OpenAI, every mention
1,051 scenes, the whole family · ← back to OpenAI
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
OpenAI Acquires TBPN
- ▶ 6:53 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 OpenAI and with Sam Altman. 2 times in the scene
- ▶ 20:08 John Coogan Should we go to, uh, is there anything else to say about OpenAI? 2 times in the scene
Artemis II, Jamie Dimon’s “American Dream,” Snap’s Crucible Moment | Diet TBPN
- ▶ 17:38 unnamed speaker Then they say deploy AI properly, monetize Snap's proprietary AI data sets, and then concentrate AI partnerships on clear winners like Gemini, OpenAI, and Anthropic. 2 times in the scene
AI Is Coming for Your Memes, Crypto’s Quantum Clock, Axios Hack| Diet TBPN
- ▶ 16:28 John Coogan At the same time, Codex is open source, it's not the end of the world, but it did reveal a bunch of things about the roadmap,
- ▶ 28:32 Tyler Cosgrove He tried to absorb DeepMind into Tesla in 2014, then OpenAI in 2018. 5 times in the scene
The Axios Supply Chain Attack Explained
- ▶ 9:14 unnamed speaker You talk to codex, you talk to cloud code.
- ▶ 12:07 unnamed speaker At the same time, uh, Codex is open source, it's not the end of the world, but
- ▶ 20:23 unnamed speaker Uh, uh, and, uh, and, and people are, of course, making a joke that, uh, the codex source code has been leaked in full here, and they're linking to the GitHub because codex is open source, uh, which is, which is cool. 3 times in the scene
Is Meta Really Addictive?, Jetsons Prediction, Artemis II: Back to the Moon | Diet TBPN
- ▶ 12:13 unnamed speaker So, uh, OpenAI's nascent social network, Sora, shut down. 2 times in the scene
FULL INTERVIEW: Why I Think Nvidia Is Perfectly Positioned In The AI Race
- ▶ 4:34 Tae Kim You see the open AI pivoting toward it. 2 times in the scene
- ▶ 8:22 unnamed speaker I loved when open AI, open source GPT OSS. 2 times in the scene
- ▶ 22:41 Tae Kim 10, 20 agents, and they're kind of over, uh, overseeing them, but then we have this other stuff where these models, the mythos, and open AI, they're just gonna get better, where you could automate, uh, all these work, uh, process flows.
The $6M Verdict That Could Kill Social Media
Novartis Buys Excellergy for $2B, Anthropic Vs. Pentagon, The Mansion Section | Diet TBPN
- ▶ 8:38 unnamed speaker I wonder if this will trigger, uh, uh, the, the team at DeepMind or OpenAI to consider training a better model.
- ▶ 22:22 unnamed speaker Uh, opening eyes at 49%. 2 times in the scene
- ▶ 31:21 unnamed speaker And he says, are you open to the idea of bidding on the open AI IP with me and some others?
Arm’s $15B Chip Bet, Sanders & AOC vs Datacenters, Meta & YouTube Lose Trial | Diet TBPN
- ▶ 8:35 Turner Novak But now, ARM is going to be making the chips themselves, and they're going to be working with meta platforms and OpenAI.
Benchmark’s Ship of Theseus, OpenAI Kills Sora, SpaceX $2T IPO Buzz | Diet TBPN
- ▶ 11:27 John Coogan Obviously, this is not the end of video creation for OpenAI. 3 times in the scene
SpaceX’s Lunar Mass Driver, OpenAI Hires Meta’s Top Ad Exec, Zuck Builds CEO Agent | Diet TBPN
- ▶ 19:33 John Coogan OpenAI is offering private equity firms a guaranteed minimum return of 17.5%, as well as early access to models not yet in public release. 9 times in the scene
- ▶ 22:53 Jordi Hays Financial Times had some reporting Saturday, opening AI to double workforce as business push intensifies. 4 times in the scene
Elon's Moon Mass Driver: Here's How He'll Do It
- ▶ 30:41 Tyler Cosgrove I mean, when, you know, open AI codec six comes out.
- ▶ 30:41 Tyler Cosgrove I mean, when, you know, open AI codec six comes out.
Bezos' $100B AI Plan, Nvida Chip Smuggling, The Mansion Section | Diet TBPN
- ▶ 31:26 unnamed speaker Open AI is at 48%.
