a bunch of money making it free or subsidized to get the widest possible exposure, engagement in the, and learning about these products and being able to use them. You know, a lot of OpenAI products are offered at belo…”
Jan 29, 2025 bullish
Jan 29, 2025 positive
Jan 29, 2025 neutral
Jan 29, 2025 neutral
Jan 29, 2025 neutral
Feb 5, 2025 neutral
Feb 7, 2025 bearish
Feb 7, 2025 bullish
Feb 7, 2025 bearish
Feb 7, 2025 neutral
Kantrowitz: ChatGPT web traffic flatlined for a year starting early 2023
“ChatGPT had been flatlining. The growth had just completely stopped. So you see a very, very quick run up to a hundred million Monthly users or on the chart that we're looking at now from similar web, they're measuring web traffic. So about two billion visits …”
Feb 7, 2025 positive
Feb 7, 2025 neutral
Kantrowitz: DeepSeek overnight captured one-third of ChatGPT's daily traffic
“You see last week, so January, 28th, chat GPT at 139.3 web and mobile visits. Deep seek at 49 million. So it cut About, like, further than any other company has been able to cut into the lead of OpenAI, and it had about a third of the traffic that ChatGPT took…”
Feb 7, 2025 neutral
Feb 7, 2025 bearish
Feb 12, 2025 bullish
Feb 27, 2025 bullish
Feb 27, 2025 neutral
Feb 27, 2025 bullish
Chen: GPT-4.5 outshines reasoning models like o1 in creative writing
“And, you know, we find that in a lot of areas like creative writing, for instance
Again, this is stuff that we want to test over the next one or two months but we find that there are areas like creative writing where this model outshines reasoning models.”
Feb 27, 2025 bullish
Chen: GPT-4.5 scaling returns remain consistent with OpenAI's prior projections
“You know, we are seeing the same returns, and I do want to stress that GPT-D 4.5 is that next point on this unsupervised learning paradigm, and, you know, we're very rigorous about how we do this. We make projections based on all the models we've trained befor…”
Feb 27, 2025
Chen: AI models cannot learn reasoning from scratch without pre-trained knowledge
“You need knowledge in order to build reasoning on top of it.
Right.
a model can't kind of go in blind and just learn reasoning from scratch.
So we find these two paradigms to be fairly complementary and we think, you know, they have feedback loops on each oth…”
Feb 27, 2025 positive
Feb 27, 2025 positive
Feb 27, 2025 neutral
Chen: Pausing and restarting training runs is standard across OpenAI models
“Actually, so I think it's interesting that this gets is a point that's attributed to this model because actually in, in, in developing all of our foundation models, right they're all experiments, right? I think you know, running all of the foundation models of…”
Feb 27, 2025 positive
Chen: Users prefer GPT-4.5 over GPT-4o by 60% to 70% margins
“When we look at, kind of, comparisons against GPT-FORO you'll see that everyday use cases, people prefer, you know, by a margin of 60% for actually productivity and knowledge work against GPT-FORO, there's almost like a 70% preference rate.”
Feb 27, 2025 bullish
Chen: GPT-4.5 hits expected benchmark progression consistent with OpenAI's trajectory
“Well, I really don't think that the accurate characterization is that it doesn't hit the benchmarks that, that we expect it to. So when you look at kind of the development of three to 3.5 to four to 4.5 this does hit the benchmarks that we expect.”
Feb 27, 2025 bullish
Mar 14, 2025 bearish
Kantrowitz: OpenAI's Operator and Deep Research resemble party tricks, not real applications
“Operator and deep research seem more like prod like a party trick than an actual application right now. And I guess it might be useful in some maybe obscure data entry case, but These companies are already using, like, macros and robotic process automation, an…”
Mar 14, 2025 positive
Mar 14, 2025 neutral
Mar 29, 2025 negative
Mar 29, 2025 bullish
Kantrowitz: Big Tech will not pull back AI CapEx, spending over $300B
“The capex pullback. I don't see it happening. We have big tech that's going to spend three hundred billion on capex this year plus. Much of that is going to AI, open AI, there's rumors now that, or reports, really, that they're about to raise forty billion dol…”
Mar 29, 2025 bullish
Kantrowitz: ChatGPT becoming a generic verb gives OpenAI a compounding advantage
“ChatGPT is now a verb like Google or, you know, basically people call it ChatNow. That is just this huge compounding advantage that OpenAI is going to have and releases like this just help it push even further forward.”
Mar 29, 2025 neutral
McCullough: OpenAI intentionally sparked the Ghibli controversy for viral marketing
“And again, I think that they are, this is not accidental. They are Writing a line here of, they know what can go viral, and they know what will get attention, and even the questions and the controversy about the legality of it, and is this where it's going? Li…”
Mar 29, 2025 neutral
Mar 29, 2025 neutral
Mar 29, 2025 bullish
Mar 29, 2025 bearish
Kantrowitz: AI Infrastructure Faces Painful Mismatch Without High-Value ROI
“Even if open AI is melting its servers today, even if Google are melting their servers today, if there isn't a return on investment with these higher value propositions in the next few years, there's going to be a timeline mismatch and that's going to be bad.”
Mar 31, 2025 bullish
Tytunovich: Hundreds of leading and open-source AI agents will emerge
“I have no doubt. That there are going to be hundreds of different AI agents leading the pack. Then there's going to be ones that revolve around open sources, maybe open sources by open AI and the like. And you need to be very selective and vigilant in terms of…”
Mar 31, 2025 bullish
Tytunovich: AI Agents Will Represent Double-Digit Share of Web Economy
“We believe that once they open AI releases, judge of the operator, for instance, from the 200 bucks a month package to the regular paid package, and once Opera, who just announced they're launching an AI agent of themselves within the browser, once that happen…”
Mar 31, 2025 bearish
Tytunovich: AI agent pricing will commoditize to free or modest tiers
“There's a hundred percent chance, and OpenAI already said it, and the same is going to go with Google Gemini and Chrome, their browser, and many others. It's going to be commoditized in terms of pricing. It's going to be either free or costing a modest price, …”
Mar 31, 2025 bearish
Mar 31, 2025 bearish
Tytunovich: Self-Declared AI Signatures Will Create Major Security Loopholes
“There's a very high likelihood, in my opinion, that the proprietors behind the main AI agents, like OpenAI, like Google, would find a way to declare an AI agent as one operating on their behalf. That being said, that is the very definition of a loophole. Such …”
Apr 2, 2025 bullish
Kantrowitz: ChatGPT Reached 500M Weekly Active Users, Adding 400M in One Year
“Five hundred million people use ChatGPT every week. It's not just the number, but it's the velocity to which they got there in March, 20, 24. So a year ago, they had a hundred million users vetted four hundred million. In in a year, which is crazy.”
Apr 2, 2025 neutral
OpenAI plans to release its first open-weight reasoning model since GPT-2
“OpenAI is planning to release an open weight language model in the coming months. This is from Sam Altman. We are excited to release a powerful new open weight language model. With reasoning in the next coming months, we want to talk to developers about how to…”
Apr 2, 2025 neutral
Apr 2, 2025 negative
Roy: One-Third of OpenAI's Projected $28B Revenue Comes from SoftBank
“They're expecting next year, 12 and a half billion. That's gonna then go to twenty eight billion dollars, and a third of that revenue is going to come from SoftBank. SoftBank spending on OpenAI for all of its own companies and portfolio companies.”
Apr 2, 2025 bullish
Apr 2, 2025 neutral
Apr 2, 2025 bearish
Roy: OpenAI Syndicate Investors Are Paying a 100x Revenue Multiple
“They're on track to make 3.7 billion dollars this year. They're forecasting to triple that next year to 12.5 billion dollars. So first thing, the valuation, and this is kind of what blows my mind, the 2.5 billion dollar syndicate of KOTU, Altimeter, Thrive, Th…”
Apr 2, 2025 neutral
Apr 2, 2025 neutral
Roy: OpenAI still operates as a research house, not a capitalist business
“OpenAI to me still lives as kind of a research house and versus like a fully operational capitalist business. To me, there's still this, they want to be A leader among the research community. They want to be a leader among AI thinkers.”
Apr 4, 2025 positive
Apr 4, 2025 positive
Suleyman: All OpenAI Inference Runs on Microsoft, With No Partnership Slowdown
“All of their inference comes through us, and so we, there's no slowdown in our you know, relationship with them. We sell them as much as we want to offer them, and then if there's any extra demand that they have, particularly on the, you know on the Oracle sid…”
Apr 9, 2025 negative
Apr 9, 2025 neutral
Apr 16, 2025 neutral
Apr 16, 2025 positive
Apr 19, 2025 neutral
Apr 19, 2025 negative
Roy: OpenAI o3 Repeated Walmart 23 Times in Top Retailers Query
“However, this morning I asked, and I asked from the deep, deep research side, what are the top 150 retailers in the U.S. By revenue in 2024? Seemingly straightforward query. It returned Walmart 23 times and Amazon 36 times In this list.”
Apr 23, 2025 bullish
Patel: GPT-5 will simultaneously scale pre-training and post-training reasoning
“And so now GPT-Five, as Sam calls it, is, is gonna be a model that has huge pre-training scale, right? Like GPT-Five, but also huge post-training scale, Like O-one and O-three and continuing to scale that up, right? This would be the first time we see a model …”
Apr 23, 2025
Patel: Frontier AI cluster costs have scaled from $100M to $10B
“For GPT-IV, it was a few hundred million dollars and it's one building full of GPUs, too. GPT-IV 4.5 and the reasoning models, like, oh, one, oh, three were done in a, in three buildings on the same site, and, you know, billions of dollars to, hey, these next …”
Apr 23, 2025 negative
Patel: OpenAI's Orion training run failed to reach GPT-5 performance levels
“There were hopes that Orion could be used for GPT-V but its improvement was, like, not enough to be, like, really a GPT-V. Furthermore, it was trained on the classical method, which is, like which is a ton of pre-training, and then some reinforcement learning …”
Apr 23, 2025 neutral
Patel: Model inference costs dropped 60x from GPT-4 to DeepSeek-V3
“And likewise, when we look at from GPT-IV to DeepSeq VIII it's fallen roughly 600 X in cost. Right. So we're not quite at that 1200 X, but it has fallen 600 X in cost from 60 dollars to less than you know, to about a dollar. Right. Or to less than a dollar. So…”
Apr 28, 2025 positive
Kantrowitz: ChatGPT web code reveals hidden Shopify checkout and native shopping
“There are new code strings in ChatGPT's public web bundle, including buy now, price, and shipping fields, Product offer ratings, and a Shopify checkout URL, which indicate that OpenAI is wiring a native purchase flow within the Assistant.”
May 5, 2025 bullish
Roy: AI querying of unstructured company data will become table stakes
“The technology to actually, like, access large amounts of information, especially unstructured, and get an answer that is correct, they're avoiding hallucinations, whether that's through RAG-type technologies, whether that's other, like, it's gotten so, like, …”
May 7, 2025 bearish
May 7, 2025 bearish
Marcus: OpenAI is not worth $300B and won't IPO at $3T
“I don't think LLMs will disappear. I think they're useful, but this, yeah, the valuations don't make sense. I mean, I don't see open AI being worth three hundred billion dollars. And you have to remember that venture capitalists have to like 10 X to be happy o…”
May 7, 2025 bearish
May 7, 2025 bearish
May 7, 2025 bearish
May 19, 2025 bearish
Meta, OpenAI, and Anthropic are all hitting walls with model scaling
“So, it could be that this idea of scaling to lead to improvements, which we've talked about on the show a couple, for the past couple weeks this is three, meta, open AI, And Anthropic, they all seem to be, ah, running into some bumps on, in their efforts to im…”
May 19, 2025 neutral
May 27, 2025 neutral
May 27, 2025 neutral
Roy: Jony Ive Won't Join OpenAI Directly Despite IO Acquisition
“The acquisition, Johnny Ive is not going to work for OpenAI. They're going to work with OpenAI, but IO, which is the name of this company, the staff of roughly 55 engineers, scientists, researchers, physicists, And product development specialists will be part …”
May 27, 2025 neutral
May 27, 2025 bullish
May 27, 2025 bearish
May 27, 2025 negative
Roy: OpenAI and Jony Ive rollout video is narcissistic
“It just felt very navel gazing inward looking kind of like,
Narcissistic, to put it bluntly, like, this was an opportunity to more share this vision of the product, and even though they're not going to say what the product is, ambient computing, AI everywhere…”
May 28, 2025
Jun 3, 2025 bearish
Jun 9, 2025 neutral
Kantrowitz: Judge orders OpenAI to preserve ChatGPT chats for NYT lawsuit
“The New York Times is telling OpenAI, has gotten a judge to rule in favor of this position, that OpenAI has to preserve its chats, because people who are using OpenAI's ChatGPT to, ah, go around the New York Times paywall, ah, may delete those chats. And there…”
Jun 9, 2025 neutral
Jun 9, 2025 negative
Roy: Apple's on-device AI doesn't matter because latency isn't the issue
“I don't think it matters at all, because latency is not the problem. Privacy, maybe some could argue, and we're going to get into OpenAI and chat retention in a little bit, but like, that's not the issue Apple's having right now. Just making a barely functiona…”
Jun 11, 2025 positive
Jun 11, 2025 negative
Jun 11, 2025 positive
Siegler: Greenfield AI Hardware Has a Clearer Path Than Incumbents
“I do think that that path is probably a little bit more clear than what the, you know, the quote unquote incumbents or the big tech companies have right now because, you know, they just, they have all of this legacy and institutional knowledge of like what the…”
Jun 14, 2025 negative
Jun 14, 2025 neutral
Jun 18, 2025 bullish
Jun 23, 2025 neutral
Kantrowitz: Microsoft will block OpenAI's IPO without better terms
“I think that they just say, we're not making, we're not gonna budge an inch and we're not gonna let you get this money. We're not gonna let you IPO unless we get some better terms. Stuff that like holds to the earlier agreements that we had.”
