OpenAI, every mention
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every year 2025 anyone Alex Kantrowitz 3283Ranjan Roy 189M.G. Siegler 134Greg Brockman 66Ed Zitron 58Sharon Goldman 33Brian McCullough 31Alex Stamos 28TIME Editor-in-Chief 27Reed Albergotti 24
Verbatim, from the transcripts: the passages where OpenAI comes up
AI & Tech 2026 Outlook: ChatGPT 1 Billion, AI Shopping, Apple's Big Year, AI Love Boom
- ▶ 2:33 Alex Kantrowitz Uh, I expect that it will hit a billion by April next year at the latest, and I think that's a real moment, I think, for AI and, and OpenAI in general. 2 times in the scene
- ▶ 6:49 Ranjan Roy Controversy, backlash around people, and, and I think it's going to be, inform the whole world of AI devices that Sam and OpenAI and everyone else is talking about.
- ▶ 8:36 Ranjan Roy I've actually, OpenAI, their, their shopping, like, specifically trade model is actually pretty good.
- ▶ 15:58 Alex Kantrowitz Where do you think, uh, open AI is at the end of. 5 times in the scene
- ▶ 16:49 Alex Kantrowitz No opening IPO in twenty-twenty-six. 2 times in the scene
2025 In Review, 2026 Predictions: Meta, NVIDIA, Tesla, OpenAI, Google, Microsoft
- ▶ 7:40 Reed Albergotti China, from France, you know, with Mistral, that it's just, I think at this point, the new models are either going to just be part of their products, like almost backend technology, or they'll be, you know, they'll be closed models, just… 3 times in the scene
- ▶ 10:19 Reed Albergotti They all make a product in every single category, and OpenAI has now made a social media app, right? 18 times in the scene
- ▶ 22:12 Alex Kantrowitz Amazon partners with OpenAI and Anthropic to bring shopping into chatbots. 4 times in the scene
- ▶ 31:40 Alex Kantrowitz They have all of OpenAI's IP, and 2 times in the scene
CNBC's Jim Cramer: Big Tech Hot Takes, NVIDIA $10 Trillion?, Building Wealth In Any Market
- ▶ 6:36 Jim Cramer I don't understand OpenAI other than the fact that they want to speak to the New Yorker in New York Times.
- ▶ 11:10 Alex Kantrowitz Uh, and we'll talk more about OpenAI. 2 times in the scene
- ▶ 15:58 Alex Kantrowitz My hot take is, uh, Azure is a freight train that only OpenAI can derail. 5 times in the scene
- ▶ 26:31 Jim Cramer If OpenAI were to come public, but when you come up with that RPO number, 300, uh, that was, that was the bridge too far. 7 times in the scene
OpenAI’s Potential, Google’s Speedy Model, Copilot Hits Turbulence
- ▶ 0:00 Alex Kantrowitz How big can open AI get? 6 times in the scene
- ▶ 3:01 Alex Kantrowitz Um, to me, one of the most ambitious things that Sam mentioned was, uh, memory and how OpenAI plans to build real memory, uh, meaning that the bots will, will remember you and have this, um, real understanding of your life. 8 times in the scene
- ▶ 11:56 Ranjan Roy Because for him to say, like, to specifically say, it should not, uh, like, invite you to an exclusive romantic relationship or encourage that, and we know clearly it means that people have gone in that direction, and that's come up within… 3 times in the scene
- ▶ 13:57 Alex Kantrowitz Now let's talk about product vision overall for open AI. 3 times in the scene
- ▶ 19:19 Alex Kantrowitz And we've been expecting this for a while. 3 times in the scene
- ▶ 25:15 Ranjan Roy Uh, I mean, as a theory or, like, as a kind of, like, overarching theory, I think it's, it makes sense, but I guess it's, it's hard to understand, like, have they really not launched this, like, pharma drug development business line Sarah… 6 times in the scene
- ▶ 32:21 Alex Kantrowitz Uh, do you come away more confident about opening eyes direction or less? 6 times in the scene
- ▶ 36:32 Ranjan Roy Kind of like the entire philosophy from the OpenAI side is bigger, bigger, bigger versus Google is showing it's playing both
- ▶ 40:28 Alex Kantrowitz They're performing worse than most of their, their peers, and, uh, you know, they have OpenAI as IP till, what, 20, 32, but, um, they don't seem to be making as much hay of it, out of it, as, as you would imagine, so.