Samsung’s $70B Chip Bet, Apple Doing Nothing But Winning AI, Bezos’ New Fund | Diet TBPN
- ▶ 7:29 unnamed speaker There's codex versus cloud code. 2 times in the scene
- ▶ 7:40 unnamed speaker Than, than open air anthropic. 3 times in the scene
- ▶ 17:43 Jordi Hays However, however fancy OpenAI, Google, Anthropic, and XAI make their chatbots, iPhones are still a primary way to deliver them to customers.
- ▶ 22:00 John Coogan I have to imagine that Apple is not capturing any revenue from enterprises, developers, Cloud Code, Codex, any of those developers. 2 times in the scene
Nvidia Restarts China Sales, Vibe Coding Backlash, Peptide Craze | Diet TBPN
- ▶ 13:40 unnamed speaker Or does it come out of Codex and Cloud Code instead?
OpenAI Ends Side Quests, SF Housing Market is Back, Kalshi’s $1B Prize | Diet TBPN
- ▶ 0:42 unnamed speaker It says, OpenAI's Fiji Simo told staff last week that the company could not afford to be distracted by side quests 10 times in the scene
- ▶ 4:42 unnamed speaker I think right now there's a huge narrative around like opening. 2 times in the scene
- ▶ 9:42 unnamed speaker Some of open AI's teams come from very small teams with relatively tiny compute budgets, but they get a lot of attention sometimes because of the particular product category. 6 times in the scene
- ▶ 9:51 unnamed speaker So SOAR is a great example where small team, not huge resource investment, probably a lot of inference and training cost, but relative to codex, 5.4 spar. 2 times in the scene
- ▶ 12:58 unnamed speaker In other news, OpenAI is forming a joint venture with TPG, Advent International, Bain Capital, and Brookfield Asset Management. 2 times in the scene
- ▶ 13:40 unnamed speaker Codex is now at two million weekly active users, up nearly four exits the start of the year.
- ▶ 13:49 unnamed speaker Launched in Frontier, which launched last month to help enterprises build, deploy, and manage AI co-workers that can do real work, has way more demand than we can handle.
Why OpenAI Is Killing Side Projects to Win AI
- ▶ 0:00 unnamed speaker OpenAI's FijiSimo told staff last week that the company could not afford to be distracted by side quests, main quest only. 6 times in the scene
- ▶ 2:21 unnamed speaker Yeah, and remember, during this time, that's when I started talking about viewing OpenAI's activities like they were a hyperscaler, right? 6 times in the scene
- ▶ 3:54 unnamed speaker Yeah, the other side of that is like, they clearly need to be in the harness business too, which is why Codex is accelerating.
- ▶ 13:16 unnamed speaker I think the business is still, is still going, and they're working on it, so, um, some of OpenAI's teams come from very small teams with relatively tiny compute budgets, uh, but they get a lot of attention, sometimes because of the…
- ▶ 13:30 unnamed speaker Uh, SOAR is a great example where small team, not huge resource investment, probably a lot of inference and training cost, but relative to Codex, 5.4, SPAR, I, I don't know.
- ▶ 14:50 unnamed speaker And so with that backdrop, OpenAI Labs and being more efficient with the shots on goal makes a lot of sense.
AI vs. Dog Cancer, Timothée Chalamet Under Fire, ‘Agents Over Bubbles' | Diet TBPN
- ▶ 7:07 Jon Ma With OpenAI President Greg Brockman quote tweeting the story with the caption, a small window into the opportunity of AGI.
- ▶ 19:54 Jon Ma That's considered AGI as far as the Microsoft OpenAI contract is concerned.
- ▶ 22:14 Jordi Hays Yeah, so LLM, ChatGPT, O-One, and then Opus, as well as Claude
- ▶ 22:20 Jordi Hays Uh, code and codex, basically getting to the point where tasks are being accomplished over hours and getting to great outcomes.
AI Researcher Uses GPT to Save His Dog From Cancer
- ▶ 4:29 unnamed speaker With OpenAI President Greg Brockman quote tweeting the story with the caption, a small window into the opportunity of AGI.
Tall Poppy Syndrome, Bytedance Gets Blackwell Chips, WSJ Mansion Section | Diet TBPN
- ▶ 12:33 John Coogan You gotta be open AI anthropic.
