OpenAI
also referred to as: open ai
includes OpenAI Codex, OpenAI O1, OpenAI API, OpenAI Deep Research, OpenAI O3
90 statements across 48 episodes · 59 bullish · 8 bearish · 44 people on the record · first statement Feb 1, 2024 by Xander Oltmann · said 485 times in 108 episodes since 2024 · across every show →
Mentions by year, the whole family
brought up most by Molly O'Shea (214), Apoorv Agrawal (29), Alex Kolicich (22), Michael Barton (11), Rune Kvist (7), Art Levy (7), Michael Mignano (6), Max Cook (6)
tap a year for its mentions
2026 191 mentions in 58 episodes 3 per episode
- Harvey Co-Founder Gabe Pereyra on the Token Pricing Reckoning Coming for AI · Sourcery with Molly O'Shea
- Inside Jake Paul’s Empire: $200M Boxing Earnings to $65M+ Tech Investing · Sourcery with Molly O'Shea
- Benchmark's AI Bets: Cerebras, Sierra, Legora, Fireworks, Starcloud, Gumloop.. · Sourcery with Molly O'Shea
- "We Don't Trust Agents" - What This CTO Knows That You Don't · Sourcery with Molly O'Shea
- 99.9% of the internet is about to be AI? · Sourcery with Molly O'Shea
- AMD, Starcloud, Coatue..10 Hot Takes From The Biggest Names in AI · Sourcery with Molly O'Shea
- Andrew Feldman on Building a Chip 58x Larger Than Nvidia's · Sourcery with Molly O'Shea
- Chips, Gigawatts, AI, & Agents: Coatue's Public Markets Update | CIO Jaimin Rangwalla · Sourcery with Molly O'Shea
- 50 more episodes that year, every mention in 2026 →
2025 233 mentions in 35 episodes 7 per episode
- Understanding OpenAI’s $500B Valuation · Sourcery with Molly O'Shea
- Inside Thrive Capital: Investing in OpenAI, Wiz, Cursor, Nudge, Physical Intelligence · Sourcery with Molly O'Shea
- Inside Coatue: $70B Hedge Fund’s AI & Retail Strategy · Sourcery with Molly O'Shea
- How Jack Altman Hit 100x Growth | Uncapped, AI, VC, Founders · Sourcery with Molly O'Shea
- Inside The $2.2B AI Research Accelerator | Turing · Sourcery with Molly O'Shea
- Why Lightspeed Bet on xAI, Neuralink, Suno, Granola, & Pika | Michael Mignano · Sourcery with Molly O'Shea
- Brex’s Road to IPO and The Golden Age of M&A · Sourcery with Molly O'Shea
- Windsurf: The Making of a Billion-Dollar AI Company | Leigh Marie Braswell, Kleiner Perkins · Sourcery with Molly O'Shea
- 27 more episodes that year, every mention in 2025 →
2024 61 mentions in 15 episodes 4 per episode
- Alex Kolicich, 8VC | AI & Defense Tech Renaissance · Sourcery with Molly O'Shea
- Alex Kolicich, 8VC: Exodus of Venture Capital, AI Predictions · Sourcery with Molly O'Shea
- David Weisburd, 10X Capital: Finding Alpha and LP Bias · Sourcery with Molly O'Shea
- Former Chief Scientist at Salesforce, Richard Socher | You.com, LLMs, AI Agents, Complex Work · Sourcery with Molly O'Shea
- Computer Science is 'So Hot Right Now' | Grace Isford, Lux Capital · Sourcery with Molly O'Shea
- Text-to-CAD: AI Revolutionizing Hardware Design with Jordan Noone of Zoo · Sourcery with Molly O'Shea
- Xander Oltmann, Commodity Capital: Downfall of SaaS & Uprising of Vertically Integrated Monopolies · Sourcery with Molly O'Shea
- Kyle Harrison, GP at Contrary on Techno-Optimism, Talent Vortexes, & Writing “Investing 101” · Sourcery with Molly O'Shea
- 7 more episodes that year, every mention in 2024 →
Everything said about OpenAI, oldest first
Feb 1, 2024 neutral
Mar 3, 2024 neutral
Kolicich: Software incumbents hold the advantage over thin AI wrapper startups
“Incumbents have the advantage. Where in most cases, you are a thin layer on top of open AI and that's okay. And in that case, if you have distribution to users and you make that value transparent to them, you already hold their data. That's going to be a great…”
Mar 15, 2024 neutral
Asparouhov: Khosla is the only equity owner in OpenAI besides Microsoft
“Mattershund being the largest, you know, sort of investor
You know, in SpaceX, Coastal Ventures being the largest investor in Rocket Lab, and then in some ways more recently, you know, the only equity owner in OpenAI other than Microsoft.”
