OpenAI
also referred to as: open ai
includes OpenAI Codex, OpenAI O1, OpenAI O3, OpenAI Deep Research, OpenAI O1 Pro, OpenAI Frontier, OpenAI o Series, OpenAI Startup Fund, OpenAI DevDay, OpenAI Operator, OpenAI Playground, OpenAI Podcast and 11 more
351 statements across 134 episodes · 173 bullish · 48 bearish · 63 people on the record · first statement Nov 3, 2024 by John Coogan · said 2,664 times in 345 episodes since 2024 · across every show →
Mentions by year, the whole family
brought up most by John Coogan (860), Jordi Hays (317), Dylan Patel (26), Sam Altman (16), Peter Steinberger (15), Will Depue (14), Mike Knoop (13), Tyler Hogge (11)
tap a year for its mentions
2026 1,096 mentions in 169 episodes 6 per episode
- The Elon vs OpenAI Lawsuit and ads in ChatGPT | Diet TBPN
- FULL INTERVIEW: Sam Altman Responds to Anthropic’s Attack Ads, Live on TBPN
- FULL INTERVIEW: Dylan Patel Says We’re Still Underestimating AI
- Apple Sues OpenAI, Experts Sign Another AI Warning Letter, Paramount Threatens CA Exit
- Cerebras IPO, Warsh Confirmed Fed Chair, Musk-OpenAI Trial Nears End | Diet TBPN
- OpenAI Ends Side Quests, SF Housing Market is Back, Kalshi’s $1B Prize | Diet TBPN
- Anthropic’s Trust Nuke, OpenAI’s new releases, Google Claims AI Crown | Diet TBPN
- Altman’s Testimony, AI SPV Drama, Ebay Rejects $GME Bid | Diet TBPN
- 161 more episodes that year, every mention in 2026 →
2025 1,433 mentions in 152 episodes 9 per episode
- DeepSeek Update, Market Crash, Timeline in Turmoil, Is VC Cooked, Zero Cope Policy
- DeepSeek, Stargate Update, Bees Do Enjoy Honey, Golden Retriever Maxxing, Bring on the Trilly
- How Does GROK Compare? (Full Analysis)
- Weekly Recap: The Soham Parekh Drama, Meta Attacks OpenAI, Trump's Mega Bill
- Weekly Recap: Apple Sitting on $100B, Disney Enters The AI Race, Marc Andreessen, All About GPT-5
- Weekly Recap: Casey Neistat, OpenAI Cracks Math, The Future of ChatGPT, Apple x F1, Intel Layoffs
- Project Stargate, The T Word, Ramp Treasury, Audience Ad Reads, See You at Davos
- Meta Poaches OpenAI Engineers
- 144 more episodes that year, every mention in 2025 →
2024 135 mentions in 24 episodes 6 per episode
- How we became the fastest growing podcast (ep20)
- Year of Tech in Review (ep25)
- CEO Assassination Deep Dive (ep19)
- Venture Capital Just Changed Forever (ep1)
- Low T levels at Y-Combinator (ep9)
- Elon's Big Week (ep4)
- Inside Facebooks Secret "Red Book" (ep18)
- How BILLIONAIRES dress for XMAS (ep17)
- 16 more episodes that year, every mention in 2024 →
Everything said about OpenAI, oldest first
Nov 3, 2024
Nov 6, 2024 negative
Sam Altman Lapped Sundar Pichai's Google in AI While Google Coasted
“Yeah, he's making so much money, every employee's making a lot of money, the shareholders are doing well, everybody's just kind of coasting, and then you, it's like, boom, Sam Altman comes in and laps you on AI, all your AI products internally suck, Sam Altman…”
Nov 14, 2024 neutral
Coogan: Only OpenAI and Hyperscalers Can Build Gigawatt Data Centers
“OpenAI is the most well-funded, and so they're the ones, other than the hyperscalers, they're the ones that can actually go and build, like, the gigawatt data center, which is, like, a new thing that needs to be built. It, like, physically needs to exist befor…”
Nov 15, 2024 bullish
Coogan: AI apps will dynamically route user prompts across models automatically
“Very quickly, they're going to be able to put a router in front of that and dynamically decide, oh, this is a question that needs to go to oh, one. This is a question that needs to go to four. Four O or whatever, and all of that will become extracted.”
Nov 16, 2024 bullish
Coogan: Creator AI wrappers capture value despite not disrupting foundation models
“She has a cornered resource in her audience. She's got attention where yes. Who knows if this is that much better than just asking vanilla chat GPT, but if she can drive people to this app, she can monetize that she's effectively acting as like an affiliate of…”
Nov 19, 2024 neutral
Hays: Altman's Grok vs ChatGPT post was savvy content marketing
“So I actually saw a deeper dive on that on Sam's post and it did seem like he had sort of strategically cropped it or screenshot it in a way to not give the sort of like final conclusion. So I think what Sam was doing is what, you know, a lot of people do, whi…”
Dec 2, 2024 bullish
Dec 2, 2024 positive
Dec 2, 2024 positive
Hays: OpenAI Built Consumer Scale After Wrappers Reached Tens of Millions ARR
“Before chat GPT, there were products like copy.ai that were leveraging the API well, and like had gotten to decent, not scale, but tens of millions of ARR, and then OpenAI was like, oh, actually we're a consumer product company now, and then now they have hund…”
Dec 11, 2024 positive
Coogan: OpenAI Mac app leverages accessibility features to edit code across editors
“They use the accessibility features on the Mac app so that they don't need VS codes or text edits permission to go in there and rewrite the code. They just are able to read everything out, rewrite it, and just act as a AI assistant in there.”
Dec 11, 2024 bullish
Dec 11, 2024 neutral
Dec 11, 2024 bullish
Coogan: OpenAI's o1 Pro is the best reasoning model and will see massive adoption
“This week OpenAI launched ChatGPT for a one pro and it's like the best model at reasoning and it should be, and I mean, like, let's just be clear. Like it's incredibly impactful. Like it's a great product. People are going to use it a ton.”
Dec 31, 2024 bullish
Dec 31, 2024 neutral
Dec 31, 2024 positive
Dec 31, 2024 bullish
Jan 7, 2025 negative
Jan 7, 2025 negative
Jan 13, 2025 neutral
Coogan: OpenAI's for-profit transition mirrors historical insurance demutualization
“Everyone's looking at the open AI for profit transition is like, it had never been done. It's so crazy. And it's like, I don't know, like, there's a lot of companies that have been through this. It's not that it's not that unprecedented.”
