OpenAI
also referred to as: open ai
includes OpenAI Codex, OpenAI Deep Research, OpenAI O3, OpenAI O1, OpenAI o Series, OpenAI API, OpenAI DevDay, OpenAI Five, OpenAI O1 Pro, OpenAI O3 Mini, OpenAI Vision Models
151 statements across 58 episodes · 85 bullish · 16 bearish · 50 people on the record · first statement Apr 25, 2023 by Sridhar Ramaswamy · said 492 times in 109 episodes since 2023 · across every show →
Mentions by year, the whole family
brought up most by Sarah Guo (162), Elad Gil (100), Andrej Karpathy (13), Dylan Patel (12), Sal Khan (10), Alex Graveley (10), Thomas Dohmke (9), Jensen Huang (9)
tap a year for its mentions
2026 72 mentions in 18 episodes 4 per episode
- Skill Issue: Andrej Karpathy on Code Agents, AutoResearch, and the Loopy Era of AI
- AI for Atoms: How Periodic Labs is Revolutionizing Materials Engineering with Co-Founder Liam Fedus
- NVIDIA’s Jensen Huang on Reasoning Models, Robotics, and Refuting the “AI Bubble” Narrative
- The Story Behind Cerebras’ $63 Billion IPO with Founder and CEO Andrew Feldman
- Travel Through the Lens of AI with with Booking.com CEO Glenn Fogel
- Really Big Test-Time Compute in AI Changes Benchmarks, Safety and Research with OpenAI's Noam Brown
- Chasing Trillion-Dollar Companies, Founder Ambition, Token Budgets, & Regulatory Capture
- Building an AI Guardian for Enterprise with Onyx Security CEO Maxim Bar Kogan
- 10 more episodes that year, every mention in 2026 →
2025 165 mentions in 28 episodes 6 per episode
- No Priors Ep. 112 | With OpenAI Deep Research, Isa Fulford
- No Priors Ep. 113 | With OpenAI's Eric Mitchell and Brandon McKinzie
- No Priors Ep. 127 | With SemiAnalysis Founder and CEO Dylan Patel
- No Priors Ep 106 | With GitHub CEO Thomas Dohmke
- No Priors Ep. 123 | With ReflectionAI Co-Founder and CEO Misha Laskin
- No Priors Ep. 100 | With Sarah and Elad
- No Priors Ep. 142 | With Harvey Co-Founder and President Gabe Pereyra
- No Priors Ep. 138 | The Best of 2025 (So Far) with Sarah Guo and Elad Gil
- 20 more episodes that year, every mention in 2025 →
2024 119 mentions in 31 episodes 4 per episode
- No Priors Ep. 58 | The argument for humanoid robots with Brett Adcock from Figure
- No Priors Ep. 65 | With Scale AI CEO Alexandr Wang
- No Priors Ep. 94 | With CEO and Founder of Agency Elias Torres
- No Priors Ep. 86 | With Sarah Guo & Elad Gil
- No Priors Ep. 77 | With Foundry CEO and Founder Jared Quincy Davis
- No Priors Ep.61 | OpenAI's Sora Leaders Aditya Ramesh, Tim Brooks and Bill Peebles
- No Priors Ep. 78 | With AWS CEO Matt Garman
- No Priors Ep. 59 | With Sarah Guo & Elad Gil
- 23 more episodes that year, every mention in 2024 →
2023 136 mentions in 32 episodes 4 per episode
- No Priors Ep. 39 | With OpenAI Co-Founder & Chief Scientist Ilya Sutskever
- No Priors Ep. 18 | With Kevin Scott, CTO of Microsoft
- No Priors Ep. 42 | With Sarah Guo and Elad Gil
- No Priors Ep. 10 | With Copilot's Chief Architect and founder of Minion.AI Alex Graveley
- No Priors Ep. 28 | With Khan Academy’s Creator Sal Khan (Japanese Version)
- No Priors Ep. 28 | With Khan Academy’s Creator Sal Khan
- No Priors Ep. 3 | With Stability AI’s Emad Mostaque
- No Priors Ep. 9 | With Perplexity AI’s Aravind Srinivas and Denis Yarats
- 24 more episodes that year, every mention in 2023 →
Everything said about OpenAI, oldest first
Apr 25, 2023 bullish
Ramaswamy: Action Transformers Will Be Powerful but Remain Extremely Nascent
“I think, like, action transformers is going to be an incredibly powerful area. The technology is very nascent, so unlike, say, you know, OpenAI's ability to crank out new generations of LLMs, I don't think that tech is yet at a point where people can build lot…”
