OpenAI, every mention
112 scenes (2025), the whole family · ← back to OpenAI
tap a year for its mentions
every year 2025 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
Why Lightspeed Bet on xAI, Neuralink, Suno, Granola, & Pika | Michael Mignano · Sourcery with Molly O'Shea
- ▶ 0:22 Michael Mignano When you think about moats, I think what's really important right now, given how fast OpenAI can move, is getting to a, a behavior
- ▶ 6:56 Molly O'Shea I'm really interested to know how you think about this environment because OpenAI just had their dev day. 4 times in the scene
- ▶ 32:44 Michael Mignano I mean, clearly it's accruing right now to the model layer for companies like Anthropic and OpenAI and X and, um, but there are also amazing application layer businesses generating a lot of value as well.
- ▶ 42:51 Michael Mignano Boring answer, but OpenAI. 4 times in the scene
Inside the Myths: Emil Michael on Palantir, SpaceX, Anduril & the Modern DoW · Sourcery with Molly O'Shea
- ▶ 11:10 Emil Michael 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.
Inside General Catalyst’s $1.5B AI Roll-Up Machine · Sourcery with Molly O'Shea
- ▶ 0:13 Mark Bhargava So as the models get better, whether it's OpenAI or Anthropic or Google or XAI or others, we really do think there'll be a lot of new companies that can be built on top of this technology.
- ▶ 6:36 Mark Bhargava So as the models get better, whether it's OpenAI or Anthropic or Google or XAI or others, 2 times in the scene
Inside Thrive Capital: Investing in OpenAI, Wiz, Cursor, Nudge, Physical Intelligence · Sourcery with Molly O'Shea
- ▶ 0:29 Molly O'Shea And since then, you've been involved in some of pretty incredible, some pretty incredible investments like OpenAI, Cursor, Wiz, Nudge, and Physical Intelligence.
- ▶ 8:38 Philip Clark We talk about, uh, OpenAI or physical intelligence or Nudge or others as well, but those are a few that I've had the privilege of being, uh, close partners to founders for.
- ▶ 38:13 Molly O'Shea We're going to talk about open AI. 10 times in the scene
- ▶ 42:00 Molly O'Shea Um, they're also investors in OpenAI and it was almost, not so much as like Momentumismo, but 11 times in the scene
- ▶ 44:35 Molly O'Shea How do you think about the evolution of OpenAI and where it goes to? 6 times in the scene
- ▶ 47:12 Molly O'Shea What comes after open AI? 5 times in the scene
- ▶ 52:03 Molly O'Shea OpenAI is one of, if not the highest valued private company. 2 times in the scene
- ▶ 54:05 Philip Clark You know, if you were an investor in OpenAI and when it was a nonprofit in 2017 and 2018, and even sort of a, uh, capped, uh, nonprofit with profit like shares in 2019 and 20 20, you might've thought, oh my gosh, what, what is this thing…
How Ryan Serhant Sold $20B in Real Estate with Media & AI · Sourcery with Molly O'Shea
- ▶ 30:24 Ryan Serhant Yeah, we got access to Sora, um, the app with Open.ai way before it came out. 2 times in the scene
Sequoia’s Alfred Lin: Backing Founders Who Redefine Markets · Sourcery with Molly O'Shea
- ▶ 39:44 Molly O'Shea The company missed out on that is OpenAI and how they got to a five hundred billion dollar secondary valuation. 2 times in the scene
Inside Coatue: $70B Hedge Fund’s AI & Retail Strategy · Sourcery with Molly O'Shea
- ▶ 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
- ▶ 47:02 Molly O'Shea There's so much innovation happening on the private side, but it's not, you know, it's like open AI, it's anthropic, it's all of these, like, research labs, it's models, it's a lot of things on the private side that are impacting the… 4 times in the scene
- ▶ 52:02 Molly O'Shea You're looking at OpenAI, they just raised a five hundred billion dollar secondary. 10 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
Incubating Brain Co: Elad Gil’s AI Bet with Jared Kushner’s Affinity Partners · Sourcery with Molly O'Shea
- ▶ 8:52 Elad Gil They'd be working at OpenAI or they'd be working at Google or they'd be working at some of these great companies.