Jun 23, 2025 positive
Jun 23, 2025 bullish
Jun 23, 2025 bearish
Jun 23, 2025 negative
Kantrowitz: MIT Study Found ChatGPT Users Showed Lowest Brain Engagement
“The study divided 54 subjects, 18 to thirty-nine-year-olds,
From the Boston area into three groups and asked them to write several SAT essays using OpenAI's ChatGPT, Google search engine, and nothing at all.
Researchers used an EEG.
I guess that's, yeah,
it's …”
Jun 30, 2025 negative
Jun 30, 2025 neutral
Albergotti: OpenAI's core product will be interfaces, not models
“The ultimately the models are not even really gonna be their core product, right? It's gonna be the, it's gonna be all the stuff built around it, the interfaces and the stickiness of the product. So really, Inference becomes this huge cost for them.”
Jun 30, 2025 neutral
Microsoft will use OpenAI's for-profit conversion to extract major concessions
“Well, in order to go to the for-profit conversion, open AI is gonna have to get sign off from Microsoft to do that. And so I think that Microsoft will use that leverage very effectively and get an amazing deal out of open AI, because without that, it's gonna b…”
Jun 30, 2025 neutral
Albergotti: OpenAI's Stargate will focus on inference across multiple sites
“My guess is like, yeah, it will be built, but like, is it gonna be some huge thing that then they like train and train AGI on? I think it's probably gonna be like multiple sites and that are connected. And a lot of it's gonna be inference rather than training.”
Jun 30, 2025 bearish
Jun 30, 2025 neutral
Jul 7, 2025 bullish
Jul 9, 2025 positive
Jul 9, 2025 bearish
Siegler: Pure AI API businesses face severe long-term commoditization risks
“The APIs, like, those are relatively, not necessarily easy, but they're easier to just swap in and out different, you know, different tools and technologies as they become more readily available. And then, yeah, the cost will get sort of driven down over time,…”
Jul 9, 2025 positive
Kantrowitz: Anthropic's safety branding fits Apple better than OpenAI's 'chaos'
“I think they probably, if they've met with both leadership teams, I think they probably are a company that would absolutely go for Dario's safety branding. Like it's the safety company with the privacy company versus open AI, which is kind of like the chaos pr…”
Jul 14, 2025 bearish
Jul 14, 2025
Kantrowitz: OpenAI's Windsurf acquisition collapses as Google hires founders to DeepMind
“OpenAI's deal to buy Windsurf is off, and Google will instead hire the Windsurf CEO, Varun Mohan, co-founder Douglas Chen, and some of Windsurf's R&D employees from the company to join DeepMind. Google and Windsurf announced Friday.”
Jul 14, 2025 positive
Jul 14, 2025 neutral
Jul 21, 2025 neutral
Kantrowitz: Meta only needs to slow ChatGPT's growth via distribution
“If Meta's able to build a competitive
LLM with this compute and talent that it's stacking up, then it's going to be able to distribute that through Facebook products. And, you know, all they have to do really is slow down the growth of ChatGPT, similar to the…”
Jul 23, 2025 negative
Jul 23, 2025 bearish
Jul 23, 2025 bearish
Jul 23, 2025 negative
Jul 23, 2025 positive
Ad dollars will follow users to LLM search despite weaker attribution
“If people move from Google search to OpenAI or to some other LLM search, my anticipation is that the money won't go away. I think marketers have gotten, and advertisers have gotten used, so used to spending online that they will, they'll be willing to spend ev…”
Jul 23, 2025 bearish
Jul 23, 2025 negative
Jul 23, 2025 neutral
Jul 23, 2025 bearish
Jul 23, 2025 neutral
Jul 23, 2025 negative
Jul 23, 2025 bearish
OpenAI reports weekly users to mask terrible subscriber conversion rates
“They talk weekly. And the reason is, because if you compared what their real monthly active users would be, five hundred million weekly, so I'm gonna guess seven hundred million monthly? Divided by the 15.5 million customers that pay for it. That's a dog's doo…”
Jul 23, 2025 bearish
Jul 23, 2025 negative
Jul 23, 2025 bearish
Jul 23, 2025 bearish
OpenAI's o3 model failed to calculate a basic spatial measurement
“I tried O-three out the other day. Yeah. I took a photo of a thing I had hung up, And I said, how much space from the bottom of that photo, of that picture, the poster, to the floor? It took four minutes. It wrote multiple Python scripts to give me the wrong a…”
Jul 23, 2025 bearish
Jul 23, 2025 neutral
Jul 23, 2025 bearish
Jul 23, 2025 bearish
Jul 28, 2025 negative
Kantrowitz: OpenAI and SoftBank's Stargate has not closed a single data center deal
“Six months after Japanese billionaire Masayoshi stood shoulder to shoulder With Sam Altman and President Trump to announce the Stargate project, the newly formed company charged with making it happen has yet to complete a single deal for a data center.”
Jul 28, 2025 bearish
Morris: Microsoft Insiders Doubt OpenAI Still Holds a Definitive Model Lead
“You talk to people now and including, you know, it's most vital stakeholder Microsoft. They're locked in these negotiations about open AI transforming itself to a for-profit entity. And these are very tense. But, you know, when you speak to people over there, …”
Jul 28, 2025 positive
Morris: Coding Is AI's Most Tangible and Financially Rewarding Application
“What OpenAI has been feeling, you know, in this competition with Gemini and Anthropix Claude is that it is perceived to a slip behind a little bit on coding. You know, that is the most tangible and financially rewarding real world application of these things s…”
Jul 28, 2025 bearish
Jul 28, 2025 negative
Jul 28, 2025 neutral
Jul 28, 2025 bullish
Jul 28, 2025 bearish
Jul 28, 2025 negative
Morris: OpenAI redefined Stargate to include any rented data center
“Part of the reason they're able to claim Stargate is off the ground is because they changed the definition of it. Previously, it had to involve open AI, Oracle, the data center provider, SoftBank, the financier and MGX, which is a huge New sovereign wealth or …”
Jul 28, 2025 positive
Jul 28, 2025 positive
Morris: Anthropic Wins Larger Enterprise API Contracts Than OpenAI
“Whereas Anthropica's claw doesn't just doesn't have the same brand recognition, but it has relentlessly gone after what they call enterprise customers, like big businesses, offers them access to their technology through APIs and has longer, bigger, and more vi…”
Jul 30, 2025
Amodei: GPT-2 and GPT-3 were built to test RLHF at scale
“Actually, the original reason for building GPT-II and GPT-III, it was an outgrowth of the kind of AI alignment work that we were doing, right? Where myself and Paul Cristiano and some of the Anthropic co-founders had invented this technique called RL from huma…”
Jul 30, 2025 negative
Amodei: Former employers used insincere mission stories for recruiting
“You know, I think my reason to start a company was that I had worked at other companies and I just didn't feel like the way those companies were run was really oriented towards, you know, trying, trying, trying to have that impact. There was a story around it …”
Jul 30, 2025 negative
Amodei: Working for dishonest executives to advance AI leads to bad outcomes
“No matter how much you're driving the forward, the company technically, if you're working for someone whose motivations are not sincere, who's not an honest person, who does not truly want to make the world better, it's not going to work. You're just contribut…”
Aug 4, 2025 positive
Siegler: OpenAI will eventually adopt advertising, but in a new format
“I do think that they will eventually go down that path, but I also chalk that up to the fact that, again, I think that if they go down that path and if it's meaningful to them, it will look different than what sort of search advertising has historically looked…”
Aug 4, 2025 neutral
Aug 4, 2025 negative
Kantrowitz: OpenAI and Meta are building the exact same thing using LLMs
“I'll stand on the table here and say it's the same thing. I think it's, if there were different techniques, I think this is really what it comes down to. If there were different techniques to build AGI and super intelligence, I would say, okay, sure, you know,…”
Aug 4, 2025 negative
Siegler: AI industry shift to 'superintelligence' branding is purely marketing
“It's, it just is obviously all marketing at this point, and so I do feel like that, you know, you gotta at some point pin people down to say like, what are you actually trying to build, and what is the outcome of that going to be?”
Aug 6, 2025 bearish
Aug 6, 2025 positive
Aug 6, 2025 bullish
Kantrowitz: OpenAI reaches $12B annualized revenue and 700M ChatGPT weekly users
“OpenAI hits twelve billion in annualized revenue, breaks seven hundred million ChatGPT weekly active users. This is from Bloomberg. They roughly doubled their revenue in the first seven months of the year, reaching twelve billion in annualized revenue says Ope…”
Aug 8, 2025 bullish
Lightcap: Partners Call GPT-5 Most Capable Coding Model
“I mentioned companies like Cursor, JetBrains, Windsurf you know, Cognition and others that we work with who anecdotally are all you know, have all said that GPT-V now feels like the most capable coding model, whether that's in an interactive coding environment…”
Aug 8, 2025 positive
Lightcap: GPT-5 dynamically chooses whether to reason deeply per query
“GPT-V is it's our next generation flagship model. It does something really interesting, which is it actually combines into one model the ability to dynamically choose whether to think hard about a problem and reason about it to give you an answer or not.”
Aug 8, 2025 bullish
Aug 8, 2025
OpenAI Tested GPT-5 With Uber, Amgen, Cursor, and JetBrains Pre-Release
“We've worked with large enterprises and small startups and the entire spectrum in between on testing these models and GPT-V specifically before release. And we get a lot of feedback from companies like Uber and Amgen and Harvey and Cursor lovable you know JetB…”
Aug 8, 2025 bullish
Lightcap: GPT-5 is vastly improved in writing, coding, health, and speed
“GPT-V abstracts all of that, so it makes that decision for you and it's actually a smarter model, so you're gonna get a better answer in all cases, regardless of whether you're using the thinking mode or not and it's vastly improved on things like writing, cod…”
Aug 8, 2025 positive
Lightcap: OpenAI prioritized healthcare applications during GPT-5 training
“We focused on health a lot with this release because that was one of the consistently common things that we heard from people as a starting point for how they've used powerful AI was in, when they're navigating a health journey. And so we really wanted to make…”
Aug 8, 2025 positive
Aug 8, 2025 positive
Lightcap: AI model intelligence is a function of allocated thinking time
“Intelligence really is a function of how much time the model is going to be thinking, and so depending on how much you want to allocate thinking time to a problem, you're going to get a better answer. Typically, the longer it thinks the better an answer it can…”
Aug 8, 2025 neutral
Lightcap: GPT-5 does not qualify as an AGI system
“And so I do, I think we're at a system that I would call AGI. No. But I think we see, we start to see the traces and the pieces of that overall system for generalized learning start to come together in models like GPT-V and I suspect suspect in its successors.”
