OpenAI

also referred to as: open ai

includes OpenAI API

12 statements across 11 episodes · 4 bullish · 4 bearish · 11 people on the record · first statement Apr 15, 2025 by Sean Tepper · said 49 times in 34 episodes since 2024 · across every show →

Mentions by year, the whole family

brought up most by Kristian Marquez (16), Andrew Massay (3), Vish Hari (2), Shane Emmons (2), Jason Ambrose (2), Abhay Tandon (2), Aaron Stachel (2), Yash Hemeraj (1)

tap a year for its mentions
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2026 23 mentions in 15 episodes 2 per episode
2025 25 mentions in 18 episodes 1 per episode
2024 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about OpenAI, oldest first

Apr 15, 2025 positive
Disclosure
Tepper spent six months prompt engineering OpenAI for stock scoring
“We used OpenAI and did prompt engineering testing for about six months to create a, again, a point system from zero to a hundred of where does your forum land? And that's in Ticker right now.”
Sean Tepper Apr 15, 2025 ▶ 18:01 40 - Empowering Investors: Navigating Value Investing with Tykr's Sean Tepper
May 8, 2025 neutral
Assertion Supported
Padnos: OpenAI CFO Sarah Friar has advised Illuminate for a decade
“Meaning, they write the script and say, here's the email, just send to Sarah Fryer, who's now the CFO of OpenAI next week, who's been an advisor to us for 10 years, and I just put my personalization on it and off it goes.”
Cindy Padnos May 8, 2025 ▶ 14:09 Smart Seed Investing With Illuminate Ventures Founder and Managing Partner Cindy Padnos
Jun 2, 2025 neutral
Insight
Evans: Startups outside OpenAI cannot skip sequential revenue growth stages
“You go from zero to a million to 5,000,005 million to ten million dollars, but you don't sort of skip steps in the middle. And there's this common misconception in venture capital that you somehow just wake up one day and you're a hundred million dollars a yea…”
David Evans Jun 2, 2025 ▶ 11:24 Harnessing AI through Seed-Stage Investments: Insights from David Evans of Sentiero Ventures
Nov 4, 2025 negative
Prediction Not checkable as stated
Emmons: Search algorithms will evolve to kill off AI-generated slop
“And I think that we're going to go back from it and the AI slop is eventually going to calm down and either become quality content or just turn off because It's going to stop influence on us. We're all trying to figure out how to essentially, you know, get mor…”
Shane Emmons Nov 4, 2025 ▶ 26:58 Building Trustworthy AI: Navigating the Challenges and Future of Agentic Software with Shane Emmons
Jan 27, 2026 negative
Opinion
Kaplan: Democratic AI Resists Bad Actors Better Than Monolithic Silicon Valley LLMs
“I think that's a much more sort of robust and resistant to bad actor kind of design than having one giant LLM. You don't know how it operates because that's another problem. They're big black boxes and the value system was programmed in by five people at open …”
Craig Kaplan Jan 27, 2026 ▶ 20:40 AI Safety with Craig Kaplan of iQ Company | The Innovators & Investors Podcast
Feb 24, 2026 negative
Assertion Not checkable as stated
Johnson: Bureaucracy Kept Google From Launching AI Tech Before OpenAI
“Funny enough, Google had the technology OpenAI had long before OpenAI had it. So, but it was bureaucracy that stopped that technology from coming out.”
Eugene Johnson Feb 24, 2026 ▶ 18:33 How Eugene Johnson, CEO of Revi is Disrupting Retail Transactions with AI and Customer Data
Mar 24, 2026
Disclosure
Ambrose: People.ai customers include OpenAI, NVIDIA, and AMD
“We have customers across the whole spectrum a lot, actually, in the AI space, so, you know, OpenAI, NVIDIA AMD, some others, all the way down to and Iron Mountain.”
Jason Ambrose Mar 24, 2026 ▶ 1:30 Scaling Revenue Intelligence with Jason Ambrose of People.ai | The Innovators & Investors Podcast
May 14, 2026 bullish
Insight
Ranjan: Architect AI Products So Foundation Model Upgrades Are Tailwinds, Not Headwinds
“So one of the core design principles which we had in the company is every model development has to be a tailwind for us, not headwind. If tomorrow Google launches a new Gemini model or OpenAI launches a new GPT model or like, you know, something like deep secr…”
Peeyush Ranjan May 14, 2026 ▶ 38:30 S2 Ep10: How to Learn with the New Rules of AI ft. Peeyush Ranjan
Jul 14, 2026 bullish
Prediction Not checkable as stated
Massay: Local AI models will gain traction in high-security applications
“The local models are going to be, I think, more, more popular when it comes to very secure applications, and they don't want to send their data over To somebody like an Anthropic or an OpenAI or, you know, they'd rather keep it all in-house.”
Andrew Massay Jul 14, 2026 ▶ 29:26 AI-Powered Political Texting with Andrew Missey of Convos | The Innovators & Investors Podcast
Jul 14, 2026 neutral
Opinion
Massay: Google ranks third behind OpenAI and Anthropic in AI models
“Right now, I think Google is kind of on the lower, is probably number three next to Anthropic and OpenAI.”
Andrew Massay Jul 14, 2026 ▶ 27:56 AI-Powered Political Texting with Andrew Missey of Convos | The Innovators & Investors Podcast
Jul 28, 2026 negative
Disclosure
Blackington: Dovetail will train a closed proprietary AI model over OpenAI
“We're talking about being able to train something that is not open AI, that is closed off, and it's, that runs in its own channel, and how can we take that, and what can we train it to What can we teach it about healthcare and about this specific problem that …”
Dr. Ashley Blackington Jul 28, 2026 ▶ 33:44 The Future of Family Care Runs Through Health Tech with Dr. Ashley Blackington of Dovetail | The Innovators & Investors Podcast
Aug 13, 2026 bullish
Prediction Open · timeframe Dec 2026
Chen: OpenAI and Anthropic will follow SpaceX with IPOs in 2026
“Obviously later this year we're following with some other big names and OpenAI and Anthropic.”
Adam Chen Aug 13, 2026 ▶ 19:11 Navigating Early-Stage Growth and Revenue Alignment
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