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OpenAI

also referred to as: open ai

includes OpenAI Codex, OpenAI Agent Builder, OpenAI Deep Research, OpenAI Assistants API

16 statements across 10 episodes · 6 bullish · 3 bearish · 10 people on the record · first statement Oct 17, 2025 by Garry Tan · said 67 times in 17 episodes since 2025 · across every show →

Mentions by year, the whole family

brought up most by Andrew Warner (15), Ben Cera (11), Wade Foster (10), Elad Gil (9), Eric Ries (6), Dan Shipper (4), Rob Howard (3), Ricardo Vice Santos (2)

tap a year for its mentions
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051020252026episodes it came up in
002.5551020252026episodesmentions per episode
2026 36 mentions in 8 episodes 5 per episode
2025 31 mentions in 9 episodes 3 per episode

every mention, scene by scene, with the transcript →

Everything said about OpenAI, oldest first

Oct 17, 2025 neutral
Assertion Supported
Tan: OpenAI Was Spun Out of YC Research by Sam Altman
“OpenAI itself was a spin-out from YC research by, ah, Sam Altman.”
Garry Tan Oct 17, 2025 ▶ 5:20 #2281 Garry Tan: Y Combinator Startups Growing 5X Faster – Here’s What Changed
Oct 17, 2025 bullish
Opinion
Tan: ChatGPT is the most astonishing consumer product launch in history
“ChatGPT itself is actually the best and most astonishing consumer launch of any product in the history of products actually.”
Garry Tan Oct 17, 2025 ▶ 43:04 #2281 Garry Tan: Y Combinator Startups Growing 5X Faster – Here’s What Changed
Oct 30, 2025 neutral
Assertion Partly supported
Dan Shipper: GPT-4 and Claude Opus beat human experts in blindly judged benchmarks
“They found that GPT-V is better than experts, like blindly judged better than experts at completing these tasks like 40% of the time, and I think Claude Opus is at 40, at 49%”
Dan Shipper Oct 30, 2025 ▶ 40:31 #2283 How Dan Shipper uses AI to build artisanal AI apps
Oct 30, 2025 positive
Assertion Supported
Dan Shipper: OpenAI awarded Every a plaque for processing 10 billion tokens
“Like yesterday I was at Dev Day, OpenAI Dev Day, and I got this like cool plaque that was like, you've processed ten billion tokens through, through OpenAI, which is, it was so cool.”
Dan Shipper Oct 30, 2025 ▶ 12:52 #2283 How Dan Shipper uses AI to build artisanal AI apps
Nov 11, 2025 neutral
Prediction Open · timeframe Nov 2030
Smith: ChatGPT Will Eventually Offer Prompt Search Volume Data Through Ads
“I don't anticipate they'll do that soon. I think that they'll eventually do that as they build out ads, but they don't give you that information.”
Ethan Smith Nov 11, 2025 ▶ 27:31 #2285 AEO: How to make ChatGPT promote you
Nov 17, 2025
Assertion Not checkable as stated
Singla: Greg Brockman replied to cold email in under an hour
“I primarily called email Greg Brockman, who's a co-founder and president, and I cc'd Sam Altman, and I got a reply from Greg in less than an hour from sending an email when they probably had less than 50 users for GBT-free.”
Anirudh Singla Nov 17, 2025 ▶ 32:59 #2286 Pepper: AI + people = > $10 million
Dec 29, 2025 bearish
Assertion Not checkable as stated
Santos: OpenAI's Sora is reportedly burning $15 million per day
“This is why it's kind of known that, you know, Sora, you know, OpenAI Sora is literally burning, it's been said to be burning fifteen million dollars per day, right, on the app, essentially with people like playing with the video.”
Ricardo Vice Santos Dec 29, 2025 ▶ 24:53 #2290 He’s building an AI media empire
Jan 23, 2026 neutral
Assertion Contradicted
Walls: Sam Altman said polite user prompts cost billions
“I think that Sam Altman one time said that even if you add a nice little thing at the end, it costs them all this. They're spending billions just because people are being nice.”
Pat Walls Jan 23, 2026 ▶ 27:46 #2294 He Claude Code: Build Me a YouTube Replacement
Feb 24, 2026 bullish
Prediction Not checkable as stated
Gil: AI coding tools will empower millions to build huge companies
“Through things like all the different coding models, you know, cloud code, or open AI, or cognition, or, like, it's gonna put the power of building things in the hands of millions of people who couldn't do it before. It's already doing that. And I think a subs…”
Elad Gil Feb 24, 2026 ▶ 8:47 #2297 Elad Gil backed 40 unicorns. This is next
Feb 24, 2026 bullish
Assertion Supported
Gil: OpenAI and Anthropic are fastest companies ever to $10B revenue
“OpenAI, Anthropic, and others are the fastest companies to ten billion dollars in revenue basically ever, right?”
Elad Gil Feb 24, 2026 ▶ 10:19 #2297 Elad Gil backed 40 unicorns. This is next
Feb 24, 2026 positive
Disclosure
Gil: Project Alexandria will translate foundational books for 80% of humanity
“So one thing that I might even be working on is taking working with OpenAI and Anthropic and 11 and a few other folks on taking the world's most important books and using machine translation to translate them into languages that represent over 80% of humanity …”
Elad Gil Feb 24, 2026 ▶ 27:43 #2297 Elad Gil backed 40 unicorns. This is next
Feb 24, 2026
Disclosure
Gil lists core investments including OpenAI, Stripe, SpaceX, and Perplexity
“Yeah, let's see definitely Andrile, Android, Airbnb, Coinbase Instacart, Stripe Square a little bit of SpaceX OpenAI, Perplexity, A couple other things. Cognition.”
Elad Gil Feb 24, 2026 ▶ 0:38 #2297 Elad Gil backed 40 unicorns. This is next
Mar 9, 2026 positive
Opinion
Wade Foster: Claude Opus struggles with hard coding tasks compared to OpenAI
“One thing I've found is that like Opus is like more enjoyable to just like talk to and go back to it. Like sort of is an easier conversation list, but like when I'm having it work on hard problems, it sometimes just like bugs out. It doesn't do as good of a jo…”
Wade Foster Mar 9, 2026 ▶ 16:52 #2299 Zapier is using AI to sell to AI
May 27, 2026 negative
Opinion
Cera: Anthropic and OpenAI narrow their thinking when asked to design
“Unfortunately, Entropic and OpenAI, if you ask them to design stuff, they kind of narrow the thinking.”
Ben Cera May 27, 2026 ▶ 14:01 #2306 Polsia: AI Agent + Zero Employees = $10M Run Rate
May 27, 2026 negative
Opinion
Cera: OpenAI is not doing anything with OpenClaw after hiring its creator
“It was paranoia that actually was unfounded because he sold to OpenAI, and, like, they're not really doing anything with it.”
Ben Cera May 27, 2026 ▶ 30:48 #2306 Polsia: AI Agent + Zero Employees = $10M Run Rate
May 30, 2026 neutral
Assertion Supported
Ries: Anthropic Founders Left OpenAI Over AI Safety Dispute
“I met the Anthropik team when they first left OpenAI, and they, you know, they left over a dispute With OpenAI over you know, exactly how to pursue the question of AI safety.”
Eric Ries May 30, 2026 ▶ 1:14 #2307 Eric Ries: Why Anthropic Won and How To Build Incurruptible companies
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