OpenAI, every mention
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tap a year for its mentions
every year anyone John Coogan 860Jordi Hays 317Dylan Patel 26Sam Altman 16Peter Steinberger 15Will Depue 14Mike Knoop 13Tyler Hogge 11Brad Gerstner 11Tyler Cosgrove 10
Verbatim, from the transcripts: the passages where OpenAI comes up
Gavin Baker: SpaceX Might Be the Greatest Company of All Time
- ▶ 24:19 Gavin Baker Somebody told me it only took a 160,000 reasoning traces from O-one and O-three to get the original DeepSeek.
Cloudflare CEO Predicts AI Agents Will Outnumber Humans 1,000-to-1
- ▶ 3:45 Matthew Prince You know, OpenAI released a project, um, uh, for their enterprise users a little while ago that, again, is targeting us.
Social Network Sequel Trailer, Fable 5 Sparks Safety Debate, SpaceX IPO Watch | Diet TBPN
WWDC Reactions, Claude Fable 5 Debuts, McAfee Eyes ESPN Mega Deal | Diet TBPN
- ▶ 20:59 unnamed speaker This was a reminder from last year when Apple met with Mira Murati, the former CTO of OpenAI, to discuss a potential deal for her new AI startup, Thinking Machines Lab.
Palantir CEO Alex Karp on Tokenmaxxing & Taste
Palantir's AIPCon 10, Ramp Hits $44B, 60 Minutes Eyes Rogan | Diet TBPN
- ▶ 9:58 unnamed speaker And they should be, you would expect that biotech would be similarly power law driven, maybe not as extreme, but if you pull out spacex, open AI anthropic from power law.
Microsoft Takes on Frontier AI with Project Solara, OpenClaw, and More at Build 2026 | Diet TBPN
Google Raises $80B, Confidential IPO 101, OpenAI Expands Codex | Diet TBPN
- ▶ 0:45 John Coogan Eighty billion stock-based fundraising should be taken as a rebuke to those salivating over the forthcoming IPOs of SpaceX, OpenAI, Anthropic. 2 times in the scene
- ▶ 17:00 Jordi Hays This ad is sponsored by open AI from the open, from the official open AI account. 3 times in the scene
- ▶ 27:08 John Coogan 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, the water FUD.
- ▶ 27:50 Jordi Hays Uh, in other open AI news, uh, there's now sites in codecs. 2 times in the scene
YouTubers Win at the Box Office, Bernie Wants Public Stake in AI, Anthropic Files S-1 | Diet TBPN
- ▶ 26:47 unnamed speaker Open AI. 2 times in the scene
Where Brad Gerstner Is Investing Billions
- ▶ 0:45 Brad Gerstner Did you guys get shares in OpenAI when you sold this thing? 2 times in the scene
- ▶ 3:12 Brad Gerstner I think it's that important to the entire narrative, because the fact of the matter is OpenAI has not blown away their numbers.
- ▶ 8:32 Brad Gerstner 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…
- ▶ 19:55 Brad Gerstner Same for Amazon, same for Microsoft, same from OpenAI, same from Anthropic. 3 times in the scene
- ▶ 25:55 Brad Gerstner And now I have somebody who's just like deep in the weeds, recruiting the best engineers in the world, deep partnership with open AI. 2 times in the scene
- ▶ 28:43 Brad Gerstner You know, we've really made massive bets, the biggest bets in the history of Altimeter, between OpenAI and Anthropic, which, uh, you know, is consuming billions and billions of dollars.
- ▶ 34:43 Brad Gerstner You know, the Facebooks, the SpaceX's, the open AIs.
The Lean Startup Author on What Ruins Good Companies
IPO Giga Boom, World’s Fairs of the Past | Diet TBPN
- ▶ 5:37 unnamed speaker I mean, I, I think the reason that, that Kodaks and Claude code and cursor and these other tools have gotten so good is because the engineers building them are using them all day long.
- ▶ 7:08 unnamed speaker They said, SpaceX, OpenAI and Anthropic IPOs set to ignite Wall Street trading frenzy. 3 times in the scene
- ▶ 18:47 unnamed speaker I would have loved codex and clock code. 2 times in the scene
SpaceX S-1, Anthropic Revenue Booms, OpenAI Cracks Erdős Problem | Diet TBPN
- ▶ 14:47 John Coogan Anthropic valuation up a 173% since the start of the year, uh, posting profits in Q two, according to the Wall Street Journal, uh, open AI evaluation up 67% since the start of the year, and open AI general purpose model solves longstanding… 4 times in the scene
- ▶ 21:58 John Coogan The other news, uh, rumors about OpenAI is being close, closing in on the IPO fund filing, and, uh, that pushed out Nvidia's results, which is, uh, normally something I would expect on the front page, but there was too much AI news.
