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O-one

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Aug 14, 2025 by Dylan Patel · across every show →

Everything said about O-one, oldest first

Aug 14, 2025 neutral
Assertion Open · timeframe Aug 2028
Patel: OpenAI o1 and o3 share basic architecture with GPT-4o
“For a long time, OpenAI was charging more per token for the reasoning model, right, O-one and O-three than they were for GPT-Four-O, even though the architecture is, like, basically the same. It's just the weights are different.”
Dylan Patel Aug 14, 2025 ▶ 9:54 No Priors Ep. 127 | With SemiAnalysis Founder and CEO Dylan Patel
Feb 19, 2026 positive
Assertion Supported
Gil: o1-equivalent model inference costs dropped 88x in 11 months
“The cost of a million tokens on an O-one equivalent model in December of 24 was about 26 bucks. And then in November of 25, it was 30 cents. So we saw another 88 X drop, not 88% or 80, you know, 88, 88 times cheaper in 11 months for that next generation of mod…”
Elad Gil Feb 19, 2026 ▶ 18:10 The AI Code Slop: Risk or Opportunity?
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