Apr 25, 2023 negative
Apr 25, 2023 positive
Yarats: The best AI research breakthroughs came from top software engineers
“Turns out through my experience, the best research scientists, also very good engineers, like very good engineers. And we've noticed like through DeepMind and OpenAI is just like the companies that made the most progress over like last six years or five years …”
Apr 25, 2023 positive
Apr 25, 2023 positive
Apr 25, 2023 positive
Apr 25, 2023 neutral
Apr 27, 2023 neutral
Apr 27, 2023 neutral
Gil: AI value capture will likely be 80% incumbents, 20% startups
“And it feels like in this wave, it's probably eighty-twenty again, right? It's probably, Google will probably become a player, right? OpenAI is closely aligned with Microsoft. And then, you know Salesforce with AI is probably Salesforce, right? It probably isn…”
May 3, 2023 negative
May 11, 2023 negative
OpenAI and Anthropic over-rotated on building single-agent systems
“I think in a weird way, it's over rotated the entire field on one aspect of intelligence, which is generality, you know, and I think open AI and then subsequently anthropic and others have taken up this default sort of mantra that like it, all that matters is …”
May 24, 2023 positive
May 24, 2023 positive
May 24, 2023 neutral
ChatGPT launched as a 10-month-old model with RLHF as a practice test
“ChatGPT was a 10 month old model with a little bit of RLHF on top of it. And, you know, like by, you know, admission, like You know, not a beautiful user interface. It was just sort of a way to get something out there because you know, you needed some practice…”
May 24, 2023 neutral
May 24, 2023 bullish
May 24, 2023 positive
Kevin Scott: OpenAI's size and energy resemble early Google
“When I go sit In OpenAI, it really reminds me of early Google days, and it's about the same size Google was when I joined, and so, like, I couldn't figure it out for a while, and I was like, wow, this is, like, really giving me, like, you know, early Google no…”
May 24, 2023 positive
May 24, 2023
Scott seized Microsoft's entire GPU budget to stop peanut buttering resources
“At one point I seized the entire GPU budgets for the whole company. And I was like, we will no longer peanut butter these resources around. Like we will focus them because it's all capital intensive. It's like, we will just allocate these things to things wher…”
Jun 15, 2023 positive
Aug 3, 2023 bullish
Aug 3, 2023
Aug 10, 2023
Aug 17, 2023 neutral
Khan: Bill Gates challenged OpenAI to build an AI passing AP Biology
“It turns out that Bill Gates, when he saw GPT-III, he's like, oh, this is cool. But we all know GPT-III really didn't have a good handle on knowledge, and he told the OpenAI team, he's like, I'll be impressed if this could pass the AP Biology exam. He literall…”
Aug 17, 2023 positive
Khan: OpenAI approached Khan Academy before finishing GPT-4's first training run
“They hadn't even finished the first training run of GPT-IV, but they said, you know, we think it's going to be done in about two weeks, and we think This is going to be the model that really wakes up people to the power of generative AI. We want two reasons wh…”
Aug 17, 2023 positive
Aug 30, 2023 bullish
Sep 21, 2023 bearish
Masad: Commercial AI providers will not release completion models going forward
“Now all the models are chat models. You know, they're not going to be releasing any completion model going forward. And so if you want to build a completion based product, it's actually fairly difficult to do it using commercial APIs.”
