OpenAI, every mention

8 scenes (2025) · ← back to OpenAI

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every year 2025 anyone Rajiv Jain 9Josh Wolfe 6Alex Sacerdote 3Dave Thornton 2Sean Warrington 1Ryan Lovell 1Richard Craib 1Mike Maples, Jr. 1Michael Carmen 1Megan Reynolds 1

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

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Top 5 of 2025: #4: Alex Sacerdote Dec 22, 2025 · 3 mentions

  • ▶ 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

Josh Wolfe & Brett McGurk – Venture, Geopolitics, and the Next Frontier (EP.476) Dec 8, 2025 · 6 mentions

  • ▶ 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

Dave Thornton – Unlocking Venture Access Through Stock Options at Vested (EP.469) Nov 6, 2025 · 2 mentions

  • ▶ 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.

Meghan Reynolds – Art of Capital Formation (EP.438) Mar 31, 2025 · 1 mention

  • ▶ 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?
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