Jan 23, 2025 neutral
Hays: Stargate's $500B Plan Dwarfs Total 2024 US Startup Funding
“The companies are committing a hundred billion to the venture with plans to invest up to five hundred billion over the next four years, which actually seems- To put this into perspective, in twenty-twenty-four, I believe there was a hundred and sixty-eight bil…”
Jan 23, 2025 bearish
Jan 23, 2025 neutral
Hays: OpenAI uses anon accounts and leaks for narrative dissemination
“Open AI I think is the best in the world at disseminating their story and the things that they want people to believe through a complicated network of terminally online and on accounts internal employees, leaks, you know, stuff like that.”
Jan 23, 2025 bearish
Coogan: AI training scaling laws show diminishing returns since GPT-4
“When you 10 X the energy and tokens and data and all the work on the training, you do get a smarter model, but the increases have been diminishing. So as you spend 10 times more, It, you don't get the same increase from GPT three to GPT four.”
Jan 23, 2025 neutral
Coogan: Unprofitable AI labs must separate software and infrastructure vehicles
“OpenAI is a software company with different long-term cost structure than that of an infrastructure company. That's fine if you're at Microsoft scale and profitability, but for entities that are losing money and looking to raise more, it makes sense to be diff…”
Jan 23, 2025 positive
Coogan: Microsoft Will Run Compressed OpenAI LLMs Across All Core Products
“So Microsoft is going to figure out how to slot the OpenAI API and the models into Excel, Word,
Outlook, all their products, and then it's going to be an, it's going to be co-pilot on the desktop software.
Everywhere there's a Microsoft product, there will be …”
Jan 23, 2025 neutral
Jan 24, 2025 negative
Coogan: AI agents will disrupt ad-based aggregators more than curatorial creators
“I think the monetization model for like fact aggregation is Changing significantly. I mean, the network celebrity net worth is a good kind of like canary in the coal mine for this. But if your job is just to collect content and put it on this on to one site an…”
Jan 24, 2025 positive
Jan 25, 2025 neutral
Jan 25, 2025 neutral
Jan 25, 2025 neutral
Coogan: Stargate $500B figure represents total cost of ownership not upfront capex
“We believe this project is being measured on the total cost of ownership, not capital expenditures, i.e. The one hundred billion and the five hundred billion is TCO, which includes the capital expenditures for data centers, servers, Networking costs, power cos…”
Jan 25, 2025 bullish
Hays: ChatGPT leads consumer AI through mindshare and search-like utility
“The reason that ChatGPT has stayed very dominant from a user standpoint is because they have the consumer mindshare. The average person is not like prompt engineering. They don't care about the context window. They're just almost using it like a Google that ca…”
Jan 25, 2025 positive
Jan 25, 2025 bearish
Coogan: Stargate joint venture is incrementally negative for Microsoft long-term
“Microsoft is the biggest loser. Microsoft is largely left on the sidelines as OpenAI utilizes another infrastructure partner. As such, and Adele stated, all I know is I'm good for my eighty billion. Microsoft's recent blog post stated the facts of the partners…”
Jan 25, 2025 positive
Jan 28, 2025 bullish
Jan 28, 2025 bullish
Jan 28, 2025 positive
Jan 28, 2025 positive
Coogan: OpenAI's o3 High-Compute Mode Spent $3,000 to Solve a Benchmark Task
“Oh three, which isn't out yet, but is even more advanced in terms of reasoning. They have a high compute model. That spends almost 3000 dollars per task. And it just thinks for hours and hours and hours basically, and it was able to break arc that that AI, AGI…”
Jan 28, 2025 negative
Coogan: DeepSeek R1 failed prompt length test compared to OpenAI o1 Pro
“O-One Pro delivered basically exactly 5000 words, and it even, as it was writing the story, it would say like, introduction, 400 words. Act one, 600 words. And it totally, it kept this like internal log, and then at the end it was like, I have written 5400 wor…”
Jan 28, 2025 neutral
Coogan: OpenAI's $200 o1 Pro uses the same model as $20 o1
“In fact, the O-one model is 20 dollars a month, is basically the same model used in the O-one Pro model for 10 X the price at 200 dollars a month, which raised plenty of eyebrows. The main difference is that O-one Pro thinks for a lot longer before responding”
Jan 28, 2025 bearish
Coogan: DeepSeek R1 Trails OpenAI by 18 Months and Lacks 0-to-1 Innovation
“Basically, you know, for years, that's covered and working on ways to allow language models, like GPT four to solve tasks that involved reasoning, like math and science problems in 20, 21, he launched a project called GPT zero. What did they launch? Deep seek …”
Jan 28, 2025 positive
Jan 28, 2025 neutral
Feb 8, 2025 neutral
Coogan: OpenAI Deep Research excels at substantiating theses, not originating them
“In other words, the model does a much better job of filling out a thesis than coming up with one. And so it seems like it's great. Deep research is super great for, hey, I already read the report. I understand this. I have a thesis. I just need you to go and p…”
Feb 12, 2025 negative
Altman: Musk uses lawsuits and takeover bids to slow OpenAI down
“I think he's probably just trying to slow us down. He obviously is a competitor. It's, you know, he's working hard, and he's raised a lot of money for XAI, and they're trying to compete with us from a technological perspective, from you know, getting the produ…”
Feb 12, 2025 negative
Feb 19, 2025 bullish
Coogan: AI and LLMs will create at least $1 trillion in value
“How, in what world does AI and LLMs not wind up being around a trillion dollars of value? I get that. Like it could go any direction and like how you slice that up. It could be very equal. It could be one winner take all. And you know, Hey, people are gonna ha…”
Feb 19, 2025 positive
Feb 19, 2025 positive
Feb 19, 2025 positive
Mar 5, 2025 positive
Mar 8, 2025 bullish
Mar 12, 2025 bearish
Lessin: OpenAI is trapped in the middle and will lose
“Candidly, even companies like open AI, or should we say nonprofits like open AI, the problem is they're kind of in the middle, you know, they can't compete. With the hyperscalers from just access to capital perspective. If this is a capital game, they're going…”
Mar 14, 2025
Mar 17, 2025 bullish
Bartlett: Most AI equity value will probably accrue to Big Tech incumbents
“And I think in large part, maybe with the exception of open AI, like the vast majority of the equity value will probably end up accumulating to the Facebooks and the Microsofts and the, you know, the Googles and I guess open AI as well.”
Mar 17, 2025 bullish
Bartlett: OpenAI Should IPO Soon to Capitalize on Market Demand
“If I were open AI, I would try to get out sooner rather than later. Right. Cause I think there's this demand both from
Institutional and retail to have exposure to some of these things. And if you look, I mean Palantir's where they're trading, and obviously th…”
Mar 24, 2025 neutral
Foody: Ex-OpenAI founders prioritize AGI ideology over business unit economics
“I think a lot of it ties to just like the ideology around AGI, right? This is the most important problem in the world. And so how do we all race as fast as possible to get there rather than a lot of the, you know, unit economics and competitive dynamics that i…”
Mar 28, 2025 positive
Schneider: DeepSeek pushed efficiency earlier because it ran out of chips before US labs
“I think deep sea kind of came to that earlier. The sort of need to really push on kind of the efficiency frontier as opposed to the capability frontier, because they ran out of chips before the likes of OpenAI and Anthropic.”
