OpenAI, every mention

mentionsepisodesper episode tap a year for its mentions

Verbatim, from the transcripts: the passages where OpenAI comes up

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▶ 0:26 Rajiv Jain If you look at OpenAI, Anthropic, SpaceX, a whole different league, as the numbers start coming out, then the realization happened that how lopsided markets are and positioning. 3 times in the scene
▶ 33:36 Rajiv Jain If you look at OpenAI, Anthropic, SpaceX, a whole different league, as the numbers start coming out, then the realization will happen that how lopsided markets are and positioning. 3 times in the scene
▶ 35:52 Rajiv Jain Is coming from basically anthropic slash open AI. 3 times in the scene

▶ 54:00 Gavin Baker AI is different in that at every level of the stack, whether it's the frontier models, you have OpenAI, Anthropic, XAI competing with Google, whether it's semiconductors, at every level of semiconductors, the key competitors are both…

▶ 18:31 Ed Grefenstette Well, the last couple of years, they might have exposure to SpaceX, OpenAI, Anthropic, Ramp, Stripe.
▶ 32:34 Sean Warrington I'm sure we've all seen on Twitter the multiple layers of Anthropic and OpenAI, and my guess is that's some of the bad behavior that's going on today, right or wrong.

▶ 52:00 Lane MacDonald Some of those firms that are bigger, I still believe, have an opportunity to perform given their access to the leading companies, whether it's OpenAI, Anthropic, Cognition.

▶ 23:33 Alex Sacerdote AI had been around for 20 years, but serious last five years, but it was hidden inside the clouds, and it really wasn't exposed to anybody or consumers or businesses, and then bam, OpenAI put out ChatGPT.
▶ 25:38 Alex Sacerdote These are the big LLM companies like OpenAI, XAI, Google Gemini, Meta. 2 times in the scene

▶ 14:36 Josh Wolfe Amazing network of young, bright, brilliant math Olympiad winners in high school that have gone on to computer science at Stanford and MIT, went to work at OpenAI at 19 years old, and then at 22 years old are leaving and starting a…
▶ 39:34 Josh Wolfe Google can Microsoft these large language model players, and the presumptive revenue growth at OpenAI and Anthropic, et cetera, would get hit 3 times in the scene
▶ 43:15 Josh Wolfe Dave Einhorn had a good recent snippet in one of his recent quarterly letters that was talking about how a dollar of OpenAI revenue results in eight dollars of seeming revenue. 2 times in the scene

▶ 29:30 Dave Thornton 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 portfolio.
▶ 41:06 Dave Thornton For example, Stripe and OpenAI and Gusto and SpaceX.

▶ 1:02:46 Megan Reynolds Before, although the trend has been there, the existence of companies like Databricks and Stripe and even OpenAI, those are truly quasi-public, so what does that mean from a return perspective?

▶ 1:12:21 Mike Maples, Jr. But I can also see why there's going to be 10 just like it, and I could see why when Sam Altman does his next open AI demo, he may ship a model that leapfrogs this and puts it out of business.

▶ 33:05 Chris Dixon OpenAI is brilliant, and Sam Altman and all those folks deserve all the credit in the world.

▶ 24:26 Michael Carmen It's just been a lot of stuff around the edges, and now it looks like in terms of what OpenAI is doing with ChatGBT, and now we have BARD from Google, and there'll be many other versions, is we're starting to see those applications…

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