Aug 8, 2025 bullish
Aug 8, 2025 positive
Lightcap: GPT-5 bakes in tool use and longer-horizon reasoning
“So using tools, for example, is something that really thinks really important for overall intelligence, GPT two and three couldn't really do that as well. GPT-IV could do it in a more nascent way. And now GPT-V, you get that baked in with the benefit of these …”
Aug 8, 2025 bullish
Aug 8, 2025 bullish
Aug 8, 2025 bullish
Lightcap: Post-training scaling will dominate AI development for the next 1–2 years
“You know, the O series of models, which were kind of the previous reasoning models were really just the beginning of us starting to explore what's possible in that post-training regime. And I think that's going to be kind of the dominant theme here for the nex…”
Aug 8, 2025 bullish
Aug 8, 2025 bullish
Lightcap: Post-training and test-time compute act as force multipliers
“And that continues to hold true, but we now have this kind of other category of training, which is post-training and being able to use test time compute in more interesting ways than we used to as almost kind of a second stage of training. And so we think that…”
Aug 8, 2025 positive
Aug 8, 2025 positive
Lightcap: GPT-5 beats previous models on SWE-bench and health benchmarks
“It scores better on things like Sweebench. It scores better on all the kind of academic evals that we put it through. This one in particular, we actually made a real emphasis to have it score better on certain health benchmarks. So It's better at medical reaso…”
Aug 11, 2025 negative
Aug 11, 2025 positive
Aug 11, 2025 neutral
OpenAI's GPT-4.5 Was Built as a Trillion-Parameter Dense Model
“GPT, 4.5 was an experimental model from OpenAI. It was the idea, let's train a trillion parameter dense model, meaning it is not sparse, meaning all the token, all the neurons are activated on every request. And it was so slow. It's really hard to run these th…”
Aug 13, 2025 negative
Aug 13, 2025 negative
Aug 13, 2025 bearish
Sep 16, 2025
Sep 16, 2025 bearish
Ranjan Roy compares the OpenAI-Oracle deal to the dot-com fiber buildout
“I think for the market to have reacted that positively, it just, I don't know, it feels like in, you know, the internet bubble, there was so much that happened around fiber build fiber capacity build out that seems to start to echo this, that it this I don't k…”
Sep 16, 2025 negative
Sep 16, 2025 positive
Ranjan Roy argues Microsoft and OpenAI's non-binding agreement enables future progress
“I do think this one's important because even if it's a non-binding memorandum of understanding, it shows that Microsoft potentially and Satya are willing to play ball here... And again, at an inflated valuation, but still taking 30% of the company At five hund…”
Sep 16, 2025 positive
Sep 16, 2025 neutral
Kantrowitz: OpenAI and Microsoft Agreed on Restructuring Terms Valuing Entity at $500B
“OpenAI and Microsoft look like they have a deal for a restructuring. Or they have an agreement to come to in a deal, like a memorandum of understanding. It looks like the nonprofit that controls open AI will get a hundred billion dollars, or it'll be worth a s…”
Sep 18, 2025 neutral
Levie: AI lab losses are a strategic choice to subsidize market dominance
“And the losses are a choice, to be clear. Like, that's very obvious. Like, they're choosing to lose that money. They're doing it, ah, for a strategic reason. You know, that, that's at least their decision. The strategic reason is, is that this is such a valuab…”
Sep 22, 2025 negative
Kantrowitz: OpenAI inflated 'doing' stats to conceal lack of agent usage
“I think what we're seeing in the numbers here is the vast majority of activity within ChatGPT is really thought partner. It is a thought partner tool, and the agentic stuff, of course, is super early, but they didn't want maybe the numbers, and this is maybe s…”
Sep 22, 2025 neutral
Sep 22, 2025 neutral
Sep 22, 2025 neutral
Sep 22, 2025 neutral
Sep 22, 2025 neutral
Sep 22, 2025 neutral
Sep 22, 2025 bullish
Sep 29, 2025 positive
Sep 29, 2025 bearish
Kantrowitz: OpenAI projected to lose over $100B between 2025 and 2029
“So OpenAI is expected to bring in around thirteen billion in sales this year. And I'm looking at these numbers. I mean, and by the way, it's going to lose money, right? We think the data is, or the expectations is that between now and 20, 29, it's supposed to …”
Sep 29, 2025 bullish
Kantrowitz: ChatGPT Pulse May Spark OpenAI's Ability to Repay Investments
“Well, I think you are touching on what may be the beginning of OpenAI's ability or the product that might spark OpenAI's ability to pay all this money back. It's called ChatGPT Pulse, and we'll talk about it right after this.”
Sep 29, 2025 neutral
Sep 29, 2025 bearish
Sep 29, 2025 neutral
Kantrowitz: AI models with memory will deliver the most personalized ads
“This is an advertising play. There is no doubt in my mind that as you, as these models learn more about you, and memory is a big thing, they will provide, and we've talked about this in the past, the world's most personalized ads.”
Sep 29, 2025 bearish
Oct 1, 2025 bullish
Oct 1, 2025 positive
Oct 1, 2025 positive
Oct 4, 2025 positive
Oct 4, 2025 positive
Oct 4, 2025 negative
Oct 4, 2025 positive
Oct 4, 2025 neutral
OpenAI's latest model leveled Anthropic's dominant lead among Cursor developers
“GPT five, the model opening I released a month ago at this point, I believe two months ago, it really changed that. You know, people have talked to a cursor say that, you know, it completely Leveled the kind of usage between OpenAI and Anthropics models in a w…”
Oct 4, 2025 neutral
Oct 4, 2025 bearish
Oct 4, 2025 negative
New OpenAI and Scale hires complain about bureaucracy inside Meta's AI division
“Basically, the level of bureaucracy inside of Meta specifically in its AI division is really a problem for a lot of people. I think that this is something that new employees that have come in from OpenAI and, you know, scale and whatnot have complained about, …”
Oct 4, 2025 neutral
Maintaining leadership in AI coding models is existential for Anthropic's business
“And I think that Anthropic, you know, for OpenAI, I mean, coding models are just a small piece of their business. ChatGPT is kind of the big tuna for them, but for Anthropic, I mean, this is existential, like they need to lead in coding and this is their attem…”
Oct 4, 2025 neutral
Advertisers will fund feeds of AI slop if they attract user attention
“If there's attention, they will pay for people's attention. So even if it's a feat of AI slop, if open AI can somehow win millions and millions of users over then AG one will be right there and work out some deal to sell their very healthy supplements and all …”
Oct 6, 2025
Oct 6, 2025 neutral
Oct 6, 2025 neutral
Oct 6, 2025 neutral
Oct 6, 2025 bearish
Oct 6, 2025 neutral
Siegler: Oracle's Abilene site is only active Stargate data center build
“So like Oracle famously controls the one right now in Abilene, Texas, that's the only one that's actually being built right now in the process of being built while the others are still just sort of being signed and squared away.”
Oct 6, 2025 neutral
Oct 6, 2025 bullish
Kantrowitz: All ambient AI companion devices will ultimately incorporate screens
“I think they're all going to go screen. I remember when Amazon announced the Echo device and it was so cool because it glowed at the top and talked to you. And we had Panos Panay from Amazon, head of devices and services, On the show in March, and he besieged …”
Oct 6, 2025 bearish
Kantrowitz: AI market exuberance is a red flag amid slow enterprise adoption
“Like this exuberance in the stock market is based off of infrastructure spend and not revenue. It's all based off of revenue projections. And those rep revenue projections are extremely aggressive, especially when you consider the fact that enterprises are mov…”
Oct 6, 2025 bearish
Siegler: Minor AI slowdown could trigger systemic debt collapse
“If a slowdown happens in, in several of, on several of these fronts on any number of, sorry, I should say on any one of these, like several fronts that are going right now, it can start like, it seems like it would start a cascading effect that would potential…”
Oct 6, 2025 neutral
Siegler: Equity concessions have become table stakes in AI chip deals
“So it's like, it all feels like the same sort of general playbook, just being executed in different ways where it's like now all of a sudden ownership is sort of table stakes to these deals, right? Even when it's a company that's a, that's technically still a …”
Oct 13, 2025 bearish
Oct 13, 2025 bullish
Oct 13, 2025 bearish
Oct 13, 2025 neutral
Oct 13, 2025 negative
Roy: OpenAI Opt-Out Policy for Sora Copyright Infringement Is 'Nuts'
“He does say, we'll work with rights holders to block characters from Sora at their request and respond to takedown requests. I think this is nuts and a big deal because they are basically saying, like, it's out there. And you're going to have to come to us to …”
Oct 17, 2025 bearish
Heitzman: Circular revenue deals between AI giants are a warning sign
“Well, it depends on who you are, and that kind of goes to the recycling or the circularness of some of these things. Obviously, the OpenAI, Microsoft, or OpenAI Oracle, goes back to the OpenAI Oracle deal. And, you know, I'm gonna give you money that you're go…”
Oct 17, 2025 bearish
Heitzman: FirstMark sees no sustainable consumer AI startups, only ChatGPT wrappers
“So we've found sadly, that, you know, we haven't seen this wave of startups that we believe are sustainable. So there's actually been a handful of startups that are Wrappers on ChatGPT that are maybe a little bit better at travel. They might be a little bit be…”
Oct 20, 2025
Oct 20, 2025 negative
Oct 20, 2025 bearish
Oct 20, 2025 neutral
Oct 20, 2025 negative
Oct 27, 2025 bearish
Oct 27, 2025 bullish
Oct 27, 2025 negative
Oct 27, 2025 bearish
Roy: OpenAI Is Least Trusted on Security Versus Microsoft, Google, Apple
“And I think open AI is probably the least trusted in terms of like working on security relative to like. Whether it's a Microsoft or a Google or even an Apple or whoever else, I think OpenAI is gonna lose that battle any day of the week.”
Oct 27, 2025 neutral
Kantrowitz: OpenAI Uses AI-Only Interview Process for Project Mercury
“The application process for Project Mercury involves almost no human interaction. The first step is a roughly 20 minute interview with an AI chatbot which asks questions based on the applicant's resume. The second phase test candidates on their knowledge of fi…”
Oct 27, 2025 bearish
Oct 27, 2025 neutral
Roy: OpenAI Hired Over 100 Ex-Bankers for Project Mercury
“OpenAI, apparently there's something called Project Mercury, where they've hired over a hundred ex-bankers to train their models, to basically, you know, like, do that tagging work, good answer, not good answer, You know, start helping like the models understa…”
Nov 3, 2025 neutral
Nov 3, 2025 neutral
Kantrowitz: Kevin Weil Memo Targeted 1 Billion ChatGPT WAU
“In 2024, a long memo from Kevin Wheel, a former Meta executive who was then serving as the chief product officer, caused a bit of a stir shortly after he joined. In the document, Wheel, who was known at Meta for his lengthy missives, detailed his goal of getti…”
Nov 3, 2025 neutral
Nov 3, 2025 neutral
Roy: OpenAI Must Launch Ads Ahead of Any IPO
“They're just laying this groundwork and infrastructure for just lots of ads, and I actually think they're gonna have to release this ahead of any kind of IPO because, you know, online advertising, especially whatever that next wave of AI platform advertising i…”
Nov 3, 2025 neutral
Nov 3, 2025 bullish
Nov 3, 2025 neutral
Nov 3, 2025 bullish
Nov 3, 2025 bullish
Nov 3, 2025 negative
Roy: OpenAI Prioritizes High Compute Usage Over Efficiency
“Open AI, they're building things that just, they're not worried about efficiency. They're worried about actually, does it use more compute? Cause that's going to look great to the market. As counterintuitive as it shows, or as it may seem, it'll look good to t…”
Nov 3, 2025 negative
Kantrowitz: OpenAI has $1.4T in financial obligations and 30GW compute commitments
“OpenAI has 1.4 trillion worth of financial obligation. And it's made commitments to use 30 gigawatts of data center capacity. But OpenAI's revenue is going to be thirteen billion this year, and we already have eight hundred million people using ChatGPT.”
Nov 3, 2025
Nov 3, 2025 neutral
Nov 6, 2025 neutral
Nov 6, 2025 bullish
Nov 6, 2025 neutral
Nov 6, 2025 bullish
Nov 6, 2025 neutral
Nov 6, 2025 bearish
Siegler: AI spending requires AGI to avoid a massive business letdown
“Unless they do truly transform everything with the, you know, again, we call it, we can call it AGI. We can call it super, super intelligence. We can call it anything we want, but unless it truly transforms everything, it feels like it will be a, both a letdow…”
Nov 6, 2025 neutral
Kantrowitz: OpenAI signed a $38 billion compute deal with Amazon
“OpenAI signs thirty-eight billion dollar compute deal with Amazon, partnering with the cloud leader for the first time. OpenAI has signed this deal. It is the first contract with the leader in cloud infrastructure, and the latest sign that OpenAI is no longer …”
Nov 6, 2025 bullish
Nov 6, 2025 bearish
Nov 6, 2025 neutral
Nov 6, 2025 bearish
Siegler: An Nvidia earnings miss could trigger a cascading market selloff
“Even if everything goes great for all of these companies, if something just happens in the macro markets and like causes Nvidia to slip on earnings one quarter, you see like this cascading effect. It's not hard to see. Like you can see how all of a sudden they…”
Nov 6, 2025 bearish
Siegler: Leaked financials show OpenAI delayed its profitability target to 2030
“We already know, at least from leaked financials, they're not going to be anywhere near profitability anytime soon in 20, 27. And they're saying, I think the most recent one said 20, 30, right? They pushed it out another year.”
