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OpenAI

also referred to as: open ai

includes OpenAI Codex, OpenAI O1, OpenAI Atlas

27 statements across 21 episodes · 11 bullish · 3 bearish · 20 people on the record · first statement Feb 2, 2024 by Siddhartha Ahluwalia · said 245 times in 60 episodes since 2023 · across every show →

Mentions by year, the whole family

brought up most by Siddhartha Ahluwalia (82), Ashu Garg (18), Jonathan Siddharth (15), Rohit Agarwal (12), Mahesh Ram (9), Somesh Dash (7), Palash Soni (7), Karthik Chakkarapani (7)

tap a year for its mentions
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015302023202420252026episodes it came up in
003156302023202420252026episodesmentions per episode
2026 126 mentions in 24 episodes 5 per episode
2025 96 mentions in 27 episodes 4 per episode
2024 22 mentions in 8 episodes 3 per episode
2023 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about OpenAI, oldest first

Feb 2, 2024 neutral
Assertion Not checkable as stated
Ahluwalia: OpenAI's Team Is Divided on Whether to Achieve AGI
“And when they started OpenAI, the goal was to achieve AGI. And now everybody in the team is divided on whether we should achieve AGI or not.”
Siddhartha Ahluwalia Feb 2, 2024 ▶ 15:37 Deepfakes, AGI, Jobs Under Threat & More | DevRev Founder, Manoj Agarwal | Neon Show
Apr 13, 2024 positive
Prediction Not checkable as stated
Mayya: OpenAI's Sora will replace B-roll footage, not end-to-end video
“Sora will replace B-roll.”
Varun Mayya Apr 13, 2024 ▶ 36:29 Dear Indians, Watch This Before Moving To America - Varun Mayya’s Brutally Honest Career Advice
Jan 4, 2025 positive
Opinion
Reddy: Silicon Graphics was the 1990s equivalent of OpenAI and Nvidia
“And Silicon Graphics at that time was what the open AI of today is. Yes. Nvidia, open AI, any one of those”
Kirthiga Reddy Jan 4, 2025 ▶ 9:25 How I Built A $1B Business | Kirthiga Reddy, Founder, Verix | The Neon Show
Mar 15, 2025 negative
Assertion Partly supported
Ahluwalia: Sam Altman told Indian founders not to attempt competing with OpenAI
“Two years ago, Sam Altman came to India. Rajan and then asked him question, can a startup from India compete with open AI? He said, it's not possible. Don't even attempt it.”
Siddhartha Ahluwalia Mar 15, 2025 ▶ 30:11 $200B in UPI,1.3B Aadhaar Users, 943M on ID Platform: Why More Indians Must Know about DPI
Mar 21, 2025 bullish
Opinion
Bajaj: Krutrim effectively combines OpenAI, Nvidia, and AWS into one startup
“Krutrim is one of them. So ambitious. You know, it is effectively open AI plus Nvidia plus your Microsoft or AWS all in one, right?”
Avnish Bajaj Mar 21, 2025 ▶ 55:05 10 Unicorns, 5 IPOs, 26 Acquisitions – India’s OG VC, Avnish Bajaj On Why Only Founders Matter
Apr 11, 2025 positive
Opinion
Sanghi: OpenAI retains moats over DeepSeek in benchmarks and bias reduction
“In some benchmarks deep, deep seek is equal or better. And, but in a lot of benchmarks, open AI is still better because open AI also gives you this They've got the team of people that, you know, work towards reducing biases, et cetera. So they've done a lot of…”
Sharad Sanghi Apr 11, 2025 ▶ 42:57 Can Neysa be India's AI Cloud alternative to AWS, Azure & Google Cloud? | Sharad Sanghi
Jun 27, 2025 negative
Insight
Namasivayam: Transformer models miss edge-case opinions by defaulting to population averages
“Transformer models, OpenAI, is great at providing feedback on the average, but it doesn't cover the edge cases. Or the edge cases of your opinions. So that's the problem. So ChatGPT is good at persona feedback. It kind of averages it across the population. But…”
Vasanth Namasivayam Jun 27, 2025 ▶ 27:37 How NVIDIA, Meta & Dropbox Taught Me To Build Great Products | Vasanth, Founder - Featurely
Sep 19, 2025 positive
Opinion
Garg: Anthropic, Google, and OpenAI lead the consumer AI battle
“Ah, but really when you think about the players today, I think the three contenders today are really Anthropic, Google, And OpenAI, and I think Microsoft and Meta are sort of fast followers, ah, and Apple is the dark horse.”
