OpenAI

includes OpenAI O1, OpenAI O3, OpenAI Codex, OpenAI Five

51 statements across 11 episodes · 21 bullish · 9 bearish · 11 people on the record · first statement Jan 21, 2025 by Alfred Lin · said 148 times in 23 episodes since 2022 · across every show →

Mentions by year, the whole family

brought up most by Greg Brockman (34), Shane Parrish (33), Bret Taylor (19), Garry Tan (14), Elad Gil (12), Benedict Evans (11), Josh Wolfe (9), Vlad Tenev (4)

tap a year for its mentions
0050101002020222023202420252026episodesmentions
0102020222023202420252026episodes it came up in
007.510152020222023202420252026episodesmentions per episode
2026 57 mentions in 5 episodes 11 per episode
2025 89 mentions in 16 episodes 6 per episode
2022 2 mentions in 2 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about OpenAI, oldest first

Jan 21, 2025 negative
Prediction Not checkable as stated
Startups building incremental AI refinements will become roadkill for Big Tech
“Other things that, you know, I'd say we try to avoid is things that are roadkill along the way of a company like OpenAI or Google or Amazon or Meta. So, small refinements into what the model doesn't do well today. That's just gonna be real cool along the way.”
Alfred Lin Jan 21, 2025 ▶ 1:44:31 How to Win by Being Right and Contrarian: Lessons from Zappos to DoorDash
Mar 4, 2025 neutral
Assertion Not checkable as stated
Wolfe: DeepSeek release accelerated OpenAI model launch timelines
“The second that DeepSea comes out, it suddenly accelerated the internal strategic decisions from OpenAI of when are we gonna release models.”
Josh Wolfe Mar 4, 2025 ▶ 21:53 Josh Wolfe: Human Advantage in the World of AI
Apr 15, 2025 positive
Insight
Taylor: Engineers Remain Accountable for AI Safety Regardless of Autonomy
“At the end of the day, we are accountable for the safety of the systems we produce. Not just OpenAI, like every, every engineer and that's a principle that should not change.”
Bret Taylor Apr 15, 2025 ▶ 51:26 Bret Taylor: A Vision for AI’s Next Frontier
Apr 15, 2025 positive
Disclosure
Taylor: OpenAI o1 used reinforcement learning on chains of thought
“What at OpenAI, what we did with the O-one model, which is to do some reinforcement learning those chains of thought to really reach new levels of intelligence.”
Bret Taylor Apr 15, 2025 ▶ 46:44 Bret Taylor: A Vision for AI’s Next Frontier
Apr 15, 2025
Disclosure
Bret Taylor: Ignored LLM progress entirely until OpenAI's DALL-E launch
“I hadn't been paying attention to large language models. I just, it didn't follow the progress after the Transformers paper. And I saw that and my reaction was, I had no idea computers could do that.”
Bret Taylor Apr 15, 2025 ▶ 3:22 Bret Taylor: A Vision for AI’s Next Frontier
Apr 15, 2025
Disclosure
Bret Taylor uses GPT-4o to refine prompts for slower reasoning models
“I often, with the reasoning models, which are slower, will use a faster model first, GBT-IV-O, to refine my prompts.”
Bret Taylor Apr 15, 2025 ▶ 1:09:53 Bret Taylor: A Vision for AI’s Next Frontier
Apr 15, 2025 bullish
Assertion Not checkable as stated
Taylor: GPT-4o Mini is likely cheaper than self-hosting open-source models
“I haven't done the math on it, but it's probably cheaper to use that than to host, self-host any of the open source models.”
Bret Taylor Apr 15, 2025 ▶ 1:05:21 Bret Taylor: A Vision for AI’s Next Frontier
Apr 15, 2025 bullish
Prediction Not checkable as stated
Taylor: ChatGPT will be the primary delivery mechanism for AGI
“Is I do think that, It will be the delivery mechanism for AGI when it's produced, and not just because of the many researchers at OpenAI, but because of the amazing, like, utility it's become from individuals.”
Bret Taylor Apr 15, 2025 ▶ 1:08:33 Bret Taylor: A Vision for AI’s Next Frontier
Apr 29, 2025 positive
Opinion
Garry Tan: Sam Altman pulled the future forward by at least a decade
“Sam Altman probably brought forward the future by, you know, five years, 10 years, at least 10 years.”