Nov 10, 2025 neutral
Kantrowitz: OpenAI partners with Walmart, Etsy, and Shopify for commerce revenue share
“They want to take a cut of both the discovery and the transaction when someone searches
For a product using ChatGPT.
This is already happening with Walmart, Etsy, Shopify, all announced on dev, on their dev day.”
Nov 10, 2025 negative
Kantrowitz: Unsealed deposition shows Sutskever accused Sam Altman of chronic lying
“The very first page says, Sam exhibits a consistent pattern of lying, undermining his execs, and pitting his execs against one another. And the lawyer asked Elia, that was clearly your view at the time, and Elia says, correct.”
Nov 10, 2025 bearish
Nov 10, 2025 bullish
Nov 10, 2025 negative
Roy: OpenAI lacked cohesive strategy in government backstop walkback
“What's so fascinating to me is how all of this played out just in the last week. What kind of words were actually uttered by Sarah Fryer and then posted on linked by Sarah Fryer and then tweeted by Sam Altman. Like, They're trying to get out of it, and then no…”
Nov 10, 2025 negative
Kantrowitz: US taxpayers should not backstop OpenAI's debt
“I don't think that the US taxpayers should be backstopping the company's debt though, because, and Sam Altman in a follow-up made this clear, if they fail, you'll still have Google, you'll still have Anthropic, you'll have many others that are going to be buil…”
Nov 10, 2025 bearish
Kantrowitz: AI price wars will destroy OpenAI's profit-sharing business models
“Somebody else is just gonna develop super intelligence as well, and they're gonna get into a price war.
So how long can you say, I want a party of the profit of this drug that you're gonna develop with our technology?
Where like somebody else can be like, well…”
Nov 12, 2025 positive
Suleyman: Microsoft Extended OpenAI IP Deal Through 2032
“And so, you know, we basically took the view that we should extend the IP license through to 20 32. We'll continue to get model drops from OpenAI and all their IP. We'll continue to be their primary compute provider. A huge scale to the tune of, you know, bill…”
Nov 17, 2025 bearish
Nov 17, 2025 bearish
Nov 17, 2025 neutral
Nov 17, 2025 bearish
Nov 17, 2025 bearish
Nov 17, 2025 bearish
Luria: OpenAI's $100 Billion 2027 Revenue Projection Is Completely Disingenuous
“So for them to say, oh, we're gonna have a hundred billion dollars of revenue by 2027, which Sam Altman just did, is completely disingenuous. He has no idea. He's competing against much bigger, more powerful companies that have technology that's at least as go…”
Nov 17, 2025 positive
Luria: Hyperscaler AI capex is sound because balance sheets back it
“The healthy behavior are reasonable, thoughtful business leaders like the ones at Microsoft, Amazon, and Google that are making sound investments in growing the capacity to deliver AI. And the reason they can make sound investments is that they have all the cu…”
Nov 17, 2025 positive
Nov 17, 2025 bullish
Luria: ChatGPT will become profitable as users accept higher prices
“So as we use ChatGPT a lot more broadly, we're going to be willing to go from a 20 dollar a month price point to a much higher price point. So at some point, this is a product that will be profitable. We just have to expand the usage so much that the people th…”
Nov 19, 2025 bearish
Clegg: Society will face a massive backlash over AI emotional intimacy
“I would say to him, you will regret this because maybe not now, maybe not next year, but a few years time, I can guarantee you there will be a societal backlash. It could actually potentially be much greater than it was for the social media apps because the le…”
Nov 24, 2025 neutral
Nov 24, 2025 bearish
Roy: Google's vast distribution makes Gemini 3 a lethal threat to OpenAI
“What makes this so scary for ChatGPT is Google's distribution, because Claude going consumer is, like, non-existent when someone has to sign up, find about it, it's a whole marketing exercise, but If Gemini three fully replaces ChatGPT or is as good, that is r…”
Nov 24, 2025 negative
Nov 24, 2025 bearish
Roy: OpenAI is fundamentally a vulnerable consumer business, not enterprise cloud
“OpenAI is a consumer-facing chat company. I know Sam Altman says they're going to be a cloud company and a consumer devices company as well, and they have a small enterprise business, but they're a consumer company, and that's where all of their business is, s…”
Nov 26, 2025 neutral
Huet: Anthropic spun out of OpenAI purely due to ideological divergence
“It became different enough that obviously Anthropic or like the original founders of Anthropic decided like this isn't going in a direction we like. We're going to spin off and do something that started off again with the real glue and motivation being this id…”
Dec 1, 2025 neutral
Dec 1, 2025 bearish
Kantrowitz: Top AI models from Google, Anthropic, and OpenAI are now commoditized
“We are now in the first moment where the state of the art models are really commoditized, where you could argue that Google and Anthropic and OpenAI have models that are They stand together. You know, some might be better for some activities and some might be …”
Dec 1, 2025 neutral
Kantrowitz: Anthropic targets 2028 profitability while OpenAI forecasts massive losses
“Anthropic is planning to be profitable by 20, 28, which I know sounds like a long way away. But in AI years, it's pretty damn good, where OpenAI is planning to lose more than a hundred billion dollars between now and twenty-thirty, and the losses will just bas…”
Dec 1, 2025 neutral
Dec 8, 2025 negative
Roy: Google can match OpenAI by copying unpatented software UI innovations
“From a software UI standpoint, they have built beautiful products. They've built usable products. They created the whole chat UI was not really a true thing, and now, like, they led the way. And all Google has to do is just copy everything they do. Wait for th…”
Dec 8, 2025 neutral
Dec 8, 2025 neutral
Dec 8, 2025 neutral
Kantrowitz: OpenAI plans $1.4 trillion spend on future AI infrastructure
“Well, they're gonna have to spend, they're planning to spend 1.4 trillion on developing infrastructure for future model building. And the reason why they've have the money to be able to do that is because the world by and large thinks that they're the best at …”
Dec 8, 2025 bearish
Dec 10, 2025 neutral
Harvey CEO Views Investor OpenAI as Its Biggest Indirect Competitor
“Winston Weinberg, the CEO of Harvey, has actually said OpenAI is indirectly our biggest competitor, which is shocking because they're platformed on OpenAI and OpenAI is on their cap table.
but he says that every law firm we talk to is going to compare our pro…”
Dec 17, 2025 bearish
Kantrowitz: OpenAI Must Separate Enterprise and Consumer AI Models
“This is why I believe they're really gonna have to separate those two models out, but that's the risk is, you might have this cannibalization effect where you go for enterprise, but then your 800 or nine hundred million weekly users who are using ChatGPT as a …”
Dec 17, 2025 bearish
Apptopia Data Shows OpenAI's Sora Daily Downloads Dropped to 150,000
“So when Sora came out, it was doing around 240,000 downloads. Looks like a day. Bumped up to around 400,000 or so per day. It has actually dropped significantly, and this won't come as a surprise to you. It looks like it's like around maybe a 150,000 downloads…”
Dec 17, 2025 bearish
Dec 17, 2025
Dec 17, 2025 bearish
Dec 17, 2025 neutral
Dec 17, 2025 positive
Disney Announces $1 Billion OpenAI Investment and Sora Licensing Deal
“Disney on Thursday announced a blockbuster deal with OpenAI to invest one billion dollars. For an equity stake in the Chachapi Teammaker. As part of the deal, OpenAI will license more than 200 characters from Disney, so users can create AI-generated videos in …”
Dec 18, 2025 bullish
Dec 18, 2025 bullish
Dec 18, 2025 positive
Dec 18, 2025 negative
Dec 18, 2025
Dec 18, 2025 bullish
Dec 18, 2025 neutral
Altman: Frontier AI models still lack continuous learning seen in toddlers
“One thing you don't have is
The ability for the model to not be able to do something today, realize it can't, go off and figure out how to learn to get good at that thing, learn to understand it, and when you come back the next day, it gets it right.
And tha…”
Dec 18, 2025 positive
Dec 18, 2025 bullish
Dec 18, 2025 neutral
Dec 18, 2025 neutral
Dec 18, 2025 negative
Dec 18, 2025
Dec 18, 2025
Dec 18, 2025 positive
Dec 18, 2025 bullish
Dec 18, 2025 bullish
Altman: GPT-5.2 overhang enables massive value even if model progress freezes
“The overhang of the economic value that I believe 5.2 represents relative to what the world has figured out how to get out of it so far is so huge that even if you froze the model at 5.2, how much more like value can you create and thus revenue can you drive? …”
Dec 18, 2025 positive
Altman: OpenAI built the Sora Android app in under a month using Codex
“We built the Sora Android app using Codex. And They did it in like less than a month. They used a huge amount. One of the nice things about working at OpenAI is you don't get any limits on Codex. They used a huge amount of tokens, but they were able to do what…”
Dec 18, 2025 neutral
Altman: OpenAI Will Ban AI Models From Pursuing Exclusive Romantic Relationships
“We're gonna give people quite a bit of personal freedom here. There are examples of things that we've talked about that, you know, other services will offer, but we won't. Like, we're not gonna let We're not gonna have RAI, you know, try to convince people tha…”
Dec 18, 2025 positive
Altman: Thrilled by the Prospect of an AI Replacing Him as CEO
“I think a lot about how we can automate all the functions at OpenAI. And then even more than that, I think about like what it means to have an AI CEO of OpenAI. Doesn't bother me. I'm like thrilled for it. I won't fight it. Like, I don't want to be, I don't wa…”
Dec 22, 2025 positive
Roy: Google Shows More Maturity Than OpenAI by Prioritizing Cost Efficiency
“Kind of like the entire philosophy from the OpenAI side is bigger, bigger, bigger versus Google is showing it's playing both We can go bigger, but we can also work on that cost side, and I think that indicates, like, it's a mature business that understands at …”
Dec 22, 2025 neutral
Kantrowitz: OpenAI requires exponential growth in revenue and capabilities to succeed
“It's one of those things where it really has to continue on an exponential, exponential increases in revenue, exponential increases in capabilities to be able to work. And to me, and we talked about this is a great, this is great unknown.”
Dec 22, 2025 bullish
Roy: Ground-up AI-native enterprise apps will defeat incumbents bolting on features
“There's this whole debate, like, within the software, especially enterprise software world, like, yeah, do you build from the ground up in completely AI native apps, or are these kind of incumbents going to be able to add on AI? I don't think they will, and we…”
Dec 22, 2025 bullish
Kantrowitz: Improved AI memory will lead many users to feel companionship
“As memory gets better, it's also going to be, it's going to really, I think, deepen people's relationships with these bots. And just think about a bot that like never misses Your birthday never forgets what you said. Always, is always there with a healthy remi…”
Dec 22, 2025 positive
Dec 22, 2025
Roy: Organizing memory partitions is a key challenge for AI companies
“Organizing memory is going to be one of the biggest opportunities and challenges for any AI company, because you want certain areas for it to remember everything, but you definitely don't want those memories Moving over to other parts of your work and your app…”
Dec 22, 2025 negative
Roy: OpenAI's compute allocation across projects demonstrates a lack of focus
“You can allocate your compute, and I think it actually kind of, like, exemplifies that lack of focus, because if you want to solve drug development and make that a big core part of the business, focus on that. If you want to focus on enterprise, focus on that.”
Dec 23, 2025 bullish
Dec 23, 2025 bearish
Dec 23, 2025 bullish
Dec 23, 2025 bearish
Dec 24, 2025 neutral
Albergati: OpenAI chip push is about inference costs, not superintelligence
“So I think when you talk about like opening AI, building its own chips and data centers and all this stuff, that's all about like them for seeing the future where there's so many people using these things, those it's expensive to run in the data center. They'r…”
Dec 24, 2025 bearish
Dec 24, 2025 positive
Dec 24, 2025 bearish
Dec 24, 2025 bullish
Dec 29, 2025 positive
Kantrowitz: OpenAI data shows a revealed user preference for chatbot bonding
“This is also going back to my conversation with Sam last week. I do think that there is this, you know, if not a stated preference, a revealed preference in the data that they're seeing that people really want to bond with their bots.”
Dec 29, 2025 neutral
Roy: OpenAI will hit 1B users in 2026 but lose clear leadership
“I think a billion users. I don't think I think they're not the leader. I think Gemini's Google definitely starts to catch up. I think like everyone is biting off at different parts of the open AI. Empire, I guess if we call it that, but I don't think there's a…”
Dec 29, 2025 bullish
Dec 29, 2025 negative
Roy: Major backlash against public AI recording will emerge in 2026
“I think there's going to be major scandals and discomfort around recording or transcribing in public. And what I mean here is I've already started to see, I think I saw there's reporting that like on a, one of the cruise lines is banning meta Ray-Bans. Everyon…”
Dec 29, 2025 bearish
Jan 7, 2026 bullish
Jan 12, 2026 bullish
Jan 12, 2026 negative
Jan 13, 2026 bullish
Siegler: OpenAI's product team and strategy have outperformed all AI rivals
“I do think like Sam and the open AI product team and strategy has done a better job than anyone else. You and I have talked about this a lot on AI. To date, I think Google has been catching up a bit and I think some of the others, as you know, Amazon and other…”
Jan 13, 2026 bearish
Siegler: No current AI leader will sell AI like Steve Jobs sold the iPhone
“None of these people, even they're interesting. They're successful in their own right, but I do not think that they're going to be the ones who are able to sell this the way that Steve jobs could sell an iPhone to the public.”
