OpenAI
also referred to as: open ai
includes OpenAI Codex, OpenAI DevDay
76 statements across 19 episodes · 33 bullish · 16 bearish · 16 people on the record · first statement Sep 30, 2025 by Dylan Patel · said 321 times in 45 episodes since 2025 · across every show →
Mentions by year, the whole family
brought up most by Patrick O'Shaughnessy (135), Dylan Patel (54), Gavin Baker (35), Sam Altman (19), Ben Thompson (14), Dan Sundheim (13), Gokul Rajaram (6), Neil Movva (5)
tap a year for its mentions
2026 221 mentions in 33 episodes 7 per episode
- Sam Altman on AGI, Compute, and Human Agency · Invest Like The Best
- Watts, Wafers, and the Future of AI Infra | Gavin Baker · Invest Like The Best
- What Happens When the AI Boom Runs Out of Money · Invest Like The Best
- Inside Dan Sundheim's Bets on Anthropic, OpenAI, and SpaceX · Invest Like The Best
- The Supply and Demand of AI Tokens | Dylan Patel Interview · Invest Like The Best
- Why the Markets Are Pricing AI Wrong | Gavin Baker · Invest Like The Best
- Why the AI Boom Is Just Getting Started · Invest Like The Best
- He Built The Revenue Engines for Google, Facebook & Square · Invest Like The Best
- 25 more episodes that year, every mention in 2026 →
2025 100 mentions in 12 episodes 8 per episode
- Inside the Trillion-Dollar AI Buildout | Dylan Patel Interview · Invest Like The Best
- GPUs, TPUs, & The Economics of AI Explained | Gavin Baker Interview · Invest Like The Best
- The Future of AI Agents | Jesse Zhang Interview · Invest Like The Best
- Finding The 1% of Stocks That Matter | Henry Ellenbogen Interview · Invest Like The Best
- 5 Ingredients for the Perfect Investment | Jeff Horing Interview · Invest Like The Best
- The Gift and The Curse of Staying Private with Bill Gurley · Invest Like The Best
- How a16z Growth Invests · Invest Like The Best
- The Playbook on Buying and Running Companies Forever · Invest Like The Best
- 4 more episodes that year, every mention in 2025 →
Everything said about OpenAI, oldest first
Sep 30, 2025
Sep 30, 2025 neutral
Patel: OpenAI and Meta waste massive amounts of compute exploring architectures
“They're wasting a ton of compute. They were, you know, maybe they still are, but you know, like, and everyone's wasting compute, right? OpenAI's wasting tons of compute. Because, you know, what's the Pareto optimal model architecture? Who knows?”
Sep 30, 2025 negative
Patel: OpenAI Struggled on GPT-4.5 Cluster Scaling and Reinforcement Learning
“They actually tried that with 4.5. They screwed up some things cause it was really hard to get, you know, a 100,000 GPUs to work properly. There's challenges there. Also, they hadn't figured out the whole reinforcement learning paradigm at that time.”
Sep 30, 2025 bearish
Sep 30, 2025 neutral
Sep 30, 2025 bullish
Patel: ByteDance Is Second or Third Largest GPU User Globally
“They have ByteDance, who's, I think, the third largest user of GPUs in the world after OpenAI, and You know, probably Meta, although ByteDance may be bigger than Meta, the third largest user of GPUs in the world, or second maybe, even ByteDance is.”
Sep 30, 2025 neutral
Sep 30, 2025 bullish
Patel: More Optimistic on Anthropic than OpenAI Due to Software Focus
“I'm actually more optimistic on Anthropic than I'm OpenAI. Their revenue is accelerating way faster because what they're focused on is more relevant to that two trillion dollar software market versus OpenAI is split between, yeah, they're going to do that, but…”
Sep 30, 2025 neutral
Sep 30, 2025 positive
Sep 30, 2025 neutral
Sep 30, 2025 neutral
Patel: One Gigawatt of Data Center Capacity Costs $50B to $75B
“It's 10 to fifteen billion dollars per gigawatt of data center capacity that you pay a year. And then that 10 to fifteen billion dollars of giga, for a gigawatt of data center capacity, you're paying that for five years. Ok, that's 50 to seventy-five billion d…”
Sep 30, 2025 positive
Oct 6, 2025 bearish
Frontier AI labs will move toward applications due to API commoditization
“That's why I think the open AI's of the world will continue to move towards applications because it's quite hard for them to make money longterm on like their API, for example, because There's like such high competition, all the labs are building, and it's lik…”
Oct 6, 2025 neutral
Nov 19, 2025 bearish
Dec 2, 2025 bullish
Dec 9, 2025 positive
Dec 9, 2025 bearish
OpenAI is a high-cost token producer because it pays third-party compute margins
“OpenAI is Issue that they're trying to solve with Stargate is because they pay a margin to people for compute. And maybe the people who run their computer, not the best at running GPUs. They're a high cost producer of tokens.”