- ▶ 17:48 Molly O'Shea We have the CEO of Perplexity, CEO of Coinbase, CEO of Applications at OpenAI, Chief Product Officer at OpenAI, former chairman and CEO of EY, global co-head of Blackstone Real Estate, founder of AngelList. 3 times in the scene
- ▶ 32:14 Molly O'Shea When will OpenAI achieve AGI?
Elad Gil of Gil Capital, Gil & Co. & Enigma Global · Sourcery with Molly O'Shea
- ▶ 33:47 Molly O'Shea Can you justify OpenAI's five hundred billion dollar secondary valuation? 4 times in the scene
Inside The $2.2B AI Research Accelerator | Turing · Sourcery with Molly O'Shea
- ▶ 0:09 Molly O'Shea And customers that include OpenAI, NVIDIA, Anthropik, Google, Microsoft, Meta, Salesforce, Amazon, and I'm sure a lot more. 2 times in the scene
- ▶ 3:13 Molly O'Shea A network of four million engineers and customers that include OpenAI, NVIDIA, Anthropoc, Google, Microsoft, Meta, Salesforce, Amazon, and I'm sure a lot more.
- ▶ 3:37 Jonathan Siddharth Uh, we work with OpenAI, Anthropic, Meta, Google, Microsoft, Nvidia, Amazon, anybody that's building a Frontier Foundation model, we are probably working with them already.
- ▶ 12:02 Jonathan Siddharth This industry had a huge shift after the reasoning models came out late last year, O-one being the first. 2 times in the scene
- ▶ 14:46 Jonathan Siddharth So when, um, the AGI wave hit, uh, or I, I remember that fateful meeting with OpenAI when they were training GPT-III and OpenAI wanted to teach GPT-III to code and to do function calling and tool use, which are building blocks for training…
- ▶ 17:35 Molly O'Shea Just explain, like, maybe step by step, for people that don't understand how models are created, the partners in which they work with, and then also the teams they have internally that make all these processes run, because I don't think… 2 times in the scene
- ▶ 28:52 Jonathan Siddharth I think we've just gotten used to magic, uh, that maybe we are not fully seeing the impact, uh, of, uh, of what's just out there, and I'm not just saying that because, uh, we, we work with the company that, that built it. 2 times in the scene
Base Power Raises $1B led by Addition, with Trust Ventures, Lightspeed, a16z, Altimeter, Elad Gil · Sourcery with Molly O'Shea
Vibe Coding, AI Valuations & the Supercycle | Navin Chaddha, Mayfield · Sourcery with Molly O'Shea
- ▶ 21:41 Navin Chaddha You have a five hundred billion dollar company in OpenAI.
Inside Klarna's IPO CEO Sebastian Siemiatkowski · Sourcery with Molly O'Shea
- ▶ 2:27 Molly O'Shea Specifically, you called up and you got into the room with OpenAI at the very start. 2 times in the scene
- ▶ 13:00 Sebastian Siemiatkowski I mean, hearing from people at OpenAI, they said, look, you guys, you know, we didn't think a bank in Europe would be like one of the fastest to adopt and try and test new things.
- ▶ 57:26 Molly O'Shea So we can acquire open AI.
Raising $2 Billion to Become the SpaceX of Quantum | PsiQuantum's Pete Shadbolt · Sourcery with Molly O'Shea
- ▶ 0:43 Pete Shadbolt TSMC, ASML, SpaceX, Nvidia, OpenAI.
- ▶ 21:29 Pete Shadbolt These companies, open AI, these companies are living or dying on the quality of their science.
- ▶ 1:38:20 Pete Shadbolt Nobody cared that Azure and Microsoft and open AI were building big, ugly computers.
