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
Nat Friedman Leads $15M in Superintelligence Insurance Company | AIUC · Sourcery with Molly O'Shea
- ▶ 23:02 Rune Kvist They're not very good at a number of things, but in a lot of ways, when you talk to something like O three, um, from open AI, you're like, well, this one is just a lot smarter than me.
- ▶ 44:17 Rune Kvist So the founding team has both a former McKinsey partner in insurance who then went on to be the COO of an AI audit organization that does pre-deployment testing, for example, of OpenAI's models.
How Palantir Is Modernizing the Military With AI · Sourcery with Molly O'Shea
- ▶ 21:11 Greg Little You just saw like the announcement with Oracle open AI and SoftBank for five hundred billion. 2 times in the scene
Inside Hadrian's $260M Series C to Advance Manufacturing in America · Sourcery with Molly O'Shea
- ▶ 21:23 Chris Power Secondly, there are many micro categories of manufacturing, you know, just like open AI and AI won't do everything.
- ▶ 24:35 Chris Power I think it will continue to accelerate, especially as the, like, core models like OpenAI and Claude and stuff get faster and faster and faster and faster, and I do think it'll be a massive accelerant for us spinning up new business units,…
Brex’s Road to IPO and The Golden Age of M&A · Sourcery with Molly O'Shea
- ▶ 0:08 Art Levy OpenAI, buy, allegedly, Windsurf. 3 times in the scene
- ▶ 16:56 Art Levy You saw OpenAI by allegedly Windsurf. 2 times in the scene
- ▶ 20:34 Art Levy And basically I think that what's happening now is the consolidators, the Googles, the metas, the, you know, open AI is rapidly becoming one of these companies is sort of saying, Hey, like,
- ▶ 45:47 Art Levy So maybe you then figure out a way to talk to Google and, and open AI or something like that, or you hire a banker to run a process.
- ▶ 1:32:12 Molly O'Shea The Johnny Ive and OpenAI device, what do you think it's going to be? 2 times in the scene
Why a16z Bet $15 Million on THIS Controversial Startup · Sourcery with Molly O'Shea
- ▶ 22:58 Brian Kim ChatGP is very, opening is very important.
- ▶ 47:37 Molly O'Shea And then it's also Meta who is like going all gas, no breaks, acquiring things, trying to, yeah, move fast, break things, but also acquire like every brand name possible, do this huge scale AI deal and try to rebuild their position against… 2 times in the scene
- ▶ 49:42 Brian Kim And when we say, oh, like for the first time, ChatGPT, OpenAI, it cliffs social.
- ▶ 1:06:06 Molly O'Shea Okay, um, going into consumer, what do you think the Johnny Ive and OpenAI device will be?
How Jack Altman Hit 100x Growth | Uncapped, AI, VC, Founders · Sourcery with Molly O'Shea
- ▶ 0:03 Jack Altman OpenAI, SpaceX, Stripe, Databricks, Andrel. 3 times in the scene
- ▶ 7:11 Jack Altman Obviously, Sam knows about, you know, AI and, you know, he kind of is operating at both a high level and, you know, very, very close to the company, just given the shape of OpenAI.
- ▶ 11:04 Molly O'Shea OpenAI just started one, Stripe just started one, you have one, I think Sam started one, Mark has one, Turpentine.
- ▶ 16:46 Jack Altman OpenAI, SpaceX, Stripe, Databricks, Andrel, many more.
- ▶ 30:08 Molly O'Shea And we still don't know what hardware device OpenAI and Johnny Ive will create and what kind of new economy that will bring.
- ▶ 30:43 Molly O'Shea KOTU and Altimeter did like a bunch of different surveys and data science around OpenAI's traction, um, and daily active users against social platforms.
- ▶ 34:48 Molly O'Shea You know, I was going to ask about like open AI and like, what do you think is going to happen? 2 times in the scene
- ▶ 41:07 Molly O'Shea In particular, in this conversation, you guys were talking about the Meta deal and, um, how Meta's been trying to poach some of OpenAI's talent, and then also this Metascale AI scenario.
