OpenAI, every mention
8 scenes (2026) · ← back to OpenAI
tap a year for its mentions
every year 2026 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
Contrarian Quality at GQG Partners – Rajiv Jain (EP.505)
- ▶ 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
Ryan Lovell – Chainlink: The Infrastructure Pipes for Multi-Chain Finance (EP.491)
- ▶ 25:21 Ryan Lovell OpenAI, yes.
Gavin Baker – Truth-Seeking and Crossover Investing at Atreides (EP.489)
- ▶ 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…
Ed Grefenstette and Sean Warrington – Venture Market Update (EP.488)
- ▶ 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.
Lane MacDonald – Teamwork, Alignment, and Investing at the Highest Levels at SCS (EP.483)
- ▶ 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.