Garry Tan Apr 29, 2025 ▶ 2:12:29 Y Combinator CEO Garry Tan: Turning Ambitious Misfits into Founders
Apr 29, 2025 positive
Opinion
Garry Tan: Microsoft's market cap heavily depends on OpenAI's success
“I mean, I think Microsoft has you know, just really, really deep access to OpenAI, and I think OpenAI is probably, you said public companies, right? ... So, you know, I think There's a non-zero, pretty large percentage of, like, the market cap of Microsoft tha…”
Garry Tan Apr 29, 2025 ▶ 1:58:41 Y Combinator CEO Garry Tan: Turning Ambitious Misfits into Founders
May 13, 2025 bearish
Prediction Not checkable as stated
Gil: The Tech Sector Will See Fewer New Foundation Model Companies
“We'll see fewer, what are known as foundation model companies, the people building the open AIs or Anthropics or some of the Google core technologies.”
Elad Gil May 13, 2025 ▶ 17:46 Elad Gil: How to Spot a Billion-Dollar Startup Before the Rest of the World
Jun 10, 2025 positive
Disclosure
Hastings uses Claude, Gemini, and OpenAI to learn ski resort engineering
“As a search replacement, so I tend to use Claude you know, or Gemini, or OpenAI, where I would have used search. So, in the ski industry, I've been learning a lot of things about lifts, and lift, you know, cable strengths, and other things like that, and water…”
Reed Hastings Jun 10, 2025 ▶ 43:29 Netflix Founder Reed Hastings on Scaling High-Trust Culture & Bold Judgment
Sep 2, 2025 neutral
Insight
Evans: AI model memory functions as switching cost, not network effect
“You have that, the OpenAI and people have been doing memory, where it remembers what else you've asked, but that seems more like a switching cost than a network effect, and also it might be easier for you to just ask it what it knows about you and then tell Cl…”
Benedict Evans Sep 2, 2025 ▶ 31:06 Why Everyone Is Wrong About AI (Including You) | Benedict Evans
Sep 2, 2025 neutral
Insight
Evans: LLMs currently lack usage-driven network effects
“There's no apparent equivalent in LLMs right now. There's no reason why the LLMs get better because more people use them.”
Benedict Evans Sep 2, 2025 ▶ 30:57 Why Everyone Is Wrong About AI (Including You) | Benedict Evans
Sep 2, 2025 negative
Opinion
Evans: OpenAI's weekly active user metric is deliberately misleading
“Now, OpenAI is doing weekly active users, and Sam Waltman was a social media startup founder. He knows this. It's a bullshit number.”
Benedict Evans Sep 2, 2025 ▶ 34:28 Why Everyone Is Wrong About AI (Including You) | Benedict Evans
Sep 2, 2025 neutral
Assertion Supported
Evans: AI labs do not continuously retrain models on live user queries
“They're not retraining the models all the time with the data. So you don't have that kind of runaway effect as, like, continuous flow and more queries produces, you know, better results.”
Benedict Evans Sep 2, 2025 ▶ 33:34 Why Everyone Is Wrong About AI (Including You) | Benedict Evans
Sep 2, 2025 bearish
Opinion
Evans: Microsoft's in-house AI models are not very good
“Microsoft has this kind of weird situation in that his own models aren't actually very good, but it's got this very kind of weird relationship with OpenAI.”
Benedict Evans Sep 2, 2025 ▶ 1:01:34 Why Everyone Is Wrong About AI (Including You) | Benedict Evans
Sep 2, 2025 negative
Opinion
Evans: Opinions on Sam Altman among former colleagues are unanimously negative
“OpenAI Sam Altman is, I was going to say polarizing figure, but actually opinions about him tend to be fairly unanimous and tend to be fairly negative, like everybody who's ever worked with him quit.”
Benedict Evans Sep 2, 2025 ▶ 1:01:42 Why Everyone Is Wrong About AI (Including You) | Benedict Evans
Oct 28, 2025 bearish
Opinion
Scilipoti: The AI Ecosystem Relies on Circular Financing Involving Nvidia
“NVIDIA invests in OpenAI, and NVIDIA is a supplier of chips to OpenAI. So it's all circular, what's going on here.”
Anthony Scilipoti Oct 28, 2025 ▶ 31:10 Forensic Account: The Bubble No One is Talking About | Anthony Scilipoti
Apr 22, 2026 positive
Insight
Brockman: Predicting Einstein's Next Words Requires Intelligence Equal to Einstein
“On the one hand, just predicting what comes next sounds like a pedestrian task, but if you really can predict the next word out of Einstein's mouth, you are at least as smart as Einstein.”