Apr 1, 2025 bearish
Asparouhov: OpenAI Sherlocked dozens of AI image startups into total irrelevance
“There's like a whole fucking set of like a hundred like AI image generation companies that all just got, you know, fucking Sherlock by open AI and are going to be totally irrelevant because like they've got the biggest brand and know they have the best technol…”
Apr 6, 2025 neutral
Apr 6, 2025 positive
Apr 6, 2025 positive
Apr 6, 2025 positive
McLaughlin: AI safety testing acts as racecar brakes enabling faster model deployment
“It's crazy at the Formula One level, how many people think the brakes are for slowing down, right? And, like, sometimes, like, to go as fast as possible, right? Like, to, you know, like, get this out into the world as quickly as possible to make, you know, lik…”
Apr 6, 2025 positive
McLaughlin: Continuous AI progress can feel weirdly discontinuous to outside users
“Even things that are continuous to us, right. Like, you know, as people that use these tools often still are sometimes weirdly discontinuous to like outsiders. Right. Or to let people that aren't as new to the product. But like, you know four O image gen is li…”
Apr 6, 2025 neutral
McLaughlin: Top AI Agents Won't Have Three-Second Viral Demos
“I do think that, like, some of the most important agents like, some of the, you know, like, most important things that we'll build over the next, like, few years might not have results that you can, like, look at in three seconds to be like, wow, like, great j…”
Apr 6, 2025 positive
McLaughlin: GPT-4.5 was a really interesting moment for AI humor
“I will say you know, GPT 4.5 was like a really interesting moment for humor for me. Right. Where like, you know, I was testing this model internally a lot. And like one of the ways I like kind of realized like, wow, this actually is like a interesting step cha…”
Apr 6, 2025 positive
McLaughlin reads an OpenAI Deep Research report every night before bed
“Like, so before I go to bed, like I like generate like a deep research. I like, you know, remind myself, like, you gotta read the deep research tonight. Like I gotta, like, you know, it's just like brushing your teeth or something, right?”
Apr 6, 2025 neutral
McLaughlin: Initial Political and Capital Conditions Compound Drastically in AGI Trajectory
“That, like, little, little differences in the initial conditions kind of, like, of, you know, AGI being born, or, like, of the politics of the time, or, like, of the, like, capital distribution or whatever I think can compound to, like, incredible differences …”
Apr 6, 2025 bullish
McLaughlin: AI Agents Are a 'Nines of Reliability' Scaling Challenge
“The cool thing is, though, is that, like, you know, it's a nines of reliability scaling problem, that as you, like, kind of, like, push these nines out, and as you, like, make them more reliable in many more contexts at some point they are just doing, like, a …”
Apr 6, 2025 neutral
Knoop: OpenAI asked ARC Prize team to verify results on semi-private dataset
“Opening eye situation was a little different because they had reached out to us and said, Hey, we think we've got a really impressive result on the public eval set. And we'd like your help to verify. On the semi-private set, which is what we created that data …”
Apr 9, 2025 bullish
Wang predicts an OpenAI smartphone will seriously challenge Apple's iPhone
“But Apple has, is really fumbling, and they know it, and when OpenAI comes up with the OpenAI phone, I think it will be a serious challenge to Apple because Opening eyes. I open the iPhone. We'll just be smarter. You know it.”
Apr 10, 2025 neutral
Apr 17, 2025 positive
Apr 25, 2025 bullish
Apr 25, 2025 neutral
Srinivas: Perplexity replaced a three-model agent pipeline with a single model
“Before O-three, the way we built, like, our agents, is there would be one model that gave, came up with a plan for the query, another model that would execute the plan by converting the plan to, like, Smaller queries, filtering links, calling searches, and the…”
Apr 25, 2025 bullish
Apr 26, 2025 positive
Brown: OpenAI's o3 qualifies as 10-minute AGI
“I'm happy to call O three, 10 minute AGI. And I think like framing AGI in terms of like length of time, it takes a human to do a task is like more reasonable than like a global framing. Like, sure. There's a bar of like drop and replace for a human that we are…”
Apr 26, 2025 bearish
Wischoff: Beyond OpenAI, Claude, and Perplexity, consumer AI lacks daily stickiness
“I don't know that I found anything even personally sticky enough that I'm like every day, like, you know, like messing around with it. And I, well, I guess it's not fair. Like obviously like open AI, like Claude and perplexity. But I think like on the everyday…”
Apr 26, 2025 bullish
OpenAI's limited bandwidth creates startup opportunities outside their top ten priorities
“If you have some strict stack ranking of the teams within open AI, like only 10 problems can have like the top 10 teams on it. And so if you're any, if you're doing anything after like the top 10 problems that they have, then you're like by definition don't ha…”
Apr 26, 2025 positive
LiveKit's d'Sa: LiveKit built the infrastructure for OpenAI's ChatGPT voice modes
“Fast forward, like, about a year and a half, two years, and, ah, we built a demo when ChatGPT first came out, ah, where you could talk to it instead of text with it using LiveKit's infrastructure, and a few months later, OpenAI ended up finding it, ah, wanted …”
Apr 26, 2025 positive
D'Sa: LiveKit partnered with OpenAI to build ChatGPT voice mode
“We built a demo when ChatGPT first came out, ah, where you could talk to it instead of text with it using LiveKit's infrastructure, and a few months later, OpenAI ended up finding it, ah, wanted to build a voice interface to ChatGPT, And we started to work pre…”
Apr 26, 2025 positive
Van Lancker: Free Agency Received Hundreds of Applicants from Top Tech Firms
“So we've had hundreds of applicants already. You know, these have been engineers and designers and companies like OpenAI and Databricks, SpaceX, Ramp, you know, like you name it. We have a Gen Z creator who has millions of followers more research focused peopl…”
Apr 28, 2025 bullish
Apr 28, 2025 neutral
Apr 28, 2025 bullish
May 4, 2025 positive
Jun 7, 2025 bullish
Jun 7, 2025 positive
Jun 7, 2025 positive
Jun 7, 2025
Jun 7, 2025 bullish
Jun 21, 2025 neutral
Jun 21, 2025 positive
Jul 1, 2025 neutral
Jul 5, 2025 neutral
Coogan: OpenAI Recalibrates Compensation to Fight Meta Poaching While Balancing Fairness
“Chen promised that he was working with Sam Altman, the CEO of OpenAI and other leaders of the company around the clock to talk to those with offers, adding, we've been more proactive than ever before. We're recalibrating comp and we're scooping out creative wa…”
Jul 5, 2025 neutral
Coogan: Meta Will Not Try To Directly Disrupt ChatGPT
