OpenAI

also referred to as: open ai

13 statements across 5 episodes · 7 bullish · 6 bearish · 4 people on the record · first statement Nov 8, 2022 by Jesse Pujji · said 65 times in 13 episodes since 2022 · across every show →

Mentions by year

brought up most by Alex Lieberman (41), Jesse Pujji (13), Brett Adcock (8), Sahil Lavingia (2), Keith Raboi (1)

tap a year for its mentions
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0052.51052022202320242025episodesmentions per episode
2025 2 mentions in 2 episodes 1 per episode
2024 6 mentions in 5 episodes 1 per episode
2023 49 mentions in 5 episodes 10 per episode
2022 8 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about OpenAI, oldest first

Nov 8, 2022 bearish
Opinion
Pujji: Startups Building on OpenAI Risk Fast Commoditization
“I think a lot of these companies the risk getting commoditized because the real tech, the real deep tech is GPT threes. It's open AIs. And if you're building on top of that, everyone's going to have the same functionality at some point. And so like, I don't kn…”
Jesse Pujji Nov 8, 2022 ▶ 17:44 What Generative AI Means for Startups and Are Executive Coaches Worth It?
May 16, 2023 bullish
Insight
Pujji: The biggest AI winners will dominate narrow vertical matrices
“I think the most successful companies is somewhat obvious or not obviously, but it will take one square of that matrix. Like I said, customer service for banking and go, that is a very specific solution. I'm going to have the best models. I'm going to teach, I…”
Jesse Pujji May 16, 2023 ▶ 12:21 How Founders Should Be Integrating AI To Their Business
May 16, 2023 bearish
Prediction Not checkable as stated
Pujji: OpenAI will crush thin horizontal wrapper startups
“I think one of the challenges people to be careful of when building on top of open AI is like, if your solution is too horizontal, they're eventually going to eat your lunch.”
Jesse Pujji May 16, 2023 ▶ 11:56 How Founders Should Be Integrating AI To Their Business
May 16, 2023 bullish
Prediction Not checkable as stated
Lieberman: ChatGPT plugins will be worth multiples of Shopify
“Shopify is a sixty billion dollar company right now. I think OpenAI is thirty billion. You would have to think that the plugins to ChatGPT, which are gaining some popularity now as they're opening it up, is going to be multiples of that.”
Alex Lieberman May 16, 2023 ▶ 7:11 How Founders Should Be Integrating AI To Their Business
Nov 20, 2023 bullish
Prediction Not checkable as stated
Adcock: Sam Altman Will Emerge Ten Times Stronger From OpenAI Firing
“Sam's gonna come out of this, like 10 X stronger hellbent this was probably inevitable based on when the board was set up and the mess that was going on”
Brett Adcock Nov 20, 2023 ▶ 37:47 Avoiding an OpenAI Fiasco by Successfully Building Your Board
Nov 20, 2023 bearish
Prediction Not checkable as stated
Adcock: OpenAI Will Suffer Unrecoverable Speed and Brand Damage
“And now open AI is going to have a Massive issue with speed and brand and everything else, and it's going to be unrecoverable. They're never going to be a recover from what happened.”
Brett Adcock Nov 20, 2023 ▶ 35:09 Avoiding an OpenAI Fiasco by Successfully Building Your Board
Nov 20, 2023 bearish
Prediction Not checkable as stated
Adcock: Everyone Moving Fast at OpenAI Is Going or Gone
“Everybody that's moved fast at OpenAI is gonna go, or is gone. Like, and they'll be left with folks that move slow, want to think about safety and all this stuff”
Brett Adcock Nov 20, 2023 ▶ 23:53 Avoiding an OpenAI Fiasco by Successfully Building Your Board
Nov 20, 2023 bullish
Prediction Not checkable as stated
Lieberman: Altman's Next Venture Will See the Decade's Most Competitive Fundraise
“I'm willing to bet that whatever, Whatever company they raise for, start raising for in the next few weeks or days will be the most competitive fundraise that probably has happened in the last 10 years.”
Alex Lieberman Nov 20, 2023 ▶ 38:27 Avoiding an OpenAI Fiasco by Successfully Building Your Board
Nov 20, 2023 negative
Assertion Supported
Lieberman: Microsoft Learned of Altman's Ouster One Minute Before Announcement
“To cause the board to make this move, a move that Microsoft, OpenAI's biggest investor, found out about one minute before the press release and ended up losing fifty billion dollars in market cap from as their stock continued to trade.”
Alex Lieberman Nov 20, 2023 ▶ 3:38 Avoiding an OpenAI Fiasco by Successfully Building Your Board
Nov 20, 2023 bullish
Prediction Open · timeframe Nov 2028
Adcock: A Board Coup Will Never Happen to Altman or Me Again
“Like this will never happen to Sam ever again. This problem that we're talking about here will never happen to me going forward again.”
Brett Adcock Nov 20, 2023 ▶ 28:44 Avoiding an OpenAI Fiasco by Successfully Building Your Board
Nov 24, 2023 positive
Insight
Lieberman: Employee trust and loyalty are more powerful than corporate governance
“What's more powerful than governance is trust, is loyalty. It's, in a way, fandom from your people.”
Alex Lieberman Nov 24, 2023 ▶ 5:06 Week In Review: Thoughts on OpenAI, Morning Rituals, and Momentum
Nov 24, 2023 positive
Insight
Lieberman: Corporate transparency is a superpower, opaqueness a massive weakness
“The first is that transparency is a superpower, and opaqueness is a massive weakness.”
Alex Lieberman Nov 24, 2023 ▶ 1:59 Week In Review: Thoughts on OpenAI, Morning Rituals, and Momentum
May 21, 2024 negative
Opinion
Rabois: Meta, Google, and Apple cannot accurately assess undiscovered talent
“So you've got to go find people who haven't yet proven what they can do that these large organizations think meta, Think Google, think Apple, think Amazon, think Microsoft, or even these days open AI. They don't know how to assess these people.”
Keith Raboi May 21, 2024 ▶ 18:20 How to Identify Top 1% Talent (Keith Rabois, Investor in Doordash, YouTube, Airbnb & Lyft)
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