Ashu Garg Sep 19, 2025 ▶ 22:05 GPT-5 is NOT Your Competitor It's GPT-7 |Ashu Garg, Foundation Capital | Databricks,Turing, Cohesity
Sep 19, 2025 neutral
Opinion
Garg: OpenAI has pivoted into a consumer and prosumer applications company
“So, OpenAI has pivoted from being a developer-focused company to being a consumer and prosumer-focused applications company.”
Ashu Garg Sep 19, 2025 ▶ 23:44 GPT-5 is NOT Your Competitor It's GPT-7 |Ashu Garg, Foundation Capital | Databricks,Turing, Cohesity
Oct 14, 2025 bullish
Assertion Partly supported
Dübendorfer: Top co-founded startup generates $70M revenue serving OpenAI and Uber
“Currently not, no, they're still all there, and the biggest one has 300 employees makes seventy million revenues with a SaaS model, and serves the likes of OpenAI, and Uber, and Nasdaq, and UPS in brand management”
Thomas Dübendorfer Oct 14, 2025 ▶ 27:03 With a Swiss Founder-Investor Who Built 9 Startups and Funded 40 | Thomas Dübendorfer
Oct 18, 2025
Assertion Supported
Vijayan: Proprietary enterprise ERP data is inaccessible to public LLM crawlers
“Data information behind, I wouldn't say a firewall, but behind an ERP. Is not available for OpenAI or Cloud or anyone to go crawl and get information. It's not. And it's also quite contextual.”
Jay Vijayan Oct 18, 2025 ▶ 28:48 What is Tesla’s Former CIO Building Next? 4 Years Stealth → $4B Company | Jay Vijayan, Tekion
Nov 18, 2025 bullish
Opinion
Dash: OpenAI and Anthropic could go public tomorrow based on financials
“They're almost quasi public companies. They could go public tomorrow based on the financials that we're seeing.”
Somesh Dash Nov 18, 2025 ▶ 49:05 What 20 Years of Investing taught Somesh Dash of IVP after backing Perplexity, Figma, Dropbox
Nov 18, 2025 neutral
Prediction Not checkable as stated
Dash: OpenAI and Anthropic will stop hosting model launch parties by 2028
“Do we think in three years, OpenAI and Anthropic are going to keep doing launch parties for each model? No, at that point, it's just going to be a product release, right? And you're not going to see behind the scenes which model is it five, is it 15, is it 25,…”
Somesh Dash Nov 18, 2025 ▶ 17:44 What 20 Years of Investing taught Somesh Dash of IVP after backing Perplexity, Figma, Dropbox
Nov 18, 2025 neutral
Disclosure
Dash: IVP avoided early OpenAI due to its capped-profit structure
“The original structure of OpenAI was such that I think it would have been difficult for us given the cap on the profits as well as the nonprofit structure.”
Somesh Dash Nov 18, 2025 ▶ 47:21 What 20 Years of Investing taught Somesh Dash of IVP after backing Perplexity, Figma, Dropbox
Mar 6, 2026
Disclosure
Kamath: Smallest AI raised pre-seed funding from OpenAI personnel
“So some of our investors in like our pre-seed words from OpenAI as I spoke to them, they are building a different kind of intelligence.”
Sudarshan Kamath Mar 6, 2026 ▶ 50:22 Where SMALL models will Win | Sudarshan kamath, Smallest ai
Mar 19, 2026 bullish
Insight
Ahluwalia: Domain institutional knowledge will surpass frontier AI models
“In, in my view, where a startup can at least have a path to a hundred million in revenue, and this is still theoretical here to get played out in practice, just from observations from our portfolio company executing, is institutional knowledge in your domain w…”
Siddhartha Ahluwalia Mar 19, 2026 ▶ 49:21 Which AI Model are companies actually Paying For in 2026? | Rohit Agarwal, Portkey
Mar 19, 2026
Disclosure
Agarwal: A bot attack drained Pepper's monthly AWS budget in one day
“We had an attack one day where we ended up spending our month's AWS bill in just one day on OpenAI because we had a bot attack happen on us.”
Rohit Agarwal Mar 19, 2026 ▶ 8:06 Which AI Model are companies actually Paying For in 2026? | Rohit Agarwal, Portkey
Apr 9, 2026 positive
Assertion Not checkable as stated
Kumari: Merlin AI bypassed market education because OpenAI established AI's value
“We did not have to do a lot of convincing when it came to AI, because I would say OpenAI did a great job there. People understand the value.”
Sneha Kumari Apr 9, 2026 ▶ 11:34 Why Construction still Runs on Spreadsheets (And How AI Fixes It) | Sneha & Graham, Merlin AI