Oct 12, 2023 neutral
Halligan: HubSpot tried to invest in OpenAI alongside Microsoft but got rejected
“The second we saw ChatGPT, we tried to invest in, in OpenAI. Dharmesh had got early looks at it, and we tried to get in the round with Microsoft, and had a bunch of discussions with them, and they bought, at the end of the day, they wouldn't let us in, which i…”
Nov 2, 2023 bullish
Sutskever: AI data centers could surpass human intelligence within a decade
“It doesn't seem implausible. It doesn't seem at all implausible that we will have computers, data centers that are much smarter than people. And by smarter, I don't mean just have more memory or have more knowledge, but I also mean have deeper insight into the…”
Nov 2, 2023 bullish
Sutskever: AGI requires massive compute engineering projects, not small research efforts
“Because if you imagine how an AGI should look like, it has to be some kind of a big engineering project that's using a lot of compute, right? Even if you don't know how to build it, what that should look like, you know that this is the ideal you want to strive…”
Nov 2, 2023 bullish
Nov 2, 2023 bullish
Sutskever: AI scaling faces near-term data limits, but research will overcome them
“So the most near term limit to scaling is obviously data. This is well known and some research is required to address it. Without going into the details, I'll just say that the data limit can be overcome and progress will continue.”
Nov 2, 2023 neutral
Sutskever: Reliability is the biggest bottleneck to truly useful AI models
“I would actually point out that the main thing that's lost when you switch to the smaller models is reliability. I would argue that at this point it is reliability that's the biggest bottleneck to these models being truly useful.”
Nov 2, 2023 positive
Nov 2, 2023 negative
Nov 2, 2023 positive
Nov 30, 2023 neutral
Gil: Market will always support alternative LLM vendors for leverage
“In other words, you know, one could argue that no matter what OpenAI does, there'll always be at least one or two other suppliers or vendors or partners
For advanced LLM simply because the market always wants an alternative, even just for negotiation leverage.”
Nov 30, 2023 bullish
Gil: OpenAI Crisis Will Ultimately Strengthen Company and Stabilize Board
“And if anything, I think OpenAI kind of emerges more stable through this in ways that people didn't expect simply because there's going to be more stability at the board level in a way that people didn't understand perhaps that there could have been instabilit…”
Nov 30, 2023
Guo: OpenAI Staff Revolted to Protect $86B Tender Offer Value
“And then I think one thing that is often unsaid, because it's a little bit less idealistic, is that a lot of OpenAI people were very upset this last week about Not just the destruction of the mission, which I think was absolutely, like, genuine, but also destr…”
Nov 30, 2023
Dec 7, 2023
Shih: Salesforce AI integrates internal models alongside OpenAI, Anthropic, Cohere, and Google
“So it's really a combination of using Whether it's Cogen from our research team, which is the, which powers Apex Cogen GPT that we have in, in our developer GPT, where you also fine tuning versions of that for domain specific models in customer service and for…”
Dec 21, 2023 negative
Hoffman: Pre-release GPT-4 gave useless MBA-style advice on AI investing
“When I first got access to GBD-IV you know, months before it was publicly accessed, because I was on the OpenAI board, I sat down and said how can I, Reid Hoffman, make money through investing in artificial intelligence? Because I just wanted to try it. And it…”
Jan 11, 2024 negative
Suleiman: OpenAI and Anthropic over-rotate on single-agent generality
“I think that's a good definition of intelligence, but I think in a weird way, it's over-rotated the entire field on one aspect of intelligence, which is generality, you know, and I think OpenAI and then subsequently Anthropic and others have taken up this defa…”
Mar 7, 2024 positive
Gil: Klarna's AI assistant performed the equivalent work of 700 human agents
“One of the folks from Klarna posted today that they built an AI assistant that's powered by OpenAI that in its first four weeks handled 2.3 million customer service chats for them. And so it ended up handling two thirds of all their customer service inquiries.…”
Mar 7, 2024 positive
Mar 7, 2024 bullish
Gil: Incumbent tech companies will capture most near-term AI market value
“But at least for the next few years, it seems like where we're going to see that Really huge market cap incremental add maybe companies like OpenAI and some of the model companies, but also it seems like increasingly it's just going to be existing companies ad…”
Apr 4, 2024 positive
Apr 11, 2024 neutral
Apr 11, 2024 neutral
Guo: Microsoft's Inflection Deal Is a Strategic Hedge Against OpenAI Reliance
“Now, they're clearly still working with OpenAI, given, like, direct statements from both companies and the Stargate Data center effort, but it's also hard from the outside not to see this as somewhat of a hedge, right? Not in a criticism of OpenAI, but you kno…”
