OpenAI
includes OpenAI Codex, OpenAI O3, OpenAI GPT, OpenAI O1
12 statements across 6 episodes · 6 bullish · 2 bearish · 6 people on the record · first statement Oct 6, 2025 by Tobi Lütke · said 44 times in 13 episodes since 2025 · across every show →
Mentions by year, the whole family
brought up most by John Collison (20), Bret Taylor (8), Ben Thompson (7), Reiner Pope (2), Pieter Levels (2), Tobi Lütke (1), Sundar Pichai (1), Satya Nadella (1)
tap a year for its mentions
2026 33 mentions in 7 episodes 5 per episode
- Bret Taylor of Sierra on AI agents, outcome-based pricing, and the OpenAI board
- Ben Thompson from Stratechery on AI ads, the end of SaaS, and the future of media
- Stripe’s 2025 annual letter
- Reiner Pope of MatX on accelerating AI with transformer-optimized chips
- What comes after smartphones, with Evan Spiegel of Snap
- The history and future of AI at Google, with Sundar Pichai
- Stripe’s 2024 annual letter
- every mention in 2026, scene by scene →
2025 11 mentions in 6 episodes 2 per episode
- Satya Nadella describes how lessons from Microsoft’s history apply to today’s boom
- A Cheeky Pint with serial entrepreneur Pieter Levels (@levelsio)
- UK Budget 2025: Stripe + Startup Coalition
- Dan Sundheim of D1 Capital on the art of public market investing
- Tobi Lütke is still captivated by internet commerce, 20 years later
- Marc Andreessen and Charlie Songhurst on the past, present, and future of Silicon Valley
- every mention in 2025, scene by scene →
Everything said about OpenAI, oldest first
Oct 6, 2025 bullish
Lütke: Shopify is building software to connect stores directly to AI platforms
“What we want to do is make sure that like, Everyone's plugged into the various chat systems, and there's an MCP connected to every Shopify store, and you know, global catalog that's really nicely presented, so it's we're building software specifically for the …”
Nov 18, 2025 neutral
Feb 12, 2026 bullish
Feb 12, 2026 bullish
Ben Thompson: Google should monetize Gemini data through YouTube and Search
“I think the ideal outcome for Google is they never put ads in Gemini, but they understand so much about you because of what you do in Gemini, that they can then manifest that through ads on YouTube, through ads on Google, through ads on their other properties.”
Feb 12, 2026 bearish
Feb 12, 2026 negative
Ben Thompson: Contextual chat ads limit inventory and provoke bias suspicions
“If you're using the easiest possible way to target ads, which is based on the context of the conversation, we're going to show you a roughly relevant ad. Number one, your market's way smaller because you have to hope someone starts a conversation that matches …”
Feb 12, 2026 neutral
Ben Thompson: OpenAI's strategy resembles AOL's closed aggregator portal model
“OpenAI wants to be the place you do everything. They want to be like the aggregator. I think a critic would say people compare them to Netscape. I think the better analogy if you're an OpenAI skeptic would be AOL, where they want to be sort of like the interfa…”
Feb 24, 2026 positive
Feb 26, 2026 neutral
Mar 10, 2026 bullish
Taylor: Generalist product engineers using AI are worth 1,000x other engineers
“With the presence of Codex, you can produce amazing results. Those people are truly worth a thousand X other people, because it's relatively easy to find someone who's a great infrastructure engineer. Not easy easy, but like relatively. Finding someone with go…”
Mar 10, 2026 positive
Taylor: The OpenAI board's sole fiduciary duty is ensuring AGI benefits humanity
“The fiduciary duty is you have a duty to the mission. And that is really clarifying and interesting as well, because when you're making decisions and you realize, you know, you have, your sole duty is to ensure that artificial general intelligence benefits hum…”