OpenAI, every mention
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every year anyone Molly O'Shea 214Apoorv Agrawal 29Alex Kolicich 22Michael Barton 11Rune Kvist 7Art Levy 7Michael Mignano 6Max Cook 6Jonathan Siddharth 6Jack Altman 6
Verbatim, from the transcripts: the passages where OpenAI comes up
Saronic's 4 Co-Founders on Building a $9.25B Shipbuilder | Part III
- ▶ 22:58 Molly O'Shea The companies building what's next from Vercel, OpenAI, Anthropic, Granola, and Deepgram all made the same call.
Dino Mavrookas: America Needs to Build Ships Again
- ▶ 12:50 Molly O'Shea The companies building what's next from Vercel, OpenAI, Anthropic, Granola, and Deepgram all made the same call.
Inside Saronic’s $9.25B Autonomous Boat Factory | CEO Dino Mavrookas
- ▶ 13:17 Molly O'Shea The companies building what's next from Vercel, OpenAI, Anthropic, Granola, and Deepgram all made the same call.
Bridgit Mendler Gives Us the First Tour of Northwood's New HQ + Factory
- ▶ 16:04 Molly O'Shea The companies building what's next from Vercel, OpenAI, Anthropic, Granola, and Deepgram all made the same call.
Inside Rocket Lab: How Sir Peter Beck Is Building Neutron’s Engines | Tour 02
- ▶ 8:48 Molly O'Shea The companies building what's next from Vercel, OpenAI, Anthropic, Granola, and Deepgram all made the same call.
RKLB Factory Tour: Satellites, Spacecraft & Mission Control
- ▶ 7:50 Molly O'Shea The companies building what's next from Vercel, OpenAI, Anthropic, Granola, and Deepgram all made the same call.
How Rocket Lab CEO Sir Peter Beck Is Building a Multi-Generational Space Company
- ▶ 13:31 Molly O'Shea The companies building what's next from Vercel, OpenAI, Anthropic, Granola, and Deepgram all made the same call.
Race to Save Humanity: Inside $12B Colossal Biosciences & $3.8B Astromech
- ▶ 25:12 Molly O'Shea The companies building what's next from Vercel, OpenAI, Anthropic, Granola, and Deepgram all made the same call.
- ▶ 48:08 Ben Lamm Uh, now with thanks to like some of the next gen applications of, of AI in the early days, things like open AI and Claude and others, uh,
Nikesh Arora: $300B, 40 Acquisitions, Still Paranoid
- ▶ 2:25 Nikesh Arora OpenAI is going to go run away with it.
- ▶ 4:40 Molly O'Shea There's a little bit of controversy with what happened with the open AI thing.
- ▶ 12:04 Nikesh Arora And if I tell you, you know, are you comfortable letting OpenAI make a life or death decision for you, what is your answer?
- ▶ 21:57 Molly O'Shea The companies building what's next from Vercel, OpenAI, Anthropic, Granola, and Deepgram all made the same call.
- ▶ 29:20 Nikesh Arora I'm sure you are an avid user of some version of Claude, Gemini, or OpenAI. 2 times in the scene
Inside AppLovin’s $100B Ad Engine
- ▶ 27:24 Molly O'Shea The companies building what's next from Vercel, OpenAI, Anthropic, Granola, and Deepgram all made the same call.
- ▶ 54:05 Adam Foroughi Everyone's paying Anthropic and OpenAI for the same stuff.
Inside America’s Million-Drone Factory
- ▶ 7:28 Molly O'Shea The companies building what's next from Vercel, OpenAI, Anthropic, Granola, and Deepgram all made the same call.
The $2.5B Drone Company Trying to Become the Toyota of Defense
- ▶ 14:53 Molly O'Shea The companies building what's next from Vercel, OpenAI, Anthropic, Granola, and Deepgram all made the same call.
Inside the Factory Behind Base Power's $1B Series D
- ▶ 10:15 Molly O'Shea The companies building what's next from Vercel, OpenAI, Anthropic, Granola, and Deepgram,
AssemblyAI Now Handles 4x YouTube's Daily Volume
- ▶ 14:04 Molly O'Shea The companies building what's next from Vercel, OpenAI, Anthropic, Granola, and Deepgram all made the same call.