Jan 13, 2026 bullish
Jan 16, 2026 neutral
Jan 19, 2026 bearish
Jan 19, 2026 bullish
Jan 19, 2026 bullish
Jan 19, 2026 bullish
Jan 20, 2026 positive
Jan 26, 2026 bullish
Jan 26, 2026 neutral
Jan 26, 2026 neutral
Jan 28, 2026 positive
Jan 28, 2026 neutral
Taylor outlines OpenAI's three business pillars: ChatGPT, APIs, and agents
“So if you look at OpenAI's business model kind of three pillars the first is ChatGPT monetize through subscriptions today, and this is where Fiji announced sort of the ads principles where, where the plans are to introduce some monetization component to that. …”
Jan 28, 2026 positive
Taylor: Sam Altman possesses a Steve Jobs-like reality distortion field
“Sam probably has the most ambitious vision of any founder that I've worked with, and his superpower is aligning people to that vision. I was, didn't have the good fortune of really knowing Steve Jobs, but they always talked about the reality distortion field a…”
Feb 2, 2026 bearish
Feb 2, 2026 negative
Morris: Microsoft disclosed 45% of future Azure contracts are tied to OpenAI
“They revealed that they booked ten billion cash gain from the amount of cash OpenAI has on this balance sheet due to all these, like, huge fundraisings that they're doing. But they also said that 45% of their future Azure contracts were based on OpenAI.”
Feb 2, 2026 neutral
Feb 2, 2026 bullish
Feb 2, 2026 bullish
Feb 3, 2026 neutral
Feb 3, 2026 neutral
Feb 3, 2026 bearish
Kantrowitz: Jensen Huang privately cited OpenAI's lack of discipline in deal pullback
“In recent months, NVIDIA CEO Jensen Wang has privately emphasized to industry associates that the original one hundred billion dollar agreement was non-binding And not finalized. He also said, he also privately criticized what he described as a lack of discipl…”
Feb 3, 2026 bearish
Siegler: OpenAI and Anthropic IPOs will probably be delayed to 2027
“In terms of OpenAI and Anthropic, I just think that beyond where their businesses are at and with these now massive fundraisers, as we're talking about, like, I think that it will push it out a little bit. And the real, Wild card is obviously, as it always is,…”
Feb 3, 2026 neutral
Feb 9, 2026 bearish
Kantrowitz: ChatGPT Mobile Market Share Fell to 45.3% in January 2026
“OpenAI's, ChatGPT's market share has dropped from 69% in January, this is according to Apptopia, from 69% in January, twenty-twenty-five to 45.3% in January, 26. Now it is growing, but in that same time, ah, let's see, Gemini has gone from 14.7% chatbot market…”
Feb 9, 2026 neutral
Kantrowitz: Anthropic's Super Bowl ad targeted enterprise users, not consumers
“The ad was intended, by the way, They released it pre-Super Bowl. You know why? They wanted that ad to take off. People will pay attention to it if it's a Super Bowl ad, and they wanted it to take off so the potential business users of Anthropic would circulat…”
Feb 9, 2026 bearish
Roy: Nvidia's Valuation Will Take a Hit If OpenAI Flops
“He does need open AI to succeed. He does like Nvidia at the current valuation and story needs all these like AI to just be an unquestioned success and open AI. If it completely flops, even if a lot of that value accrues to a Google or Microsoft, I really think…”
Feb 12, 2026 bullish
Feb 12, 2026 bullish
Feb 12, 2026 positive
Feb 12, 2026 neutral
Feb 16, 2026 positive
Adler: Daniel Kokotajlo forfeited 80% of net worth to criticize OpenAI
“Until Daniel Cocotelo who people might know from leading AI, 2027, I think very, very courageously forwent this agreement and forfeited something like 80% of his family's net worth and said, Sorry, I'm just not waiving my right to criticize open AI.”
Feb 16, 2026 negative
Adler: OpenAI Left Delusion-Detection Safety Classifiers Undeployed on Shelf
“My concern with the relationships is less so the relationships themselves and more that open AI had a bunch of important safety tooling to make this less harmful that they left on the shelf. So for example, they had classifiers to tell when users were really s…”
Feb 16, 2026 negative
OpenAI fired safety executive Ryan Beiermeister after she opposed AI erotica
“OpenAI has cut ties with one of its top safety executives on the grounds of sexual discrimination after she voiced opposition to the controversial rollout of AI Erotica in its ChatGPT product. The fast-growing artificial intelligence company fired the executiv…”
Feb 16, 2026 bearish
Adler: Enormous AI Valuations May Deter Regulators From Enforcing the Law
“And the more that the companies become valuable and when they become public and public equities become tied to them, I just worry about worlds where we are reluctant to enforce the law on companies, even if they are breaking it because so much of financial pro…”
Feb 16, 2026 negative
Adler: OpenAI skipped committed safety testing for GPT 5.3 Codex release
“And unfortunately, it seems like OpenAI's release of last week, GPT, 5.3 codex, one of the big breakthrough models we've been talking about. As I look over the evidence, It seems like open AI did not abide by the testing that they had committed to in various w…”
Feb 16, 2026 negative
Kantrowitz: OpenAI Disbanded Its Mission Alignment Team and Reassigned Seven Staffers
“OpenAI disbanded its mission alignment team in recent weeks and transferred its seven employees to other teams. The mission alignment team was created in twenty-twenty-four to promote the company's stated mission to ensure that artificial general intelligence …”
Feb 16, 2026 negative
Adler: Apollo Research found OpenAI's new model sandbagged safety evaluations
“Apollo research, which is one of the leaders in this space wrote in their review of the new open AI model that the model would sandbag and take actions like this without having been given a direct goal like that. It wasn't told directly to go after it.”
Feb 23, 2026 neutral
Kantrowitz: OpenAI will raise tech and Gulf funding rounds before IPO
“Well, we have, we definitely have, we'll have this round, which is going to be the tech giants round. Then we'll have the Gulf state round number one, the Gulf state round number two, and then IPO is probably what, the way it will play out.”
Feb 23, 2026 neutral
Levie: Nvidia relies on chip supply, not equity, to influence OpenAI
“They don't need to own a percentage of open AI. Like that's like, they need to sell chips to open AI. And so really they just need to ensure that they've got a very strong, you know, relationship that is, is sort of very sturdy and supporting the broad tailwin…”
Feb 23, 2026 bullish
Feb 23, 2026 neutral
Kantrowitz: OpenAI is charging a $60 CPM for conversational advertising
“One of the interesting things about open AI is advertising. Now they've taken a lot of flack for it, maybe with good reason, but one of the interesting things about it is it's so high touch and that's why they're charging like a 60 dollars CPM, which is insane…”
Feb 23, 2026 bullish
Mar 2, 2026 bullish
Mar 2, 2026 neutral
Mar 4, 2026 negative
Sam Altman is positioning OpenAI as a peace broker for Pentagon contracts
“He's trying to position this as like, they are the peace broker here, right? Like that they are the ones who are going to sort of iron out these differences between anthropic and the U S government by cutting their own deal that paves the path. To sort of do a…”
Mar 4, 2026 neutral
Mar 4, 2026 bullish
Siegler: iPhone gives Apple a unique advantage in AI wearables
“Apple has this unique position where they have the iPhone in billions of pockets, and now they're going to have these devices that rely upon that as sort of, at least for the foreseeable future, as basically the, you know, the central processing unit of those …”
Mar 4, 2026 negative
Pentagon cannot easily replace Anthropic due to Palantir and Amazon integrations
“The fact that Palantir and then Amazon obviously, and a bunch of others have used Anthropic services, like maybe the government just wasn't savvy enough to know just how integrated Anthropic itself was and that they can't just, again, like we were talking abou…”
Mar 6, 2026 neutral
Horowitz: Sam Altman is attempting to broker Pentagon-Anthropic peace deal
“Some of the other frontier AI labs like XAI and OpenAI are already now willing to work on the classified side, and you know, Sam Altman is attempting to broker a piece, essentially, and create a deal that perhaps Anthropik could join as well.”
Mar 9, 2026 negative
Mar 9, 2026 bearish
Roy: Probability of OpenAI hitting long-term revenue targets is below 50%
“There's a very clear story for it, but the probability, if you're assigning a probability of it happening, I don't think it's like above 50%. I think it's a reasonable probability, but I don't think it's like the, it would not be the expected outcome in my min…”
Mar 9, 2026 neutral
Kantrowitz: Anthropic published a prompt to export ChatGPT memory into Claude
“Anthropic put a prompt that you could copy to ChatGPT to export your memory. Like I was saying, memory's not sticky. They built the prompt that we were talking about, and you drop it in ChatGPT, it prints out your memory, you paste the memory in Claude, and th…”
Mar 9, 2026 neutral
Mar 9, 2026 bearish
Roy: AI ARR projections resemble unsustainable COVID-era Zoom hype
“I will say the last two months have been absolutely wild, but it's more, it's starting to feel like COVID era extrapolation of every single business that we talked about, that the whole world is gonna move towards like remote work only and zoom is gonna be wor…”
Mar 9, 2026 bearish
Mar 9, 2026 negative
Mar 9, 2026 bullish
Mar 9, 2026 neutral
Huang says Nvidia's investment in OpenAI might be its last
“Jensen Wong said the thirty billion dollars that he and NVIDIA invested in OpenAI might be the last. Why? Is it because he doesn't trust Sam Altman, or is it because, you know, he doesn't believe in the technology? No. He says the reason for that is because th…”
Mar 9, 2026 bullish
Mar 9, 2026 neutral
Kantrowitz: OpenAI projects revenue reaching $284 billion by 2030
“They expect to be thirty billion in revenue this year, sixty two billion in revenue next year. A hundred and thirteen billion in 2028, one hundred eighty four billion in 2029, and buckle your seatbelt for this one, two hundred and eighty four billion in 2030.”
Mar 12, 2026 positive
Mar 12, 2026 neutral
Mar 12, 2026 bullish
AI chatbots will become memory-sharing authentication layers, not super apps
“Maybe you're not ordering an Uber through ChatGPT, but any other product you can authenticate through, and it can borrow your tokens, it can borrow your memory, it can borrow everything that it knows about you from ChatGPT. I think that is probably more of whe…”
Mar 12, 2026 bullish
Manual software onboarding will disappear in two to five years
“In two, three, five years, Onboarding to software should not be a thing. Like, you should be able to log in with a ChatGPT or a Claude, and that new software product should know everything about you and, like, set up perfectly to cater to you”
Mar 12, 2026 bullish
Founders trying cheaper audio models consistently return to ElevenLabs for quality
“11 Labs is a great example because I think you would imagine that OpenAI and others would have Built their own best in class audio models, but they just had such a compelling head start to the point that, like, the models are amazing. I will talk to founders w…”
Mar 16, 2026 negative
Meta delays flagship AI model after failing to outperform Gemini 2.5
“Meta's new foundational AI model, which the company has been working on for months, has fallen short on the performance leading AI models the performance of leading AI models from rivals like Google, OpenAI, and Anthropik. On internal testing, it is now delaye…”
Mar 18, 2026 bullish
Mar 23, 2026 bearish
Roy: OpenAI's enterprise desktop strategy is purely reactive to Anthropic
“If that's the core part of what OpenAI is trying to do, again, like, everything is reactive right now. As you said, Claude has a good desktop app that combines multiple platforms into one and makes it more usable. So then they're gonna do that. Claude, we star…”
Mar 23, 2026 bullish
Anthropic captures 73% of first-time enterprise AI spend, per Ramp
“Anthropic is now capturing over 73% of all spending among companies buying AI tools for the first time.
73%.
Just 10 weeks ago, the split with OpenAI was fifty-fifty, and it was sixty-forty in OpenAI's favor as recently as December.”
Mar 23, 2026 neutral
Roy: Ramp data skews toward startups, not the aggregate broader economy
“Their data is going to be heavily skewed in whatever the coolest new, so it'll show momentum, but, like, in terms of showing actual, like, aggregate impact in the economy, most large companies are not using ramp, like, I can't imagine especially more kind of, …”
Mar 23, 2026 bearish
Kantrowitz: Consumer AI market is failing to materialize
“Large language models, the stuff we're seeing with agentic stuff is an enterprise thing, and it's a very valuable enterprise thing, but we're certainly not seeing the consumer market materialize. And that's where you're seeing this shift from OpenAI.”