Meme Lord CEO Raises $22.5M Series A for Hello Patient · Sourcery with Molly O'Shea
- ▶ 23:12 Alex Cohen That, I think, actually expanded the Overton window for providers getting comfortable with, oh, there's this chat experience that I could see working with my patients, and then they started to experiment with, um, OpenAI's or ChatGPT's… 2 times in the scene
- ▶ 31:55 Alex Cohen Um, we have a pretty deep partnership with OpenAI, like they, at their core, um, I guess I'm Sam right now, but we have a partnership with ourselves. 4 times in the scene
Apple in China: Tim Cook’s $275B Pledge | Patrick McGee · Sourcery with Molly O'Shea
- ▶ 21:02 Molly O'Shea What kind of device do you think that Johnny Ive and OpenAI will create?
Inside the $750B+ Thiel Fellowship · Sourcery with Molly O'Shea
- ▶ 7:50 Danielle Strachman I think he's also done some work at open AI.
Understanding OpenAI’s $500B Valuation · Sourcery with Molly O'Shea
- ▶ 0:08 Apoorv Agrawal OpenAI has gone its path to being a winner of the consumer AI super cycle, and you know, OpenAI is our largest investment in the history of Ultimator. 4 times in the scene
- ▶ 1:23 Molly O'Shea We're going to go deep into OpenAI, the five hundred billion dollar valuation, the philosophy around ChatGPT's parasocial relationship that's formed with its users. 2 times in the scene
- ▶ 1:58 Apoorv Agrawal We've, uh, tracked OpenAI for a bit. 6 times in the scene
- ▶ 6:18 Molly O'Shea What's unique with you and Altimeter is that you've only invested into OpenAI, whereas other funds have spread their bets amongst other LLMs. 4 times in the scene
- ▶ 8:27 Molly O'Shea Going back, like circling back a little bit more, so, seven hundred million weekly active users, they've developed a very strong consumer brand. 6 times in the scene
- ▶ 13:44 Apoorv Agrawal Keeping up with OpenAI product updates is a full-time job, and that's the, that's the strategy, is ship fast.
- ▶ 13:56 Apoorv Agrawal 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 these are in GPT-V now.
- ▶ 20:36 Apoorv Agrawal They're playing with codex.
- ▶ 24:46 Apoorv Agrawal You know, I think one of the things that strikes me about Sam and, and, and the OpenAI team in general is 9 times in the scene
- ▶ 32:17 Apoorv Agrawal And, you know, summarizing, basically, the jump was from just under 60% to 81%, switching from, uh, Anthropik's latest model to OpenAI's latest model, GPT-V. 2 times in the scene
- ▶ 40:15 Apoorv Agrawal This is players like open AI and, and tropic and perplexity and, and clean and, and, and so on is on the order of, you know, 30, forty billion dollars.
- ▶ 42:24 Molly O'Shea You'll see it from the open AI side, but also the meta superintelligence team. 2 times in the scene
- ▶ 58:11 Apoorv Agrawal While admitting that some of the best businesses are now being built while they're private, the private, late stage private, call it asset class, is just full of so many great gems for, you know, SpaceX, Stripe, Android, OpenAI, Anthropic,…
How Vise Became a Unicorn With Just 40 Employees · Sourcery with Molly O'Shea
- ▶ 57:24 Samir Vasavada I think it's OpenAI. 2 times in the scene
Nat Friedman Leads $15M in Superintelligence Insurance Company | AIUC · Sourcery with Molly O'Shea
- ▶ 0:04 Rune Kvist You might have seen OpenAI launch their chat GPT agent, and Sam Oldman on the stage puts out a big caveat, like, don't use it for anything important.
- ▶ 2:51 Rune Kvist You might have seen actually yesterday, OpenAI launched their chat GPT agent, and Sam Oldman on the stage puts out a big caveat, like, don't use it for anything important.
- ▶ 8:28 Rune Kvist Companies like OpenAI have gone a little bit back and forth on what they think, and with their release yesterday, they're saying like, wow, now the risk levels are really high. 2 times in the scene
- ▶ 18:45 Rune Kvist You will have seen lots of people have questions about like, oh, is opening AI training on my data?
- ▶ 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
page 1 of 2 · 100 scenes per page · newest episode first next →