Oct 11, 2024 neutral
Competitors will catch up to OpenAI's o1 reasoning model within six months
“O1 just came out. We haven't fully benchmarked on our side yet. It's definitely an improvement. And so open AI is ahead of everybody else. It's an improvement in reasoning which is good. We can talk about that later on, but I expect people will catch up within…”
Oct 11, 2024 negative
The volume of pre-IPO leadership departures at OpenAI is historically unprecedented
“I don't think we've ever seen pre-IPO so many leaders leave the best, like, crown jewel company in Silicon Valley. It's common, like, you IPO, everyone gets rich and they leave. Okay, that's normal. But before IPO, right in its, like, heyday, you don't see the…”
Oct 25, 2024
Socher: OpenAI cited Socher's 2018 paper, crediting it with influencing early GPTs
“That paper was actually cited by OpenAI, and they're still doing research papers. Like, we were told by some of the folks that worked on the first version of GPTs, like one and two, that that actually had influenced them to work more in NLP.”
Jan 23, 2025 bearish
Jan 23, 2025 bullish
Jan 30, 2025 neutral
El-Baba: Top organizations will use multiple AI models, not just OpenAI
“Like, I think the major takeaway from that piece is that the best organizations are going to use multiple models in concert with one another to power their end experiences. It would no longer be a world in which you just plug in to open AI's latest model.”
Feb 14, 2025 bullish
May 2, 2025 neutral
May 5, 2025 bullish
May 5, 2025 bullish
May 5, 2025 bullish
Moore: Massive valuations for OpenAI and Anthropic can still generate fund-level multiples
“And so when you look at investment like open AI at thirty billion or anthropic at sixty billion, you know, I can tell you these are opportunities that I personally believe have the upside to generate multiples versus say IRR.”
Jun 27, 2025 bullish
O'Shea: Coatue and Altimeter data show OpenAI outpacing viral social platforms
“KOTU and Altimeter did like a bunch of different surveys and data science around OpenAI's traction and daily active users against social platforms. So they're comparing it against like, okay, there's like a resource, like a learning tool for knowledge, and now…”
Jul 3, 2025 neutral
Jul 10, 2025 neutral
Jul 10, 2025 neutral
Jul 22, 2025 bearish
Little: DoD's $1.8B AI Budget Cannot Compete With $500B Commercial Investment
“Department of Defense had a budget for AI in 20, 24 of 1.8 billion. You just saw like the announcement with Oracle open AI and SoftBank for five hundred billion. And that's like only part of their investment for only three companies. And so you're just never g…”
Aug 27, 2025 bullish
Agrawal: Fast shipping velocity is OpenAI's primary defensibility
“Keeping up with OpenAI product updates is a full-time job, and that's the strategy, is ship fast. And I feel like that done at a consistent pace, I mean, just in, just this year alone, you've had Operator and Deep Research and ChatGPT agents and Codex, and the…”
Aug 27, 2025 bullish
Aug 27, 2025 bullish
Agrawal: ChatGPT Daily Time Spent Exceeds Mainstream Social Apps Like X
“On, in terms of time spent, you know, we've published this analysis. They are far and above time spent per user per day compared to any of the other apps AI apps today. Actually not just AI apps. I, you know, one of the analysis we did is they are now larger t…”
Aug 27, 2025 bullish
Agrawal: Switching to OpenAI's New Model Boosted XBOW's Cyber Detection to 81%
“Their benchmark, on their benchmarks, they saw a significant step up with GPT-V, much better than any other coding or design or math startup saw in their ability to find cyber exploits. And, you know, summarizing, basically, the jump was from just under 60% to…”
Aug 27, 2025 bullish
Agrawal: OpenAI is anti-fragile and has become faster over time
“The single word to define them is anti-fragile. I've seen this for years now. Remember the time that the blip happened when Sam was for a hot second, not at OpenAI, and it felt like, oh, what's going to happen to this org? You know, this is obviously a pretty …”
Aug 27, 2025 positive
Aug 27, 2025 bullish