Greg Brockman Apr 22, 2026 ▶ 10:19 Ai Goes Parabolic | OpenAI Co-Founder Greg Brockman
Apr 22, 2026 bullish
Assertion Supported
Brockman: OpenAI models recently resolved an open quantum physics problem
“If you look at math and physics, we now are solving open math problems. We're solving Open physics problems and actually have resolved this particular physics problem recently in quantum physics in the opposite way that the community expected.”
Greg Brockman Apr 22, 2026 ▶ 34:39 Ai Goes Parabolic | OpenAI Co-Founder Greg Brockman
Apr 22, 2026
Disclosure
Brockman: OpenAI Uses Same Prediction Technology for Unsupervised and RL Stages
“Fundamentally the technology that we use to train during unsupervised stage and during the reinforcing stage, they're exactly the same. You are just predicting, but you've changed the structure of the data.”
Greg Brockman Apr 22, 2026 ▶ 11:42 Ai Goes Parabolic | OpenAI Co-Founder Greg Brockman
Apr 22, 2026 neutral
Assertion Not checkable as stated
Brockman: OpenAI's initial planned core team included Dario Amodei and Chris Olah
“Initially, the set of people that I narrowed down to were actually Ilya, Dario, Amidai, Chris Ola, and myself. That was going to be the team.”
Greg Brockman Apr 22, 2026 ▶ 2:40 Ai Goes Parabolic | OpenAI Co-Founder Greg Brockman
Apr 22, 2026 bullish
Prediction Not checkable as stated
Brockman: Data centers dedicated to curing cancer could emerge this year
“I think that this kind of thing happening this year is not out of the question.”
Greg Brockman Apr 22, 2026 ▶ 46:44 Ai Goes Parabolic | OpenAI Co-Founder Greg Brockman
Apr 22, 2026 bullish
Prediction Not checkable as stated
Brockman: Everyone will have a pocket AI doctor superior to top medical teams
“We should be in a world, if we do our job right, where everyone gets access, has a doctor in their pocket that is better than any team of doctors today, the world's best doctors, they're there for you, they care about you, they're actually reading your charts,…”
Greg Brockman Apr 22, 2026 ▶ 1:10:27 Ai Goes Parabolic | OpenAI Co-Founder Greg Brockman
Apr 22, 2026 neutral
Insight
Brockman: Belief in Human-Level AI Turns Mundane Politics Into Existential Conflict
“If you truly believe in the possibility of creating machines that have the intelligence level of humans, It means the stakes always feel very high. The question of who's making the decision, the question of what are the values that go into those decisions, the…”
Greg Brockman Apr 22, 2026 ▶ 12:02 Ai Goes Parabolic | OpenAI Co-Founder Greg Brockman
Apr 22, 2026 positive
Assertion Not checkable as stated
Brockman: Code written without AI is now a vanishing fraction
“It's hard to know what percent of the code is not written by AI. It's a vanishing fraction. The actual Writing of code. Currently, the AI is much better than humans at writing code, given the right context, given the right structure. Now there's parts of the a…”
Greg Brockman Apr 22, 2026 ▶ 33:30 Ai Goes Parabolic | OpenAI Co-Founder Greg Brockman
Apr 22, 2026 positive
Assertion Supported
Brockman: OpenAI lost zero employees to competitors during the 2023 board crisis
“People are getting offers and we actually did not lose a single person through that weekend. No one accepted a competing offer.”
Greg Brockman Apr 22, 2026 ▶ 22:53 Ai Goes Parabolic | OpenAI Co-Founder Greg Brockman
Apr 22, 2026 bullish
Prediction Not checkable as stated
Brockman: AI will soon invent its own research ideas and run experiments
“And we're going to be hitting a phase soon where the AI will also come up with its own research ideas and test those out, run experiments.”