- ▶ 43:55 Jack Altman Well, maybe, but, you know, maybe you hit another anthropic and, you know, it's a big market where it's not just open AI.
Nucleus Launches First Genetically Optimized Embryo · Sourcery with Molly O'Shea
- ▶ 33:47 Kian Sadeghi Um, you see what opening eyes doing with Johnny eyes. 2 times in the scene
How Altimeter's $10B AUM Fund Is Investing In Aerospace, Defense, & Hardtech · Sourcery with Molly O'Shea
- ▶ 34:40 Molly O'Shea You've invested into some pretty incredible names like Snowflake, CoreWeave, Hammerspace, OpenAI, Plaid, StockX, Uber, Airbnb,
- ▶ 39:52 Eric Crispin We will do a very large check into a quasi-public round, like an OpenAI, or, or maybe the most, you know, the latest Andrel round.
- ▶ 51:42 Eric Crispin O-three is incredible.
Why Bucky Moore Joined $30 Billion AUM Megafund Lightspeed · Sourcery with Molly O'Shea
- ▶ 1:14 Bucky Moore The SpaceX's, the Anduril's, the OpenAI's, the Anthropics.
- ▶ 10:18 Bucky Moore Question, which is, do you believe that OpenAI, Anthropic, SpaceX are foreshadowing of what's to come? 2 times in the scene
- ▶ 14:18 Bucky Moore And so when you look at investment like open AI at thirty billion or anthropic at sixty billion, you know, I can tell you, uh, these are opportunities that I personally believe have the upside to generate multiples, uh, versus say IRR.
- ▶ 40:32 Bucky Moore Like when I use deep research, like I've seen the future. 2 times in the scene
Windsurf: The Making of a Billion-Dollar AI Company | Leigh Marie Braswell, Kleiner Perkins · Sourcery with Molly O'Shea
- ▶ 8:11 Molly O'Shea Figma just filed to go public, and OpenAI just announced a potential three billion dollar acquisition of Windsurf, one of your portfolio companies, which I believe you led the investment into. 2 times in the scene
- ▶ 24:45 Leigh Marie Braswell They're calling open AI models.
- ▶ 28:47 Leigh Marie Braswell They're like, yeah, if this competitor does this, we're gonna do that, or if the OpenAI model is this much better, this is what's gonna happen.
- ▶ 35:03 Molly O'Shea This acquisition goes through a three billion dollar acquisition by OpenAI.
- ▶ 44:06 Leigh Marie Braswell Um, and I, I think I remember thinking, like, what is, like, what is this? 3 times in the scene
Base Power's $200M Series B | Co-Led by Lee Fixel, A16Z, Lightspeed, & Valor Equity Partners · Sourcery with Molly O'Shea
- ▶ 14:42 Zach Schendel I got a really close look at companies like SpaceX and, and OpenAI and Anduril and RAMP and these companies that were scaling really quickly, building really strong teams, kind of taking big swings at large markets and, uh, was inspired…
Inside Varda’s Space Factory | Delian Asparouhov, Founders Fund & Varda · Sourcery with Molly O'Shea
- ▶ 31:03 Delian Asparouhov I'm not sure that OpenAI would be where it is if not for the AI bubble because it allows them to deploy the level of capital they've had, um,
SpaceX, Stripe, Ramp, Anduril: Navigating Liquidity in Private Markets · Sourcery with Molly O'Shea
- ▶ 51:45 Christian Garrett I, I probably should be paying open AI.
How Writing Led To Investing In Ramp, Scale AI, Replit, Varda | Packy McCormick, Not Boring · Sourcery with Molly O'Shea
- ▶ 49:38 Packy McCormick I get nervous every time there's a new model release, or like, you know, oh, three is like, just solved everything.