“I don't think that Meta is necessarily going to try and go eat ChatGPT's lunch. Like I was revisiting that conversation that we had with Jeff Huber, and he was saying like, you know, he was kind of reiterating like, never bet against Zuck. Like he's working on…”
Jul 5, 2025 positive
Coogan: OpenAI used FP8 weight storage two years before DeepSeek
“And when you talk to Dylan Patel, I was asking him about deep seek and how deep seek was doing all these innovations and like moving to floating .8, like smaller smaller, basically smaller numbers, storing the weights. And he was like, oh yeah, but open AI was…”
Jul 5, 2025 bullish
Depue: OpenAI holds iPhone-like center of gravity as default AI winner
“I think as long as OpenAI doesn't totally drop the ball on product or research, like, they have the center of gravity for the AI world, like, in the same way that no matter what Android ships, people are not gonna switch from their iPhones, like, It's somethin…”
Jul 5, 2025 neutral
Jul 5, 2025 negative
Jul 5, 2025 negative
Hays: Matching Competitor Poach Offers Creates Perverse Retention Incentives
“The other thing is, is it creates this like really nasty incentive. To basically be like, oh yeah, you know, you maybe got hit up by a meta recruiter like many months ago and you can be like, yeah, I mean, they reached out to me and suddenly they're like hover…”
Jul 19, 2025 positive
Jul 19, 2025 positive
Jul 19, 2025 positive
Shkreli: AI Labs Should Partner with PE to Acquire Enterprise Data
“I sometimes joke that the big AI companies should become LBO shops. And what they can do is they can partner with KKR or Blackstone and all they get is the data. KKR and Blackstone pride the capital, get all the returns. Fine. But all the data comes back to, y…”
Jul 26, 2025 bullish
Jul 26, 2025 positive
Coogan: Long term, AI model routing will be fully prompt-driven
“I would imagine that over the long term, everything's driven by the prompt. I would love to be able to go to ChatGPT and just say, Hey, quickly, what's the population of Canada? And it knows to use for that. And then if I say, hey, I want you to give me a full…”
Jul 26, 2025 bearish
Jul 26, 2025 neutral
Jul 26, 2025
Jul 26, 2025 neutral
Coogan: Google Used Lean Proof Verifier While OpenAI Used Text-Based LLMs for IMO
“Using this program called Lean that is a formal math proof verifier, and there's rumors that Google's building their system to leverage that a lot. OpenAI apparently went way, way down just the text-based LLM reasoning path and had a lot of success there.”
Jul 26, 2025 bearish
Jul 26, 2025 bearish
Hays: Native ChatGPT image tools pose a massive challenge to wrapper startups
“This presents a massive challenge if you are a ChatGP a GPT rapper that's trying to go compete in the creative expression space because you have to, you, it's not enough to generate a cool image or generate a meme it used to be that if you could do text well, …”
Jul 26, 2025 positive
Aug 9, 2025 bullish
Aug 9, 2025 bullish
Coogan: Model auto-routing gives OpenAI customer leverage and higher margins
“This change is more bullish for the business because it shows that, that OpenAI is a dominant consumer app and they have increasing leverage over the customer to route to cheaper models that will save money and be higher margin.”
Aug 9, 2025 neutral
Andreessen: AI training data disputes must be solved by Congress
“In the case of training data, I think that there, I mean, there's a bunch of these copyright, you know, kind of lawsuits happening right now. There's, you know, the big New York Times opening, I won, and there's, you know, been a bunch of others. I think in th…”
Aug 9, 2025 neutral
Aug 9, 2025 positive
Aug 9, 2025 positive
Aug 9, 2025 bullish
Coogan: OpenAI generates around $1B per month in revenue
“Like, you know, they're generating, what, a billion dollars a month in revenue at this point. Everyone uses the app. It's installed everywhere. Like, that, that, that token demand is not going anywhere, that infrastructure demand is not going anywhere, so.”
Aug 9, 2025 bullish
Aug 12, 2025 positive
Aug 16, 2025 bullish
Randle: ChatGPT drives the majority of industry foundation model revenue
“The majority of all of that, or at least the plurality of all of that is ChatGPT. And ChatGPT, even though it is served by a foundation model company, is an application. It is a consumer subscription that has an immense amount of power. It has an immense amoun…”
Aug 16, 2025 positive
Aug 16, 2025 bearish
Aug 16, 2025 neutral
Aug 21, 2025 positive
Aug 23, 2025 positive
Sep 27, 2025 neutral
Sep 27, 2025 neutral
Sep 27, 2025 positive
Sep 27, 2025 bullish
Coogan: ChatGPT hits 700M weekly active users amid massive compute demands
“Company executives made it clear that the Abilene site was just the beginning, noting they envisioned a need for more than 20 gigawatts of computing capacity to meet the explosive demand for ChatGPT, which now has more than seven hundred million weekly users.”
Oct 9, 2025
Oct 10, 2025 positive
Peebles: Sora is the only video model reliably handling complex physics
“This model is a huge leap forward in terms of physics IQ. So pretty much all past video generation models really struggled with prompts that, you know, involve like backflips, gymnastics routines, et cetera. And this is really the only model that exists today,…”
Oct 10, 2025
Altman: Defensibility comes from repeatedly releasing cohesive innovations first
“I think like the key to this is not any one innovation, but it's repeatedly Putting them out again and again, and being first to come up with them and put them into a cohesive offering, and you know, that's what we want to be good at.”
Oct 10, 2025 bullish
Altman: OpenAI knows how to build a GPT-4 equivalent for video
“It was really not until GPT-IV where these text models started providing real value for people, and we know how to go make the GPT-IV equivalent of video models, and we will do that, and then a lot of these things that are currently annoying, like doors, or, y…”
Oct 10, 2025
Oct 10, 2025 positive
Oct 10, 2025 bullish
Oct 10, 2025 positive
Altman: Sora team made feed AI-only despite my initial pushback
“One design decision the team made that I thought was really great, and I was actually pushing them in a different direction earlier on, and then I decided they were totally right, and I thanked them and dropped it, was the fact that the feed is AI only.
And no…”
Oct 10, 2025 positive
Peebles: Sora creator monetization model updates are coming in weeks
“We're actively working on the team right now coming up with like the right monetization model here to get this rolled out. But it's really important to us, right? That our creators on the platform are rewarded and that there are clear, you know, financial ince…”
Oct 10, 2025 positive
Oct 10, 2025 positive
Peebles: Video AI progressed from GPT-1 to GPT-3.5 equivalent in 18 months
“GPT-ONE really was Sora-ONE for this modality. And the progress we've made kind of in the last 18 months getting to this 3.5 moment, right, is really compressed compared to how long it took to go from GPT-ONE to 3.5 in the language domain.”