Greg Brockman Apr 22, 2026 ▶ 33:09 Ai Goes Parabolic | OpenAI Co-Founder Greg Brockman
Apr 22, 2026 neutral
Assertion Not checkable as stated
Brockman: OpenAI models previously leaned into sycophancy before training adjustments
“We've actually gone through an evolution of how we train the models to user preferences, and that we've seen that at one point, like last year, that the models really did start to lean into telling you what you wanted to hear, saying, oh, that's such a great a…”
Greg Brockman Apr 22, 2026 ▶ 36:34 Ai Goes Parabolic | OpenAI Co-Founder Greg Brockman
Apr 22, 2026 bearish
Opinion
Brockman: Distilling AI models fails because frontier progress is exponential
“There's certainly a lot of attempts to distill models. And that comes from companies in the U S it comes from all over the world. But I think that it misses the core point, which is that the way this technology is developing is it is on an exponential. And any…”
Greg Brockman Apr 22, 2026 ▶ 39:54 Ai Goes Parabolic | OpenAI Co-Founder Greg Brockman
Apr 22, 2026
Assertion Supported
Brockman: Altman Asked Satya Nadella to Fund Venture Absorbing All OpenAI Staff
“Sam talked to Satya, who we'd been talking about. Hey, can you be a funder? Could you know, help, help support this new endeavor? I was like, Hey, actually, can we expand from the small life raft to like, yes, can we take everyone? And we're like, all right, w…”
Greg Brockman Apr 22, 2026 ▶ 19:56 Ai Goes Parabolic | OpenAI Co-Founder Greg Brockman
Apr 22, 2026 positive
Assertion Not checkable as stated
Brockman: OpenAI's 10-year roadmap focused on RL, unsupervised learning, then complexity
“We came up with what I would Really say is almost the technical plan that we have pursued for the past 10 years. Number one, solve reinforcement learning. Number two, solve unsupervised learning. And number three was gradually learn more complicated, in quotes…”
Greg Brockman Apr 22, 2026 ▶ 4:00 Ai Goes Parabolic | OpenAI Co-Founder Greg Brockman
Apr 22, 2026 negative
Disclosure
Brockman: Sutskever leaving was the only time I considered quitting OpenAI
“And honestly, just one of the hardest moments for me at OpenAI was when Ilya left. And it was maybe the only moment in OpenAI's history where I felt like I didn't want to do it anymore.”
Greg Brockman Apr 22, 2026 ▶ 23:40 Ai Goes Parabolic | OpenAI Co-Founder Greg Brockman
Apr 22, 2026 neutral
Disclosure
Brockman: Overly taut cables caused signal integrity failures in OpenAI clusters
“We've had many issues in the past where the cables were just too taut, just literally like too, too tight of cables. And then you get signal integrity issues and the computer doesn't work.”
Greg Brockman Apr 22, 2026 ▶ 53:28 Ai Goes Parabolic | OpenAI Co-Founder Greg Brockman
Apr 22, 2026 positive
Opinion
Brockman: AI Users Need Legal Privilege Protections Similar to Doctors and Lawyers
“You talk to a doctor, you talk to a lawyer, those are privileged conversations, right? You feel comfortable sharing them. There's certain guardrails on when the healthcare provider would have to, you know, provide that information to law enforcement or alert s…”
Greg Brockman Apr 22, 2026 ▶ 1:02:37 Ai Goes Parabolic | OpenAI Co-Founder Greg Brockman
Apr 22, 2026 neutral
Assertion Supported
Brockman: Global GPU production is nowhere near one GPU per person
“If you just wanted enough compute for, you know, you wanted one GPU for every person in the world, you're talking like eight billion GPUs. We are not on a trajectory to build anywhere near that level of compute, right? It's like, you know, hundreds of thousand…”
Greg Brockman Apr 22, 2026 ▶ 43:00 Ai Goes Parabolic | OpenAI Co-Founder Greg Brockman
Apr 22, 2026 neutral
Disclosure
Brockman: OpenAI Has Committed to Ensuring Data Centers Do Not Raise Electricity Prices
“And you think about things like data centers, that those are something where there's clearly been a lot of concern about questions like, do they drive up electricity prices? And we have a commitment to ensure that they do not.”
Greg Brockman Apr 22, 2026 ▶ 1:03:38 Ai Goes Parabolic | OpenAI Co-Founder Greg Brockman
Apr 22, 2026
Assertion Supported
Brockman: OpenAI Staff Reinstatement Petition Crashed Google Docs
“So many people were trying to sign the petition at once, it actually crashed Google Docs. And so you had to have certain people who were designated as the person you go to actually put your name on the document so you don't have too many editors at once.”
Greg Brockman Apr 22, 2026 ▶ 20:32 Ai Goes Parabolic | OpenAI Co-Founder Greg Brockman
Apr 22, 2026
Assertion Supported
Brockman: Altman, Pachocki, Sidor, Madry, and Brockman Charted New AI Venture
“There were a few of my close collaborators who quit that day as well. That's Jakob, Shimon, Alexander, and the five of us. So Those people plus Sam. We all got together and we started to chart out what a new company could look like.”