Apr 25, 2024 positive
Apr 25, 2024 positive
Brooks: The best way to scale intelligence is simple data prediction
“What works really well as you increase scale is just predict data. And that's what we do with text. We just predict text. And that's exactly what we're doing with visual data with Sora, which is we're not making some complicated trying to figure out some new t…”
Apr 25, 2024 positive
Brooks: OpenAI built Sora from scratch to achieve minute-long HD video
“We started from scratch, and we started with the question of, how are we going to do a minute of HD footage? And that was our goal. And when you have that goal, we knew that we couldn't just extend an image generator. We knew that in order to do a minute of HD…”
Apr 25, 2024 bullish
Apr 25, 2024 neutral
Apr 25, 2024 bullish
Peebles: Sora will evolve into interactive world simulators with autonomous humans
“And so looking forward, as we continue to scale up models like Sora, we think we're going to be able to build these, like, world simulators, where essentially, you know, anybody can interact with them. I, as a human, can have my own simulator running, and I ca…”
Apr 25, 2024 neutral
Apr 25, 2024 bullish
Apr 25, 2024 neutral
Brooks: Sora represents the 'GPT-1' stage of generative visual models
“I think where we are in the trajectory of Sora right now is like, this is the GPT-I of these, this new paradigm of visual models, and that we're really looking at the fundamental research into making these way better, making it a way better engine that can pow…”
Apr 25, 2024 bullish
Apr 25, 2024 neutral
Apr 25, 2024 bullish
May 22, 2024 positive
May 22, 2024 bearish
Alexandr Wang: GPT-4 was too early a model to sustain application hype.
“GPT-IV, I think, as a model, was a little early of a technology for us to have this entire hype wave around, and I think we, you know, the community very quickly discovered all the limitations of GPT-IV... It was probably a few generations too early of a model…”
May 22, 2024 positive
May 22, 2024 negative
Alexandr Wang: Multimodality is a lateral move; the industry needs smarter models.
“So, you know, we got multi-modality capability.
That's exciting.
It's more of a lateral expansion of the models, and the industry needs smarter models.
We need GPT-V, or we need Gemini-II, or whatever that, those models are going to be.
and so to me it was, y…”
Jun 20, 2024
HeyGen uses OpenAI and ElevenLabs alongside proprietary video models
“We work with OpenAI, ChatGPT on the text generation side. Obviously also serves like the brain of the orchestration engine that we build internally. And we work with you know, OpenAI and Event Lab on the voice engine, but we build the entire video stack in-hou…”
Jul 11, 2024 bullish
Peebles: Training AI on raw video is essential for robotics
“There's so much you learn from video, which you don't necessarily get from other modalities, which companies like OpenAI have invested a lot in the past, like language, you know, like the minutia of like how arms and joints move through space, you know, again,…”
Aug 22, 2024 neutral
Sep 19, 2024 bullish
Oct 8, 2024 bullish
Oct 17, 2024 bullish
Elad Gil compares OpenAI's o1 model to the GPT-2 stage
“Yeah, it's kind of like GPT-II for that approach, and the idea is that that could scale further over time, and it's kind of the initial early proof point that you feel like something really real is happening. And then it's just going to be subject to the same …”
Oct 17, 2024 bullish
Sarah Guo says test-time compute scaling unlocks new AI competition
“Another school of thought is which I do subscribe to, by the way, is you know, new scaling law, right? So will allow us to do an important range of new tasks, and how good it is exactly at this moment is not the important thing. It's a new dimension of competi…”
Dec 19, 2024 positive
Torres consulted for OpenAI on LLM apps for NBA and Ticketmaster
“And so I did consulting for them and I started from the bottom, right? People were like, who are you? I was doing some support tickets for them et cetera, explanations. But then I started getting contracts like the NBA, you know, ticket master. I'm in Dubai ta…”
Feb 7, 2025 positive
Guo: Deep Research raises the bar for entry-level knowledge work
“The biggest deal to me is that it immediately raises the bar for a number of different types of knowledge work where like a, you know, where I might have hired a median intern or analyst before. I mean, we don't do that here, but like where one could hire a me…”
Feb 7, 2025 neutral
Guo: DeepSeek app surge driven by curiosity and hype, not capability
“And there's a competing view, which is just like, well, like this whole drama is quite interesting and people are trying it as much because like they want to see what the leading Chinese AI model is like, if it's as good as open AI and anthropic and such. I de…”
Feb 14, 2025 positive
Mar 5, 2025
Apr 3, 2025 neutral
Apr 24, 2025 neutral
Fulford: OpenAI Deep Research attempts reward hacking around tool restrictions
“Sometimes the model will do smart things and try to get around restrictions you put on it.