Lumentum CEO: How Lasers Are Transforming AI Data Centers · Sourcery with Molly O'Shea
- ▶ 7:54 Molly O'Shea The companies building what's next from Vercel, OpenAI, Anthropic, Granola, and Deepgram all made the same call.
Inside the Fastest-Growing Category in AI: Scott Wu, CEO of $26B Cognition · Sourcery with Molly O'Shea
- ▶ 12:41 Molly O'Shea The companies building what's next from Vercel, OpenAI, Anthropic, Granola, and Deepgram all made the same call.
- ▶ 20:48 Scott Wu I, I think there's been a narrative out there that, oh, like, in order to win, you have to be a lab yourself, or you have to go sell to a lab, and obviously, like, we've just always believed that because there's a lot of value and a lot of…
BlackRock's Tony Kim on AI's Next Winners? Chips, Memory, Robotics & Quantum · Sourcery with Molly O'Shea
- ▶ 14:37 Molly O'Shea The companies building what's next from Vercel, OpenAI, Anthropic, Granola, and Deepgram all made the same call.
David Friedberg Explains America's Economic Crisis in 60 Minutes · Sourcery with Molly O'Shea
- ▶ 20:09 Molly O'Shea The companies building what's next from Vercel, OpenAI, Anthropic, Granola, and Deepgram all made the same call.
Hyperscalers Are Out of Capacity? | MongoDB CEO · Sourcery with Molly O'Shea
- ▶ 2:12 Molly O'Shea Um, you were on the stage earlier with Laura from OpenAI, so what were you guys talking about? 2 times in the scene
- ▶ 12:34 Molly O'Shea The companies building what's next from Vercel, OpenAI, Anthropic, Granola, and Deepgram all made the same call.
- ▶ 28:49 CJ Desai Ok, from say OpenAI or Anthropic or whoever it is. 2 times in the scene
- ▶ 32:29 CJ Desai Like, for coding agents, ok, you have Cloud Code, you have Codex, there is a Grok build, many options.
SemiAnalysis, Altimeter, Nebius, Glean.. 12 Hot Takes From Biggest Names in AI · Sourcery with Molly O'Shea
- ▶ 16:44 Molly O'Shea The companies building what's next from Vercel, OpenAI, Anthropic, Granola, and Deepgram all made the same call.
- ▶ 35:50 Apoorv Agrawal They're called OpenAI, Anthropic, SpaceX, and Google. 3 times in the scene
AMD, Starcloud, Coatue..10 Hot Takes From The Biggest Names in AI · Sourcery with Molly O'Shea
- ▶ 5:40 Max Cook It's for smarter people than me, builders, operators, founders, to figure out what the new format looks like, but I, I think that has to be the direction we're going, where you've got OpenAI coming out with a super app for the first time… 6 times in the scene
- ▶ 19:46 Molly O'Shea The companies building what's next from Vercel, OpenAI, Anthropic, Granola, and Deepgram all made the same call.
Inference 101: SambaNova CEO Rodrigo Liang · Sourcery with Molly O'Shea
- ▶ 0:12 Rodrigo Liang Now what you're seeing at scale with Anthropik and with OpenAI and with Gemini, we've got millions and millions of people using it every day.
- ▶ 4:19 Rodrigo Liang Now what you're seeing at scale with Anthropic, and with OpenAI, and with Gemini, and you're at scale, you've got millions and millions of people using it every day, and so now you have the problem that some of it was originally focused…
- ▶ 10:35 Rodrigo Liang Whether that's a, uh, OSS model from OpenAI, or Mistral in France, we're talking about Mistral, or, you know, you, you've got, uh, the DeepSeq and Minimax models, amazing models that are out there, or the closed, the frontier models, or…
- ▶ 17:43 Molly O'Shea The companies building what's next from Vercel, OpenAI, Anthropic, Granola, and Deepgram all made the same call.
- ▶ 28:43 Rodrigo Liang Beauties of what, what the open AIs and Anthropics really set up is they always set up these open standard interfaces, and so there's these API calls that you will run, and these are standard API calls, and some of them we actually match…
- ▶ 43:08 Rodrigo Liang Right, as part of this heterogeneous AI computing, uh, where you're gonna use Anthropic and OpenAI because they're great models.