Apr 16, 2026 neutral
Opinion
Nair: Anthropic leads in coding but lags behind in imaging and reasoning
“For example, coding. Anthropic has gotten the best model. Now, OpenAI is trying to catch up. But when it comes to reasoning definitely OpenAI models and Google models are better. Imaging like Anthropic sucks.”
Sudheesh Nair Apr 16, 2026 ▶ 42:49 After $9B IPO This Founder is Rebuilding Internet for Agents | Sudheesh Nair, Thoughtspot, Nutanix
Apr 16, 2026 bullish
Prediction Not checkable as stated
Nair: OpenAI's Frontier framework could wipe out enterprise semantic software
“That Frontier framework is, to me, one of the most exciting framework for the intranet. Because it actually talks about context and semantic layer in a way that if you get it right, it will wipe out a whole suite of products out there, because it is the best a…”
Sudheesh Nair Apr 16, 2026 ▶ 43:46 After $9B IPO This Founder is Rebuilding Internet for Agents | Sudheesh Nair, Thoughtspot, Nutanix
Jun 9, 2026 neutral
Assertion Supported
Ambati: AI infrastructure spending is now driven primarily by inference
“The whole big bet of open AI, you know, trying to build these target and other You know, big data centers is not that they just want to train on this, because that cost is a one-time cost, right? So you train ones, you sort of run inference for a lifetime. So …”
Vamshi Ambati Jun 9, 2026 ▶ 19:03 94% CAGR: What the Inference Boom means for your AI costs | Vamshi Ambati
Jun 11, 2026 neutral
Assertion Supported
Saxena: Anthropic and OpenAI are moving into services
“Anthropic and open AI and everyone wants to get into the services business. It's just areas that you didn't think they'd get into.”
Shashank Saxena Jun 11, 2026 ▶ 40:51 Questions Every Founder Must Answer Before Taking an Acquisition Offer | Shashank, VNDLY & Pantomath
Jun 18, 2026 positive
Assertion Open · timeframe Jun 2026
OpenAI partnered with Turing to teach GPT-3 coding and tool use
“OpenAI came to us when they were training GPT-III and they wanted to teach GPT-III to code. So we collaborated with them on teaching the models to code and to do tool use, function calling”
Jonathan Siddharth Jun 18, 2026 ▶ 4:44 Why Coding is the Fastest Path to AGI | Turing CEO Jonathan Siddharth
Jul 31, 2026 neutral
Opinion
Krishnan: OpenAI, Anthropic, and Google models are within a hair's breadth of parity
“I do think these you know, models of OpenAI, Anthropic, Google have definitely gotten to the point where they are within a sort of hair's breadth of each other, ultimately. Yes, there are the, in domain A, one model might be better, in domain B, the other mode…”
Vijay Krishnan Jul 31, 2026 ▶ 7:41 The Man Training GPT, Gemini & Claude Reveals What's Coming Next | Vijay Krishnan, Turing
Jul 31, 2026 neutral
Disclosure
Krishnan: Turing began helping OpenAI train models in early 2022
“This whole thing started when yeah, when we started helping OpenAI you know, A little over about four years ago, like, since from early 20, 20 to long before chat GPT launched and the that is how we got started in this particular area.”
Vijay Krishnan Jul 31, 2026 ▶ 5:36 The Man Training GPT, Gemini & Claude Reveals What's Coming Next | Vijay Krishnan, Turing
Aug 22, 2026 bearish
Prediction Not checkable as stated
Mehra: Anthropic and OpenAI will steamroll standalone developer tooling startups
“The parts which I think I would say we are less excited about. Is generally things around the SDLC right now. Because the challenges in SDLC, you're in the way of anthropic and open AI. So hard to underwrite anything on what direction they'll take. And honestl…”
Krishna Mehra Aug 22, 2026 ▶ 37:09 Slow Teams Lose PMF in 90 Days | Krishna M, Elevation Capital
Aug 27, 2026 neutral
Prediction Open · timeframe Aug 2031
Kompalli: OpenAI and Anthropic will never offer direct brand optimization services
“So I don't think an open AI or an anthropic will ever go to Nike and say, I will help you win. Because that's unfair.”
Phalgun Kompalli Aug 27, 2026 ▶ 11:37 The AI Moat Everyone is Ignoring | Phalgun Kompalli, Founder UpGrad and Bodhium Labs
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