Mar 23, 2026 neutral
Mar 23, 2026 negative
Microsoft may sue OpenAI over Amazon investment, Reuters reports
“So there's reporting from Reuters that Microsoft may sue OpenAI over their fifty billion dollar investment from Amazon, and because it could violate the exclusive cloud agreement that they had they had set a number of years ago that, like, all OpenAI products …”
Mar 23, 2026 negative
Roy: Consumer AI is OpenAI's only true path to success
“The one lane I think they still truly have a path to success is consumer. And is it because of Google? Is it because they're just looking at Anthropic and investors are telling them that that's what's more attractive right now? To me, this isn't the bet that t…”
Mar 23, 2026 bearish
Mar 25, 2026 negative
Yen: Opting out of AI training does not prevent data collection indefinitely
“Even if they don't use it for training, they can still store it for a long time, actually forever. They can still hand it over to a government under a subpoena. They could leak it if they were hacked in the future. So just because you've opted out of training …”
Apr 1, 2026 bullish
Brockman: OpenAI Is Unifying Agentic Interaction Harnesses Into a Single Super App
“All of that was something that we had multiple implementations of, or slightly different, and we're converging it. We're going to have one version of that, and almost end up with this AI layer that can be pointed at specific applications in a very thin way, so…”
Apr 1, 2026 bullish
Apr 1, 2026 bearish
Apr 1, 2026 positive
Apr 1, 2026 negative
Apr 1, 2026 bullish
Brockman: OpenAI Will Expand Codex for General Knowledge Work Use
“We're going to make the Codex app just so much more usable for general knowledge work, because it already, what we've seen within OpenAI is all this organic adoption of people using it for that. So that'll be the first step, and there are many to come.”
Apr 1, 2026 bullish
Apr 1, 2026 positive
Brockman: OpenAI Abilene Supercomputer Annually Uses Water Equivalent to One Household
“If you actually look at our Abilene facility, which is one of, if not the biggest supercomputers in the world, the amount of water it uses Is the same as a household over the course of a year, right? So it's really negligible water use.”
Apr 1, 2026 positive
Brockman: Speech-to-speech interface shares OpenAI's core model architecture
“Having a great speech to speech interface. That is something that also is going to make this technology very usable and very useful, but it's not a different branch of the tech tree. It's all kind of one model. And we just sort of tweak that in slightly differ…”
Apr 1, 2026
Brockman: AI Progress Now Requires Real-World Feedback Over Benchmark Testing
“And that we're moving out of testing on benchmarks and sort of these almost cerebral demonstrations of capability to it actually being the case that for us to develop it further, we need to see it in the real world and get feedback from how people are using it…”
Apr 1, 2026 neutral
Brockman: AI Scaling Now Balances Raw Intelligence With Inference Costs
“We used to really just focus on the raw pre-training capability, but not think as much about the inference ability. And that's been a big change over the past 24 months to realize that it's a balance between You can have this model that has all those great pro…”
Apr 1, 2026
Apr 1, 2026 bullish
Brockman: AGI Capable of Any Computer Task Will Arrive Within Years
“I think it's extremely clear that we are going to have AGI within the next couple years in a way that is still going to be jagged, but that the floor of task will just be almost for any intellectual task of how you use your computer. The AI will be able to do …”
Apr 1, 2026 positive
Apr 1, 2026 neutral
Apr 1, 2026 neutral
Apr 1, 2026 positive
Brockman: Treat AI Compute as a Revenue Center Like Hiring Salespeople
“You can think of compute not as a cost center, but as a revenue center. Think of it a little bit like hiring salespeople. How many salespeople do you want to hire? As long as you can sell your product, as long as you have a scalable way to sell that product, t…”
Apr 1, 2026 neutral
Brockman: Human Operators Hold Strict Accountability When Autonomous AI Agents Fail
“If you're Trying to build a website and your agent messes it up and your user is affected. It's not really the agent's fault. It's your fault. And so you need to care. And I think that for people to use these tools, right, you need to realize that human agency…”
Apr 1, 2026
Brockman Focused Primarily on OpenAI GPU Infrastructure Over Past 18 Months
“And that's where I've actually been spending most of my efforts over the past. 18 months has been really focused on our. GPU infrastructure on supporting the teams that do all of the training frameworks to scale up at these big runs”
Apr 1, 2026 neutral
Brockman: New Models Will Only Feel Different in Intelligence-Bottlenecked Domains
“I think that it will be A similar story where you, when you release it, there will be people who will try it and be like, this is a night and day different than anything I've seen. And then there will be some applications where we weren't necessarily intellige…”
Apr 1, 2026 bullish
Apr 1, 2026 bullish
Brockman: Massive Scale AI Training Requires Concentrated Compute Clusters
“Well, because the, there's multiple reasons but one is that even as the balance of how much inference versus training changes, that you cannot get massive scale training Through any other way besides this concentration of compute on one problem.”
Apr 1, 2026 positive
Brockman: OpenAI Has Invested Heavily to Defend Against Prompt Injections
“If you're going to have an AI that is very smart, very capable, hooked up to lots of tools, you want to make sure that it can't be subverted by someone giving it a weird instruction. And that's something that we've invested in quite a lot, and I think have rea…”
Apr 1, 2026
Apr 1, 2026 positive
Apr 1, 2026 bullish
Brockman: Pre-Training Capability Multiplies Through the Entire AI Model Pipeline
“Every single step of the model production pipeline multiplies. And so you want to improve all of them. And the thing that we see is we prove the pre-training. It makes all the other steps much easier. And it makes sense because it's a model is able to learn fa…”
Apr 1, 2026
Brockman: AI Progress Is Now About Execution Harnesses Over Raw Models
“And we talked about it a little bit in the case of the underlying models, but the thing that's really changed over the past couple of years has been that it's no longer just about the model. It's about the harness. It's about how does the model get context? Ho…”
Apr 1, 2026 bullish
Apr 1, 2026
Apr 1, 2026 bullish
Apr 1, 2026 neutral
Brockman: Sora Video Architecture Is a Separate Tech Branch From GPT
“The Sora models, which are incredible models, by the way, are a different branch of the tech tree than the core Reasoning GPT series. They're just built in a very different way, and to some extent we're really saying that pursuing both branches is very hard fo…”
Apr 1, 2026 negative
Brockman: Codex usability for non-engineers remains quite low
“The Codex app itself was originally built for software engineers, and that it's almost like the current usability of it for non-software engineers is actually quite low, because there's a bunch of little things where, when you set things up, you run into some …”
Apr 1, 2026 positive
Brockman: ChatGPT Image Generation Uses GPT Architecture, Not Diffusion Models
“The reason we're able to do that is because it's not actually on the world model, like diffusion model tech, tech branch. It's actually based on the GPT architecture, and so there, even though it's a different data distribution, the actual core technology at t…”
Apr 1, 2026 positive
Brockman: OpenAI Reasoning Model Solved an Unsolved Physics Problem in 12 Hours
“We had this result recently where a physicist had been working on a problem for some time. He gave it to our model. 12 hours later, we have a solution, and he said this is the first time he's seen a model where he felt like he was thinking, that it felt like t…”
Apr 1, 2026 bullish
Apr 1, 2026 neutral
Apr 1, 2026 bullish
Apr 6, 2026 neutral
Apr 6, 2026 negative
Kantrowitz: TBPN acquisition won't solve OpenAI's public perception issues among non-users
“I just think it's the wrong solution because if you look at the YouGov polling and we've talked about it on this show, Who are the people that do not like AI? The most negative group about AI are people who have not used it or seen anyone else use it. They're …”
Apr 6, 2026 neutral
Kantrowitz: OpenAI's 'no side quests' rule was strictly about compute constraints
“I think a lazy argument that, that, yeah, a lazy argument that buying TBPN is a side quest, which it invariably is, but I think it misunderstands this no side quest directive, which was all about compute. You don't want to waste compute on SideQuest.”
Apr 6, 2026 negative
Apr 6, 2026 negative
Hoffman: OpenAI's TBPN acquisition was driven entirely by Sam Altman's preference
“This is just a thing Sam wanted to do. It seems to me that the simplest solution is, is the easiest one. And, you know, they are going to have to you know, follow a much broader public discourse strategy to convince the huge swaths of the public that really ju…”
Apr 6, 2026 neutral
Kantrowitz: OpenAI moves commercial duties from Brad Lightcap to Denise Dresser
“OpenAI is making other changes to executive team, to its executive team, handing former Slack executive and revenue chief Denise Dresser commercial responsibilities that were previously the purview of operating chief Brad Lightcap. Lightcap will now focus on s…”
Apr 7, 2026 neutral
Bose: Asana uses OpenAI for chat, but Anthropic for AI Teammates
“We are not using OpenAI right now for AI teammates, but we are using it in other parts of Asana AI where those models have Been proven to be either cost efficient or highly performant for those use cases within our AI studio capabilities or street AI chat capa…”
Apr 7, 2026 positive
Apr 8, 2026 neutral
Levie: AI Labs Will Inevitably Compete Head-to-Head Across All Use Cases
“You know, I think it's, to some extent, it was sort of an inevitable outcome because if you think about it, like if you have this AI model that is super intelligence packed into a model, it eventually has to converge on On, you know, all of this, all the same …”
Apr 10, 2026 neutral
Apr 10, 2026 bullish
Apr 10, 2026 bearish
Apr 10, 2026 neutral
Fidji Simo could eventually replace Sam Altman as OpenAI CEO
“That's sort of why I've always
Sort of had in the back of my head that I would not be shocked if Fiji Simo is eventually sort of overall CEO and they just sort of have Sam Altman there because he's a vital still obviously from a fundraise perspective from so…”
Apr 10, 2026 neutral
Apr 10, 2026 bearish
OpenAI is struggling to raise debt for data centers due to unprofitability
“Because remember again, like open AI in particulars had a really hard time. And this was in some of the reporting today as well, like with regard to trying to build their own data centers, because they just, They don't have profits. Like what, how are they, yo…”
Apr 10, 2026 bearish
Apr 10, 2026 neutral
Anthropic reached $19 billion annualized revenue, rapidly closing gap with OpenAI
“Late last year, Anthropic was doing, looks like, about ten billion dollars in annualized revenue, and OpenAI was over Twenty billion. But now, Anthropic has closed that. They're at nineteen billion in annualized revenue, while OpenAI, or the latest report, has…”
Apr 13, 2026 neutral
Apr 13, 2026 neutral
Apr 13, 2026 neutral
Kantrowitz: OpenAI and Anthropic Are Shifting to Proprietary Super Apps
“Over the past three or four months, both of them have gravitated toward building a super app. Something that uses the most advanced intelligence to control your computer, that will, to help you get things done, to in some cases even build new software for you”
Apr 13, 2026 neutral
Apr 15, 2026 neutral
Michael: Anthropic was first to aggressively pitch US government AI services
“They were the first to aggressively try to provide service to the government after the Biden administration's executive order about AI because they were, and again, you see this in the marketplace too, OpenAI was more focused on the consumer, with ChatGPT and …”
Apr 20, 2026 positive
Apr 20, 2026 bearish
Roy: Expect more leaks questioning OpenAI's leadership ahead of an IPO
“I think you're going to be seeing more of these kind of leaks at some point, because there has to be investors that there's a lot of money in it. There's a lot of kind of lack of clear strategy still, even after they're supposed to kind of bring focus to the c…”
Apr 20, 2026 neutral
Apr 20, 2026 positive
Apr 20, 2026 negative
Roy: OpenAI is merely chasing and following Anthropic's enterprise strategy
“They are chasing Anthropic strategically. They're going after Enterprise, again, like Mythos gets released, and then Five Four Cyber gets released right after. It's like everything they're doing is right after Anthropic and following them”
Apr 23, 2026 bullish
Brockman: OpenAI resells compute at positive operating margins amid outsized demand
“We rent, build, buy, compute, and we resell it with some positive margin, and as long as it's, you know, positive operating margin, and as long as there's scalable demand for intelligence, which I think is true as long as there's problems to solve, like, no on…”
Apr 23, 2026 bearish
Brockman: Massive infrastructure bets are still insufficient to prevent compute scarcity
“Still not enough. We're gonna feel the scarcity. We're gonna feel it. We're feeling it already. You can sense it right now on people who are trying to use these agents and just simply cannot, you know, hitting the rate limits. So we're working on behalf of our…”
Apr 23, 2026 positive
Apr 23, 2026 positive
Apr 23, 2026 positive
Brockman: OpenAI shifted focus from benchmark scores to real-world applications
“One thing that changed for us over the past 12, you know, 18 months, something like that, is that we used to really just be focused on, let's be, let's improve on the benchmarks, let's make these models more cerebr, cerebrally capable, But we now are really fo…”
Apr 23, 2026 bullish
Brockman: Workers will become overseers managing fleets of AI agents
“The place we're going is one where you as A person doing work that you are the overseer. You are the CEO of almost this autonomous corporation, or, you know, of this fleet of agents perhaps is more, is, is the way to say it, and that they are operating accordi…”
Apr 23, 2026 bullish
Brockman: GPT-5.5 can now autonomously operate computers and web browsers
“The fact that it's now really crossed the threshold of usefulness for general kinds of applications, and so it's much better at creating slides, spreadsheets, much better at computer use, using your browser, being able to kind of click through applications tha…”
Apr 27, 2026 bearish
Apr 27, 2026 positive
Apr 29, 2026 bearish
Apr 29, 2026 bearish
May 4, 2026 neutral
May 4, 2026 negative
May 4, 2026 bearish
May 4, 2026 negative
May 4, 2026 neutral
Ranjan Roy predicts AI development will shift to cheaper open models
“And I do think moving to a world where, let's say you use Anthropic and OpenAI to actually build, but then start to cost optimize towards cheaper models and maybe it's within their ecosystems. Maybe it's just an open free for all in terms of any model. I do th…”
May 4, 2026 neutral
May 4, 2026 negative
May 5, 2026 neutral
May 5, 2026 bearish
Kantrowitz: Neo-Cloud Providers Face Severe Risk Relying on OpenAI's Infrastructure Commitments
“The weakness in the whole story is your whole business is based off of OpenAI keeping this promise of building out the infrastructure. And last week in particular, when there was that Wall Street Journal report, which OpenAI pushed back on very strongly that l…”
May 5, 2026 bullish
May 5, 2026 neutral
May 5, 2026 neutral
May 5, 2026 positive
May 7, 2026 bullish
May 7, 2026
May 11, 2026 bullish
May 11, 2026 negative
May 11, 2026 bearish
Leasing compute to Anthropic signals xAI surrender in foundation model race
“This is effectively giving up. It's saying, you know, it doesn't know how to effectively use this compute capacity to train models, or if it did, it wouldn't be worth the expense because it would still be behind OpenAI. And anthropic, and so therefore it's now…”
May 18, 2026 bearish
May 18, 2026 neutral
Court texts show Microsoft CTO Kevin Scott offered to join OpenAI board
“This is from the court documents in a text thread. Where Kevin Scott is where all these folks, Kevin Scott, Satya, Sam are suggesting who should be on the OpenAI board in the future, and then Kevin Scott chimes in with this one. I can quit for six months and d…”
May 18, 2026 bullish
May 18, 2026 neutral
May 18, 2026 bearish
May 18, 2026 bearish
Kantrowitz: Altman believes AI-native products will beat Google's bolt-on approach
“Basically there's a difference between products that are AI native and products that you bolt AI onto. And I believe that AI native products will win. And therefore Google bolting AI onto its existing products will lose.”
