OpenAI
5 statements across 5 episodes · 2 bullish · 1 bearish · 5 people on the record · first statement Jun 12, 2023 by Chris Sacca · said 30 times in 13 episodes since 2023 · across every show →
Mentions by year
brought up most by Rajiv Jain (9), Josh Wolfe (6), Alex Sacerdote (3), Dave Thornton (2), Sean Warrington (1), Ryan Lovell (1), Richard Craib (1), Mike Maples, Jr. (1)
tap a year for its mentions
2026 14 mentions in 5 episodes 3 per episode
- Contrarian Quality at GQG Partners – Rajiv Jain (EP.505)
- Ed Grefenstette and Sean Warrington – Venture Market Update (EP.488)
- Ryan Lovell – Chainlink: The Infrastructure Pipes for Multi-Chain Finance (EP.491)
- Gavin Baker – Truth-Seeking and Crossover Investing at Atreides (EP.489)
- Lane MacDonald – Teamwork, Alignment, and Investing at the Highest Levels at SCS (EP.483)
- every mention in 2026, scene by scene →
2025 12 mentions in 4 episodes 3 per episode
2024 2 mentions in 2 episodes 1 per episode
Everything said about OpenAI, oldest first
Jun 12, 2023 bullish
Nov 6, 2025 neutral
Late-stage unicorns run internal tender offers, bypassing external secondary markets
“Series F plus, those are the companies that are more likely to have proper secondary markets that OpenAI, Stripe, and SpaceX, and they will do tenders for their employees, and so it really is few and far between that those deals make their way into our portfol…”
Dec 8, 2025 neutral
Mar 12, 2026 positive
Chainlink uses OpenAI, Anthropic, and Google models to reach data consensus
“Through our technology, we were able to have the AI models reach consensus on that single piece of data that is the share split 10 to one. OpenAI, yes. Anthropic, yes. Google, yes. We posted that on a blockchain as a unified golden record.”
Jun 8, 2026 bearish
Jain: Over half of hyperscaler backlog stems from OpenAI and Anthropic
“Now we're getting more clarity that more than half of the backlog, hence probably the revenue too,
Is coming from basically anthropic slash open AI.
If you look at Google and Microsoft is more than half open AI.
Amazon is more than half.
So they invest with op…”