OpenAI

includes OpenAI Codex

25 statements across 4 episodes · 14 bullish · 1 bearish · 4 people on the record · first statement Jan 18, 2026 by Tobi Lütke · said 40 times in 10 episodes since 2025 · across every show →

Mentions by year, the whole family

brought up most by Sam Altman (25), Scott Wu (4), Tobi Lütke (2), Micky Malka (2), Michael Ovitz (2), Marc Andreessen (1), Jonathan Ross (1), Eric Glyman (1)

tap a year for its mentions
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051020252026episodes it came up in
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2026 39 mentions in 9 episodes 4 per episode
2025 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about OpenAI, oldest first

Jan 18, 2026 positive
Assertion Not checkable as stated
Lütke: Top earners in ML labs like OpenAI are individual contributors
“The best paid people in, Many companies are now individual contributors at this point in in history especially in machine learning, like at least in the, at the machine learning labs, like OpenAI.”
Tobi Lütke Jan 18, 2026 ▶ 31:11 Tobi Lütke: 21 Years of Building Shopify
Jun 28, 2026 positive
Disclosure
Devin dynamically routes tasks across OpenAI, Anthropic, Google, and internal models
“Devin, rather than being pegged to one model and saying, oh, we're only going to serve you GPT for this, or we're only going to serve you OPFIS for this, Devin can use any of the different models it has in its arsenal, which include all of these models from An…”
Scott Wu Jun 28, 2026 ▶ 51:51 The Future of Software & AI | Cognition’s Scott Wu
Jul 12, 2026 bullish
Prediction Open · timeframe Jul 2027
Glyman: OpenAI and Anthropic will pass $300B combined revenue in a year
“And if you play out what they and OpenAI, just the two labs, are on track to do in revenue and call it a year's time I think it'd be reasonably conservative at this point to say they're gonna pass more than three hundred billion dollars a year in revenue, whic…”
Eric Glyman Jul 12, 2026 ▶ 44:07 The $44 Billion Company Automating Your Company's Finances
Aug 23, 2026 positive
What-if
Altman: OpenAI would not have been possible without YC's ecosystem changes
“So if we, you know, ran the clock back to 2000 four and then projected technology forward to 2016 but not anything else about the shape of Startup ecosystem, what it meant to be an entrepreneur, how capital flowed, all of the, you know, who got to run companie…”
Sam Altman Aug 23, 2026 ▶ 1:03:05 Sam Altman on Building OpenAI & Betting on the Impossible
Aug 23, 2026 bullish
Opinion
Altman: OpenAI Should Be a Platform Company Rather Than a Product Company
“Actually, I think we should be more of a platform company than a product company.”
Sam Altman Aug 23, 2026 ▶ 49:27 Sam Altman on Building OpenAI & Betting on the Impossible
Aug 23, 2026 negative
Insight
Altman: Running a company is much harder than investing
“Having done both, I think I can say it's like much, much, much harder to run a company than being an investor.”
Sam Altman Aug 23, 2026 ▶ 23:02 Sam Altman on Building OpenAI & Betting on the Impossible
Aug 23, 2026 positive
Insight
Altman: External demos for eminent guests motivate researchers better than fake deadlines
“We also learned the incredible power of external demos for like an eminent person that the researchers really wanted to impress. And then we learned a bunch of things that like didn't work like fake deadlines.”
Sam Altman Aug 23, 2026 ▶ 1:15:32 Sam Altman on Building OpenAI & Betting on the Impossible
Aug 23, 2026 positive
Disclosure
Altman: OpenAI used internal leaderboards to simulate missing customer signals
“One of the things that worked actually is during the Dota two days when we were trying to use RL to beat this video, beat people at a video game, we put up like a leaderboard and people could just see how different ideas were performing and what was You know, …”
Sam Altman Aug 23, 2026 ▶ 1:10:57 Sam Altman on Building OpenAI & Betting on the Impossible
Aug 23, 2026 neutral
Assertion Not checkable as stated
Altman: DeepMind was one of only a few AGI efforts when OpenAI launched
“In late, late, when we were starting OpenAI, there were very few AGI efforts in the world. There was DeepMind, one or two others that I can think of. It was like a very non-consensus thing to do.”
Sam Altman Aug 23, 2026 ▶ 14:25 Sam Altman on Building OpenAI & Betting on the Impossible
Aug 23, 2026 positive
Insight
Altman: Public deployment and customer feedback is how you make AI safe
“The way you do things is to put things out into the world, get feedback from real customers, see where they break, see where they don't break. That is the way you make a good product. That is also the way you make a safe product.”
Sam Altman Aug 23, 2026 ▶ 34:47 Sam Altman on Building OpenAI & Betting on the Impossible
Aug 23, 2026 neutral
Assertion Supported
Altman: ChatGPT has reached one billion users in under four years
“ChatGPT has only been out, like, less than four years. A billion people use it.”
Sam Altman Aug 23, 2026 ▶ 35:23 Sam Altman on Building OpenAI & Betting on the Impossible
Aug 23, 2026 bullish
Prediction Not checkable as stated
Altman: AI scientific discovery will be more important than task automation