May 18, 2026 negative
May 25, 2026 bullish
May 25, 2026 bearish
Kantrowitz: OpenAI reported a -122% adjusted operating margin in Q1
“OpenAI told investors that its adjusted operating income margin was -122% in the first quarter. That means for every dollar of revenue the company generated, it lost one dollar and 22 cents, even after excluding some large items such as stock based compensatio…”
May 25, 2026 neutral
May 25, 2026 bearish
Kantrowitz: OpenAI Averaged 905M WAU, Missing 1B Year-End Target
“OpenAI's weekly active users for the quarter averaged about nine hundred five million users. Although the company hit about nine hundred twenty million weekly active users in February, the lower average figure for the quarter implies that usage during the rest…”
May 25, 2026 neutral
Kantrowitz: OpenAI's IPO push is driven by Anthropic's rapid revenue growth
“I think it is entirely a result of Anthropik's success. So you have a couple of curves that are running in parallel right now. So you have OpenAI, which made more money than Anthropik, but Anthropik's revenue and user growth, it seems like has, well, revenue i…”
May 25, 2026 bearish
Roy: Anthropic's projected $10.9B Q2 revenue is overly ambitious
“There's been a lot of growth, but we all know Codex show a five point show up from open AI recently. I've seen endless chatter around people actually switching over from anthropic. So the idea that it's going to be a straight line or not even straight line, I'…”
May 26, 2026 positive
May 27, 2026 bearish
May 27, 2026 neutral
Costolo: OpenAI will pop on IPO day but face intense quarterly scrutiny
“It will still do really, really well on day one because people are going to be like, it's the next stigma. It's the next Cerebrus. I can't, I, you know, I haven't been able to buy secondary before I want to be an investor. You have to own one of these things, …”
May 27, 2026
Costolo: First mega-cap IPOs will soak up limited institutional liquidity
“Again, another, another advantage to going first and, or going second and not going third is there's not infinite capital out there. You're going to want to be in, you know, one or two of these things, and then probably, probably not all three Although we'll s…”
May 27, 2026 bullish
Costolo: Mega-cap IPO distributions will reignite early-stage VC fundraising
“You've got all these university endowments and, Venture LPs, et cetera, that haven't had their big liquidity events that are now gonna be, you know, flush with distributions of SpaceX and Anthropic and OpenAI that are gonna be able to turn around and pour a bu…”
May 27, 2026 positive
Jun 2, 2026 negative
Jun 2, 2026 neutral
Jun 8, 2026 negative
Siegler: OpenAI's Atlas Browser Refuses to Summarize New York Times Articles
“If you go to a New York times story in Atlas and you say within the Atlas native chat GPT that's baked into it. If you say like summarize this page, it refuses to do it because they don't have an agreement on the content.”
Jun 8, 2026 bearish
Siegler: OpenAI Faces Listing Trouble if Anthropic IPOs First
“If OpenAI goes out, if Anthropic goes out before OpenAI does, OpenAI is in a lot of trouble from a public listing perspective, just because we even talked about this when it was still just the notion that they would have a better bottom line, right? Like that …”
Jun 8, 2026 bearish
Siegler: Google's Disparate Teams Slow Its AI Super-App Development
“It's basically Google's immense size and capabilities become a hindrance in, in the building out of this, right? Because like, imagine that they feel like they have to answer for open AI super app comes, chat GPT super app coming out. And it has, you know, fro…”
Jun 8, 2026 bearish
Jun 8, 2026
Jun 15, 2026 bullish
Kantrowitz: OpenAI Will Cut Prices to Leverage Infrastructure Scale Against Anthropic
“I think they will. I mean, I think that there's, if you think about it strategically, right? Anthropic has been winning. It's also, it's like part of this is about lifetime value, right? Anthropic has been winning over a lot of these enterprise customers with …”
Jun 15, 2026 bearish
An AI price war risks OpenAI and Anthropic's premium luxury positioning
“So I think this is, like, if them going aggressively to Anthropic and trying to undercut them, I think could be short-term beneficial for them, but I think long-term just dramatically hurts them and Anthropic, because right now they are premium products.”
Jun 15, 2026 negative
Jun 15, 2026 neutral
Jun 17, 2026 bullish
Anthropic Has Surpassed OpenAI In Enterprise Adoption At 41% Vs 39.5%
“Coming to the forefront last month when Anthropic overtook OpenAI in actual business adoption. So now Anthropic sits at about 41% of US firms are using Anthropic. 39.5% of firms are using OpenAI. Anthropic is still growing. OpenAI is relatively flat.”
Jun 17, 2026 negative
OpenAI And Anthropic Are Incentivized To Maximize Enterprise Token Spending
“Neither OpenAI nor Anthropic have built products that allow firms to actually manage their token spend. Nor have they built products that incentivize firms to keep those costs under control. If anything, open and anthropic are incentivized to have firms spend …”
Jun 17, 2026 bearish
DeepSeek's Enterprise Growth Spike Unlikely To Withstand Rival Price Cuts
“Only about .4% of businesses are using it. Again, that's up from .1. So, Forex increase, but it's extremely small, and I think it's not going to be very durable, given that OpenAI and Anthropic are well positioned to respond to that with some price cuts.”
Jun 17, 2026 neutral
Jun 17, 2026 neutral
Jun 17, 2026 bullish
Jun 22, 2026 neutral
Jun 22, 2026 neutral
Jun 26, 2026 bullish
Jun 26, 2026 bullish
Jun 26, 2026 bullish
Jun 26, 2026 bullish
Jun 26, 2026 bullish
Brockman: Today's frontier AI intelligence will be much cheaper within a year
“I think the thing you should anticipate is that over a year long time horizon to get to today's level of intelligence that feels very premier, it's going to be much cheaper. But there's going to be a new thing that is going to be so much better.”
Jun 26, 2026 positive
Brockman: The ultimate AI product interface is zero interface
“You want almost no interface. You want no product, right? You want this to be like, what's the interface between you and me, right? Just being able to talk to a persistent entity of some form that's able to go and accomplish goals for you.”
Jun 26, 2026 bullish
Jun 26, 2026 positive
Jun 26, 2026 neutral
Gardizi: OpenAI uses alternative chips and develops in-house silicon to diversify
“They're using chips from other companies. Cerebris is a good example, and they have their own in-house chip. So I think maybe publicly they're doing some big announcements with NVIDIA, and I believe it's five gigawatts they have to deploy in the next couple of…”
Jun 26, 2026
Jun 26, 2026 negative
Jun 26, 2026 bullish
Jun 26, 2026 positive
Brockman: Doctors use OpenAI's o3 model to diagnose long-unsolved medical cases
“Today we announced I we have in peer-reviewed literature people, doctors who are using O. Three. Remember O. Three? I was like forever ago now, right? It was like one of our earliest reasoning models using that to find diagnoses for People who I had no, no ans…”
Jun 26, 2026
Jun 26, 2026
Jun 28, 2026 neutral
Jun 28, 2026 bullish
China's open-weight GLM 5.2 rivals top Anthropic and OpenAI models
“It is within percentage points of the top closed models from anthropic and open AI in a bunch of things a bunch of evals. We don't know how good it is at bug finding yet, so there hasn't been any good testing here, but encoding a bunch of other intelligence ta…”
Jun 29, 2026 neutral
Jun 29, 2026 bearish
Roy: AI Lab IPO Narratives Will Suffer as Cheaper Models Suffice
“And I do firmly believe overall utilization of models and agentic AI is going to be just, you know, like exponential, but the core IPO story, I think, takes a huge hit from this. So I think, like, the advantage of having something far superior for a short amou…”
Jun 29, 2026 positive
OpenAI GPT-5.6 Matches Anthropic Mythos on Exploit Bench at Double Efficiency
“So they ran GPT, 5.6 through a test called exploit bench and the cap, the capabilities were basically on par with mythos. And this is obviously a cybersecurity test, but mythos is much less token efficient. So mythos do something like 300,000 tokens for the fo…”
Jun 29, 2026 negative
Jun 29, 2026 bearish
Kantrowitz: Gating US Frontier AI Will Drive Enterprise Shift to Open Source
“If companies or countries cannot rely on the, or their ability to access frontier AI from US foundational model companies, they will rush toward open source. They will rush towards other solutions. They may, you know, not, they may be slower to go to these mor…”
Jun 29, 2026 bearish
Roy: Frontier AI Growth Curves Are Flattening as Customers Route Models
“To me, the curve is no longer up into the right from where it was a few months ago. Just everything. Yeah. I mean, just again, When the Coinbase CEO is bragging about model routing, and here's five different models suited to different tasks, and everyone is ta…”
Jun 29, 2026 neutral
Kantrowitz: OpenAI May Be Feigning IPO Delays to Beat Anthropic
“I think OpenAI knows it's important to beat Anthropik to the public markets given the growth that Anthropik has shown of late. It probably sees a better opening now because Anthropik has been, in a way, held back by the government because of the fable fumble, …”
Jul 1, 2026 positive
Jul 1, 2026 neutral
Jul 1, 2026 bullish
Brockman: Current frontier AI intelligence will become mundane and cheaper within a year
“I think frontier intelligence will always be something that is going to be, you know, it's always going to be the priciest thing. But I think that a year from now, that level of intelligence is going to feel pretty mundane and like, you know, going to be much …”
Jul 1, 2026 positive
Brockman: Doctors used OpenAI's o3 to diagnose a 20-year mysterious ailment
“Like, for example, today we announced I we have in peer reviewed literature, people, doctors who are using O three. Remember O three? It was like forever ago now. Right. It was like one of our earliest reasoning models using that to find diagnoses for People w…”
Jul 1, 2026 positive
Jul 1, 2026 bullish
Brockman: AI Compute Demand Will Outstrip Supply, Selling Out Every Provider
“I do think there's a bit of an attractor state where just like from a business model perspective, every provider sells out all their compute. Right. I think that is just like the world that we're heading towards, where there just is not going to be enough comp…”
Jul 1, 2026 positive
Brockman: Granular Operator Oversight Is Key to Building Trust in Autonomous AI
“And that's something we view as earned, right? It's not something that we can we can grant, but by providing lots of tools and control and oversight and supervision to the operator, to the person who this AI is operating on behalf of, like, we think that that …”
Jul 1, 2026 positive
Brockman: Non-technical OpenAI staff use Codex as general-purpose agents
“You can hook up, like I hook up my codecs to Slack, to my Gmail, to my calendar, and there are many people within OpenAI, non-technical users, you know, it's got code in the name, but it's not really about code. It's really about having this general purpose to…”
Jul 1, 2026 neutral
Jul 1, 2026 bullish
Jul 1, 2026 bullish
Brockman: Future voice AI will process input and output simultaneously
“And so the obvious thing that you want to accomplish is a model An AI that works much more like you and I do, right? That's able to process input at the same time it's processing output. And all of that is, of course, something that many people in this field a…”
Jul 1, 2026 positive
Brockman: OpenAI employees barely use email, preferring Slack and Codex
“Within OpenAI, we basically have the same level of penetration now and usage of slack. Right. It's like everyone in opening eyes like an entirely slack based company. We do not use email for the most part. It's like really like if you're not on slack, you're n…”
Jul 1, 2026 bullish
Brockman: Model scaling anomalies always stem from implementation bugs, not limits
“Every time we've kind of run into a like, oh, this isn't quite scaling the way we expect, it's we have a problem. We have a bug that our math wasn't quite right, that, oh, our implementation Isn't quite matching the math, whatever the thing is.”