Oct 10, 2025 negative
Oct 10, 2025 bullish
Altman: Sora API has the fastest revenue ramp of any OpenAI model
“The reaction to The API has been nuts positive. Like I, at least the fastest ramping revenue I've ever seen for one of our new models in the API. I mean, maybe there was something faster than I'm not remembering, but the demand there has been just incredible”
Oct 17, 2025 bullish
Salesforce utilizes models from OpenAI, Anthropic, Gemini, and xAI
“If you are your Slack user, you need to see the Slack bot that we introduced here, which is built on Anthropic. It's also amazing. So we use open AI. We use Anthropic. We use Gemini. I just did an interview with Sundar, you know, you can see it on YouTube. We …”
Oct 22, 2025 positive
Oct 22, 2025 bearish
Oct 22, 2025 bullish
Hays: OpenAI could swap ChatGPT's model for Claude and retain users
“OpenAI could swap out the underlying model,
And still accrue the vast majority of value.
So, hypothetically, you could have ChatGPT, chat.com, powered not by GPT-Five, but instead powered by Gemini or Claude, and still see positive user growth, monetization, b…”
Oct 22, 2025 neutral
Oct 22, 2025 negative
Oct 22, 2025 neutral
Oct 22, 2025 negative
Oct 28, 2025 positive
Nadella: Microsoft Committed $13.5B to OpenAI Before ChatGPT Became a Hit
“I mean, if you look back, you asked how we put the billion, and the reality is we put the ten billion. Or the 13 and a half was fully committed before it became a thing, right? And remember that was all done before ChatGPT became a thing.”
Oct 28, 2025
Oct 28, 2025 neutral
Oct 28, 2025 positive
Oct 28, 2025 bullish
Oct 28, 2025
Nov 4, 2025 bullish
Gurman: Apple can copy any consumer hardware OpenAI builds
“In terms of Apple worried, I think Apple looks at this as something where they can be a fast follower. I don't, I think there are hardware products that OpenAI can bring to market that are innovative before Apple, but I don't think there's a product out there …”
Nov 7, 2025
Nov 7, 2025 neutral
Sam Altman predicts US government becomes insurer of last resort for AI
“At some level, when something gets sufficiently huge, whether or not they are on paper, the federal government is kind of the insurer of last resort. As we've seen in various financial crises and insurance companies screwing things up. So, I guess, given the m…”
Nov 7, 2025 neutral
Tyler Hogge says OpenAI seeks government backstops to rival cash-rich hyperscalers
“OpenAI is, is, is a new hyperscaler, and it's so hard to compete with the hyperscalers that have huge amounts of cash flow, that they need every advantage that they possibly can, right? And one way they could get an advantage is through programs like Sarah sug…”
Nov 7, 2025 neutral
Nov 7, 2025 negative
John Coogan says OpenAI CFO acknowledging implicit government backstops creates moral hazard
“I don't think Sarah Fryer or anyone at OpenAI is asking to rewrite the playbook. But there's something that feels very moral hazard-y about the CFO of the most important company at the center of a massive economic wave, sort of telling everyone how the magic t…”
Nov 7, 2025 negative
Nov 7, 2025 positive
Sarah Friar says federal backstops reduce financing costs for frontier AI chips
“The backstop, the guarantee that allows the financing to happen. That can really drop the cost of the financing, but also increase the loan to value, so the amount of debt that you can take on top of an equity portion for some federal backstop for chip investm…”
Nov 13, 2025 neutral
Nov 15, 2025 neutral
Coogan: GPT-5.1 Widens Model Routing for Variable Reasoning Time
“I saw some charts that showed that it's more that they're just pushing the model router further to the edges, so it can Reason for even longer if it needs to, and it can reason for even less time if it just can come up with the answer quickly, more quickly.”
Nov 19, 2025 neutral
Coogan: Nvidia earnings lag real-time AI demand due to five-year lead times
“Also with the Nvidia news, it's like, how much can you actually read into AI demand based on Nvidia earnings? Because I feel like we're projecting out like these deals five years in advance. We buy the chips, then we install them like that whole rumored decele…”
Nov 22, 2025 neutral
Coogan: Andrej Karpathy broke AI consensus by projecting a decade of agents
“Even though he's worked at OpenAI, even though he's worked at Tesla, he broke rank, he went on the Dwarkesh Patel show, and said, you know what, I think we're more in a decade of agents. I think AGI might not be right around the corner. He took a contrarian st…”
Nov 22, 2025 neutral
Nov 25, 2025 neutral
Nov 25, 2025 bullish
Nov 25, 2025 neutral
Nov 25, 2025 neutral
Dec 3, 2025 bearish
Hays: Siri's Gemini integration is an underrated threat to OpenAI
“It's an underrated threat for OpenAI. There's a lot of queries that all hit open ChatGBT on mobile. That are not even, like, super economic, but it's just a lot of my usage around, like, hey, just trying to learn about something or research a product, et ceter…”
Dec 3, 2025 bearish
Coogan: OpenAI's Scattered Focus on Hardware and Social Hurts Discipline
“The scattershot nature raises questions about the company's discipline and ability to support these disparate initiatives. Is OpenAI a frontier research lab? A social network operator, a commerce engine, a hardware company, because it's hard to do all of that …”
Dec 3, 2025 bullish
Dec 3, 2025 neutral
Dec 3, 2025 bearish
Dec 3, 2025 negative
Dec 3, 2025 bullish
Chen: OpenAI has internal models matching Gemini 3 and better successors coming
“Just looking purely at the benchmarks, you know, we actually felt quite confident you know, we have models internally that perform at the level of Gemini three, and we're pretty confident that we will release them soon, and we can release successor models that…”
Dec 12, 2025 neutral
Dec 12, 2025 bullish
Dec 12, 2025 positive
Dec 12, 2025 negative
Hays: Disney accuses Google of massive copyright infringement with AI models
“As Disney has gone into business with OpenAI, the Mouse House is accusing Google of copyright infringement on massive scale, using AI models and services to commercially exploit and distribute infringing images and videos.”
Dec 16, 2025
Dec 16, 2025
Dec 20, 2025
Hays: OpenAI urges White House to invest in Stargate supercomputing initiative
“In a letter to the White House sent this AM, this was yesterday, OpenAI encourages the federal government, government to invest in or contract with initiatives like OpenAI's Stargate to secure compute for public research.”
