OpenAI
includes OpenAI O3, OpenAI Codex, OpenAI O1, OpenAI Deep Research, OpenAI Agents SDK, OpenAI Playground, OpenAI Models, OpenAI O1 Pro, OpenAI O1 Preview, OpenAI O3 Mini, OpenAI O4 Mini, OpenAI Codex Cloud and 1 more
183 statements across 52 episodes · 67 bullish · 24 bearish · 48 people on the record · first statement Mar 19, 2019 by Sean Gourley · said 617 times in 101 episodes since 2018 · across every show →
Mentions by year, the whole family
brought up most by Matt Turck (287), Dylan Patel (25), Yann Dubois (16), Benedict Evans (14), Stanislas Polu (12), Aravind Srinivas (12), Dan Roberts (11), Richard Socher (10)
tap a year for its mentions
2026 246 mentions in 23 episodes 11 per episode
- OpenAI's Yann Dubois: Why AI Progress Suddenly Feels Real
- OpenAI Board Member Zico Kolter: Modern AI Is Just 200 Lines of Code
- Dylan Patel: NVIDIA's New Moat & Why China is "Semiconductor Pilled”
- OpenAI's Dan Roberts: Why AI Can Now Make Discoveries
- Benedict Evans: OpenAI’s Moat Problem & the Future of Software
- OpenAI’s Compute Chief: We Can’t Build Fast Enough | Sachin Katti
- How to Build Autonomous, Long-Horizon AI Agents | Basis
- AI Could Take Over in 2029. Is It Already Too Late?
- 15 more episodes that year, every mention in 2026 →
2025 114 mentions in 16 episodes 7 per episode
- AI Eats the World: Benedict Evans on What Really Matters Now
- Chasing Real AGI: Inside ARC Prize 2025 with Chollet & Knoop
- From Selfie to Studio: Captions CEO on AI Video for 10M Creators
- Jeremy Howard on Building 5,000 AI Products with 14 People (Answer AI Deep-Dive)
- The AI Coding Agent Revolution, The Future of Software, Techno-Optimism | Amjad Masad, CEO, Replit
- AI That Ends Busy Work — Hebbia CEO on “Agent Employees”
- Snowflake CEO on Winning the AI Arms Race
- Top AI Researcher on GPT 4.5, DeepSeek and Agentic RAG | Douwe Kiela, CEO, Contextual AI
- 8 more episodes that year, every mention in 2025 →
2024 121 mentions in 24 episodes 5 per episode
- Navigating the AI Landscape: A Survival Guide | 2024 MAD Landscape with Matt Turck and Aman Kabeer
- Superintelligence, Bubbles And Big Bets: AI Investing in 2024 | Matt Turck & Aman Kabeer, FirstMark
- AGI, The Future of AI Agents And The Next Wave of Opportunities in AI | Richard Socher, CEO, You.com
- State of AI 2024: Frontier Models, AI Geopolitics, Robotics | Nathan Benaich, Air Street Capital
- The $4.5B Platform Driving the Open Source AI Revolution | Clem Delangue, CEO, Hugging Face
- AI at ZoomInfo: Superpowering GTM teams | Ali Dasdan, CTO, ZoomInfo
- An inside look at “Mastering AI” | Jeremy Kahn, Author & AI Editor, Fortune
- From Business to Warfare: How AI Affects the Modern World | Azeem Azhar
- 16 more episodes that year, every mention in 2024 →
2023 125 mentions in 31 episodes 4 per episode
- Secure, Private, Powerful: Dust’s Vision for Enterprise AI Agents | Stanislas Polu
- Perplexity AI CEO on Dethroning Google & Redefining Search
- The Race to Build the Ultimate AI Programmer | Poolside CTO Eiso Kant
- How to Ship Reliable GenAI Apps: Humanloop CEO on LLM Observability, RAG & Rapid Iteration
- Democratizing Video Creation with AI: Lessons From Synthesia’s Journey to 50k+ Customers
- The 2023 MAD (Machine Learning, Artificial Intelligence & Data) Landscape
- Guardrails AI: The Playbook for Safer, Hallucination-Free LLMs — Shreya Rajpal Explains
- Custom LLMs at Scale: Lamini CEO Sharon Zhou’s Playbook for Enterprise AI
- 23 more episodes that year, every mention in 2023 →
2021 2 mentions in 2 episodes 1 per episode
2020 1 mention in 1 episode
2019 5 mentions in 3 episodes 2 per episode
2018 3 mentions in 1 episode
Everything said about OpenAI, oldest first
Mar 19, 2019 negative
Mar 15, 2021 positive
Feb 2, 2023 positive
Kambadur: Triggering unsafe OpenAI outputs requires clever adversarial prompt engineering
“I've seen really huge advances from open AI's models in their responsible AI and their safety. Like now it takes a lot of clever prompt engineering is what we call, you know, using different ways of talking to the model to get it to reveal interesting stuff. I…”
Feb 2, 2023 neutral