Sam Altman: How OpenAI Wins, ChatGPT’s Future, AI Buildout Logic, IPO in 2026?
- ▶ 0:00 Sam Altman That 1.4 trillion you mentioned, we'll spend it over a very long period of time. 4 times in the scene
- ▶ 0:28 Alex Kantrowitz So OpenAI is 10 years old. 6 times in the scene
- ▶ 13:32 Sam Altman Um, it'd be nice to be more proactive over time, where it maybe does understand what you want to get done that day, and it's continuously working for you in the background, and send you updates, and you see part of this the way people are… 2 times in the scene
- ▶ 19:43 Alex Kantrowitz You were at a lunch with some editors and CEOs of some news companies in New York last week and told them that Enterprise is going to be a major priority for OpenAI next year. 3 times in the scene
- ▶ 26:18 Sam Altman You know, I think a lot about how we can automate all the functions at OpenAI. 2 times in the scene
- ▶ 29:33 Sam Altman Um, a kind of recent cool example here is we built the Sora Android app using Codex. 3 times in the scene
- ▶ 29:48 Sam Altman One of the nice things about working at OpenAI is you don't get any limits on Codex. 2 times in the scene
- ▶ 36:43 Alex Kantrowitz Uh, I think the numbers that have been reported are open AI is supposed to lose something like a hundred and twenty billion between 2 times in the scene
- ▶ 46:31 Alex Kantrowitz We'll be back with OpenAI CEO Sam Altman right after this.
- ▶ 48:45 Alex Kantrowitz At my company, we're moving off Azure and directly integrating with OpenAI to power our AI experiences in the product. 4 times in the scene
- ▶ 53:28 Sam Altman Um, am I excited for OpenAI to be a public company?
OpenAI’s 2026 Priority, Disney’s AI Play, Datacenter Buildout Trouble
- ▶ 0:00 Alex Kantrowitz OpenAI is going big on enterprise in twenty-twenty-six. 5 times in the scene
- ▶ 2:43 Alex Kantrowitz And the most interesting thing that happened at this meeting, outside maybe of Remnick asking, uh, Sam Altman if he felt like Oppenheimer, which we can get to, is they asked, what is the priority gonna be for OpenAI? 13 times in the scene
- ▶ 17:57 Ranjan Roy Based on the hires, but how they're actually, where this sits in the Mickey Mouse smoking weed on Sora or whatever else, uh, in the totem pole of priorities within, uh, OpenAI, it's still unclear to me. 4 times in the scene
- ▶ 23:06 Alex Kantrowitz We're gonna talk about this Disney and OpenAI deal before we do.
- ▶ 24:20 Alex Kantrowitz Uh, with that being said, let's talk about this, um, Disney and OpenAI deal. 15 times in the scene
- ▶ 36:02 Alex Kantrowitz Uh, Oracle, there's a report out today that Oracle's gonna delay some of its data centers to open AI, um, by, from 27 to twenty-twenty-eight. 8 times in the scene
- ▶ 44:47 Alex Kantrowitz To build a team of top researchers from rivals like OpenAI and Google. 2 times in the scene
Capital One's Prem Natarajan: Why We're Building Our AI From The Ground Up
- ▶ 29:07 Alex Kantrowitz Was, was going to be at parity because instead of having open AI working on its own and Anthropic working on its own, you had this whole community of open source effectively working together, uh, uh, to build on each other's innovations…
AI Is Upending Law. Is That A Sign For The Rest Of Us? — With Melia Russell
- ▶ 12:34 Alex Kantrowitz Is it just that open AI's GPT models have gotten better and hallucinate less, or is it the fact that companies like, uh, Westlake or sorry, Westlaw, uh, have decided to implement it and they're, that's getting good. 2 times in the scene
- ▶ 16:09 Melia Russell They were one of the first checks out of OpenAI's startup fund back in twenty-twenty-three and had early access to GPT-Fours, GPT-Fours, um,
- ▶ 51:14 Melia Russell 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. 3 times in the scene
AI Device Wars Heat Up, RIP Metaverse?, Netflix Acquires Warner Brothers
- ▶ 3:14 Alex Kantrowitz Now you have Meta, you have Amazon, you have Apple, you have OpenAI, and, and Google all in the mix, and this is going to be a very, very big deal, uh, moving forward. 3 times in the scene
- ▶ 16:37 Alex Kantrowitz Uh, you're gonna be behind OpenAI whenever OpenAI releases, whatever it releases. 6 times in the scene
- ▶ 25:14 Ranjan Roy It's not, it is, I do not think it's on par with a Gemini voice mode, uh, OpenAI voice, ChatGPT voice mode, but, and it gets a lot of stuff wrong.