Jan 8, 2026 neutral
Jan 8, 2026 neutral
Jan 8, 2026 neutral
Jan 14, 2026 bullish
Jan 14, 2026 positive
Jan 16, 2026 bullish
Merge Labs raised $252M with backing from Sam Altman and OpenAI
“OpenAI and Sam Altman backing a new bold take on fusing humans and machines. It's called Merge Labs. We've heard about this before. We talked to Rob Taves. They now have two hundred and fifty two million dollars in the bank and an all-star, all-star crew.”
Jan 16, 2026 neutral
Jan 20, 2026 bearish
Musk Legal Team Seeks $134B in Damages from OpenAI
“It's gonna be a hundred and thirty four billion dollars in damages is what Elon is seeking. Musk's legal team argues that his early funding and involvement materially contributed to OpenAI's rise, which is now valued at five hundred billion, and he wants a sli…”
Jan 20, 2026
Jan 21, 2026 positive
Coogan: ServiceNow commits revenue in three-year deal to integrate OpenAI models
“So they signed a three year deal that will integrate the AI models. ChatGPT's models into ServiceNow's business software. The deal depends on customers using OpenAI's models within ServiceNow and also includes a revenue commitment from ServiceNow to OpenAI.”
Jan 21, 2026 neutral
Amodei: Anthropic rarely faces Chinese AI models in enterprise contract bids
“When we go out, when we're you know, competing against other companies for enterprise contracts, We see, just honestly and candidly, we see Google, and we see OpenAI. Every once in a while, we see a couple other US players. I have almost never lost a deal, los…”
Jan 22, 2026 neutral
Jan 23, 2026 neutral
Apple Reportedly Rebuilding Siri as OS-Integrated Chatbot 'Campos'
“Apple plans to revamp Siri later this year by turning the digital assistant into the company's first artificial intelligence chatbot, thrusting the iPhone maker into a generative AI race dominated by OpenAI on Google. The chatbot, codenamed Kempos, will be emb…”
Jan 23, 2026 bullish
Jan 24, 2026 bearish
Jan 24, 2026 bullish
Hays: Google has a massive infrastructure advantage over OpenAI in AI ads
“OpenAI has to not only, like, figure out how to actually implement ads within the product, but they have to build out all the advertising
Like, infrastructure, the platform infrastructure, in order for people to run campaigns successfully and at scale.
So, Goo…”
Jan 28, 2026 positive
Jan 30, 2026 positive
Feb 3, 2026 neutral
Feb 3, 2026 bullish
Feb 3, 2026 neutral
Feb 3, 2026 negative
Feb 5, 2026 negative
Hays: Anthropic falsely implies ChatGPT display ads will manipulate model responses
“As the ads that are coming to chat to be to your effectively display ads. Everybody in the industry by now should know this, yet this campaign implies that the ads will influence the response and that you cannot trust it.”
Feb 5, 2026 bearish
Feb 5, 2026 neutral
Feb 5, 2026 neutral
Altman: More capable models may eliminate today's multi-agent abstractions
“I suspect like everything else that's happening when an industry is moving so fast, all of this is somewhat temporary on like a long enough time scale. And You, as these models become more capable and these agents are operating on very long time horizons with …”
Feb 5, 2026 bullish
Altman: Critics claiming AI scaling is slowing or topping out have been wrong
“And for all of the concern people have about it's gonna, like, top out, or it's slowing down, or whatever, like, no one's been right about that. I mean, sometimes they, it looked like they were for a couple of months as we digested a new model or came to a new…”
Feb 5, 2026 bullish
Feb 5, 2026 bullish
Altman: Workflows Will Shift Toward Managing Teams of AI Agents
“I think we will be heading towards a workflow where a lot of people just feel like they're managing a team of agents, and they'll keep, as the agents get better, they'll keep operating at a higher and higher level of abstraction, which at least watching what's…”
Feb 5, 2026 bearish
Feb 5, 2026 positive
Altman: OpenAI prioritizes coding and science AI over writing models
“What is possible now for coding for science. That's the thing I'm most excited about for accelerating all kinds of research AI and otherwise for really accelerating the economy. I think that's like the right thing for us to most prioritize in terms of new capa…”
Feb 5, 2026
Feb 5, 2026 neutral
Feb 5, 2026 positive
Feb 5, 2026 bullish
Feb 5, 2026 positive
Altman: Agent Tools Will Matter More Than Intelligence Near-Term
“The agents will keep getting better, so you'll keep working at the maximum of your management bandwidth or cognitive ability to keep track of all the stuff and the tools to make that easy to do will matter. I think more than intelligence for a little while, be…”
Feb 5, 2026 positive
Feb 5, 2026 negative
Feb 5, 2026 positive
Feb 5, 2026 positive
Altman: 10% interface polish unlocks massive AI model capability overhang
“You know, the, I think it's a great example of 10% of polish of the experience of using these models, especially when there's so much capability overhang goes an extremely long way to what you can build and how, how you interact with this stuff.”
Feb 5, 2026 positive
Coogan: OpenAI launched GPT-5.3 Codex and Frontier AI co-worker platform
“So GPT-Five-Point-Three Codex launched today, and there's a very, very cool There's a very, very cool update to or new product, Frontier, which is a product for building AI co-workers that I'm very excited to talk to Sam about because it feels like the first g…”
Feb 5, 2026 neutral
Feb 5, 2026 neutral
Feb 5, 2026 bearish
Hays: Claude has lost the race to reach billions of users
“Anthropic has already lost the race to serve billions of people, right? I don't think that they're, when you look at Gemini's sort of traction, OpenAI's, ChatGPT traction, like it seems like the race to get to Three billion monthly actives is kind of over. I d…”
Feb 5, 2026
Feb 6, 2026 bearish
Hays: Anthropic has lost the race for billions of consumer users
“Anthropic has already lost the race to serve billions of people, right? I don't think that they're, when you look at Gemini's sort of traction, OpenAI's, ChatGPT traction, Like, it seems like the race to get to three billion monthly actives is kind of over.”
Feb 6, 2026 negative
Feb 6, 2026 neutral
Feb 6, 2026 bullish
Feb 6, 2026 positive
Coogan: OpenAI is hiring hundreds of enterprise AI consultants
“OpenAI is hiring hundreds of new staffers to expand a technical consulting team that helps large corporations develop custom AI applications and agents to automate employee tasks, according to a person Knowledge with the company's plans.”