Kambadur: OpenAI sought top 10th percentile doctors and lawyers as data annotators
“Their model itself has gotten so good that they now need, like, extreme experts to be able to train the model, so we saw an ad for their annotators, which are the people who, like, help give feedback to the model, and they asked for, like, top 10 percentile ch…”
Mar 23, 2023
Turck: Google invented the Transformer but is playing catch-up
“So in GPT, which stands for generative pre-trained transformers, the T is a transformer architecture that was actually Developed at Google, and the irony is that Google is playing catch-up to Microsoft and OpenAI right now because OpenAI accelerated the develo…”
May 31, 2023
Aug 9, 2023
Oct 11, 2023 bullish
Oct 11, 2023 positive
Polu: OpenAI combined research and engineering early with fluid career ladders
“I think I saw the transition from research to research plus engineering being the ingredients into building the largest and best models. But even very early on OpenAI was very open on the fact that you could be one or the other Quite fluidly and changed betwee…”
Oct 11, 2023 positive
Oct 11, 2023 negative
Oct 11, 2023
Polu: Compute allocation naturally aligns AI researchers with company goals
“There is a way to Orion's an organization, a research organizations, the way you allocate computes. Which means that as a researcher, it's often the case that you are free to work on whatever the things you want to work on. Right. But if the things you're work…”
Nov 1, 2023
Nov 1, 2023 negative
Nov 29, 2023 bullish
Dec 13, 2023 neutral
Dec 21, 2023 positive
Feb 1, 2024 positive
Feb 15, 2024
Van Luijt: OpenAI recommended Weaviate when deprecating its search endpoint
“OpenAI had a they had a search endpoint that they deprecated. This is pre-ChatGBT, so, but they, so they deprecated that search endpoint, And say, well, you know, you just can buy our embeddings. There are three ways that you can index them and search for them…”
Feb 29, 2024 neutral
Traynor: GPT-4 crossed the hallucination threshold required for customer support bots
“So Finn's built on GPT-IV, by the way, we've, we tried, we wanted to build on a three, 3.5, but it didn't, it's still, I remember back when we used to talk about hallucinations, like four was the sort of the perceptual change for us in terms of trust and relia…”
Apr 26, 2024 positive
Turck calls Sam Altman the Steve Jobs of this generation
“It seems that Sam Altman, who's you know, the Steve Jobs of our generation, we're actually joking the, you know, Steve Jobs of the TikTok generation when you know, unlike Steve Jobs who was fired and came back years later, like he left and came back within a, …”
Apr 26, 2024 neutral
Turck says an incremental GPT-5 release would end the AI hype
“It sort of feels like if it's an incremental improvement, you know, that may signify that this end, this part of the hype cycle is, is ending. If it's, you know, crazy as everybody's hoping, then yes, then it feels like we're, you know, still very much in that…”
May 16, 2024
Sep 19, 2024 positive
Sep 19, 2024
Real-time AI apps require abstraction layers to handle LLM provider outages
“Yeah, I think you have to create a layer on top of these at a minimum, right in the end, whether Entropic or OpenAI, you know, they're companies, right, they sometimes have stability issues, right, if they're down, so what they're gonna do about that? Since ou…”
Sep 27, 2024 negative
Oct 10, 2024 bearish
Oct 10, 2024
Socher: AI research papers predict future commercial AI capabilities
“You can actually, if you want to predict like, oh, what's the next thing of open AI? Just read all the research papers over the last couple of years. And a lot of those will come and get into products at scale with all the right engineering and so on. And then…”
Oct 17, 2024 neutral
Nov 8, 2024 bullish
Nov 8, 2024 neutral
Nov 8, 2024 positive
Nov 8, 2024 bullish
Nov 8, 2024 neutral
Safe Superintelligence raised a $1B seed round pre-product
“There's also kind of the biggest seed round ever, right, that we saw. Safe superintelligence helmed by Former OpenAI chief scientist and co-founder Ilya Sutskover raising roughly a billion dollars in cash at a five billion dollar valuation pre-basically anythi…”