- ▶ 35:35 Alex Kantrowitz Uh, inside OpenAI regarding ChatGPT, what the implications are there, whether ChatGPT is actually losing users, uh, whether Anthropic might be gaining in the enterprise world.
- ▶ 37:14 Alex Kantrowitz Uh, OpenAI declared a code red within the company as Gemini threatens, uh, ChatGPT's lead. 18 times in the scene
- ▶ 48:52 Alex Kantrowitz Rate where it talks about businesses, uh, and Anthropic is really gaining ground on open AI there. 2 times in the scene
Zendesk's Adrian McDermott: AI's Customer Service Potential, Adoption Cycle, Scale vs. Orchestration
- ▶ 24:15 Adrian McDermott I could get, you know, opening our codex to do that with me, and it wouldn't take me too long.
Tim Cook’s Final Year?, Big Tech Horse Race, Anthropic’s Profitability Push
- ▶ 0:40 Alex Kantrowitz And that is the fact that OpenAI, of course, is trying to reach AGI, and it's going to lose a lot of money on the way, but Anthropic is actually taking a very different tact, and it's pushing towards profitability.
- ▶ 22:33 Alex Kantrowitz However, the other side of it is, uh, maybe as we've seen, you know, we saw Google overtake open AI in some areas, um, and Apple's going to partner with Google.
- ▶ 38:58 M.G. Siegler And then, and then there's Microsoft who's sort of, um, also getting dinged, but also getting buoyed a bit, but, you know, sort of some, some level of the open AI relationship now being more settled, I think has, you know, settled their… 9 times in the scene
- ▶ 44:06 M.G. Siegler Uh, you know, the other players, uh, Microsoft, to your point about OpenAI,
- ▶ 47:41 Alex Kantrowitz Dichotomy here, the sort of, or the open AI cinematic universe where you have like open AI and Microsoft and Oracle or the Google universe where you have, you know, I don't know, and some others. 5 times in the scene
- ▶ 54:51 Alex Kantrowitz And that is that, uh, Anthropic and OpenAI have like really, uh, divergent paths right now. 9 times in the scene
Groq and Cohere CFOs: Can Artificial Intelligence Be Profitable?
- ▶ 6:00 Alex Kantrowitz I can't believe it's been this year, uh, that deep sea came out and seemed to drive the cost of reasoning models down, uh, by something like a 40th of what open AI was, uh, was offering.