Aug 27, 2025 bullish
Aug 27, 2025 neutral
Agrawal: AI Semis Generate $200B, While AI Apps Are Only Earning $40B
“Nvidia earned, Nvidia alone at the chip player earned roughly forty billion dollars in data center revenue in Q one last quarter. So analyze that's about a 160. Let's say the total industry is 170, 180, maybe let's say 200. The infra layer is 20, thirty billio…”
Aug 27, 2025 positive
Aug 27, 2025 bullish
Agrawal: OpenAI's Consumer Business Could Reach $200B in Annual Revenue
“We think over time,
The number of users could go up to three to four billion users. We think on the monetization side, over time, it could go from 10 today to 60, 70 dollars per user per year, which is where Meta and Google and other large consumer platforms a…”
Sep 1, 2025 bearish
Sep 10, 2025 neutral
Shadbolt: The public never cares about supercomputers, only their output
“People have been building leadership class supercomputers for a very long time, and usually people don't care about them, and that's fine. Like nobody cared prior to GPT-III. Nobody cared that Azure and Microsoft and open AI were building big, ugly computers. …”
Oct 10, 2025 positive
O'Shea: Turing Reaches $300M+ Revenue and $2.2B Valuation Profitably
“Three hundred million plus in revenue and profitable. Two hundred and twenty-five million in funding at a last valuation of 2.2 billion. A network of four million engineers and customers that include OpenAI, NVIDIA, Anthropoc, Google, Microsoft, Meta, Salesfor…”
Oct 10, 2025 positive
Oct 17, 2025 bullish
Oct 23, 2025 neutral
Oct 23, 2025 bearish
Oct 23, 2025 bullish
Oct 23, 2025
Oct 30, 2025 bullish
Lin: OpenAI at $500 Billion Works If It Can Reach $5 Trillion
“Well, so it's easy to dismiss the 500 Billion and say that you can't make money from five hundred billion, but if we let NVIDIA, which is worth four trillion today, compound at 10% for another decade, it's going to be worth more than 10 trillion. So if OpenAI …”
Nov 24, 2025 neutral
Nov 24, 2025 bullish
Nov 24, 2025 positive
Clark: AI-native youth excel at frontier model experimentation
“The people who almost hold the model weights in their brains because they've been brought up thinking about AI natively are really, really good at the creative thinking and experiments and hypothesis testing that is necessary to push the performance of these m…”
Nov 24, 2025
Nov 24, 2025
Nov 24, 2025 bullish
Nov 24, 2025 bullish
Clark: Productized intelligence will create a post-SaaS era of software companies
“Now there's a new substrate for technology, which is what if you could productize intelligence and call it via API or fine tune a model with it? And I think that it engenders an entirely new breed of software companies. So I don't think it's an after open AI. …”
Nov 24, 2025
Nov 24, 2025 bullish
Dec 13, 2025 bullish
DoD prioritizes adapting commercial AI over building in-house foundation models
“Applied AI is number one. And the reason I call it applied AI is because the big companies, OpenAI, Anthropic, XAI, they're all investing hundreds of billions of dollars in AI and AI infrastructure. So all I need to do is take that and adapt it for the departm…”
Dec 27, 2025
Dec 27, 2025 positive
Dec 27, 2025 bullish
Dec 27, 2025 positive
Jan 23, 2026 positive
Jan 26, 2026 positive
Feb 7, 2026 positive
Feb 11, 2026 positive
Feb 11, 2026 bullish
Feb 11, 2026 positive
Paul: Anti Fund consulted OpenAI on Sora and licensed his likeness
“That eventually led to us helping them, yeah, develop Sora, and like what it was gonna even be and look like, and all of that stuff, and consulting them. You know, me and my brother have however many years combined of social media experience, like since the be…”
Feb 11, 2026 positive
Feb 16, 2026 positive
Feb 16, 2026 positive
Blania: OpenAI wrote the biggest check in Merge Labs' seed round
“A large group of people, but the biggest check was OpenAI and then many of our friends, you know, some of the funds that have been involved here, many, many individuals, it's like a broad, like it's a class, like it's a large scale seed, but it is, from that p…”
Mar 6, 2026 positive
Mar 6, 2026 bullish
Mar 9, 2026 positive
