OpenAI, every mention
22 scenes, the whole family · ← back to OpenAI
tap a year for its mentions
every year anyone Shayle Kann 11Jeremy Eliahu-Ontiveros 6Varun Sivaram 3Doge Chubuk 3Brian Janous 3Duncan Campbell 2Tyler Norris 1Sam Smith-Eppsteiner 1John Koomey 1
Verbatim, from the transcripts: the passages where OpenAI comes up
Inside the AI power wars
- ▶ 12:06 Jeremy Eliahu-Ontiveros Open AI and Anthropic. 2 times in the scene
- ▶ 17:45 Shayle Kann They are building their own capacity as well, and, and back to the point of the, like, energy teams, you know, both OpenAI and Anthropic have started to hire up energy teams. 4 times in the scene
- ▶ 30:05 Jeremy Eliahu-Ontiveros In 25, you saw OpenAI. 3 times in the scene
- ▶ 38:56 Jeremy Eliahu-Ontiveros 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.
The rise of flexible data centers
- ▶ 22:15 Varun Sivaram So, for example, in London, we ran workloads from real models, whether they're, you know, OpenAI's models, Meta's open source model, even an Alibaba
The VC case for 'full stack deeptech'
- ▶ 43:45 Shayle Kann For open AI and Oracle and a bunch of others, and they just raised money at a ten billion dollar valuation.
Inside a $300 million bet on AI for physical R&D
- ▶ 6:05 Doge Chubuk Um, but I think right around when we were talking, the O-one came out, right? 2 times in the scene
- ▶ 6:50 Shayle Kann The reasoning model, like OpenAI's a one model, uh, introduced, unlocked a door, kind of, that maybe allows you to break this challenge of the limited training data set that you have in materials discovery.
- ▶ 6:50 Shayle Kann The reasoning model, like OpenAI's a one model, uh, introduced, unlocked a door, kind of, that maybe allows you to break this challenge of the limited training data set that you have in materials discovery.
- ▶ 15:25 Doge Chubuk You know, when we think about OpenAI and DeepMind, I remember back in 2016, people used to make fun of these institutions for prioritizing AGI so much, because they were saying we're going to do AGI.
- ▶ 34:50 Shayle Kann The O-one model and so on.
- ▶ 34:53 Shayle Kann Is there a next, like, what could change in, what could open AI release in a year or two years from now that would be a big leapfrog for you? 2 times in the scene
When to colocate data centers with generation
- ▶ 8:09 Brian Janous It still wasn't at the scale of, you know, even recently the sites that OpenAI has been talking about that was recently announced or with Oracle, like just today, really, or the last week, we've seen, you know, those were, you know, 1.3…
The mechanics of data center flexibility
- ▶ 31:46 Varun Sivaram You hear OpenAI's Sam Altman talking often about how 2 times in the scene
Specialized AI brains for physical industry
- ▶ 9:13 Sam Smith-Eppsteiner So most of the data is private and proprietary and lives on these customers' cloud in a best case scenario, maybe on-prem, um, but certainly not in sort of like the public domain where OpenAI has trained on it.
The potential for flexible data centers
- ▶ 8:31 Tyler Norris Project Stargates, which, you know, is the, the mega data center initiative announced by President Trump and OpenAI in January.
A skeptic’s take on AI electricity load growth
- ▶ 18:30 Shayle Kann oh my god, there is going to be, we have such a huge need for new data center capacity, all of the hyperscalers, and then OpenAI now at Stargate and all these other things.
- ▶ 30:52 John Koomey People are trying to sell AI and make money from it, and the question of whether people are willing to pay for the service being delivered is, I think, an open question because they're, you know, they're charging, you know, open AI right…
Explaining the 'Watt-Bit Spread'
- ▶ 28:38 Brian Janous So if, if I'm downstream in the system, so I'm data center operators, I'm cloud providers, I'm NVIDIA, I'm open AI, uh, I'm very much thinking about the world in terms of theory of constraints, because again, the cost of the base…
Under the hood of data center power demand
- ▶ 5:29 Brian Janous I think we all knew that Microsoft was working with OpenAI and that there was this whole movement towards AI potentially coming at some point in the future, but I don't think there was a realization, and if I'm going back to probably the…
AI for climate: a real world test
- ▶ 1:03:57 Duncan Campbell Is that, right, every time you go back to, uh, you know, chat.openai.com and go into this chat,
- ▶ 1:19:04 Duncan Campbell Thanks, OpenAI, I guess.