Nov 8, 2024 bullish
Sam Altman asserts that AI scaling laws will absolutely continue
“I got a chance to ask that question to Sam Altman a few weeks ago. I was at an event at an event at OpenAI. Not surprisingly, when I asked him, you know, will scaling laws continue, he looked me straight in the eye and said, absolutely”
Nov 8, 2024 neutral
Nov 8, 2024 neutral
Nov 14, 2024 bullish
Feb 20, 2025 bullish
Feb 20, 2025 positive
Mar 27, 2025
Apr 3, 2025 neutral
Apr 17, 2025 positive
May 15, 2025 negative
May 15, 2025 negative
Howard: OpenAI compute spending grows exponentially while model utility scales logarithmically
“They kept on kind of exponentially increasing the amount they were spending on their models, whilst the Return, you know, the kind of utility of those models was only increasing logarithmically, and you kind of very quickly hit this point where it's like, oh, …”
May 15, 2025 bearish
Howard: Autonomous AI coding agent Devin produces low-quality, useless software
“Devon's an agent you know, a bunch of tools, tool calls, and tied together with an OpenAI model, if I understand correctly. Yeah, and it actually ended up definitely supporting our thesis, which is, there are so many places we wished we could have got involved…”
May 22, 2025 neutral
May 22, 2025 negative
May 22, 2025 neutral
May 22, 2025 neutral
Evans: OpenAI lacks visibility into user search, purchases, and social media activity
“Back to open AI, they've got a partial view on you, but like, they don't know what you've bought. They don't know what you've searched for. They don't know where you go. They don't know what Instagram you look at and what TikTok you look at and what YouTube yo…”
May 22, 2025 neutral
Jun 5, 2025
Jun 20, 2025 positive
Humphreys: Canva built AI model abstraction layer over OpenAI, Bedrock, and SageMaker
“We've invested enormously in putting a platform abstraction over a lot of the third party AI that we use whether that's kind of like base layer infrastructure like Bedrock or SageMaker, or whether it's third party AI providers like OpenAI, and that allows us t…”
Jun 26, 2025
Rauch: Vercel Fluid Compute only bills active CPU cycles during LLM wait times
“If you're waiting for 15 minutes for OpenAI to respond, and you do a tiny bit of compute, maybe to like transform it into HTML or transform it into an MCP response or, you know, call other systems. We're only going to charge you for the actual CPU cycles that …”
Jun 26, 2025 positive
Jul 17, 2025 neutral
Jul 17, 2025 positive
Aug 21, 2025 neutral
Oct 2, 2025 positive
Douglas: OpenAI's o1 established test-time compute and RL as a scaling axis
“And I think OpenAI deserves a lot of credit for you know, releasing the first, like, serious RL plus LLMs release with O-one. And I think this really kicked off a pretty, you know, substantial change because it opened up a new axis of scaling, right? There was…”
Oct 2, 2025 neutral
Douglas: Anthropic intentionally deprioritized math reasoning unlike OpenAI and DeepMind
“You know, one thing that Anthropik, like, You noticeably hasn't focused on compared to DeepMind and to OpenAI is is mathematical reasoning, right? DeepMind and OpenAI have been pursuing mathematical reasoning because of the implications for science and for sci…”
Oct 16, 2025 neutral
Oct 16, 2025 neutral
Tworek: OpenAI's competitive programming performance was a research byproduct
“I think we used like specifically programming puzzles for a while as a, Very nice research test bed of our ideas. Those are nice problems to experiment on them, and they weren't ever, like, considered part of the product, but it's, those are pretty, like, comp…”
Oct 16, 2025 negative
Oct 16, 2025
Tworek: Effective reinforcement learning requires a 50/50 balance of rewards and punishments
“In a good way, the good way to do RL is if you balance those things. So if you kind of give cookies half of the time and punish the other half of the time, but this is almost like a mathematical kind of kind of aspect of it.”