Feb 6, 2026 neutral
Feb 10, 2026 neutral
Bishop: Chinese AI firms IPO earlier with far less capital than OpenAI
“Yes, with much lower revenue, raising much less money, much lower valuations, and a lot of it is because they, you know, they actually need the capital. I mean, it's, I think they, but the amount of capital they need in the raising is a frat. It's like, you kn…”
Feb 10, 2026 neutral
Feb 10, 2026 negative
Feb 10, 2026 positive
Feb 10, 2026 neutral
Hays: ChatGPT ads will target interest graphs, not conversation content
“From what I understand, it won't be related to the content because people are going to be annoyed at that. I would expect it in the future. It is. But in the meantime, I think it'll effectively be display ads based on your interest graph, right? What they know…”
Feb 10, 2026 positive
Feb 11, 2026 bearish
Hays: The real SaaS crash won't begin until frontier AI labs IPO
“I think the real Sasspocalypse might not start until you have some of the labs public, and people can actually really rotate out of software fully and say, I don't want to own this thing that I don't fully understand how AI is going to impact it when I could o…”
Feb 18, 2026 positive
McCormick: OpenAI recouped all GPT-4 training costs and more
“GPT four is the really instructive is the really instructive example because I believe that model costs like a hundred million dollars to train, and it was really expensive at the time, but then very quickly they were on a multi-billion dollar run rate, and it…”
Feb 18, 2026 neutral
Feb 18, 2026 negative
Feb 18, 2026 positive
Feb 18, 2026 neutral
Feb 19, 2026 neutral
Feb 19, 2026 neutral
Hays: Startups in the path of AI improvements will get stomped
“I mean, the models, you know, if you're in the path of models improving, you will get stomped like Godzilla, but there's still plenty of opportunities all over the ecosystem, especially if you're not doing something that's in software.”
Feb 26, 2026 neutral
Coogan: Leading AI labs are capturing half of all venture capital
“Venture as a class in a good year will do like four hundred billion, and across OpenAI at a 100,000,000,030 for Anthropic, 20 for XAI, then you have, you know, a bunch of NeoLabs all picking up a billion each. Like, you very quickly get to a few companies Rais…”
Mar 2, 2026 bullish
Mar 2, 2026 neutral
Coogan: Anthropic Clashed over Surveillance and Lethal Weapons Clauses Permitted to OpenAI
“So there were two main sticking points that they went back and forth on. No mass domestic surveillance, and no fully autonomous lethal weapons, and there's been a question as to why OpenAI was allowed to Include that language in their contract and say, like, h…”
Mar 2, 2026 neutral
Thompson: Anthropic Commands SF Talent While OpenAI Aligns With America
“Anthropic has a local advantage in that most people, I think, in the industry are with them, and they have a national PR problem in that I think a lot of folks outside of tech don't understand why tech companies always try to Or resist helping the US governmen…”
Mar 3, 2026 positive
Mar 3, 2026 bullish
Mar 6, 2026 neutral
Cosgrove: OpenAI Will Make Additional Deals With the US Government
“Whichever way, like, the anthropic Pentagon stuff, like, evolves, like, I think it's very clear that this is not, like, the last time government deals will be made, right? Like, the OpenAI deal is not the last deal that OpenAI will make with the government.”
Mar 7, 2026 bullish
Mar 16, 2026 bullish
Mar 16, 2026 neutral
Mar 23, 2026 positive
Hays: OpenAI's 17.5% return is a preferred equity hurdle, not debt
“The 17 and a half percent return looks like a red flag until you look at it closely. It's preferred equity hurdle, not a coupon on debt. This is the main thing that the hundreds of posts I saw are missing priority on returns before common shareholders.”
Mar 23, 2026 neutral
Mar 23, 2026
OpenAI hires Meta's Dave Dugan as VP of Global Ad Solutions
“Dave Dugan, a former top advertising executive at Meta, is gonna lead sale, ad sales. Dugan, who announced earlier this month he was stepping down from his role as Vice President of Global Clients and Agencies at Meta, has been named Vice President of Global A…”
Mar 25, 2026 positive
Mar 25, 2026
Mar 30, 2026 neutral
Apr 1, 2026 neutral
Apr 2, 2026 neutral
Apr 2, 2026 positive
Apr 2, 2026 neutral
Apr 2, 2026 positive
Apr 3, 2026 positive
TBPN retains full editorial independence under OpenAI acquisition agreement
“TBPN will continue to run their programming, choose their own guests and make their own editorial decisions. That's foundational to their credibility. And it's something we're explicitly protecting as part of this agreement.”
Apr 3, 2026 positive
Apr 3, 2026 neutral
Apr 7, 2026 bullish
Apr 7, 2026 positive
Apr 7, 2026 negative
Excluding the public from frontier AI equity upside carries severe societal costs
“And I think what we're learning as a society is the cost of not having broad participation is incredibly high. And we'll be. Right. If you have a whole generation of young people that don't own their house and have student debt and don't feel like they're econ…”
Apr 23, 2026 positive
Apr 23, 2026 positive
Apr 27, 2026 positive
Apr 28, 2026 neutral
May 1, 2026 neutral
May 1, 2026 neutral
May 1, 2026
Judge publicly berated a spectator for illegally recording the OpenAI trial
“So one woman in the overflow room who was just not just, it was a civilian going to attend and watch it, Started recording, which is again, against the rules, if not the law in a federal courthouse. So the judge brings her in, and in front of a room of like a …”
May 1, 2026 positive
May 1, 2026 positive
May 1, 2026 neutral
May 1, 2026 neutral
Isaac: Musk leaned into his 'existential' persona on the stand
“Elon, I think from day one, has leaned into the persona of Elon, and just from him being on the stand and saying, I care about humanity, I mean, he says he does whatever he does or doesn't, but like, just leaning into this, like, I'm a world-changing entrepren…”
May 1, 2026 negative
Hays: Musk-OpenAI Infighting Harms Already Negative Public AI Perception
“It's just kind of depressing to see these groups like fighting in this way. When we have so much bigger problem, like we have so many bigger problems as an industry, right? The big problem being like public perception of AI is like already so bad. Like people,…”
May 1, 2026 neutral
Isaac: AI Model Distillation Across Competitors Is an Industry Open Secret
“Elon went out of his way to say, Everyone kind of does this. It's like an open secret in the industry, which I think is like, also kind of true, but that doesn't make it, there's like, it's fraught, I guess is what I would say.”
May 1, 2026
Musk was openly antagonistic during cross-examination by OpenAI's litigation counsel
“Elon went from, like, I am a entrepreneur, sort of like, Rosalie explaining to you what I think the future should look like, and like, very concerned for the future of the human race, to like, openly antagonistic to Savitt's questioning”
May 1, 2026 neutral
Isaac: OpenAI-Musk Trial Courtroom Limits Outlets to One Reserved Seat
“So there are reserved seats in the front row for press, but the issue is only one person per outlet gets it, and we are doing, like, live blogging for, like, the big moments, like, opening statements, and for Elon, and so myself and my colleague Cade came on t…”
May 15, 2026 positive
May 22, 2026 positive
May 22, 2026 bullish
May 22, 2026 positive
Cosgrove: OpenAI Internal Model Disproved Erdős Problem 90 Conjecture
“Basically, OpenAI figured out that this is not true, and that there actually are some, there are some n's for which this kind of max number of pairs is greater than the original Erdos conjecture. So, so for infinitely many n, this is not for every single n, ri…”
May 26, 2026
Ries: Anthropic's founders consulted with me on governance setup
“When the founders of Anthropic left OpenAI, so what is that, like three or four OpenAI crises ago? I can't track. But anyway, it's like hard for me to keep track, but anyways, like it's been a rough, you know, it's been a rocky road. When they left, like I was…”
May 29, 2026 bullish
Gerstner: Anthropic and OpenAI will keep growing despite enterprise spend optimization
“Of course, I believe that optimization will continue, but my hunch is that anthropic and open and these companies will continue to grow right through the optimization because the growth curve on penetration of both enterprise and use case is so steep.”