Google I/O: Day 1 Reactions, Goldman to Lead SpaceX IPO | Diet TBPN
- ▶ 0:23 John Coogan 20 bucks to the OpenAI non-profit.
- ▶ 15:22 John Coogan We see this with the independent labs or the OpenAI, Anthropic, the other labs, XAI.
- ▶ 18:44 Jordi Hays Uh, was that, uh, the Google anti-gravity team, uh, flashed a codex folder in their, uh, in their actual demo video. 3 times in the scene
Google I/O, Fertility Decline, Spotify Logo Drama | Diet TBPN
- ▶ 12:04 unnamed speaker and I think consumer, but given how much people are using codex, cloud code for like personal, like things, like just because writing code
- ▶ 17:27 unnamed speaker Andre Karpathy has gone from OpenAI to Tesla to Anthropik. 3 times in the scene
- ▶ 19:43 unnamed speaker But, uh, one, one more thing out of IO that we forgot to cover, uh, Google's new synth ID framework that 11 Labs, OpenAI, and NVIDIA are joining forces. 2 times in the scene
Musk Loses OpenAI Case, Leopold’s 13F, Data Center Backlash | Diet TBPN
- ▶ 0:07 unnamed speaker Obviously the first one is that the U.S. jury finds OpenAI CEO Sam Allman not liable to Elon Musk for straying from charitable mission because Musk waited too long to sue. 4 times in the scene
SpaceX IPO Date, ChatGPT x Personal Finance, Sanders & AOC vs. Data Centers | Diet TBPN
- ▶ 3:27 John Coogan Normally this couple would be typing on the keyboard, but now they're dictating to Codex and Claude Code.
Cerebras IPO, Warsh Confirmed Fed Chair, Musk-OpenAI Trial Nears End | Diet TBPN
- ▶ 4:54 unnamed speaker As, uh, in codex, 5.3, Spark, uh, and so they are very fast, and I think the most important thing that Semi-Analysis points out is that token consumers, customers, businesses, have shown this revealed 3 times in the scene
- ▶ 7:24 unnamed speaker But OpenAI is clearly very pilled on Cerebrus. 2 times in the scene
- ▶ 23:43 unnamed speaker The OpenAI Elon Musk trial is in its final day. 18 times in the scene
- ▶ 29:39 unnamed speaker Doug says, is the jury allowed to use codex slash goal to be done in one and a half hours?
Trump-Xi Summit, Space Data Center Debate, Inflation Up | Diet TBPN
- ▶ 12:50 unnamed speaker Uh, you don't have Dario from Anthropic or Sam Altman from OpenAI.
- ▶ 26:06 unnamed speaker Um, the other, the other funny dynamic from SpaceX is deal making recently is given that the OpenAI startup fund was 2 times in the scene
- ▶ 26:21 unnamed speaker OpenAI, at least the startup fund, will have some meaningful exposure to SpaceX. 3 times in the scene
Altman’s Testimony, AI SPV Drama, Ebay Rejects $GME Bid | Diet TBPN
- ▶ 0:36 unnamed speaker Sam Altman took the stand in the OpenAI versus Elon Musk trial this morning. 13 times in the scene
- ▶ 3:38 unnamed speaker Sam Altman takes a stand in Musk versus OpenAI. 7 times in the scene
- ▶ 15:21 unnamed speaker And even in the case that they were like saying that they were tied, it was typically like it one, one to five percent of the fund in Anthropic or open air or SpaceX. 2 times in the scene
Swatch & AP Collab, Cerebras Boosts IPO Price, Trump to Visit China | Diet TBPN
- ▶ 18:30 John Coogan Uh, Cerebus makes AI inference chips and lists Amazon and OpenAI among customers. 2 times in the scene
- ▶ 26:57 John Coogan I will show up to your open houses wearing open AI or anthropic merch. 2 times in the scene
Apple-Intel Chip Deal, U.S Adds 115K Jobs, DeepSeek Eyes $50B Valuation | Diet TBPN
Airbnb CEO on Why AI Will Create a New Era of Consumer Products
- ▶ 20:15 Brian Chesky I would predict that most revenue is going to go be going to codex.