Oct 16, 2025 negative
Tworek: Top-down management does not work in AI research organizations
“Top down structuring of research doesn't work in research organizations. I really don't believe in it because like you are not kind of hiring some of the smartest people in the world and open air has incredibly, incredibly smart people. To kind of tell them wh…”
Oct 16, 2025 neutral
Oct 16, 2025
Oct 16, 2025 neutral
Oct 16, 2025 positive
Oct 16, 2025 positive
Oct 16, 2025 neutral
Tworek: AI reasoning spent on unknown answers yields better results with time
“I think that, that, that difference is here, like answering a question usually means you already know the answer and you just elicit the answer, you know, and the process of reasoning is Getting to the answer that you don't know, and usually the longer you spe…”
Oct 16, 2025 positive
Oct 16, 2025 positive
Tworek: Uninformed researchers pose a greater risk than IP leaks
“It is like, yeah, it is some like risk of losing IP, but I think the risk of not doing the right thing and of people not being informed about research and not being able to do the best research is much higher in my personal opinion and how, how I approach thos…”
Oct 16, 2025
Oct 16, 2025
Tworek: AI alignment is a never-ending pursuit as human goals evolve
“And it's I think it's a never ending pursuit because like, even, even for humans, it's not super easy to define what's, what do we consider a light? And I think as our civilization will evolve, it will, the notion of alignment and the goals of humanity will, K…”
Oct 16, 2025 neutral
Tworek: OpenAI focuses research on only three or four large-scale projects
“We all work on a very few projects total. There are not that many projects. OpenAI is not trying to do everything. We are not trying to like have portfolio. We are trying to have like multiple different bets. Always the idea is we do a few core things really, …”
Oct 16, 2025 positive
Tworek: OpenAI placed second in AtCoder behind a former employee
“We did also like IOI, International Olympic Informatics earlier this year, and Adcoder Heuristics competition as well, where we went second, we, behind a single human that is also a Polish person that used to be employed by OpenAI some time ago.”
Oct 16, 2025 negative
Tworek: OpenAI's o1 was mostly a tech demo for solving puzzles
“O-one like, to be perfectly honest, it was really mostly good at solving puzzles and like maybe a few kind of thinking problems here and there, but it wasn't like, it wasn't a very useful model. It was almost more like a technology demonstration.”
Oct 16, 2025 neutral
Tworek: Ilya Sutskever set OpenAI's current RL research roadmap in 2019
“And what he said at the beginning of 2019 was to train large generative model on all data we can and then do reinforcement learning on it. That was the OpenAI research Plan at the beginning of 2019. And this is exactly what we are doing today.”
Oct 16, 2025 neutral
Tworek: Pre-training and RL are necessary for AGI, but not sufficient
“I generally think something that we are doing, like, pre-training today is necessary. I think something that, like, we are doing RL today is necessary, and there will surely be a few things more, and like, we have a lot of, Very ambitious research programs on …”
Oct 16, 2025
Oct 16, 2025 negative
Tworek: OpenAI team was initially underwhelmed by pre-trained GPT-4
“When we trained GPT-IV, we were pretty underwhelmed internally, and then there was a lot of moments, oh, we trained this small, we spent a lot of money on it, and it's kind of like, you know, pretty dumb, at least, like, you know, we have GPT-IV, GPT-III alrea…”
Oct 16, 2025 neutral
Oct 23, 2025 positive
Schrittwieser: OpenAI's GDPval is a strong benchmark for economic impact
“I think that GDP is like a super cool evaluation from OpenAI where they collected a lot of, like, you know, real world tasks from real domain experts to make sure that it is actually representative of what you might do in the economy.”
Oct 23, 2025 neutral
AI app developers do not need custom fine-tuning for top models
“I think nowadays, with the capabilities of, like, you know, top, probably cloud models, top OpenAI, GPT models, You don't need to do any fine tuning. You can take the model as is, ride your own tools, your own harness, and benefit from that agentic training. B…”
Oct 23, 2025 bullish
Oct 30, 2025 positive
Oct 30, 2025 neutral
Nov 26, 2025 neutral
Kaiser: Pre-training science is plateauing, but compute scaling still improves loss
“Pre-training, as I said, I think it has reached this upper level of the S-curve in terms of science, but it can scale smoothly. Meaning if you put More compute. You will get better losses if you do things right, which is extremely hard, and that's valuable.”