Communal Living, Sex, And Silicon Valley's Groupthink Problem — With Ellen Huet
- ▶ 47:39 Alex Kantrowitz So you've done a lot of reporting on open AI. 10 times in the scene
- ▶ 53:32 Ellen Huet Like stories are essentially what, you know, what have spun off so many of these companies, this belief that like, oh, we need, you know, the story of opening AI at the beginning is like, we need to build a, you know, a research lab that's…
Will AI Make Its Biggest Splash In Industrial Use Cases? — With Mark Moffat, IFS
- ▶ 25:25 Mark Moffat We think you're beginning to predict the IO device that's coming from OpenAI. 2 times in the scene
Google Pushes OpenAI, Bezos Returns, AI’s No. 1 Hit
- ▶ 0:00 Alex Kantrowitz Google's latest model has OpenAI concerned it's losing its edge. 2 times in the scene
- ▶ 2:42 Alex Kantrowitz OpenAI CEO, Sam Altman told colleagues last month that Google's recent progress in artificial intelligence could create temporary economic headwinds for our company. 11 times in the scene
- ▶ 11:44 Alex Kantrowitz OpenAI does leap back forward in some, I mean, Sam didn't say like we're behind on everything, but there are some areas that he says that Google has surpassed us in. 8 times in the scene
- ▶ 27:45 Alex Kantrowitz Um, he said this about the fact that, uh, open AI has not cut into Google's revenue, which is, uh, should be obvious, but he goes, there is no competition, practically speaking, because it's not about the consumer. 5 times in the scene
- ▶ 39:54 Alex Kantrowitz But then when people looked at the accounts receivables and started to ask, Hey, are these companies that are promising, uh, all these like open AI, let's just take open AI, for example, open AI, which is promising all this revenue. 2 times in the scene
- ▶ 41:15 Alex Kantrowitz Um, the company had a 30% jump, uh, in, in, in market cap and stock value when, uh, it made its announcements, its announcement with OpenAI. 2 times in the scene
How Generative AI Could Change Shopping Forever — With Rubail Birwadker
- ▶ 6:38 Alex Kantrowitz Is it that the, when you let's say you're using, for instance, I don't know, the Atlas browser from open AI, uh, and you say, book me a plane ticket.
- ▶ 24:56 Rubail Birwadker So one thing that we started to realize is as and when agents have payment credentials associated with them to make purchases, you know, you're going to see some really, really good applications of that in, you know, some of the things…
Can We Trust Silicon Valley With Superintelligence? — With Nick Clegg
- ▶ 1:18 Alex Kantrowitz Like what does open AI have to be prepared for, um, as it grows bigger and stronger? 6 times in the scene
- ▶ 17:09 Alex Kantrowitz Uh, you know, that it, that it, that, that open AI will threaten it in this way.
- ▶ 27:26 Alex Kantrowitz Fiji Simo is the head of, uh, consumer apps at OpenAI. 3 times in the scene
AI Bubble Special Report: Debt, Depreciation, and Losses — With Gil Luria
- ▶ 4:12 Gil Luria And by extension of the relationships with OpenAI Anthropic, they have all the consumer relationships as well.
- ▶ 6:49 Alex Kantrowitz I'm thinking about companies like Oracle, which is taking on their, Oracle itself is taking on a tremendous amount of debt to fund its AI data center build out, uh, with this like promise that OpenAI will eventually pay them some revenue… 6 times in the scene
- ▶ 15:11 Alex Kantrowitz And so when we get the revenue projections from OpenAI that they're going to make like, you know, a hundred billion dollars a year, I guess I'm being exaggerating a bit. 4 times in the scene
- ▶ 32:02 Alex Kantrowitz OpenAI just delivers what Sam Altman promises. 8 times in the scene
- ▶ 37:49 Alex Kantrowitz Gil, we've been talking a lot about the potential, um, the potential, uh, risks here of the AI build out, and, uh, we ended with OpenAI. 11 times in the scene
- ▶ 48:56 Alex Kantrowitz Because the question is again, like we've talked a lot today, I think appropriately about debt, about depreciation, about open AI's ability to, uh, pay back its, uh, or to actually meet its commitments. 3 times in the scene
Could LLMs Be The Route To Superintelligence? — With Mustafa Suleyman
- ▶ 0:00 Alex Kantrowitz Microsoft's AI CEO returns to explain why the company is now pushing for super intelligence, what that means, and how Microsoft is moving forward after its latest OpenAI deal.
- ▶ 17:16 Alex Kantrowitz OpenAI has said they want to build an automated AI researcher by twenty-twenty-eight, and I think every lab, I'm curious if this is your interest as well, is just trying to build AI that improves itself.
