OpenAI
also referred to as: open ai
includes OpenAI O1
5 statements across 3 episodes · 1 bullish · 1 bearish · 3 people on the record · first statement Dec 5, 2024 by Brian Janous · said 31 times in 12 episodes since 2023 · across every show →
Mentions by year, the whole family
brought up most by Shayle Kann (11), Jeremy Eliahu-Ontiveros (6), Varun Sivaram (3), Doge Chubuk (3), Brian Janous (3), Duncan Campbell (2), Tyler Norris (1), Sam Smith-Eppsteiner (1)
tap a year for its mentions
2026 12 mentions in 3 episodes 4 per episode
2025 15 mentions in 6 episodes 3 per episode
- Inside a $300 million bet on AI for physical R&D
- The mechanics of data center flexibility
- A skeptic’s take on AI electricity load growth
- When to colocate data centers with generation
- Specialized AI brains for physical industry
- The potential for flexible data centers
- every mention in 2025, scene by scene →
2024 2 mentions in 2 episodes 1 per episode
2023 2 mentions in 1 episode
Everything said about OpenAI, oldest first
Dec 5, 2024
Janous: AI companies pay huge speed premiums because base infrastructure is cheap.
“The cost of the base infrastructure for my end product is actually really low. And when I say base infrastructure, I talk about land, you know, power a data center shell, you know, those things are relatively inexpensive. In the grand scheme of operating, you …”
Mar 6, 2025 bearish
Koomey: OpenAI lacks an obvious path to profitability without massive growth
“Open AI right now is just a major, it's hemorrhaging cash like you can't believe, right? There's no obvious way that they become profitable without a massive increase in the demand for their services and the ability to raise the cost, and that is really unclea…”
Jul 9, 2026 neutral
Eliahu-Ontiveros: Lancium is developing Texas power infrastructure for Oracle and OpenAI
“Lancium has been pretty open about this. If you don't know them, they're the ones sort of building the, owning the land and developing the power infra, enabling Texas for Oracle and OpenAI. They have a bunch of other sites that are pretty massive in West Texas…”
Jul 9, 2026