Nov 26, 2025 positive
Kaiser: Math reasoning in AI models transfers to generic web searching
“If you learn to think for math, you can, you will sometimes do some, you know, some strategies are the transfer very much like look up on the web and see what they say and use that information. So some of these things are very generic and they start to transfe…”
Nov 26, 2025 positive
Kaiser: Distillation lets OpenAI combine research projects without long pre-training runs
“With distillation, you have the ability to put a number of projects into one model. It's kind of nice that you don't need to wait on all of them to complete at the same time. You can try to periodically put this together, actually make sure that as a product i…”
Nov 26, 2025
Nov 26, 2025 neutral
Nov 26, 2025 neutral
Nov 26, 2025 positive
Kaiser: Reinforcement learning causes AI models to self-correct mistakes
“Even for math and coding, you start seeing that the models start correcting their own mistakes, right? Earlier, if the model made a mistake, it generally just tell you what it did and insist that the mistake was right or something like that. With the thinking,…”
Nov 26, 2025 bullish
Kaiser: Reinforcement learning reasoning works better on larger pre-trained models
“Pre-training has always worked. And the beautiful thing is it even stacks with RL. So if you run this thinking RL process on top of a better model, it works even better. Than if you run it on top of a smaller model.”
Nov 26, 2025
Łukasz Kaiser: Reasoning models require verifiable data, excelling in math and coding
“So currently, and current for at least the Most basic ways we use it currently, it needs to be fairly verifiable. So there is an, is your answer correct or not? You prepare data for that. You can do that in mathematics, coding very well. You can do this in sci…”
Nov 26, 2025
Nov 26, 2025
Kaiser: ChatGPT uses a secondary model to summarize raw reasoning steps
“So in the current chat GPT, you will see a summary of the chain of thought on the side. So there is another model that takes the full chain of thought and shows you a summary because the full ones are usually not very nice to read.”
Nov 26, 2025 neutral
Nov 26, 2025 neutral
Kaiser: OpenAI model names are now detached from technical milestones
“Now the naming is by capability, right? GPT-Five is a capable model. 5.1 is a more capable model. Mini is the smaller model that's slightly less capable, but faster and cheaper. And the thinking models are the ones that do more research, right? In that sense, …”
Nov 26, 2025 positive
Nov 26, 2025 negative
Nov 26, 2025 bullish
Nov 26, 2025 positive
Kaiser: RL is a major component in post-training tone steering
“I don't work on post-training and it certainly has a lot of quirks, but I think the main part is, is indeed RL where you say, okay, is this response cynical? Is this response like that? And you say, okay, if you were told to be cynical, this is how you should …”
Jan 15, 2026 positive
Jan 15, 2026 neutral
Jan 15, 2026 neutral
Izmailov: AI industry excels at execution but lacks bandwidth for exploration
“Industry is really great at executing on ideas and it's maybe not as good at, like, exploring diverse ideas. Even at the scale of Anthropic OpenAI there is a lot of focus in the companies, and there isn't a lot of bandwidth to do exploration, and that has been…”
Feb 5, 2026
Feb 5, 2026 positive
Feb 5, 2026 positive
Feb 5, 2026
Feb 5, 2026
OpenAI surpassed ByteDance as the largest GPU renter globally
“And so when you look at who rents the most GPUs in the world, it's three companies, right? So one of them is obviously OpenAI. Second one, actually they were bigger than OpenAI. They are bigger than OpenAI today, or no, they were bigger than OpenAI than OpenAI…”
Feb 5, 2026 neutral
Feb 5, 2026 bullish
Feb 5, 2026 positive
Feb 5, 2026
Patel: AI model performance is a lagging indicator of prior hardware CapEx
“Ultimately the capex that Microsoft spent in 2024 for OpenAI is what results in 2025 for OpenAI or CoreWeaver or whoever is what results in their models being so good this year. Same with Anthropic and Amazon Google and their models now being so good now is th…”
Mar 19, 2026 neutral
Mar 19, 2026 bearish
Evans: OpenAI has commodity tech and no differentiation but massive mindshare
“If you're Sam Altman, you've got a commodity technology. You've got, you're competing with people who have giant legacy cash flows. You don't have your own infrastructure. Don't really have any differentiation, but you've got massive mindshare.”