Greg Brockman Apr 22, 2026 ▶ 18:19 Ai Goes Parabolic | OpenAI Co-Founder Greg Brockman
Apr 22, 2026
Disclosure
Brockman: OpenAI hides chain of thought to preserve faithfulness and prevent distillation
“So there's two reasons. One is to think about distillation, but the second, in some ways more important, is that we had this insight when we first developed the reasoning paradigm that it gives us a interpretability mechanism we had not been anticipating, beca…”
Greg Brockman Apr 22, 2026 ▶ 40:43 Ai Goes Parabolic | OpenAI Co-Founder Greg Brockman
Apr 22, 2026 positive
Assertion Not checkable as stated
Brockman: 2017 sentiment neuron proved semantics emerge from next-character prediction
“Because it's 2017, and it's really the first time that we saw semantics arise from training on A language modeling objective. So you train on learn the next character, predict the next character, and then suddenly you get a neural net that understands sentimen…”
Greg Brockman Apr 22, 2026 ▶ 7:07 Ai Goes Parabolic | OpenAI Co-Founder Greg Brockman
Apr 22, 2026 positive
Assertion Supported
Brockman: Elon, Sam, Ilya, and I Agreed OpenAI Needed For-Profit Structure
“Elon, Sam, Ilya, and I all agreed. That the only path forward for OpenAI, the only path to achieve the mission, was to create a for-profit entity associated with OpenAI of some form. And so we were committed to that direction, and that is something that we kne…”
Greg Brockman Apr 22, 2026 ▶ 5:48 Ai Goes Parabolic | OpenAI Co-Founder Greg Brockman
Apr 22, 2026 negative
Assertion Not checkable as stated
Brockman: OpenAI board gave zero explanation when firing Altman and removing Brockman
“I was told that the board has decided That Sam would be removed, and effectively the message that I got was the same messaging that was in the public post, and I asked if I could have any more information. I was told no, not right now, and I pressed on that ma…”
Greg Brockman Apr 22, 2026 ▶ 16:08 Ai Goes Parabolic | OpenAI Co-Founder Greg Brockman
Apr 22, 2026
Assertion Not publicly verifiable
Brockman: GPT-3's number one misuse was medical drug spam
“It was medical spam, like advertising different drugs to people, right? It's like not something we ever would have thought of as a problem.”
Greg Brockman Apr 22, 2026 ▶ 55:51 Ai Goes Parabolic | OpenAI Co-Founder Greg Brockman
Apr 22, 2026 neutral
Assertion Not checkable as stated
Brockman: Claims that OpenAI data centers consume massive water are misinformation
“Like a good example is data centers and water usage. Like that, that's something that people talk about a lot, but actually our data centers use incredibly little water, right? That's actually misinformation that they use a lot.”
Greg Brockman Apr 22, 2026 ▶ 1:04:00 Ai Goes Parabolic | OpenAI Co-Founder Greg Brockman
Apr 22, 2026
Assertion Supported
Brockman: OpenAI Five neural net was comparable to an insect brain
“And by the way, the neural net we used, tiny, tiny little insect brain, similar number of synapses as to truly an insect brain.”
Greg Brockman Apr 22, 2026 ▶ 9:45 Ai Goes Parabolic | OpenAI Co-Founder Greg Brockman
Apr 22, 2026 bullish
Prediction Not checkable as stated
Brockman: People will manage AI agents and lead autonomous AI corporations
“We're all going to be heading to a world where we're managers of agents and soon maybe The CEO of an autonomous AI corporation, right?”
Greg Brockman Apr 22, 2026 ▶ 1:07:36 Ai Goes Parabolic | OpenAI Co-Founder Greg Brockman
May 12, 2026 neutral
Disclosure
Harvey raised its initial funding directly from OpenAI, bypassing traditional VCs
“We didn't go to any other VCs or anything like that.”
Winston Weinberg May 12, 2026 ▶ 12:35 Speed, Stress, and Better Decisions | Winston Weinberg
May 12, 2026 bullish
Assertion Not checkable as stated
Weinberg: GPT-3 Answered 86% of Legal Questions with Zero Edits
“On 86 out of a hundred of those questions, three out of three attorneys said yes, and that was the Oh my God moment for me and for my co-founder, or so we need to do something in this industry.”
Winston Weinberg May 12, 2026 ▶ 11:25 Speed, Stress, and Better Decisions | Winston Weinberg
Jun 9, 2026 bullish
Opinion
Gurley: Vertical AI startups hold defensible workflow and data moats against ChatGPT
“I think that there are workflows and data moats that if you get, and also just understanding, like, there's three or four legal startups in the AI space. They're just spending so much more time making sure they ingest all the case law and really understand, yo…”
Bill Gurley Jun 9, 2026 ▶ 18:49 Mental Models That Change How You Think | Bill Gurley
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