OpenAI, every mention
28 scenes, the whole family · ← back to OpenAI
tap a year for its mentions
every year anyone John Collison 20Bret Taylor 8Ben Thompson 7Reiner Pope 2Pieter Levels 2Tobi Lütke 1Sundar Pichai 1Satya Nadella 1Kanishka Narayan 1Dan Sundheim 1
Verbatim, from the transcripts: the passages where OpenAI comes up
What comes after smartphones, with Evan Spiegel of Snap
- ▶ 8:16 John Collison Have you found Cloud Code or Codex useful for developing in this environment, which is pretty different to what people envisage, you know, the standard kind of Cloud Code project?
The history and future of AI at Google, with Sundar Pichai
- ▶ 3:19 Sundar Pichai I would also argue that even when OpenAI, they did their deal with Microsoft probably a couple months before, so like, you know, so you can look back and say it wasn't entirely
Bret Taylor of Sierra on AI agents, outcome-based pricing, and the OpenAI board
- ▶ 0:10 John Collison He's now the chairman of the OpenAI board.
- ▶ 5:56 Bret Taylor But the reason I brought up things like unit tests, integration tests, uh, OpenEd did this blog post.
- ▶ 6:22 Bret Taylor So, uh, my hypothesis, having used, you know, Codex a lot, I wonder if the output of a session where you make a change to Stripe's, uh, products should be a documentation artifact in addition to code, where the documentation artifact is…
- ▶ 8:41 Bret Taylor Now that you're not writing the code, I really wonder what that programming system should feel like and look like, and I don't mind chatting with Codex, that's fine.
- ▶ 46:06 Bret Taylor So Google's chain of thought paper which preceded O-one and doing reinforcement learning chains of thought was out roughly when we started the company. 2 times in the scene
- ▶ 46:32 Bret Taylor And then, you know, OpenAI, uh, very innovatively, like, came up with the idea of we could do reinforcement learning on those chains of thought, which is where O-one came from, and then most labs are doing that now.
- ▶ 1:00:32 Bret Taylor Now you look at Azure, their open air relationship, all these things, like what an impressive turnaround.
- ▶ 1:25:46 Bret Taylor With the presence of Codex, you can produce amazing results.
- ▶ 1:35:22 John Collison Um, after being on the, um, Twitter board during the, uh, Elon takeover, you were then on the, uh, OpenAI board, uh, when Sam got fired. 5 times in the scene
Reiner Pope of MatX on accelerating AI with transformer-optimized chips
- ▶ 12:27 Reiner Pope Roughly, I would say it costs all-pack a hundred million dollars to produce a chip in small volumes, um, but then if you want to, like, you see the orders that are going around, like, uh, OpenAI, Anthropic, Google are going around buying…
- ▶ 40:31 Reiner Pope OpenAI is starting.
Stripe’s 2024 annual letter
- ▶ 6:11 John Collison We are partnered with a large number of companies with rapidly growing businesses, including OpenAI, Anthropic, Suno, Perplexity, Midjourney, Cognition, 11 Labs, Langchain, Pinecone, Mistral, Cohere, Sierra, Decagon, InVideo, and countless…
Stripe’s 2025 annual letter
- ▶ 1:19 John Collison Since our last update, we acquired Privy, which powers more than a hundred and ten million programmable wallets, and Metronome, which powers the complex usage-based billing models used by companies like OpenAI, Anthropic, Confluent, and…
- ▶ 22:15 John Collison A few highlights from our last year include, with OpenAI, we developed the Agentic Commerce Protocol to establish a shared technical language between AI platforms and businesses. 2 times in the scene
Ben Thompson from Stratechery on AI ads, the end of SaaS, and the future of media
- ▶ 6:06 Ben Thompson I mean, this is part of the huge, probably the, the, one of the most angsty debates that I have internally, generally, which is OpenAI sort of welfare going forward. 4 times in the scene
- ▶ 16:25 Ben Thompson And the challenge for opening eye is they only have one place to put inventory, which is, which is in ChatGPT.
- ▶ 35:34 John Collison Where, you know, we obviously are, are big into that and had our announcement, uh, with OpenAI, um, uh, back in October. 4 times in the scene
- ▶ 1:27:55 Ben Thompson We have cash flow to fund it, and OpenAI does it. 2 times in the scene
UK Budget 2025: Stripe + Startup Coalition
- ▶ 13:39 Kanishka Narayan It was like, Lisa Su, AMD, OpenAI, like, everyone piled in.
Satya Nadella describes how lessons from Microsoft’s history apply to today’s boom
- ▶ 8:33 Satya Nadella So, if I have actions, entitlements, and memory with these models, uh, and they are, by definition, have to be outside of the model, but be built into the model, and I think that's, and so, for example, on Copilot today, you use OpenAI…
- ▶ 54:38 John Collison You know, I use O. 3 times in the scene
- ▶ 58:00 John Collison And then, I mean, my mental model of Microsoft is that you just play at every part of the stack, uh, in that there is the, uh, you know, you have Copilot, you have your stake in OpenAI, you have, uh, well, we can get to vertical, uh,…
Dan Sundheim of D1 Capital on the art of public market investing
- ▶ 1:06:46 Dan Sundheim Maybe they don't need to have, like, the same kind of clusters that OpenAI is building in Abilene, but they're going to need to have, probably for national security reasons, their own training clusters, and at minimum, they're going to…
Tobi Lütke is still captivated by internet commerce, 20 years later
- ▶ 36:20 Tobi Lütke Everyone's plugged into the various chat, uh, systems, and there's an MCP connected to every Shopify store, and, uh, you know, global catalog that's really nicely presented, so it's, um, we're building software specifically for, um, the…
Marc Andreessen and Charlie Songhurst on the past, present, and future of Silicon Valley
- ▶ 1:12:28 John Collison More than three quarters of the Forbes AI-Fifty, including OpenAI, Anthropic, Lovable, 11 Labs, Perplexity, Cursor, Midjourney, they all use Stripe to monetize their products.
A Cheeky Pint with serial entrepreneur Pieter Levels (@levelsio)
- ▶ 12:22 Pieter Levels So you have, like, politically different sides, and I, I'm, I feel I'm kind of in the middle, kind of neutral, but they don't, like, the moment you ban one side, they're like, oh, you're this, you're that side, and so, with GPT, it's… 2 times in the scene