Mar 19, 2026 bearish
Mar 19, 2026 neutral
Evans: AI product teams are strategy takers, not strategy setters
“You start from the technology. You don't control the product strategy, which is of course how science works, but you don't know what's going to happen. You don't know what's going to get built. You know, obviously you've got like Sam and Dario and so on are li…”
May 7, 2026 positive
OpenAI differentiated early on by prioritizing model scale over new methods
“About opening up early on is that they always had this bet on scale. In a time where I think that was looked upon very suspiciously that, oh, if you, the thought somehow that we had all the methods already, and all you had to do was scale them up that mindset …”
May 7, 2026
May 7, 2026
Kolter tried recruiting Schulman and Karpathy to CMU before OpenAI launched
“I was trying to get both John Schulman and Andre Karpathy to apply for faculty jobs at CMU, and I was trying to understand where they were, if they were going to apply, what they're going to be like, and they said, no, I think I'm going to be doing this startu…”
May 21, 2026 negative
May 21, 2026 neutral
Dubois: AI models outperform new employees initially but lack continual learning
“Right now, actually most models at day zero, if you just drop them in a company arguably they are more useful than most new employees. So they start higher at T zero. But then across time they are mostly constant because they don't really learn kind of company…”
May 21, 2026
May 21, 2026 bullish
May 21, 2026 bullish
Dubois: AI's coding discontinuity will permeate other verticals within two years
“Now the feeling of discontinuity will happen. It did happen three months ago with coding or four months ago with coding, and I think that will happen now in every other domains. Like most people are not feeling the same way Like the, like kind of the capabilit…”
May 21, 2026 positive
May 21, 2026 positive
May 21, 2026 positive
May 21, 2026
Dubois: OpenAI internal sentiment goes through waves of hype and doubt
“It's kind of funny because in general with every model that is looking really good early on we have a model, we all get really excited about it. And then there's like tons of doubts. That start coming up because it's like, oh, like everyone is so high, is like…”
May 21, 2026 negative
OpenAI's Yann Dubois rarely uses GPT-5.5 Pro due to high latency
“I personally don't use Pro that much because I really don't like waiting. I'm pretty impatient, so I don't like waiting for that long, and I know that the probability of being correct definitely improves, but it doesn't improve, like, enough for me to use it.”
May 21, 2026
May 21, 2026
Dubois: AI progress feels discontinuous because OpenAI crossed a reliability threshold
“Even though the, in my mind, everything, the progress is actually pretty continuous, you need to reach this level of reliability. To really make any of these AI tools very useful, and I think we just crossed that probably December last year, at least at OpenAI…”
May 21, 2026
May 21, 2026 neutral
May 21, 2026
Dubois: OpenAI model iteration speed spans months upstream to days downstream
“So we really have like different sub teams including pre-training and you have like the mid training stage and like you have some post training and usually the closer you get to products like pushing being the last one, the faster the iteration cycle is. And i…”
May 21, 2026 positive
Dubois: Larger AI models achieve higher efficiency by thinking through weights
“If you have larger models the amount of thinking time, so the amount of tokens they will think for will usually decrease. And the way that you can think about it is that metaphorically, the model already thinks through its weights when it generates a certain t…”
May 21, 2026
May 21, 2026
Dubois: Test-time compute scaling exhibits logarithmic, diminishing returns
“We, we've seen again and again, the longer the model think for the better answers we will get. The problem is that this, these curves that we're talking about are not, are definitely not linear, and like they, there's some plateauing effect, and they kind of l…”
May 21, 2026 positive
May 21, 2026 positive
Dubois: AI performance in new verticals depends on domain expert focus
“And in general, I would say the performance of the model really depends on, like, the number of people who care about the final output of the model and who are looking at that model. So if they start looking more on specific verticals, like, these verticals wi…”
May 21, 2026 positive
Dubois: OpenAI expanded RL training from math competitions to real-world coding
“We were able to take many of the tools that we built for these, like, verifiable reward cases, and we were able to use them more generally in on, for reinforcement on, like, real use cases, and I think that's, like, really why we're feeling that right now in, …”
Jun 4, 2026
Jun 4, 2026 bullish
Jun 4, 2026 positive
Jun 4, 2026
OpenAI's RL team researches models two generations ahead of current releases
“And to do that, we need to make thinking models and some, somewhere along the way, we interact with that process. Usually at the earlier stage for models, you know, not the next model, but things that are like the next model or the next, next model.”