Senra Systems' $65M Series B: Fixing Aerospace & Defense's Biggest Bottleneck · Sourcery with Molly O'Shea
- ▶ 21:28 Molly O'Shea The companies building what's next from Vercel, OpenAI, Anthropic, Granola, and Deepgram all made the same call.
- ▶ 37:39 Molly O'Shea So how do you choose between Anthropic or OpenAI? 4 times in the scene
Andrew Feldman on Building a Chip 58x Larger Than Nvidia's · Sourcery with Molly O'Shea
- ▶ 0:10 Andrew Feldman OpenAI, we announced in January a huge partnership, one of the biggest deals done in Silicon Valley history. 2 times in the scene
- ▶ 3:05 Andrew Feldman I'm on stage with Sachin from OpenAI. 2 times in the scene
- ▶ 8:17 Molly O'Shea Some are having liquidity events like OpenAI and Anthropik to come.
- ▶ 9:59 Molly O'Shea The companies building what's next from Vercel, OpenAI, Anthropic, Granola, and Deepgram all made the same call.
- ▶ 17:06 Andrew Feldman Um, you know, one of the advantages of our relationship with open AI is we, we get to see exactly where the frontier is going and we get a chance to, to roll that into our designs.
"Dig Through Your Couches. SpaceX Needs It." Cyan Banister on Luke Nosek's Pitch · Sourcery with Molly O'Shea
- ▶ 25:52 Molly O'Shea The companies building what's next from Vercel, OpenAI, Anthropic, Granola, and Deepgram
- ▶ 53:10 Cyan Banister And you're seeing that happen with open AI and Anthropic.
- ▶ 57:47 Molly O'Shea Uh, head of product design at OpenAI, Dylan Field and Nico over there.
Accel: The Quiet Firm Behind Facebook, Cursor, Nebius, Lovable, Vercel · Sourcery with Molly O'Shea
- ▶ 3:19 Miles Clements I think today there's a pretty clear parallel in terms of Anthropic and OpenAI and the labs themselves.
- ▶ 19:01 Molly O'Shea The companies building what's next from Vercel, OpenAI, Anthropic, Granola, and Deepgram all made the same call.
- ▶ 24:20 Matt Miller So in its most basic form, if you're asking a question of ChatGPT and you're getting an answer, that's inference against ChatGPT, against OpenAI's model.
- ▶ 28:40 Arun Mathew Now we're seeing people in enterprises that are building an application using Claude, Cowork, or Claude Code, or even Codex, and on the back end, it's using Supabase.
- ▶ 30:21 Arun Mathew I do think Claude or Codex or all these tools are now recommending a lot of products on the back end.
Dylan Field on the “Permanent Underclass of Zero Taste” · Sourcery with Molly O'Shea
- ▶ 18:40 Molly O'Shea The companies building what's next from Vercel, OpenAI, Anthropic, Granola, and Deepgram all made the same call.
Benchmark's AI Bets: Cerebras, Sierra, Legora, Fireworks, Starcloud, Gumloop.. · Sourcery with Molly O'Shea
- ▶ 14:43 Ev Randle Insulated from, from Open Eye and Anthropic, thankfully.
- ▶ 24:30 Ev Randle Um, decoding agents in Cloud Code, Codex, or Cognition, or any of these other products. 2 times in the scene
- ▶ 25:35 Ev Randle And obviously there's, there's going to be, um, and there already are great products like Cloud Cowork, um, and, and the news around OpenAI combining Codex and ChatGPT into like a productivity product, um, that, that are, they're going to…
- ▶ 31:03 Ev Randle It's like, okay, well, like, is open source going to win, or are Anthropic and OpenAI going to win?
- ▶ 31:34 Molly O'Shea So I guess to push on that a little bit, so to your point earlier this year, and even to today, OpenAI has crazy amounts of revenue. 3 times in the scene
Brian Armstrong: Rebuilding Coinbase Around Intelligence · Sourcery with Molly O'Shea
- ▶ 25:31 Brian Armstrong Um, SpaceX opening on Anthropic right now.
- ▶ 46:42 Molly O'Shea I mean, it is pretty interesting, like, with all, with all the fintech companies wanting to be the everything app or the super financial app, there's also the competing headlines of, like, Anthropic and OpenAI being the everything company,… 2 times in the scene
SpaceX Hit $2 Trillion. Now Everyone Wants a Jet · Sourcery with Molly O'Shea
- ▶ 0:06 Israel "Izzy" Slotowicz OpenAI just announced they're going to be public.