Mar 13, 2026 bullish
Mar 17, 2026 positive
Alex Bouaziz praises Instacart CEO Fiji Simo as a top tech executive
“Fiji is like it's like the person I, one of the person I look up to the most, right? Whether it's her still at Meta, whether it's her leading Instacart for, like, very rough time, whether it's her not open AI and kind of, like, figuring out the business life. …”
Mar 20, 2026 positive
Huffman: Reddit data has trained every major LLM, with or without permission
“Reddit's data has been used to train every large language model you've heard of, some with and others without our permission, which has, you know, been a situation to navigate but with our biggest partners, Google and OpenAI, you know, we do it on purpose, and…”
Mar 30, 2026 neutral
Apr 30, 2026 negative
Apr 30, 2026 positive
Adcock claims Figure's internal AI team was running circles around OpenAI
“It got to a point where we were just like, our team internally that was designing these models were running circles around OpenAI. We were just way better at this. And we were better about testing on the robots, training the models, like all, all of it.”
Apr 30, 2026 neutral
May 8, 2026 positive
May 15, 2026 bullish
May 15, 2026 bullish
Rangwalla: Trillion-dollar AI IPOs will not trigger Mag Seven selloff
“I don't think that there's this concern in my mind of, oh, that means you got to sell mag seven or this and that, because, you know, the S and P is 60 or 70 trillion dollars of market cap. We're talking about one trillion dollar, three one trillion dollar comp…”
May 15, 2026 bullish
May 15, 2026 bullish
Rangwalla: Combined OpenAI and Anthropic ARR Exceeds Salesforce and ServiceNow
“And then when you think about both of them combined, let's say they're close to sixty billion dollars. I mean, that is bigger than ServiceNow, that is bigger than Salesforce, that is bigger than any big name SaaS platform that you would think about. And these …”
Jun 14, 2026 bullish
Fishner-Wolfson claims OpenAI and Anthropic have confidentially filed S-1s
“SpaceX is the big one to kind of start this, but, I mean, as you mentioned, like, OpenAI and Anthropic are both valid. They're S-one's confidentially, so it's gonna be a pretty interesting, you know, few quarters in the public markets.”
Jun 18, 2026 neutral
Pereyra: Client conflict rules mean law firms need multiple AI providers
“Most of these law firms and enterprises Can't rely on a single lab provider. So like there's a big risk if you're a law firm that if you just use Anthropic or you just use OpenAI you run into conflict risk. So imagine you're using only Anthropics models as a l…”
Jun 20, 2026 neutral
Jun 26, 2026 bearish
Armstrong: OpenAI and Anthropic will not enter regulated financial services
“Ah, well, I don't think OpenAI and Anthropic are going to build all the companies. I think they're mostly focused on building foundational models, which are broadly applicable. But for instance, I don't think anyone thinks they're going to get into regulated f…”
Jun 29, 2026 positive
Jul 6, 2026 positive
Clements: OpenAI and Anthropic parallel Facebook's platform era
“The thing that still kind of inspires us, you know, through the Facebook parallel was, it was like the first platform company that we saw. So all the companies As associates that we were building relationships with, we're figuring out how they could like build…”
Jul 10, 2026 negative
Banister: OpenAI and Anthropic's closed, centralized AI approach is the wrong path
“It became incredibly centralized and closed source. And you're seeing that happen with open AI and Anthropic. It's the wrong path because everyone needs to have their own models. Everyone needs to be able to be able to compete and you don't want one company wi…”
Jul 13, 2026 bullish
Jul 13, 2026 positive
Jul 19, 2026 positive
Agrawal: Enterprises must plan for multi-model routing over single-lab lock-in
“So if you're a CIO, if you're a CEO, if you're about to make a multi-million, billion-dollar decision of which lab to build your intelligence on, plan for the climate, not for the weather. What does that mean? That's multi-model routing. That's evals. That's t…”