May 29, 2026 bullish
May 29, 2026 bullish
May 29, 2026 bullish
Gerstner: Anthropic is fastest-growing company in history of capitalism
“OpenAI has not blown away their numbers. Google has not blown away their numbers. Like numbers have been good, but the fundamental driver of outperformance in terms of offtake of AI revenues has been Anthropic, which is the fastest growing company in the histo…”
May 29, 2026 bullish
Jun 2, 2026 positive
OpenAI breaks ground on 1-gigawatt Stargate Michigan data center
“OpenAI announced that they're breaking ground on Stargate Michigan, a one gigawatt data center utilizing closed loop cooling, and they're getting out ahead of the water FUD. They say it uses water at the rate of a typical office building, creates thousands of …”
Jun 2, 2026 positive
Jun 10, 2026 bullish
Prince: Major AI labs are making Cloudflare their preferred code execution target
“And it's, I think, why you're seeing more and more of the big AI labs have Cloudflare as the preferred target for where, where their code gets run. You know, OpenAI released a project for their enterprise users a little while ago that, again, is targeting us.”
Jun 15, 2026 neutral
Baker: OpenAI Cut Codex Prices to Bootstrap Recursive Self-Improvement Loops
“I think that's why OpenAI is cutting codex pricing, simply because coding, you know, coding tokens are so valuable, and if you don't have enough of them, you may not be able to get into this RSI loop that, that everyone is, you know,”
Jun 18, 2026 positive
Jun 18, 2026 bullish
Woo: Anti Fund has invested in OpenAI and semiconductor startup Etched
“We're pretty AI maxis here, so we're in OpenAI, and then going down that stack, right? So, you go down the inference providers, like the modals, and then you go to the semiconductors, so we're in Etched, which is an inference ASIC.”
Jun 27, 2026 neutral
Jun 27, 2026 neutral
Jun 27, 2026 positive
Jun 27, 2026 bullish
Jul 13, 2026 neutral
Jul 13, 2026 neutral
Jul 21, 2026 neutral
Jul 23, 2026
Jul 23, 2026 neutral
Claude Mythos and GPT-5.5 score 20% and 15% on ExploitGym benchmark
“Claude Mythos preview successfully exploited a 157 of the 898 instances, and OpenAI's GPT 5.5 exploited one 20 within, ah, 120 of the eight 98, so you have, like, roughly 20% performance for Mythos, and 5.5 got, like, 15% or something like that, but whenever y…”
Jul 29, 2026 bullish
Jul 30, 2026 neutral
Coogan: Employees from OpenAI, Anthropic, and Google Signed AI Pause Letter
“There's this open letter from a bunch of lab employees saying like, hey, maybe we should do a mutual pause. Maybe we should all slow down. And I think even some meta researchers signed that as well, but there's like a wide group from OpenAI, Anthropic, a bunch…”
Aug 5, 2026 positive
Aug 6, 2026 neutral
OpenAI Slows Research and Reallocates Teams Following Agent Escapes
“Dalton, the OpenAI employee said the incidents marked a pivotal moment For the company and the industry as a whole, he said that numerous internal teams have dropped everything to dramatically expand OpenAI's ability to monitor its agents, and that the company…”
Aug 6, 2026 neutral
Aug 15, 2026
Sep 4, 2026 bullish
Sep 4, 2026 positive
Sep 4, 2026 positive
Sep 4, 2026
Sep 4, 2026 neutral
Sep 8, 2026 bullish
Sep 8, 2026 positive
Brockman: Integrated image generation capability is unique to OpenAI versus competitors
“Being able to have that image generation capability in the middle is something that's very unique to OpenAI relative to some of our competitors, and I think that you're able to then produce much better artifacts downstream”
Sep 8, 2026 bullish
Sep 8, 2026 bullish
Brockman: OpenAI views image, voice, and code as one unified package
“We really view images, we view voice, we view coding, all these capabilities as one package that are going to come together to create an AI that empowers you, that means you can create anything that you imagine, And I think it's going to be something that's ju…”
Sep 8, 2026 bullish
Brockman: OpenAI reached computer-use parity with Astra
“So if you have an AI that can operate that way, and even from the very beginning of OpenAI, we had a dream that one day we could create such an AI, it becomes able to help you across everything that you would be able to do with a computer yourself. And so I th…”
Sep 8, 2026 positive
Brockman: OpenAI Model Solved Navier-Stokes Millennium Problem by Finding Singularity
“Today we announced that our model had solved the Navier-Stokes problem that we found a counter-example or a sort of proof that you can actually that these theoretical equations do have a singularity or kind of breakdown under
Certain circumstances.”
Sep 8, 2026 negative
Brockman admits OpenAI Operator was slow, inaccurate, and painful to use
“I think operator was just kind of below threshold in terms of the model capabilities. It was a cloud-based system that operated with computer use. It was slow. It wasn't fully accurate. It was like pretty painful to use. Some people got value, but it really wa…”
Sep 8, 2026 bullish
Sep 8, 2026 positive
Sep 8, 2026 neutral
Brockman: Highlighting esoteric AI use cases fails to trigger broad adoption
“We've sometimes highlighted esoteric use cases, something that appeals to someone in particular, and it's amazing for that person, but people don't then say, oh, because it's this powerful, I can also do this other powerful thing I've been waiting on. Like tha…”
Sep 8, 2026 positive
Sep 8, 2026 negative
Brockman says exposing context windows and model selection is bad UX
“What we were promised, if you were to rewind five, 10 years ago, is never a low-level language model that you have to think about context windows, and you have to select thinking strength, and you have to select different models, like none of that is the futur…”
Sep 8, 2026 bullish
Sep 9, 2026 neutral
Sep 10, 2026 positive
Hays: Rival frontier AI labs will eventually collaborate to pace development
“Pacing the frontier, collaborating with other labs. I'm oddly optimistic that this will happen. Obviously, you know, there's the Sam and Dario can't even hold hands on stage in that India conference, but AI has made strange bedfellows out of people.”