OpenAI, every mention

4 scenes (said by Michael Barton), the whole family · ← back to OpenAI

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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

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Inside Coatue: $70B Hedge Fund’s AI & Retail Strategy · Sourcery with Molly O'Shea Oct 23, 2025 · 11 mentions

  • ▶ 6:12 Michael Barton I also, you know, follow open AI and Anthropic and am very in tune to what's going on in the private markets.
  • ▶ 12:10 Michael Barton You're seeing new announcements every day, OpenAI doing a deal with NVIDIA, or doing a deal with AMD, or there's some new data center built, and there's all this money going into it, right? 3 times in the scene
  • ▶ 18:44 Michael Barton Like, uh, opening, I did their dev day a couple of days ago. 2 times in the scene
  • ▶ 59:45 Michael Barton If OpenAI wants to have a shopping assistant, right, all the reviews in the world are on Google. 5 times in the scene
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