Oracle Rips, Larry Ellison's 1997 Vanity Fair Article, Global Fertilizer Crisis | Diet TBPN
- ▶ 2:18 unnamed speaker OpenAI does not yet. 6 times in the scene
- ▶ 5:57 unnamed speaker Compute is scaling very differently because when we went from LLMs and ChatGPT to reasoning models, that probably 10 X the amount of tokens that people were generating with O-one.
- ▶ 6:12 unnamed speaker And then the agents framework, the open clause, the codexes and the cloud codes that all did another 10 X in token volume. 2 times in the scene
- ▶ 25:16 unnamed speaker Remember, Disney has a deal with OpenAI alongside Sora, but Disney has not said, oh, okay,
Thinking Machines X Nvidia, Meta Acquires Moltbook, BYD Mulls F1 | Diet TBPN
- ▶ 6:18 Tyler Cosgrove On my code, because I'll just have, like, if I'm in Codex, if I'm in Cloud Code, I'll just tell it, review it.
- ▶ 7:16 unnamed speaker Uh, Max Zeff in Wired shares that OpenAI and Google employees, including Google DeepMind chief scientist Jeff Dean, 2 times in the scene
- ▶ 8:12 unnamed speaker There's a question about capabilities, but the capabilities seem to be jumping back and forth constantly, like with the Google News today, with the Codex
- ▶ 17:13 unnamed speaker Founded by OpenAI's former CTO, plans to deploy at least one gigawatt of NVIDIA chips as part of a new partnership. 3 times in the scene
- ▶ 22:12 unnamed speaker Last month, OpenAI hired Peter Steinberger, the creator of OpenClaw. 4 times in the scene
Oil Market Turbulence, Sundar's New Comp Package, TBPN Weather Report | Diet TBPN
- ▶ 26:59 unnamed speaker He had been criticized for being too slow to adopt AI at the search giant, allowing OpenAI to release the first hit product, ChatGPT, in late twenty-twenty-two, but has since bounced back, releasing cutting-edge AI models and integrating…
OpenAI drops GPT-5.4, Iran War fallout, The Mansion Section | Diet TBPN
- ▶ 0:18 John Coogan It feels like a great mix of Opus and Codex, fast conversational, great instruction following. 4 times in the scene
- ▶ 6:26 John Coogan Because we saw these two revenue lines where, ah, OpenAI is just absolutely going vertical, so is Anthropic, just like one month behind.
A Short History of America Nationalizing its Companies
- ▶ 1:00 Tyler Cosgrove Like, the OpenAI deal is not the last deal that OpenAI will make with the government. 2 times in the scene
Daniel Gross’ AGI predictions, SpaceX IPO news, Trump takes control of US chip exports | Diet TBPN
- ▶ 1:52 Jordi Hays And of course, today, OpenAI is, has released GPT, 5.4, which, ah, does exactly this quite well. 2 times in the scene
- ▶ 4:03 John Coogan And then you do have OpenAI, Anthropic, XAI in the private markets.
- ▶ 9:17 John Coogan Open AI has a million square feet of offices.
- ▶ 15:58 John Coogan 110 going to OpenAI, 30 going to Anthropic, tons of money going to XAI.
The Remarkable AGI Predictions of Daniel Gross
- ▶ 1:51 unnamed speaker And of course, today, OpenAI is, has released GPT-V.IV
- ▶ 4:33 unnamed speaker And then you do have OpenAI, Anthropic, XAI in the private markets.
- ▶ 10:03 unnamed speaker OpenAI has a million square feet of offices.
- ▶ 14:16 unnamed speaker So, um, this is also true in private markets, as Paul Graham mentioned, AI startup mega rounds, a hundred and ten billion dollars for open AI, thirty billion for Anthropic,
- ▶ 20:15 unnamed speaker 110 going to OpenAI.
Apple’s MacBook Neo, OpenAI’s Pentagon Agreement, Anthropic’s Investors Silent on DoW | Diet TBPN
- ▶ 6:29 unnamed speaker AWS and Anthropic, Microsoft through OpenAI, Alphabet through Gemini, and Meta through MSL. 2 times in the scene
- ▶ 12:16 unnamed speaker Apparently, OpenAI's Stargate 3 times in the scene
- ▶ 19:44 unnamed speaker Altman defended OpenAI's Defense Department contract and in all hands yesterday calling the backlash, quote, really painful. 3 times in the scene
- ▶ 29:56 unnamed speaker Three, mass chat GPT cancellations, thanks to OpenAI becoming the government AI supplier. 2 times in the scene
FULL BREAKDOWN: Apple’s 7 New Devices
- ▶ 8:19 unnamed speaker Through AWS and Anthropic, Microsoft through OpenAI, Alphabet through Gemini, and Meta through MSL. 2 times in the scene
- ▶ 17:09 unnamed speaker Apparently, OpenAI's Stargate initiative alone could consume up to 40% of global DRAM output as it stands today, and this is the problem because there's only three major companies in the memory category.