- ▶ 22:33 Brian Chesky and so I kind of, and by the way, OpenAI, 3 times in the scene
Sam vs Elon Trial, Coinbase Cuts 14% in AI Pivot, Digesting Meta Earnings | Diet TBPN
Neural Computers, GameStop’s $55B eBay Offer | Diet TBPN
- ▶ 9:24 John Coogan Codex and Claude Code and OpenClaw. 2 times in the scene
AI Profits Surge, $70B Capex Surge Raises Investor Concerns, Automated Skin Exams | Diet TBPN
- ▶ 5:42 unnamed speaker Uh, market reaction was a bit choppy as the new open AI relationship gets digested. 8 times in the scene
- ▶ 29:28 unnamed speaker Uh, well, Arc AGI VIII has been very tough for even the most frontier AI models, but the good folks over at Arc Prize have benchmarked the two latest and greatest AI models from OpenAI and Anthropic.
Inside the OpenAI vs. Elon Musk Courtroom
- ▶ 9:18 Mike Isaac I will say, also, she is responsible for, uh, if they're, if Elon, or sorry, if OpenAI is found liable, judge decides on remedies, damages, and things like that, so she still has an active role in that regard, and in steering the case.
- ▶ 13:06 Mike Isaac And, you know, OpenAI is really hammering the facts of what they feel are their side of the case, and saying Elon has known about, uh, Elon has never been in the dark, he quit in a huff, he, uh, he's made it very clear he hasn't been…
- ▶ 14:04 Mike Isaac And, uh, uh, so the point, uh, so Bill Sabat is lead counsel for OpenAI. 2 times in the scene
- ▶ 19:00 Jordi Hays Uh, how much is the history between, uh, opening eyes, counsel, Bill, uh, who represented, he represented Twitter when Elon was trying to get out of the, the, the, the Twitter buyout, uh, and ultimately it feels like the X slash Twitter…
- ▶ 21:19 John Coogan Are we going to flip to, uh, Sam and Greg and, and some other open AI folks or, 6 times in the scene
Tech Earnings Quadkill, Red Button vs Blue Button | Diet TBPN
- ▶ 5:07 unnamed speaker About 45% of that is coming from OpenAI, but they have lots of other partners that have signed on for really long compute contracts, and that is starting to show up in the financials saying, hey, we're spending all this capex, but we have…
- ▶ 7:43 unnamed speaker But the, the, the horse race has always been, you know, windsurf cognition and cursor and, and codex and cloud code and like,
- ▶ 14:44 unnamed speaker Back and forth, uh, on the open AI news, shares of Oracle, CoreWeave, and SoftBank, uh, slumped, but CoreWeave is up majorly today, 8.4%. 6 times in the scene
In-Car Surveillance is Coming | Diet TBPN
- ▶ 11:18 John Coogan Uh, we gotta talk about the GBT-Five-Five-Five prompt for Codex, which seems to have a duplicated line trying to get it to not talk about creatures. 2 times in the scene
China Blocks Meta’s $2B Manus Deal, Meta Bets on Space-Based Solar | Diet TBPN
- ▶ 0:03 Jordi Hays Of course, the Elon Musk OpenAI.
- ▶ 0:24 Jordi Hays Musk is alleging that OpenAI abandoned its original nonprofit mission and became a for-profit entity
- ▶ 0:58 Jordi Hays There's also other Microsoft OpenAI news. 4 times in the scene
- ▶ 21:47 Jordi Hays And then on the flip side, you have Josh Kushner, investor in open AI, ton of different artificial intelligence companies.
Intel Rips, Thrive Launches Eternal, GPT 5.5 | Diet TBPN
- ▶ 14:46 Dylan Patel And OpenAI is cooked. 7 times in the scene
- ▶ 26:15 unnamed speaker I left OpenAI two to three years ago.
Thoma Bravo Loses Medallia, OpenAI Drops ChatGPT 5.5, Bob Iger Returns | Diet TBPN
- ▶ 10:11 John Coogan There is, there is new news from Michael Kratzios that, uh, the government seems to be taking, uh, anthropic and opening eyes messaging around distillation very seriously and is setting up a task force.
SpaceX-Cursor Deal, ChatGPT Images 2.0, Fake Bear Scam | Diet TBPN
- ▶ 0:08 unnamed speaker Oh, a bunch of, uh, news out of open AI and, uh, mythos on a group of unauthorized users have been using Claude mythos since the day it was released.