- ▶ 55:36 Molly O'Shea So this is just a competition because then OpenAI released like five new models after that and they're all named something different and I don't know which one to use at this point. 5 times in the scene
How Emergence Capital Bet Early on Zoom, Salesforce, Veeva—& Now Together.ai · Sourcery with Molly O'Shea
- ▶ 37:22 Yaz El-Baba It would no longer be a world in which you just plug in to open AI's latest model.
Inside Theory Ventures: Tomasz Tunguz’s $688M Thesis on Go-To-Market Disruption · Sourcery with Molly O'Shea
- ▶ 2:48 Tomasz Tunguz I think you have like, uh, OpenAI announced three hundred million. 2 times in the scene
- ▶ 5:59 Tomasz Tunguz You ask three different AIs, uh, maybe Cloud Gemini and OpenAI to perform the same task.
- ▶ 7:02 Molly O'Shea We now have XAI, OpenAI, Anthropic.
- ▶ 12:53 Molly O'Shea And can they and the likes of Anthropic compete on the revenue side against the revenue and share market share of open AI and hyperscalers? 2 times in the scene
- ▶ 16:27 Tomasz Tunguz The open AI newest model has PhD level knowledge on many different topics, including like math and programming.
- ▶ 25:11 Tomasz Tunguz I mean, uh, you play with like a whisper model, which is open AI species text model.
How Armada Is Powering AI at the Edge | A Conversation with CEO Dan Wright · Sourcery with Molly O'Shea
- ▶ 34:09 unnamed speaker It's called Unpacked Pricing, hosted by Scott Woody, who is the co-founder and CEO of Metronome, a usage-based billing platform powering billing for OpenAI, Anthropic, and Databricks.
Former Chief Scientist at Salesforce, Richard Socher | You.com, LLMs, AI Agents, Complex Work · Sourcery with Molly O'Shea
- ▶ 0:18 Richard Socher We basically have two lines of business, which is similar to how Anthropic, OpenAI and a lot of others that do it too.
- ▶ 8:43 Richard Socher We basically have two lines of business, which is similar to how Anthropic, OpenAI, and a lot of others do it too.
- ▶ 15:08 Richard Socher The unfortunate thing, and the reason why accuracy can't be the only thing is that we often have customers that thought they could do it themselves, thought they could do it by sitting on top of some APIs from OpenAI or sitting on top of…
- ▶ 44:25 Richard Socher That paper was actually cited by OpenAI, and they're still doing research papers.
Alex Kolicich, 8VC | AI & Defense Tech Renaissance · Sourcery with Molly O'Shea
- ▶ 7:09 Molly O'Shea We just saw an incredibly large, uh, funding round with OpenAI just so off the back of the heels of XAI, which raised six billion. 4 times in the scene
- ▶ 8:47 Alex Kolicich Oh, one just came out.
- ▶ 19:38 Alex Kolicich Um, if you look at scaling laws on the models, and again, a lot of this does change a little bit with O-one, so you can take it all with a grain of salt. 2 times in the scene
- ▶ 19:54 Alex Kolicich And for a while, actually, Claude was better than OpenAI. 3 times in the scene
- ▶ 26:35 Alex Kolicich You have OpenAI raised at a hundred fifty billion valuation. 2 times in the scene
- ▶ 49:41 Molly O'Shea Ilya left open AI. 6 times in the scene
Molly Alter, Partner (Northzone), $4B AUM | Software for Hardware, EU vs USA, Vertical AI, VC Biases · Sourcery with Molly O'Shea
- ▶ 12:52 Molly Alter Be sort of, you know, this or that, and maybe open AI will come in and build something themselves.
Computer Science is 'So Hot Right Now' | Grace Isford, Lux Capital · Sourcery with Molly O'Shea
- ▶ 12:16 Grace Isford OpenAI API.
- ▶ 29:17 Grace Isford Um, I also have maybe a talent arbitrage because I'm not competing against OpenAI for, for hiring this great engineer, uh, here.