“Like, I think this is, I think this will be one of the most important areas, even more important than automation of other tasks that AI can do just to help us understand more things.”
Sam Altman Aug 23, 2026 ▶ 25:51 Sam Altman on Building OpenAI & Betting on the Impossible
Aug 23, 2026 bullish
Insight
Altman: Creating and efficiently serving smart models makes everything else follow
“The most important thing that we can do is to create smart models and to be able to run them efficiently and abundantly for a lot of people. If we can get that right, I believe that everything else will follow.”
Sam Altman Aug 23, 2026 ▶ 10:06 Sam Altman on Building OpenAI & Betting on the Impossible
Aug 23, 2026 positive
Insight
Altman: Working as an investor first gives founders crucial decision pattern matching
“You get this unbelievable set of learnings and pattern matching if you really study and watch companies as an investor that has been super helpful to me running openai but it's like it's the opposite normal direction so it's just like a very rare thing and i s…”
Sam Altman Aug 23, 2026 ▶ 20:25 Sam Altman on Building OpenAI & Betting on the Impossible
Aug 23, 2026 neutral
Insight
Altman: AI products have neglected context in favor of raw intelligence
“So I think we've focused Correctly. So much on model intelligence that on the product side, we have not yet thought enough about what it means to give a model more context than any person could have and help advise that person on, on their big decisions.”
Sam Altman Aug 23, 2026 ▶ 47:20 Sam Altman on Building OpenAI & Betting on the Impossible
Aug 23, 2026 positive
Disclosure
Altman: OpenAI launched ChatGPT knowing it was early and embarrassing
“I don't even think I asked him before we launched HGPT, like, Hey, do you think we should launch this thing? But I knew what he would say. I knew it was still early. I knew it was still embarrassing. And I knew the right thing was to like, get it out and get i…”
Sam Altman Aug 23, 2026 ▶ 59:28 Sam Altman on Building OpenAI & Betting on the Impossible
Aug 23, 2026 neutral
Assertion Supported
Altman: OpenAI's GPT series originated from its unsupervised sentiment neuron paper
“You know, what started as the unsupervised sentiment neuron paper turned into GPT-ONE and then eventually GPT-whatever.”
Sam Altman Aug 23, 2026 ▶ 1:15:03 Sam Altman on Building OpenAI & Betting on the Impossible
Aug 23, 2026 positive
Opinion
Altman: Tobi Lütke gives the best cutting-edge AI feedback among large company CEOs
“He is the only person at the intersection of like CEO of a large company and extremely accurate detailed on the cutting edge feedback.”
Sam Altman Aug 23, 2026 ▶ 1:41 Sam Altman on Building OpenAI & Betting on the Impossible
Aug 23, 2026 neutral
Assertion Supported
Altman: OpenAI took four and a half years to launch first product
“The thing that was really different about OpenAI than anything that I had pattern matching before is it was four and a half years from when we started the company to when we launched our first product.”
Sam Altman Aug 23, 2026 ▶ 1:09:55 Sam Altman on Building OpenAI & Betting on the Impossible
Aug 23, 2026 neutral
Disclosure
Altman: OpenAI Merged ChatGPT and Codex Together
“We just merged ChatGPT and Codex together.”
Sam Altman Aug 23, 2026 ▶ 49:37 Sam Altman on Building OpenAI & Betting on the Impossible
Aug 23, 2026 bullish
Prediction Not checkable as stated
Altman: OpenAI Will Be Best Across the Entire Cost-Performance Curve
“At every point on the cost curve, cost performance curve, we will be the best.”
Sam Altman Aug 23, 2026 ▶ 50:15 Sam Altman on Building OpenAI & Betting on the Impossible
Aug 23, 2026 neutral
Assertion Not checkable as stated
Altman: OpenAI faced widespread intellectual criticism over AGI and LLM focus
“I mean, we just got, you know, hammered in the, by like all of the intellectual giants of the field for saying that we were going after AGI. And then when we started really focusing on large language models, we got hammered again saying this is completely ridi…”
Sam Altman Aug 23, 2026 ▶ 12:35 Sam Altman on Building OpenAI & Betting on the Impossible
Aug 23, 2026 neutral
Disclosure
Altman: OpenAI Killed Sora to Reallocate Compute to Codex
“But last year, for example, we killed Sora. Which was, you know, good product, and fun, and cool, but used a lot of compute, and not as important as Codex, where we put the compute.”
Sam Altman Aug 23, 2026 ▶ 52:12 Sam Altman on Building OpenAI & Betting on the Impossible
Aug 23, 2026 neutral
Disclosure
Altman: OpenAI Killed Its Web Browser 'Atlas' to Refocus Talent
“We killed our web browser called Atlas, which, again, I think was a great product, it was the best web browser, but not as important for us to focus on as somewhere else we could put that talent.”
Sam Altman Aug 23, 2026 ▶ 52:24 Sam Altman on Building OpenAI & Betting on the Impossible
Aug 23, 2026 neutral
Disclosure
Altman: I was wrong to expect immediate software disruption after GPT-4
“When we got to GBT four, which was back in 20, 23, I think that very quickly after that, there was going to be much more disruption in software business being up for grabs right, right away than turned out to be. And the thing that I think I was wrong about a …”
Sam Altman Aug 23, 2026 ▶ 3:53 Sam Altman on Building OpenAI & Betting on the Impossible
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