OpenAI
13 statements across 11 episodes · 5 bullish · 3 bearish · 8 people on the record · first statement Jul 21, 2023 by Tim Ryan · across every show →
Everything said about OpenAI, oldest first
Jul 21, 2023 bullish
Ryan: PwC committed $1B to AI client solutions and workforce upskilling
“And with their relationship with OpenAI, we said this is the time for us to really leverage our Microsoft relationship and the great partnership with them, and we committed to put a billion dollars behind that, and that billion dollars really goes to a couple …”
Aug 21, 2023 neutral
Nov 30, 2023 neutral
Maher: OpenAI turmoil stemmed from nonprofit mission clashing with commercialization
“And I think there's a fundamental tension here in that sort of misalignment of the governance structure, the corporate structure, the mission, integrity, and purpose. All of that feels like that was a fundamental disconnect.”
Apr 24, 2024 positive
Jul 18, 2024 bullish
Hoffman: Winning in AI requires more than training large models
“People say, well, it's all about the size of the model you're training. So it'll be open AI, Google, Microsoft, you know, and that's it. And you're like, well, no, actually, in fact, there's going to be a lot more than just the size of the model you're trainin…”
Aug 8, 2024 neutral
Bret Taylor reveals both OpenAI factions asked him to mediate crisis
“And then when the governance crisis happened and, you know, I got some phone calls from both the outgoing board and, Sam and Greg and others were, you know I'm paraphrasing, but there was some mutual trust that I could help mediate the outcome and there weren'…”
Aug 8, 2024 neutral
Taylor: AI safety governance is a geopolitical issue, not just technological
“This is a geopolitical issue, not simply a technology issue. So the committee is a combination of both members of the board and members of management to provide, you know, broadly oversight and governance on safety decision-making around the models.”
Aug 15, 2024 bearish
Solivan: Small VC funds struggle to compete in capital-intensive AI investments
“I think to some extent, to some of the big AI companies, you see the same thing, and so you see the big players like Andreessen, or you see Microsoft investing in OpenAI, like, you need really, really deep pockets to be successful. I think it's harder for the …”
Sep 19, 2024 neutral
Sep 26, 2025 negative
Jan 15, 2026 positive
Thompson: OpenAI deal includes SearchGPT planning sessions and content licensing
“And with OpenAI, we said, hey, here we are, let's talk. And they said, great, let's make a deal. We will pay you for the right to license your content and the right to have RAG. We will include you in sort of planning sessions as we figure out the future of se…”
Jan 31, 2026 negative
Jan 31, 2026 positive
Masad: Replit automates model routing and billing across OpenAI and Gemini
“And so we just introduced a set of AI integration. So now if you ask Replit, like, Make me an app that takes a prompt, generates an image model, audio model, puts them together, or something like that. It's so simple. You don't have to do anything. Just put in…”