- ▶ 34:58 Grace Isford And so you don't actually have to work with OpenAI or Anthropic or even Google or AWS or Microsoft in order to get the benefit of these amazing LAMA models, as an example, or this amazing inference, which you would be hard to do otherwise.
- ▶ 43:32 Grace Isford To spare you the details, it's kind of like an open AI for bio.
Text-to-CAD: AI Revolutionizing Hardware Design with Jordan Noone of Zoo · Sourcery with Molly O'Shea
- ▶ 18:00 Jordan Noone And the way that I reference that is if you look at like OpenAI and what they do, they have ChatGPT, their surface level product. 3 times in the scene
John Coogan, EIR at Founders Fund, Founder of Soylent & Lucy · Sourcery with Molly O'Shea
- ▶ 1:05:16 John Coogan and then they stopped going after it because they were like, oh, like opening, I was going to kill me or whatever.
Silicon Valley's Best Kept Secret for Skilled Immigration | Minn Kim, Founder of Lighthouse · Sourcery with Molly O'Shea
- ▶ 21:55 Molly O'Shea Uh, we love the El Segundo gang, and we love the, the AI talent that's coming out of DeepMind and OpenAI.
Embracing American Dynamism to Upgrade Manufacturing Production With Oden CEO Willem Sundblad · Sourcery with Molly O'Shea
- ▶ 33:53 Molly O'Shea So it's been pretty active, and there's been a lot of startups and investors in the space since then, as well as OpenAI has taken off, and the AI boom has really become a, a thing that's
Kyle Harrison, GP at Contrary on Techno-Optimism, Talent Vortexes, & Writing “Investing 101” · Sourcery with Molly O'Shea
- ▶ 13:23 Kyle Harrison So obviously open AI gets a lot of attention.
- ▶ 44:47 Molly O'Shea You have DeepMind, you have, um, Meta, you have now, like, OpenAI and all these people, and a lot of talent left those companies to go start their own companies, and then now we're seeing that start to deflate, and those companies get…
Get Tesla Big | Chris Power, Hadrian · Sourcery with Molly O'Shea
- ▶ 31:12 Molly O'Shea We didn't know if open AI was going to eradicate everyone or if it was just another, you know, part of the tool stack.
Varda's Landing, Peter Thiel, & the Future of El Segundo, Delian Asparouhov, Founders Fund · Sourcery with Molly O'Shea
- ▶ 34:24 Delian Asparouhov 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.
David Weisburd, 10X Capital: Finding Alpha and LP Bias · Sourcery with Molly O'Shea
- ▶ 17:28 David Weisburd So first you, it seems like we're in the infrastructure phase where you have open AI and, and thropic, which were investor and, and other Google, you know, Facebook's going with the open source.
- ▶ 32:12 Molly O'Shea You know, a little bit confused or, um, or having that open AI identity crisis. 5 times in the scene
Alex Kolicich, 8VC: Exodus of Venture Capital, AI Predictions · Sourcery with Molly O'Shea
- ▶ 32:18 Alex Kolicich Kind of the view I have on models is, I do think they'll have best in class models, like, uh, open AI and Andropic. 2 times in the scene
- ▶ 35:45 Alex Kolicich Where in most cases, you are a thin layer on top of open AI and that's okay. 10 times in the scene
- ▶ 43:13 Alex Kolicich And a lot of people forget, like the early releases of open AI had problems too. 2 times in the scene
Xander Oltmann, Commodity Capital: Downfall of SaaS & Uprising of Vertically Integrated Monopolies · Sourcery with Molly O'Shea
- ▶ 4:26 Xander Oltmann And then, you know, when we start to think about outside of just, like, startups, you know, I wouldn't say OpenAI is really a startup anymore, um, but we're starting to see vertical integration, not just of hardware-first companies, but… 2 times in the scene
- ▶ 11:33 Xander Oltmann So think open AI, um, you know, think all the companies that were funded, you know, three, four years ago.
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