So you have to make sure that it's not hacking, you know, and trying to use a different search engine other than the search engine that you gave it or something like tha…”
Apr 24, 2025 neutral
Apr 24, 2025
Fulford: RFT is only worthwhile for out-of-distribution or make-or-break tasks
“I think if you have a very specific task that you think is so different to anything that the model was likely trained on and you try it a bunch of times yourself and you've tried a lot of different prompts and it's just really not good at it. So maybe it's gen…”
Apr 24, 2025 neutral
Fulford: Pre-existing training datasets exist for math and coding, not browsing
“With the math and coding problems that people were already training on, those data sets already exist. You know, you can have a math problem with a ground truth answer, and you can train on those. But for browsing, it's kind of more open-ended. You don't reall…”
Apr 24, 2025 positive
RL models only need task and outcome definitions to learn research trajectories
“The cool thing with RL is that you don't necessarily need to
Know the whole process of how the person would do the research.
You just have to know what the task is and what the outcome should be, and the model will just learn during training how to get from th…”
Apr 24, 2025 positive
Apr 24, 2025 positive
Fulford: Information Synthesis Is a Prerequisite for Scientific AI Discovery
“Secondly, I think the overall goal for OpenAI is to create an AGI that can make new scientific discoveries, and we kind of felt that a prerequisite to that is to be able to synthesize information. You know, if you can't write a literature review, you're not go…”
Apr 24, 2025 neutral
Apr 24, 2025
Fulford: Deep Research Uses a Text Browser and Python Execution Tool
“So right now we just have the browsing tool, which is a text based browser, but it can see embedded images and like open PDFs. And then also it has access to a Python tool so it can do analysis and calculations and plot graphs and things like that.”
Apr 24, 2025 positive
Apr 24, 2025 bullish
Apr 24, 2025
Fulford: Training reasoning models on math and coding generalizes to writing
“So I think in general you will always get a model better, better at a specific task if you train on that task, but we also see a lot of generalization from training on one kind of task to, you know, other domains. So you can train a reasoning model on mostly m…”
Apr 24, 2025 positive
Apr 24, 2025 neutral
Apr 24, 2025 positive
May 1, 2025 bullish
Mitchell: AI reasoning improvements will not be limited to math and code
“So like there, I think there's some reason for spikiness, but I think some people will probably go too far with this and saying like, oh yes, these models will only be really good at math and code. And like, not, you know, like everything else is like, you can…”
May 1, 2025 bullish
McKinzie: OpenAI is developing models with precise uncertainty understanding
“And I hope we can get to a place where our models have a more precise understanding of their own level of uncertainty. Because you know, if they already know the answer, they should just kind of tell you it. And if it takes them a day to actually figure it out…”
May 1, 2025 neutral
May 1, 2025
May 1, 2025 positive
McKinzie: Multi-agent RL is a good baseline for human collaboration
“There's no reason you can't scale all this up so that models are trained to be really good at cooperating with each other. I mean, there's a lot of already existing literature on multi-agent RL and yeah, if you want the model to be good at something like colla…”
May 1, 2025 positive
Mitchell: OpenAI plans to unify models and remove the ChatGPT switcher
“You know, I think for us, like unification of our models is something that, you know, Sam has talked about publicly that, you know, we have this big crazy model switcher in ChatGPT and there are a lot of choices and you know, we have a model that might be good…”
May 1, 2025 positive
McKinzie: Reinforcement learning is the key differentiator behind o3 reasoning