- ▶ 7:29 unnamed speaker Remember, that's why he founded OpenAI. 2 times in the scene
- ▶ 12:26 unnamed speaker Cursor doesn't have capital to blow on a five billion dollar training run to compete with Codex and Claude.
- ▶ 28:10 unnamed speaker Uh, uh, imagine if Codex existed in 2 times in the scene
Jensen on Dwarkesh, Cursor x XAI, Netflix Stock Sinks | Diet TBPN
- ▶ 23:20 unnamed speaker I feel like MSL mentioned it at some point, maybe OpenAI.
- ▶ 25:09 unnamed speaker Uh, well, there are two big releases from, uh, Anthropic and OpenAI today. 3 times in the scene
- ▶ 26:05 unnamed speaker Well, um, OpenAI announced Codex for almost everything. 4 times in the scene
Kevin Hart live on TBPN
- ▶ 20:41 James Morrissey Congrats on the deal with OpenAI.
Allbirds’ AI Pivot, Snap Cuts 16% of Workforce, Amazon’s GlobalStar Deal | Diet TBPN
- ▶ 17:24 unnamed speaker Is to concentrate AI partnerships on clear winners like Gemini, OpenAI, and Anthropic.
SpaceX Financials, Does AI Increase Unemployment or Leisure, Chimp Civil War | Diet TBPN
- ▶ 6:17 unnamed speaker The AI model company he founded to rival OpenAI.
Andy Jassy’s Shareholder Letter, Meek Mill Joins the AI Race| Diet TBPN
- ▶ 0:20 unnamed speaker Anthropics mythos preview and Project Glasswing launched on Tuesday, quickly followed by news today that OpenAI also plans to deliver a model with advanced cybersecurity capabilities.
- ▶ 11:03 unnamed speaker Both OpenAI and Anthropic have run revenue run rates reportedly approaching thirty billion dollars.
- ▶ 17:00 unnamed speaker Well, there's a debate on the timeline about, uh, OpenAI's new cyber security product. 6 times in the scene
- ▶ 19:43 unnamed speaker Even right now, you can just ask Codex, whatever, you're building something, like,
Meta’s AI Comeback Moment, Claude Mythos | Diet TBPN
- ▶ 0:26 unnamed speaker Catch up to OpenAI, Anthropic, and Google DeepMind.
- ▶ 7:16 unnamed speaker So according to Meta's internal benchmark test, Muse Spark outscored Google Gemini on some tests and was competitive with models from OpenAI and Anthropic on others. 2 times in the scene
- ▶ 17:07 unnamed speaker Yeah, a headline, a headline from February, headline, a 22, 2019 by Aaron Mack, OpenAI says its text generating algorithm GPT-II is too dangerous. 2 times in the scene
Meta Tokenmaxxing, Intel Joins Terafab, Frontier AI vs. China | Diet TBPN
- ▶ 29:28 unnamed speaker In some other more positive news, OpenAI, Anthropic, Google are uniting to cop, uh, to combat model copying in China. 3 times in the scene
FULL INTERVIEW: Thomas Laffont’s Journey From Hollywood Assistant to Legendary Tech Investor
- ▶ 33:06 Thomas Laffont You know, I think OpenAI is probably the most important company in the world today in the sense that it's, um, the driver of AI, both consumption, uh, and spending.
- ▶ 43:14 Thomas Laffont Spend per developer on cursor, OpenAI, and Anthropic is happening, right?
- ▶ 58:15 Thomas Laffont Let's take an anthropic, let's take an open AI, right? 4 times in the scene
Open AI Acquires TBPN, Artemis II, The AI-Built $1.8B Company | Diet TBPN
- ▶ 0:04 John Coogan Uh, this is from the OpenAI blog. 6 times in the scene
- ▶ 6:07 John Coogan And when I reflect on my career, it's, I think it makes a lot of sense and I can walk you through some of my career and my experience with open AI and with Sam Altman. 2 times in the scene
- ▶ 19:02 John Coogan Uh, is there anything else to say about OpenAI? 4 times in the scene
- ▶ 28:33 John Coogan Uh, Sam Altman, the chief executive open AI, uh, predicted the rise of a new breed of super efficient company in 2024.
OpenAI Acquires TBPN
- ▶ 0:08 John Coogan Uh, this is from the open AI blog, open AI acquires TBPN, accelerating the global conversation about AI.
- ▶ 2:33 John Coogan Anyway, let's go over to Fiji Simo's post on the OpenAI blog. 6 times in the scene