Dec 9, 2025 positive
Jan 29, 2026 bullish
AI Startup Sierra’s True Competitive Moat Is Bret Taylor’s Sales Reach
“And I came up with the example of Sierra, which I think unique asset is Brett Taylor. I mean, they have full control of Brett, who's one of the best salespeople, chairman of OpenAI. He can make a call to any company, any country, and they'll take his call. You…”
Feb 3, 2026
Horowitz: Elite AI Model Training Cannot Be Learned in Academia
“If you haven't been at like Google or Facebook or open AI or anthropic and like somebody gave you hundreds of millions of dollars to try and build a giant model and you weren't like one of the main people, then you probably don't know how to do it because you …”
Feb 24, 2026
Feb 24, 2026 positive
Feb 24, 2026 bearish
Feb 24, 2026 bullish
Sundheim: D1 Capital Originally Invested in OpenAI at $125 Billion Valuation
“We invested originally at the hundred and twenty-five billion dollar round, so I don't think people were entirely sold on LLMs as a business model, but if you want to invest in LLMs as a business model, OpenAI was kind of the, you know, it was the one.”
Feb 24, 2026 neutral
Sundheim: OpenAI and Anthropic models are not fundamentally different
“If you were to say, like, what is an important difference of Netflix versus these models is Netflix's content was differentiated. The models are more similar than they are different in that, like, you know, at any given time OpenAI may have a better model, Ant…”
Feb 24, 2026 bullish
Sundheim: Personalization, Not Answer Quality, Will Be the Moat for AI Assistants
“I think if you're Google or you are OpenAI, the differentiating factor will not necessarily be that Google gives you a better answer. Like if we were just like to, you know query Gemini or ChatGPT on something I don't think it's the case that we would say defi…”
Feb 24, 2026 bullish
Sundheim: LLM API businesses are durable and differentiated like cloud providers
“You've just seen with Cloud Code and even OpenAI's API business, like, these are durable businesses, and yes, can you switch? You can, the same way you could switch AWS or Azure but it's not worth it for a lot of businesses to do it, and there's sufficient dif…”
Mar 24, 2026 bearish
Mitchell Green: Investing in OpenAI at a $100B valuation is 'a little insane'
“And I think investing in open AI, a hundred billion is a little insane personally, but like, I don't know if it goes on to do like a trillion dollars of earnings. Yeah. I was going to be very wrong. I should have invested.”
Mar 31, 2026 positive
Apr 23, 2026 neutral
Apr 23, 2026 negative
Apr 23, 2026 neutral
May 20, 2026 positive
May 20, 2026 negative
Baker: Anthropic and OpenAI surpassed Google on the AI intelligence-cost Pareto frontier
“Google dominated that nine months ago. At every point on the Pareto frontier, OpenAI, XAI, and Anthropic were inside of them. Now, the Pareto Frontier is dominated by Anthropic, OpenAI, and then Grok 4.3 is on the Pareto Frontier.”
May 20, 2026 bullish
May 20, 2026 bullish
May 20, 2026 neutral
Jun 3, 2026 neutral
Khosrowshahi: Uber prototypes with frontier AI models but scales on open source
“We're using the more expensive models to explore. Hey, let's try a new interaction here. And obviously You know, the, these frontier models, whether it's a open AI model or a cloud model, they really are terrific. And they're great to experiment against. Once …”
Jun 9, 2026 neutral
Sacerdote: Stalled Frontier AI Models Will Spark Race to the Bottom
“In AI, if Anthropix sort of hits a wall and stops improving, or open AI, then the open source models will catch up. And then it might be a race to the bottom, and it might be, you know, it won't be good for the stocks, probably. It could be good for the chip c…”
Jun 9, 2026 bullish
Jun 30, 2026 neutral
Jul 28, 2026 bullish
Jul 28, 2026 positive
Jul 28, 2026 negative
Jul 28, 2026 neutral
Jul 28, 2026 neutral
Altman: OpenAI spread itself too thin before refocusing on core intelligence
“On the first part, I think we just, we're doing too many things. We're not focused enough, and they're actually all good things to do, but the trick is we're in this, like, unbelievable moment in history. Where you can only do the very few great things. So we …”
Jul 28, 2026 negative
Jul 28, 2026 bullish
Altman: AI Demand Is Basically Uncapped If Costs Fall
“We were pretty sure, although as you mentioned we underestimated, that as the models got better and better, If we could continue to drive costs down, the demand for AI at a sufficiently high level and a sufficiently low price was basically uncapped.”