Jun 4, 2026 neutral
Jun 4, 2026 positive
Jun 4, 2026 positive
Jun 25, 2026
Jul 9, 2026 positive
Jul 16, 2026 positive
Jul 16, 2026 positive
Jul 16, 2026 positive
Jul 16, 2026
Jul 16, 2026
Katti: Modern AI model training consists heavily of inference workloads
“We don't like to make a distinction between Training and infants, because a lot of training is now infants. So when we train a new model, we are generating synthetic data, for example. That's inference. When we train a new model, we are doing post-train, and t…”
Jul 16, 2026 positive
Katti: OpenAI must build its own compute infrastructure alongside partners
“I think what's becoming clear is to build the kind of compute we need and at this scale we have to not just rely on getting compute from our partners. We increasingly have to take a much more active role in building and getting that compute that we need.”
Jul 16, 2026 bullish
Jul 16, 2026
Jul 16, 2026 neutral
Jul 16, 2026 negative
Katti: Turbine and transformer manufacturers face multi-year lead times to expand capacity
“Those industries have historically have not added much capacity for the last decade or so ago, and they've suddenly experienced a demand shock. And it takes years before you can add capacity to produce more turbines and transformers.”
Jul 16, 2026 negative
Katti: Skilled labor shortages will become an increasing bottleneck for AI expansion
“No, I think there is definitely a shortage of electricians, plumbers, all kinds of trades, you name it. So anything we can do to train more folks to be able to do those, there are very well-paying jobs that a lot of us, all of the hyperscalers, all of the labs…”
Jul 16, 2026
Jul 16, 2026
Katti: OpenAI sources compute from all major cloud hyperscalers
“We have compute from, effectively, many sources. So, Microsoft, obviously, is a big partner, important partner. We also have compute, as we have announced, from AWS, Ion Google. So, we have compute from all of the hyperscalers, effectively.”
Jul 16, 2026 neutral
Jul 16, 2026 positive
Jul 23, 2026 positive
Jul 23, 2026 bearish
Feldman: Nvidia CUDA lost 70% of frontier AI model training market share
“I think two years ago every state of the art model was trained in a Cuda flow. And right now, Gemini is trained without Cuda. Anthropical is trained without Cuda. Open AI as strange as could. So in a one or two year period, they lost 70% share. Of training mod…”
Jul 23, 2026 bullish
Aug 5, 2026 neutral
Trojanowski: DeepSeek-R1 succeeded by scaling outcome supervision over process supervision
“If you look, you know, if you fast forward a bit and you look at the, like the DeepSeq R-one paper where they effectively laid out, you know, what I think all the labs were doing at that time, or at least OpenAI was doing in terms of you know, RLVR reasoning f…”
Aug 5, 2026 positive
Trojanowski: Claude 3 Opus Understood Long Contexts That GPT-4 Turbo Failed
“I would say they were Opus III, which I think goes underappreciated, but I think was the first model to truly be able to like actually understand that long context. Before, if you put anything in the, like, 80,000 tokens in the GPT-IV Turbo, it could not under…”
Aug 5, 2026 positive
Trojanowski: OpenAI o3 proved post-training improves per-token reasoning quality
“And then I think after a one, it was oh three, because I think oh three helped prove that not only could you scale the amount of reasoning at inference time, but with better training, with more compute, better data, et cetera, in the post-training phase, you c…”
Aug 6, 2026 neutral
Aug 6, 2026 bearish
Aug 6, 2026 neutral
Aug 6, 2026 neutral
Aug 6, 2026
Aug 27, 2026 negative
AI CEOs lack clear plans to prevent an AI takeover
“I think that the AI company CEOs understand that they're on the path of building wildly smarter than human systems, like super intelligent AI systems. They understand that we don't really have a like clear thought through plan for how to manage the risks from …”
Aug 27, 2026 bearish
Sep 10, 2026 neutral
Socher: Chinese open source companies distilled knowledge from OpenAI and Anthropic models
“The few large closed labs, Anthropic and OpenAI, took almost everything they could from the open internet trained a model, but then the Chinese open source companies basically siphoned a lot of that knowledge out of those closed source models by distilling it.”