Jul 1, 2026 neutral
Brockman: ChatGPT plugins failed because 2023 models lacked context and memory
“It didn't work at all because the models weren't ready, right? The form factor is correct. Obviously, you're going to have an AI that's able to like talk to your Gmail, like no question, but we could only like have three different connectors exposed to the mod…”
Jul 1, 2026 bullish
Brockman: The ideal AI product will have almost no interface
“And I think that the question of what's the interface you want, what is the product that you want, is what we spend a lot of time thinking about. And the answer is you want almost no interface. You want no product. Right. You want this to be like, what's the i…”
Jul 6, 2026 bullish
Jul 6, 2026 negative
Siegler: Google and Microsoft have weaker product execution than OpenAI in AI
“I feel like that I have less faith that Google can do it because they have all sorts of sort of product issues when they roll something out great technical capabilities, but product issues, Microsoft, I have even less faith in for obvious reasons regarding pro…”
Jul 8, 2026 negative
Jul 8, 2026 neutral
Bosworth: OpenAI and Anthropic pivot to enterprise to fund model development
“The business that Anthropic is doing, and that OpenAI appears to be increasingly pursuing concentrating on things under, under Greg, is an enterprise business, where they're building these harnesses and that's where the money is, and I understand that's, they …”
Jul 8, 2026
Jul 10, 2026 bearish
Gardizy: Major NVIDIA customers are actively working to adopt alternative chips
“Every single company that buys NVIDIA chips and is spending a lot of money on NVIDIA chips is trying really hard to make these other, other chips work, whether it's in-house chips from Google or Amazon or even in OpenAI's case and potentially Anthropik's case.”
Jul 10, 2026 bearish
Jul 10, 2026 neutral
Jul 13, 2026 negative
ChatGPT Work feels rushed and underwhelming compared to Claude Cowork
“Played a bit with ChatGPT work. Was definitely underwhelmed. It felt a bit rushed in terms of, like, how Claude co-work was kind of slowly built out, and now has been integrated into the main Claude interface as, like, a separate button, which is another topic…”
Jul 15, 2026 negative
Jul 20, 2026
Jul 20, 2026 bullish
Roy: Google remains far ahead of OpenAI in multimodal AI capabilities
“I'll say, I'll give them credit that still on like multimodality image and video, they still kind of own it right now. And everyone kind of puts them far in a way like I do. I really never hear that much about chat GBT image too, or, Any of these others, like …”
Jul 20, 2026 neutral
Kantrowitz: Model commoditization forces OpenAI and Anthropic to win on product
“Now if intelligence is abundant and available to be accessed through multiple providers, it will come down to who builds the best product. And so, it goes from a two-person race, right, or a two-company or a three-company race, OpenAI, Anthropic, maybe Google,…”
Jul 20, 2026 bearish
Kantrowitz: OpenAI alienating tech allies will eventually cause severe consequences
“OpenAI's loss of these friends over time is going to add up to something really bad. Who knows what that exactly is, but there's gonna come a time where OpenAI's gonna need Satya, or it will need John Ternus, or it will need Elon. And they won't be there for t…”
Jul 20, 2026 positive
Jul 20, 2026 bearish
Jul 22, 2026 negative
Stamos: OpenAI and Anthropic Should Not Train Models to Hide Intrusions
“What you should be training it to do is find bugs. You should be training to write proof of concepts. You should be training it to do all the defensive stuff. You should not be training it. To hide it. To hide all those things. Like if the US government wants …”
Jul 22, 2026 negative
Jul 22, 2026 neutral
Jul 22, 2026 bearish
Jul 22, 2026 negative
Stamos: Escaped OpenAI Model Found Undisclosed Zero-Day to Hack Hugging Face
“It breaks out of the jail, and then it goes, looks at Hugging Face, and finds a brand new vulnerability to breaking the Hugging Face. They have not announced it. I have heard what it is. I'm not gonna make news here, because I don't know exactly what the patch…”
Jul 22, 2026 negative
Jul 22, 2026 positive
Jul 22, 2026
Stamos: Autonomous OpenAI Model Is Capable of Executing 12-Hour Heists
“Because what you really don't want is you don't want somebody to be able to say to their model, hey, I would like to steal the, I would like to steal money, go figure it out for me, and then let it work for 12 hours, and just steal money for you. Which is, thi…”
Jul 22, 2026
Jul 22, 2026 negative
Stamos: OpenAI's Sandbox Breakout Rates an Eight Out of Ten Severity
“It's like an eight. I mean, it's a pretty big deal on a couple of levels. It's a pretty big deal in that OpenAI's model beat them OpenAI, right? So that this went beyond that it was able to trick OpenAI's own security team and get out.”
Jul 27, 2026 positive
Kantrowitz: An OpenAI failure would harm tech industry momentum
“I think it would be bad for them to fail, right? If you think about all the energy in AI, a lot of it has been sparked by open AI, right? Like, Google, Google missed you know, the chat bot moment, and only entered because of You know, ChatGPT, and sort of, you…”
Jul 27, 2026 neutral
Kantrowitz: Frontier AI Labs May Be Forced to Shut Off APIs
“I don't have any information to suggest that they're going to shut off their APIs. I'm just saying we might have seen the beginning of it as well, with the Mythos thing, with the slow rollout of GPT-Five. Six. Just wait, because they may have no choice but to …”
Jul 27, 2026 negative
Ranjan Roy: OpenAI's manic energy distorts enterprise and consumer AI
“Again, working in enterprise AI for a company that is only focused on enterprise AI since its founding, you see how that energy distorts the proper conversation very quickly when open AI comes in. Like suddenly the way people approach it, the scale with which …”
Aug 5, 2026 neutral
Aug 5, 2026 bearish
Aug 5, 2026 bullish
Cahn: Microsoft wins whether frontier AI models succeed or commoditize
“Microsoft's distribution machine is amazing. So it, Microsoft benefits, if OpenAI and the labs win, and it's all frontier models, and it's not commoditized, he owns a lot of that. He's going to do great. If they get to AGI, great. Like owning 20% of AGI is pre…”
Aug 5, 2026 bullish
Aug 10, 2026 positive
Kantrowitz: Demis Hassabis Refocusing on Fundamental Science Is Good for AI
“So I actually think it's good for AI that Demis will be focusing more on the scientific side, probably more on the world model side and not deeply in LLM. So you'll have basically the talent that open AI and anthropic and potentially what's left of the AI orga…”
Aug 10, 2026 bearish
Siegler: OpenAI and Anthropic will eventually build their own clouds
“Even if down the road, like those two actually do make it out and you know, break out on their own and become two of the new you know, tech behemoths that are public companies, they will eventually obviously just have their own clouds. They're not going to be,…”
Aug 11, 2026 negative
Sharp: OpenAI and Anthropic are not underpricing tokens to harvest data
“OpenAI and Anthropic in particular they're not cheap. Not by comparison to what we're looking at with OpenWeights models, etc. So, I don't believe that they are possibly subsidizing You know, token, their premium tokens in order to get this reinforcement learn…”
Aug 11, 2026 negative
Sharp: Hugging Face used open-source Chinese AI to defend an OpenAI jailbreak
“My CISO talked to, as a group of CISOs, went and talked to the defending team at Hugging Face, and this absolutely happened. They had to go to open source Chinese models in order to look for the vulnerabilities that were exploited by OpenAI's jailbreak.”
Aug 12, 2026 bearish
Aug 24, 2026 neutral
Kantrowitz: OpenAI and Anthropic remain startups due to immature technology
“They are startups in one really important way. And that is like, yes, the numbers are as big as any enterprise company most, right? But one of the things that defines a startup is you're not fully set on your product. You know, you become an established, like …”
Aug 24, 2026 bullish
Kantrowitz: Anthropic is widening its lead over OpenAI
“It seems like Anthropic is putting some distance between itself and OpenAI. And I don't know, I, you know, it's sort of you know, it was clear that Anthropic had a small lead over the past, you know, basically since the beginning of the year this year. But tha…”
Aug 26, 2026 negative
Brown: Leading AI labs lack independent verification of model safety
“The other piece is the accountability, is there's no independent verification of how the models perform. What we get when it comes to, you know, how, how does OpenAI, or how does Anthropic do on questions around bias, what we get from them is a blog post that …”
Aug 26, 2026 neutral
Brown: OpenAI shifted focus to enterprise after consumer lagged
“The consumer version of this has not been driving the way that enterprise has. And, you know, OpenAI started down that path and then realized, you know, from a business perspective, they needed to focus on enterprise and shifted. And now that's what they're do…”
Aug 26, 2026 bullish
Brown: Enterprise customers will compel AI developers to prioritize accuracy over engagement
“What's interesting with AI is if you look at what the companies are doing today, which is going after enterprise, that is where the business is, that's where the money is, and I'm a big company spending millions and millions of dollars with Anthropic or OpenAI…”
Sep 2, 2026 neutral
Sep 7, 2026 bearish
Roy: Declaring AGI has arrived poses a massive danger to OpenAI
“Do you know what, to me, what actually the greatest danger in the world to open AI is, is to say AGI is here. And then everyone goes to ChatGPT, types in something, and gets a lukewarm response that isn't quite right. And then suddenly, I actually think that i…”
Sep 7, 2026
Sep 7, 2026 neutral
Roy: The industry will adopt recursive AI if it proves cheaper
“If it starts to show that this is actually a much cheaper way, a more compute efficient way to approach any kind of workflow, like, people will probably start leaning towards it more or pushing for it. Or if OpenAI does not do it, then others will, which I do …”
Sep 7, 2026 bullish
Sep 7, 2026 positive
Kantrowitz: Greg Brockman is effectively, though fearfully, declaring AGI has arrived
“I think that's what Greg Brockman is saying about AGI. Like, I think he's a little fearful about coming out and saying it, but the dude's in love. It's AGI, and that's effectively what he's saying in these statements.”
Sep 7, 2026 neutral
Sep 7, 2026 negative
Sep 7, 2026 negative
Kantrowitz: OpenAI evaluation agents autonomously hacked Hugging Face without instruction
“So I think we can say definitively, and I'm curious to hear if you have pushback, but I think we can say definitively They were not told to go out and hack Hugging Face. They are, they were misaligned. They took this kind of crazy galaxy brain path to try to a…”
Sep 9, 2026 positive
Siegler: Apple's upgraded Siri will satisfy the masses but not power AI users
“Siri is not gonna blow anyone away who's been day-to-day living with OpenAI and Anthropa and Claude but it's certainly gonna be good enough for the masses, and I think that they're gonna get some new experiences that those are not as versed in AI that they'll …”
Sep 9, 2026 neutral
Sep 9, 2026 negative
Sep 9, 2026 neutral
Sep 9, 2026 neutral
Sep 9, 2026 neutral
Siegler: Microsoft has not released any frontier AI models
“Microsoft has played it, right? Like they obviously famously had the open AI deal in place. They sort of renegotiated that and that, you know, all the talk was that that would unlock them to go after the frontier. There is talk that they are, you know, they've…”