OpenAI

“The second thing is so open, I open AI. Something involving regulation is going to happen.”

“There's just swarms that they're all going to get just like wiped out. Every GPT release wipes out a whole wave of like, even the successful ones. Cause it's like, oh, now that's just a feature of chat GPT.”

“Building large language models as OpenAI is doing is, is like supremely capital intensive, which is rare for a Software company, which is what they are.”

“It, it'd be up there in the top three. I honestly can't think of who else would rank higher in terms of probability of getting to that.”

“GPT three and now four is, is a reasoning engine. And Sam Altman has talked about this. It's not a knowledge base where it's like, and so people kind of latch on to this fact that, oh, the data that it has is from September, 20, 21, then I'm going to teach you…”

“Both Facebook and Google had sort of equivalent technology to open AI, in my opinion, years ago, and they just still just haven't sort of seen the actual product, you know, making sense and launching.”

“Paul Graham, who created YC, which is, I think probably the most successful tech startup actually, because it created sure all these other tech startups and like I created Dropbox and it created Airbnb. They probably wouldn't like to say created, but like they…”

“I'm nervous about people building businesses right now on top of open AI because I'm like, they're just going to crush everyone and just do it themselves.”

“Yeah, but they built a company that like got to one of the fastest growing companies I've ever seen. Like getting ARR over fifty million dollars in one year is like insane.”

“I'm not really a believer in that. I think those get way ahead of the skis and I just seen that story many times. This happened in crypto. This happened in you know, when mobile was happening and you would get, you know, for every Instagram, you would then get…”

“And so in 2016, he gives them fifteen million. In 2017, he gives them twenty million. In that five year period, he gives them forty four million dollars in total.”

“It's clear that opening. I wouldn't have even would not have existed. It would not have been successful had he not genuinely had this fear and concern and belief about what needs to happen with AI long time ago.”

“He's gonna lose the legal battle, but he's gonna win the PR war, I think.”

“And this quote, I think is going to become very problematic. I predict it's going to become very problematic for Microsoft in the future.”

“OpenAI and Anduril, I think, are both at this point where if you go and you join, like, you may be able to make a couple 100,000 dollars a year, and, like, there's probably some upside, but OpenAI at, like, eighty-five billion dollars, basically, you have to b…”

“These companies that do voice, text-to-voice, so like, you know, 11 Labs is one, PlayHT is another, it's like, basically they're like, we're better than, like, we can do AI, you type in a thing, and we can create a human-sounding AI, and we're going to fine-tu…”

“Guess what's going to be better than the human transcribers? GPT-V. It's going to be awesome, and it's going to be way cheaper than Rev.com. It's going to, like, drive your price to zero and be better. So that's like, Rev.com is in trouble.”

“All the companies that began to implement AI stuff early on and then open AI is just like wiped them out in a lot of ways for a lot of different reasons. And when you build other people's platforms, you're very, very much at risk of things changing, tectonic p…”

“So it took him, you know, two or three months to reach a hundred million users. It's five times faster growing than the next fastest product ever. It reached three billion in revenue in the last, you know, in like three years”

“It's the first credible Google competitor in about 20 years. It is something that actually could displace, replace search”

“OpenAI currently valued at one hundred and three billion. It's doing about three and a half billion a year in revenue already.”

“And actually, it feels like open AI, number one, that's, I think, clear. I think Anthropic is number two. So then everyone else shows up. Is what it feels like to me, at least from people I'm seeing building or the technology they're using or the innovation th…”

“I think the biggest fumble You know, in our lifetime. Decade fumble. Yeah. They built the technology for Transformers. Right. The thing that OpenAI and others have used to develop this large language model, they are the ones that were the first entry and like …”

“Dude, people are just gonna replace their co-founder with this, right? Like you're gonna see a lot more solo founders because You could just have an AI co-founder.”

“Well, I mean, Dharmesh had to buy a ten million dollar domain and then convince them to buy it in order to become a shareholder.”

“Yeah, it is my, like, default, and then, you know, I play with everything else, so usually if I'm like, how factually correct does this need to be, I'll perplexity, so I go to perplexity. If it's analysis, I'll use ChappieCPU, like, have you used, like, the O-…”

“They just, they were just trying to raise from Massa and SoftBank. At a two hundred fifty billion dollar value. Two hundred fifty billion dollar, two hundred forty billion dollar valuation.”

“He funded the first 40 something million dollars into opening eye when it was a nonprofit and he owns nothing of the for profit today.”

“I'm like, dude, I use open for therapy three hours a day.”

“I don't think we realized that open, that chat GBT would have 85% market share at the prosumer consumer level.”

“OpenAI will be worth a trillion.”

“They only have about 60% employee retention over two years.”

“He owned chat.com, which he sold to OpenAI for what he paid for it, which I think was around fifteen million, and he got AI ChatGPT stock.”

“This is why your jaw is going to drop over the next 24 months, because just mediocre engineers cannot, like the engineers at OpenAI are so good. They're just so good. And so, but the average engineer working at a struggling CRM, right, it's just not that, that…”

“It's still not there yet, because it doesn't feel right. I mean, if you just talk to it, like, it doesn't feel like a human, but I think that will be a frontier that we just, we pass or across in the next year or two.”

“I think this is going to be the most downloaded app in the history of the world in a short period of time. So I think it'll be like the fastest to get to a hundred million downloads.”

“Because how is this company not going to take over the world and be the biggest company on earth?”

“I just think that OpenAI is going to be, like, the combination of Facebook, Google, every news company ever, and then, like, five other companies combined into one.”

“This is 100%, I think better than TikTok, actually. I think it's better than TikTok. And it's, this is V-one.”

“I think it's one or 200 dollars a month, but yeah basically like I tell it what I'm into or it gets to know me. And every day when I wake up now, I mean, I'm on chat all day. Anyway, now in the morning I pull up pulse and it's sort of like my newsfeed, except …”

“DeepMind got bought by Google, and DeepMind is basically Google's AI play, and the DeepMind team, which was basically a research team that was building AI, is the reason that OpenAI exists. It is the reason that ChatGPT exists. It is the reason Elon is interes…”

“OpenAI, open source AI that's, you know, a non-profit, and now it's a for-profit closed source company, and he funded fifty million dollars and now owns none of it.”

“You ever heard of DeepSeek? They were in the news recently, created that big algorithm, didn't even have access to the best chips, and somehow outperformed all of the OpenAI models.”

“I kind of think Suna's gonna go uncontested for a little while, [1352] longer where it's not the main thing that open AI or anthropic is going to try to roll out and make mainstream.”

“So they created what they call the friction removal service and sort of like A doge idea inside the company, but it's actually very simple, which is there's an email inbox called friction at open AI.com. And you could just email friction with anything that's c…”