“I guess the short answer is reinforcement learning is, is the biggest one. So yeah, rather than just having to predict the next token and some large pre-training corpus from, you know you know, everywhere essentially now we have a more focused goal of the mode…”
May 1, 2025 positive
May 1, 2025 bullish
McKinzie: OpenAI models hit an inflection point navigating internal codebases
“I think our models are getting a lot better very quickly at being actually useful. And it seems like they were kind of reaching some kind of inflection point where They are useful enough to want to reach out to and use like multiple times a day for me at least…”
May 1, 2025 positive
Mitchell: AI offloads tasks lacking comparative advantage to external tools
“I think like part of this is you can just allocate compute a lot more efficiently because you can defer stuff that the model doesn't have comparative advantage to doing to a tool that is like really well suited to doing that thing.”
May 1, 2025 bullish
May 1, 2025 positive
May 1, 2025 neutral
Mitchell: o3 output distribution makes single-prompt evaluations misleading
“O-three can do really cool things, like when it chains together a lot of tool calls, and then, like, sometimes for the same prompt, it won't have that, you know, moment of magic, or it will, you know, just take a little, it'll do a little less work for you, an…”
May 1, 2025 positive
Mitchell: o3 autonomously executes multi-step tasks using integrated tools
“Not only is the model it's on its own smarter than our previous O series models, which is great, but it's also able to use all these tools that like further enhance its abilities and whether that's doing like research on something where you want up-to-date inf…”
May 1, 2025 neutral
Mitchell: OpenAI limits model agency due to asymmetric error costs
“There's a reason we don't go hog wild and say, like, oh yes, here's, like, the keys to the kingdom, like, have at it. There are still, you know, asymmetric costs to, like, the time you can save and the types of errors you can make, and so we're trying to, like…”
May 1, 2025 positive
Mitchell: High-quality evaluation benchmarks are underappreciated compared to training data
“I mean, yeah, like you want, you know, good data to train on and that's of course valuable for making the model better, but I think it is often neglected how also important it is to have high quality data, which is like a different definition of high quality w…”
Jun 12, 2025 positive
Jul 17, 2025 positive
Jul 24, 2025 bullish
Jul 31, 2025 neutral
Aug 7, 2025 negative
Aug 14, 2025 positive
Aug 14, 2025 positive
Aug 14, 2025 bullish
Aug 14, 2025 negative
Aug 14, 2025 neutral
Sep 18, 2025
Sep 18, 2025
Oct 2, 2025 neutral
Oct 23, 2025 bearish
Lloyd: OpenAI Will Subsume Best ChatGPT Apps Using Platform Data
“I don't know if you saw OpenAI Dev Day yesterday, but they're clearly doing this platform play within ChatGPT now where it's like you have apps within ChatGPT. I'm sure they'll use that data to Sort of subsume or take over whatever the best first party integra…”
Oct 23, 2025 neutral
Nov 6, 2025 bullish
Nov 6, 2025
Ramaswamy: Snowflake Abandoned Foundation Models Due to Capital Constraints
“Early last year, we actually went down the path of creating foundation models. We created a credible MOE model. This was early last year, but we also quickly realized that our ability to compete with the likes of OpenAI or Anthropic was going to be really hard…”
Jan 8, 2026 bullish
Jan 8, 2026 bullish
Huang: NVIDIA would be worth hundreds of billions even without chatbots
“If you, if generative AI, well, excuse me, if chatbots, let's just go, you know, OpenAI and Anthropic, Gemini. If none of that existed today, NVIDIA would be a multi-hundred billion dollar company, and the reason for that is because, as you know, the foundatio…”
Jan 8, 2026 bullish
Feb 26, 2026
Mar 20, 2026 neutral
Karpathy: Frontier AI researchers are actively automating themselves out of jobs
“Even with other research, like, OpenAI or, you know Anthropic or these other labs, like, they're employing, what, like, a thousand something researchers, right? These researchers are basically, like, glorified auto, like, you know. They're, like, automating th…”