- ▶ 24:26 Alex Kantrowitz Microsoft AI and OpenAI have a new agreement. 4 times in the scene
- ▶ 29:43 Alex Kantrowitz Um, I think his idea is if Meta builds it, then Microsoft will build it, and OpenAI will build it, and we've seen very, like, um, fast follows in many of these labs after they come up with a state-of-the-art model, and so the question is, 2 times in the scene
OpenAI Bailout?, Elon’s $1 Trillion Pay Deal, Amazon Sues Perplexity
- ▶ 0:00 Alex Kantrowitz Is OpenAI looking for a government bailout if things go wrong?
- ▶ 0:26 Alex Kantrowitz This big controversy over OpenAI potentially requesting a backstop of its debt from the federal government or not. 5 times in the scene
- ▶ 1:54 Alex Kantrowitz OpenAI 18 times in the scene
- ▶ 11:27 Alex Kantrowitz That's exactly right, and on CNBC, I was on CNBC talking about this earlier in the week, and I said, basically, look, Opening Eye is going to be a trillion dollar IPO company. 5 times in the scene
- ▶ 18:45 Alex Kantrowitz So I do want to talk about some of the other things that Friar said, but before we get there, let me just ask you this one bigger question, which is that, uh, I'm curious, do you think the backlash that we're seeing here, I mean, cause… 10 times in the scene
- ▶ 34:44 Alex Kantrowitz Well, one person that might be able to backstop OpenAI is Elon Musk after he got a trillion dollar pay package approved.
- ▶ 49:38 Alex Kantrowitz Uh, that had Ilya Sitskever, the former OpenAI chief scientist, um, his, uh, testimony about what happened inside OpenAI before Sam Altman was fired. 4 times in the scene
OpenAI’s IPO Plan, Deconstructing The AI Bet, Apple’s iPhone 17 Revival
- ▶ 0:00 Alex Kantrowitz OpenAI has a clear path to an IPO. 2 times in the scene
- ▶ 1:07 Alex Kantrowitz We ended with this big deal between OpenAI and Microsoft. 14 times in the scene
- ▶ 5:29 Alex Kantrowitz We could talk about how much money that OpenAI might raise. 10 times in the scene
- ▶ 15:05 Alex Kantrowitz And when opening eye is a public company, because inevitably it will be the public is going to get a chance to see its numbers. 15 times in the scene
- ▶ 23:06 Alex Kantrowitz and it is going to be very interesting to see whether opening, I can actually execute on this device that Sam Altman is building with Johnny Ive. 10 times in the scene
- ▶ 30:51 Alex Kantrowitz And, uh, MG, I found this post that you wrote AGI or bust to be really interesting, because as I read it, I kept coming back to the point where you said to your, you kept saying in the, in, um, in your writing that this bet on the whole… 10 times in the scene
- ▶ 38:02 Alex Kantrowitz Um, makes it so cheap, and then all of a sudden you have a company like OpenAI with a trillion dollars of build out, um, uh, contracts, and I don't know what happens there, but like a lot of companies stock prices are hinging on that. 10 times in the scene
- ▶ 45:49 M.G. Siegler Like, you know, that's open eyes, not going to build a smartphone. 2 times in the scene
- ▶ 50:55 M.G. Siegler We've been promised this for at least a couple of years now, and now we have open, uh, that we have open AI's ChatGPT browser, um, atlases out there and, and sort of trying to do the, the agentic work in the browser.
Why Getting Data Right Could Be The Key To Effective AI Projects — With Charles Sansbury
- ▶ 4:28 Alex Kantrowitz Forty billion dollar investments like open AI, or they just announced a hundred billion, uh, with NVIDIA, people are actually using their products.
OpenAI and Microsoft’s Grand Bargain, Sam Altman’s Next Three Years, A New Humanoid Robot
- ▶ 0:00 Alex Kantrowitz Microsoft and OpenAI have met and signed a peace treaty, so this entire generative AI business can move forward. 6 times in the scene
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