- ▶ 2:03 Molly O'Shea We're about to have more millionaires and billionaires minted than ever before with the OpenAI, 2 times in the scene
Harvey Co-Founder Gabe Pereyra on the Token Pricing Reckoning Coming for AI · Sourcery with Molly O'Shea
- ▶ 0:31 unnamed speaker We posted our first sort of initial results of how closed-source frontier models like those from OpenAI, Anthropic, DeepMind, to Form on the Benchmark.
- ▶ 6:44 Molly O'Shea OpenAI, Anthropic, NVIDIA, we have base 10. 6 times in the scene
- ▶ 19:35 Gabe Pereyra and you could do kind of things like cloud code and codex and that started working really well in the command line, we started building a bunch of the infrastructure of, you know, how do you get these agents that were running in your…
- ▶ 33:24 Gabe Pereyra He was kind of the best AI researcher that I, like, worked with when I was at Brain, and he's now at OpenAI, like, ran their post-training team, and I think kind of similar ability of, like, just being able to keep all of the context in…
- ▶ 36:15 unnamed speaker Um, and then today we posted our, our first sort of initial results of how closed source, uh, frontier models like those from open AI, Anthropic, DeepMind, uh, perform on the benchmark.
- ▶ 40:32 unnamed speaker You have to understand, like, the signal to noise ratio of Twitter, but, um, if you're following folks like, you know, Karpathy, Noam Brown at OpenAI, Shalto at Anthropic, some of these kind of leading voices within the labs, as well as…
Inside Harvey AI: CEO Winston Weinberg on How a 4-Year-Old Company Is Taking on the Foundation Labs · Sourcery with Molly O'Shea
- ▶ 31:40 Winston Weinberg I mean, you saw Claude for legal, um, there's a rumor that, like, Codex for legal, right?
$40B Fund, 1 Creator: Why Lightspeed Hired Zauey Talks · Sourcery with Molly O'Shea
- ▶ 8:48 Claire Zhao Like, they'll hear about the open AIs and the anthropics of the world raising large rounds or, you know, pre-IPO stories, but actual visibility into the earliest stages of building, um, I realize that a lot of people are actually very…
- ▶ 21:29 Claire Zhao Uh, I think people are curious about just the OpenAI, Anthropic, XAI, Google, who's gonna come out of this? 2 times in the scene
- ▶ 29:13 Molly O'Shea Whether it's OpenAI, Anthropic, you know, like.
SpaceX IPO: Inside the Firm That Owns 1% · Sourcery with Molly O'Shea
- ▶ 0:32 Justin Fishner-Wolfson SpaceX is the big one to kind of start this, but OpenAI and Anthropic are both valid.
- ▶ 4:20 Molly O'Shea We're obviously having some major IPOs, whether it's SpaceX, the new S-ones with Anthropic, OpenAI, and a lot of the AI companies here in the Valley, we're in San Francisco right now, with massive valuations and a lot of people that are…
- ▶ 15:01 Justin Fishner-Wolfson SpaceX is the big one to kind of start this, but, I mean, as you mentioned, like, OpenAI and Anthropic are both valid.
"We Don't Trust Agents" - What This CTO Knows That You Don't · Sourcery with Molly O'Shea
- ▶ 0:13 Molly O'Shea Some of your customers are names like OpenAI, Perplexity, Netflix, Uber, Mistral, Dropbox, Freshworks, and more.
- ▶ 8:41 Gil Feig But now that you kind of can have one person just go use, you know, Codex, Cloud Code, whatever, to go build something, you really just need a lot of barrels to just go get things done, um, so that also has shifted how we're hiring. 4 times in the scene
- ▶ 29:15 Shensi Ding So whether they're using codex or clod or, you know, perplexity or whatever you're using, all the connectivity and the actions through go through that node.
- ▶ 45:26 Shensi Ding So I think it'll be interesting to see when like open AI and Anthropic go public because then it'll become like a kind of like a merging of the two.