Jul 28, 2026 positive
Jul 28, 2026 positive
Jul 28, 2026 bullish
Altman: AI efficiency gains will never reduce aggregate compute and power demand
“But we also knew that no matter how efficient they got, you know, at some level, what we are about is turning Electricity into useful intelligence, and we were going to need more of that. No matter how good we are at that other layer, given this observation ab…”
Jul 28, 2026 bullish
Altman: OpenAI's progress over the next 12 months will be far more remarkable
“Since doing that, I think our progress has been remarkable and just given what we see in the pipeline will be much more remarkable over the next 12 months. And the quality of the models that we'll have, the products that we can build around that to really Let …”
Jul 28, 2026 bullish
Jul 28, 2026 positive
Jul 28, 2026
Altman: OpenAI Planned Media and Consumer Apps as GPU Hedge
“And so we were trying to think about like a lot of things such that if the revenue growth took longer, To materialize than we thought it might, we could have, you know, consumer apps and media and all these other things that could help us monetize the GPUs tha…”
Jul 28, 2026 neutral
Jul 28, 2026 negative
Jul 28, 2026 negative
Altman: Current Hardware Is Not Built for Always-On Proactive AI
“One of the reasons I'm interested in new hardware is we're talking earlier about how a very powerful thing with AI is that it can be always on and proactive and just understand all your context, but current hardware is not, it's not good for that.”
Jul 28, 2026
Altman: Unreleased OpenAI Model Escaped Sandbox Using Zero-Days to Cheat Eval
“So we were evaluating one of our unreleased models and it was supposed to be working in a sandbox and It figured out that it could basically cheat on the test by chaining together multiple zero-day exploits to break out of the sandbox, get access to the intern…”
Jul 28, 2026 positive
Jul 28, 2026 bullish
Altman: Massive Inference Revenue Will Easily Fund Frontier Model Training
“We will have so much usage of our models that we do not need to be a gigantically high margin business to be able to afford model training. Like, so much of our future compute plans Will be used to sell inference to customers that even if we can enjoy a modest…”
Jul 28, 2026 bullish
Jul 28, 2026
Jul 28, 2026 bullish
Jul 28, 2026 neutral
Altman: ChatGPT was almost named 'Chat with GPT-3.5' before launch
“In fact, it was originally gonna be called chat with GPT 3.5. And we didn't plan to be product. Didn't think it'd be a huge ship, but did think it would get people The world to like catch up with this and realize something was going on. And we mercifully renam…”
Jul 28, 2026 neutral
Altman: Achieving superintelligence will not cause immediate, sudden disruption
“The kind of, like, cult worship of the machine god states those people believe that, like, more is going to happen quickly than is going to happen. Eventually a lot will happen, but eventually a lot was gonna happen anyway.”
Jul 28, 2026 neutral
Jul 28, 2026 negative
Altman: AI giants like LeCun told journalists OpenAI wouldn't work
“When we first announced OpenAI, all of these, like, you know, giants of the field, these experts were saying, this is like insane. It's hypey. It's irresponsible. Really respected people like Yann LeCun or whatever, telling journalists like, oh, these guys are…”
Jul 28, 2026 bullish
Aug 4, 2026 bearish
Aug 18, 2026 bearish
Thompson: Early OpenAI ad model would severely threaten Google and Meta
“There's a bit where had they leaned into advertising immediately as soon as ChatGPT was a hit, I think they would have a killer ad product right now. I think that Google would be in much bigger trouble. I think Meta would be in much bigger trouble”
Aug 18, 2026 positive
Thompson: Chinese AI labs remain 6 to 9 months behind frontier models
“I think OpenAI and Anthropic are clearly on the frontier. Who knows what's happening with Google and then Grok and Meta are chasing them. Meanwhile, the Chinese are very capable, very smart, and also definitely distilling these models to sort of stay about six…”
Aug 25, 2026 bullish