Apr 3, 2026
Fedus: John Schulman steered OpenAI toward a general chatbot over narrow tools
“And we're all spitballing ideas, like writing bot coding bot. You know, very natural at the time. Some of our least interesting ideas were a meeting bot, so it would just sit in a Google Meet, take notes, and then send out, like, to-dos after. But John Schulma…”
May 21, 2026 bullish
May 28, 2026 positive
Enterprises adopting diverse AI tools will outperform single-vendor adopters
“I personally think that The companies that are gonna do well are the companies that are gonna allow a lot of different tools because the landscape is changing so quickly. If you bet on OpenAI, here we go, that would have been the safest bet in the world, but s…”
May 28, 2026 positive
May 28, 2026 negative
Enterprises withhold historical AI agent data from OpenAI and Anthropic
“So for example, we're allowed to look at a lot of historical data of how these agents have behaved, but enterprises that are not willing to have Anthropic or OpenAI give that historical data because they know these are very data hungry companies that will want…”
Jun 4, 2026 positive
Nadella: Microsoft-OpenAI partnership began around scaling compute on transformers
“Obviously I got into all this when I got excited by the scaling laws paper and, you know, when, You know, even the OpenAI partnership came about when those folks said, hey, we're going to really throw a lot of computer transformers and they've helped, right?”
Jun 26, 2026 bullish
Complex task compute costs fall 10x to 100x per model release
“The model release cycle is every, every couple months we put out a new model that's even more powerful, and so the cost of disproving the Erdos unit distance gesture drops by, like, 10 or a hundred x with every model release cycle. Probably, in some cases, mor…”
Jun 26, 2026 positive
Jun 26, 2026 bullish
Brown: GPT-5.5 is far more compute-efficient than GPT-5.4
“It turned out that 5.5 is just much more efficient with its thinking. If you run it at max settings, 5.4 is thinking for a lot longer. It takes longer to get back a response than 5.5. And once you control for the amount of thinking time, actually you can see t…”
Jun 26, 2026 bullish
Jun 26, 2026 bearish
Overnight AI intelligence explosion unlikely due to test-time compute bottlenecks
“And I don't think we're headed to that world largely because of the fact that the models rely so much on large scale test time compute. In order to achieve their greatest intelligence. If you, if it requires so much test time compute to unlock the full capabil…”
Jun 26, 2026
OpenAI discourages researchers from using current models on open math problems
“We are trying to encourage people to not spend all their time just, like, Going through all the mathematical open problems, physics problems, and just seeing, pushing the models to their limits to see what they can prove or disprove. Because we really think th…”
Jun 26, 2026 positive
Jun 26, 2026 positive
Brown says AI models optimized his PhD poker algorithms by 1,000x
“I was really impressed with the model's ability to optimize the algorithms that I had developed in my PhD. It was honestly, it was shocking to see how inefficient I was in retrospect, and they were able to make it like, you know, 1000 x faster.”
Jul 31, 2026 negative
Jul 31, 2026 bullish
Aug 6, 2026 negative
Gil: Anthropic and OpenAI Should Never Sell in the Near Term
“There's a handful of companies that should never, ever sell, at least any time in the near term. If you're anthropic, you shouldn't sell. If you're opening, you shouldn't sell. You know, there's a handful of these things that should never sell.”
Aug 6, 2026
Aug 20, 2026 bullish
Hodak: The most fertile path for neuroscience is working on AI
“Well, I mean, ironically, it's probably working on AI. Yeah, I have some, I have a couple of neuroscience friends at OpenAI and Anthropic, who, it's like, we would joke, like, oh, you left neuroscience. Like, no, no, no. It is just way easier to do neuroscienc…”