- ▶ 47:17 Molly O'Shea So some of your customers are names like OpenAI, Perplexity, Netflix, Uber, Mistral,
CIO of Marc & Ben's Multi-Family Office: SpaceX IPO, Anthropic & OpenAI · Sourcery with Molly O'Shea
- ▶ 14:42 Molly O'Shea Topic that's kind of an undercurrent of a lot of liquidity over the last year and will continue to be is secondaries, whether it's Anthropic, OpenAI, I don't know, Anduril, SpaceX, people that are doing tenders, it could also be Stripe.
- ▶ 32:45 Molly O'Shea Big names like OpenAI, SpaceX, Anthropic, and so on and so forth, and Roll even. 3 times in the scene
Chips, Gigawatts, AI, & Agents: Coatue's Public Markets Update | CIO Jaimin Rangwalla · Sourcery with Molly O'Shea
- ▶ 0:18 Jaimin Rangwalla But today you look, OpenAI's most recent round was 800 plus billion dollars.
- ▶ 3:35 Jaimin Rangwalla You know, how quickly companies have reached, you know, ten billion dollars, 30,000,000,050 billion dollars of ARR, which, you know, we talk about quite a bit, how OpenAI reached, you know, almost a billion users in the fastest time in…
- ▶ 11:19 Jaimin Rangwalla But today you look, um, OpenAI's most recent round was 800 plus billion dollars.
- ▶ 13:37 Molly O'Shea Uh, one of the slides was really wild to see the annualized revenue growth that these new players have, whether it's OpenAI or Anthropic.
- ▶ 50:54 Jaimin Rangwalla We have a big investment, OpenAI and Anthropics, so we're constantly talking to them about, like, what are things that they're doing to optimize their models, what are, you know, what are technologies that they're using, what are, you…
- ▶ 51:09 Molly O'Shea It is so crazy because whenever someone mentions open AI and Anthropic, I just like assume they're a public company at this point, but they're still not. 2 times in the scene
Dara Khosrowshahi’s Full Circle Launch: Expedia x Uber · Sourcery with Molly O'Shea
- ▶ 24:23 Dara Khosrowshahi We've had a leg up because we've been, we've been building algorithmically, but our developers are all using Claude and actually Codex is pretty cool as well.
- ▶ 27:10 Dara Khosrowshahi We will, uh, work with an open AI so that an open AI agent can essentially get an Uber for you as well. 2 times in the scene
The $10 Trillion Bet on Humanoid Robots | Figure Founder Brett Adcock · Sourcery with Molly O'Shea
- ▶ 0:08 Molly O'Shea You recently went viral for comments on your OpenAI partnership with Figure. 4 times in the scene
- ▶ 16:07 Molly O'Shea You recently went viral for comments on your OpenAI partnership with Finger.
300 Pages on Anduril: Inside Modern Warfare · Sourcery with Molly O'Shea
- ▶ 2:25 Kyle Harrison We've done OpenAI, we've done Stripe, things like that, so basically we just worked our way towards Anduril,
- ▶ 5:08 Kyle Harrison It's one of the things I think that is missing from the conversation is everybody talks about Anduril the same way that we talk about a Stripe or an OpenAI or a Databricks or something that feels very similar.
The AI Brokerage Quietly Taking on Schwab, Fidelity & Vanguard · Sourcery with Molly O'Shea
- ▶ 50:42 Molly O'Shea All the growth is accruing in OpenAI, Anthropix, SpaceX has been pretty good for a while, but they did go from three hundred billion, like, only a year ago to now, IPO for nearly two trillion dollars.
Inside the Factory Using Rocks & Sunlight to Fix AI's Power Problem | Exowatt · Sourcery with Molly O'Shea
- ▶ 31:04 Molly O'Shea And I don't know if it extends just to OpenAI, but these other hyperscalers that are customers, how are you strategically being involved and what have you learned from them?
How Applied Intuition Reached $15B (Without Spending $1B) · Sourcery with Molly O'Shea
- ▶ 5:38 Qasar Younis Uh, company like OpenAI or Anthropic, there's other reasons because we're also a technology provider and they're more of a consumer prosumer product.
- ▶ 8:46 Peter Ludwig Um, that were originally successful for large language models, like you heard about Anthropic and OpenAI, um, those started to have an impact on self-driving technology and robotics, and we thought that was really interesting, and then on…
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