- ▶ 26:19 unnamed speaker OpenAI is buying three to four times more memory than it could possibly need in the short term. 5 times in the scene
- ▶ 28:25 unnamed speaker Well, it's probably from just running 10 instances of cloud code or codex and, and just firing off 10 times as much inference.
Netflix’s Next Move, Zuck’s $170M Florida Mansion, the Billionaire Tax Push | Diet TBPN
Anthropic v. DoW, Paramount wins WB, OpenAI raises $100B | Diet TBPN
- ▶ 2:59 John Coogan It's going to be much easier for them to onboard to a Gemini, or an OpenAI, or a Grok, um, very quickly.
- ▶ 9:21 John Coogan And there's been a question as to why open AI was allowed to include that language in their contract.
- ▶ 19:38 Jordi Hays And so, all, all the, the kind of blowback against OpenAI, I was processing that of, like, we want our, this, this technology is critical, the government, like, clearly needs it, and now we want the labs leaning into working with the…
- ▶ 28:56 Jordi Hays OpenAI raised a hundred and ten billion dollar round of funding from Amazon, NVIDIA, and SoftBank. 2 times in the scene
FULL INTERVIEW: Ben Thompson on Anthropic v. DoW
- ▶ 27:38 Ben Thompson The OpenAI angle is obviously interesting. 4 times in the scene
- ▶ 29:46 Ben Thompson And so, and so that's why Anthropic was already allowed for classified content and OpenAI wasn't.
FULL BREAKDOWN: Trump BANS Anthropic
- ▶ 2:50 John Coogan It's going to be much easier for them to onboard to a Gemini, or an OpenAI, or a Grok, um, very quickly.
- ▶ 10:07 John Coogan No mass domestic surveillance, and no fully autonomous lethal weapons, and there's been a question as to why OpenAI was allowed to 2 times in the scene
- ▶ 27:12 Jordi Hays And so, uh, the, all, all the, the kind of blowback against open AI, I was processing that of like, we want our, this, this technology is critical.
Big Tech to Pay for Power, Anthropic Abandons Safety, the Adoption Paradox | Diet TBPN
- ▶ 17:18 John Coogan 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. 3 times in the scene
Full Interview: Bill Gurley Thinks College Kills Creativity
- ▶ 16:07 John Coogan I'm just thinking about the average American can't get allocation in SpaceX, Anthropic, OpenAI, and they're seeing bills go up, and they're worried about AI, but they don't have exposure, and, and if they could 2 times in the scene
- ▶ 20:22 Bill Gurley I fear mainly because I'm well aware that like opening eyes, I mean, anthropic is the biggest spender on lobbying whatsoever.
Citrini Research’s viral piece, AI and the economy, 90s Nostalgia | Diet TBPN
- ▶ 4:30 unnamed speaker So I'm going to rotate into a basket of anthropic open AI and space X.
Why My Article Just Tanked the Market
- ▶ 10:50 Alap Shah Uh, into your organization today, you know, ChatGPT and OpenAI will send you a forward deployed engineer if you have billion dollars in budget, right? 2 times in the scene
- ▶ 19:14 John Coogan Uh, do you think that there's any, uh, there's this question about, like, in my mind, like, yes, Google and NVIDIA are public, but, uh, Anthropic, OpenAI, and, uh, XAI through SpaceX are not public.
REACTION: The 2028 Global Intelligence Crisis
The SaaSpocalypse is Cancelled, WB Back in Play, Zuck Grilled in LA Trial | Diet TBPN
- ▶ 9:01 John Coogan When you discover context graphs, and then you're going to be talking about how the system's record will be disintermediated by an agentic layer and reposting OAI marketing graphics.
Post Earnings with Figma CEO Dylan Field
- ▶ 1:32 unnamed speaker Like the first time I used codex on desktop, I just remade the TVPN homepage to look like, uh, to look like Berkshire Hathaway's website.